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One of our favorite traditions each year is our annual Open House, and we’re excited to invite you to join us again on Thursday, October 8, from 5 to 9 p.m. at the Pilot Wealth Advisors office. What began as a grand opening celebration in 2023 after moving into and renovating our office building, formerly a church parsonage, quickly became one of our favorite events. The Open House provides an opportunity for clients, family members and friends to connect with the Pilot Wealth Advisors team in a relaxed setting outside of our typical meetings. We’ll have great food, drinks, live music, activities for kids and opportunities to support Heartbeat of Toledo, an organization near and dear to our team. Everyone is welcome at this special evening of great conversation, community and fun. Please RSVP by contacting Angie at 419-463-2097 or angela.weber@thrivent.com. See Thrivent.com/social for disclosures

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One of our favorite traditions each year is our annual Open House, and we’re excited to invite you to join us again on Thursday, October 8, from 5 to 9 p.m. at the Pilot Wealth Advisors office. What began as a grand opening celebration in 2023 after moving into and renovating our office building, formerly a church parsonage, quickly became one of our favorite events. The Open House provides an opportunity for clients, family members and friends to connect with the Pilot Wealth Advisors team in a relaxed setting outside of our typical meetings. We’ll have great food, drinks, live music, activities for kids and opportunities to support Heartbeat of Toledo, an organization near and dear to our team. Everyone is welcome at this special evening of great conversation, community and fun. Please RSVP by contacting Angie at 419-463-2097 or angela.weber@thrivent.com. See Thrivent.com/social for disclosures

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Excited to share the very first edition of Pilot Briefing! ✈️ Our new quarterly newsletter gives us another way to stay connected and share more of what’s happening at Pilot Wealth Advisors. In this first edition, I finally share the story behind the Pilot Wealth Advisors name, introduce our newest team member, recap some recent events, and give a look at what’s ahead this fall. I’m proud of what our team has built and really happy with how the first edition came together. Hope you enjoy it! See Thrivent.com/social for disclosures

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Excited to share the very first edition of Pilot Briefing! ✈️ Our new quarterly newsletter gives us another way to stay connected and share more of what’s happening at Pilot Wealth Advisors. In this first edition, I finally share the story behind the Pilot Wealth Advisors name, introduce our newest team member, recap some recent events, and give a look at what’s ahead this fall. I’m proud of what our team has built and really happy with how the first edition came together. Hope you enjoy it! See Thrivent.com/social for disclosures

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Had a blast in Texas this week speaking to an awesome group of advisors! It’s been a lot of fun getting to travel around, meet so many great people, and share some of the things we’ve learned while building Pilot Wealth Advisors over the years. The conversations and energy afterward were awesome. I left Texas fired up and excited to keep doing more of this. Thanks for having me, Texas! 🤠

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Had a blast in Texas this week speaking to an awesome group of advisors! It’s been a lot of fun getting to travel around, meet so many great people, and share some of the things we’ve learned while building Pilot Wealth Advisors over the years. The conversations and energy afterward were awesome. I left Texas fired up and excited to keep doing more of this. Thanks for having me, Texas! 🤠

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Celebrating 250 Years of American Independence As we celebrate America's 250th birthday, it's a great time to reflect on the freedoms and opportunities we often take for granted. We're incredibly fortunate to live in a country where we have the freedom to build businesses, raise our families, pursue our dreams, and give back to our communities. Those freedoms exist because of the countless men and women who have served and sacrificed to protect them, and today we're grateful for each of them. We're also grateful for the opportunity to serve the individuals and families who place their trust in Pilot Wealth Advisors. Thank you for allowing us to be part of your financial journey. From all of us at Pilot Wealth Advisors, we wish you and your family a safe, joyful, and meaningful Independence Day. Happy Fourth of July! See thrivent.com/social for disclosures.

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Celebrating 250 Years of American Independence As we celebrate America's 250th birthday, it's a great time to reflect on the freedoms and opportunities we often take for granted. We're incredibly fortunate to live in a country where we have the freedom to build businesses, raise our families, pursue our dreams, and give back to our communities. Those freedoms exist because of the countless men and women who have served and sacrificed to protect them, and today we're grateful for each of them. We're also grateful for the opportunity to serve the individuals and families who place their trust in Pilot Wealth Advisors. Thank you for allowing us to be part of your financial journey. From all of us at Pilot Wealth Advisors, we wish you and your family a safe, joyful, and meaningful Independence Day. Happy Fourth of July! See thrivent.com/social for disclosures.

