Cody Romero is a financial advisor with Thrivent Investment Management in Mesa, AZ, holding Series 66 and Series 63 licenses and with two years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2023 and previously held positions at Costco Wholesale and Bed Bath and Beyond. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority or institutional portfolio management.

Daniel Athmann is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. Their approach includes holistic, goal-based planning across a range of areas, with options to combine planning and managed-account services under a consolidated billing program called WealthPlan.