Nicole Yen is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Prior to her financial career, Yen held roles at companies including Attentive Mobile, SpotX, Planned Parenthood Action Fund, and Google. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses on a broad range of planning topics and allows clients to combine planning with managed-account programs under consolidated billing, while keeping the services separate.

Daniel Sonnenberg is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Edward Jones and work in various sectors such as education and retail. Sonnenberg is based in Cheyenne, Wyoming. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and written recommendations across a broad range of financial planning topics. The firm offers these services through a network of financial advisors, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”