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📢Office Closure Notice: In observance of Independence Day, our office will be closed on Friday, July 3. We wish you and your family a safe, happy, and enjoyable holiday weekend! See Thrivent.com/social for disclosures

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📢Office Closure Notice: In observance of Independence Day, our office will be closed on Friday, July 3. We wish you and your family a safe, happy, and enjoyable holiday weekend! See Thrivent.com/social for disclosures

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📢Office Closure Notice: In observance of Independence Day, our office will be closed on Friday, July 3. We wish you and your family a safe, happy, and enjoyable holiday weekend! See Thrivent.com/social for disclosures

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📢Office Closure Notice: In observance of Independence Day, our office will be closed on Friday, July 3. We wish you and your family a safe, happy, and enjoyable holiday weekend! See Thrivent.com/social for disclosures

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Had a really good group out last night talking through the 5 Phases of an IRA. A lot of the tax conversations we have with clients start to come together when you take a step back and look at the bigger picture over your lifetime. Tax planning isn’t reacting each year after you file your return. It’s about being intentional over time with how and when income shows up, and where opportunities might exist to reduce your lifetime tax bill. Appreciate everyone who made time to come out! See thrivent.com/social for disclosures.

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Had a really good group out last night talking through the 5 Phases of an IRA. A lot of the tax conversations we have with clients start to come together when you take a step back and look at the bigger picture over your lifetime. Tax planning isn’t reacting each year after you file your return. It’s about being intentional over time with how and when income shows up, and where opportunities might exist to reduce your lifetime tax bill. Appreciate everyone who made time to come out! See thrivent.com/social for disclosures.

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🚴🏼 100 miles is the easy part. Raising $100,000 is the challenge. Next Friday, I'll be riding in the Solstice Century for the third consecutive year, joining fellow riders working toward a collective goal of raising $100,000 for charity. This year, I've chosen to support 16 Days and 4:13, two incredible organizations making a difference in the lives of NICU families and children in emerging nations. I've seen firsthand how generous this community can be, and I'm grateful for everyone who has supported this ride over the past three years. Whether it's $10, $25, or $100, every donation helps move us closer to the goal and creates a real impact for people who need it. Thank you for helping us turn miles into impact. #SolsticeCentury #CyclingForACause #GiveBack #PilotWealthAdvisors #16Days #413 See thrivent.com/social for disclosures.

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🚴🏼 100 miles is the easy part. Raising $100,000 is the challenge. Next Friday, I'll be riding in the Solstice Century for the third consecutive year, joining fellow riders working toward a collective goal of raising $100,000 for charity. This year, I've chosen to support 16 Days and 4:13, two incredible organizations making a difference in the lives of NICU families and children in emerging nations. I've seen firsthand how generous this community can be, and I'm grateful for everyone who has supported this ride over the past three years. Whether it's $10, $25, or $100, every donation helps move us closer to the goal and creates a real impact for people who need it. Thank you for helping us turn miles into impact. #SolsticeCentury #CyclingForACause #GiveBack #PilotWealthAdvisors #16Days #413 See thrivent.com/social for disclosures.

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Spent Saturday at Eagle's Landing for the Advocates for Victims and Justice golf outing. This was my fourth year participating and sponsoring the event and it's always a blast to be a part of. We finished at -14, which didn't quite get it done, but we had a great time, and enjoyed supporting an organization that does important work in our community. Already looking forward to next year. #PilotWealthAdvisors See thrivent.com/social for disclosures

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Spent Saturday at Eagle's Landing for the Advocates for Victims and Justice golf outing. This was my fourth year participating and sponsoring the event and it's always a blast to be a part of. We finished at -14, which didn't quite get it done, but we had a great time, and enjoyed supporting an organization that does important work in our community. Already looking forward to next year. #PilotWealthAdvisors See thrivent.com/social for disclosures

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Excited to share that Nate recently passed his Series 66 exam and is now fully licensed as he officially steps into an Associate Advisor role with our team. Over the past year, Nate has spent countless hours studying and preparing for his licensing exams while continuing to be involved behind the scenes with our team and practice. With this milestone now complete, clients will begin seeing Nate more involved in meeting preparation, analyses, client support, and sitting in on meetings as he continues growing into his new role. As Pilot Wealth Advisors continues to grow, we’re excited to continue building a strong team focused on delivering a high level of service and support for our clients, and we’re grateful to have Nate as part of that future. Congrats, Nate! 👏 #PilotWealthAdvisors See Thrivent.com/social for disclosures

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Excited to share that Nate recently passed his Series 66 exam and is now fully licensed as he officially steps into an Associate Advisor role with our team. Over the past year, Nate has spent countless hours studying and preparing for his licensing exams while continuing to be involved behind the scenes with our team and practice. With this milestone now complete, clients will begin seeing Nate more involved in meeting preparation, analyses, client support, and sitting in on meetings as he continues growing into his new role. As Pilot Wealth Advisors continues to grow, we’re excited to continue building a strong team focused on delivering a high level of service and support for our clients, and we’re grateful to have Nate as part of that future. Congrats, Nate! 👏 #PilotWealthAdvisors See Thrivent.com/social for disclosures

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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