Dillon Matheny is a financial advisor with Thrivent Investment Management in San Diego, CA, holding Series 63 and Series 66 designations and 24 years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab, and USAA in various financial planning and investment management capacities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning without discretionary trading authority. The firm offers flexible engagement options and combines planning with managed-account programs under a consolidated billing service called “WealthPlan.”

Michael Legacy is a Series 66–licensed financial advisor with 13 years of industry experience, currently with Thrivent Investment Management. He previously worked at Commonwealth Financial Network for 12 years and Morgan Stanley for one year. Outside of his advisory role, Legacy serves as Vice President of Business Development at Legacy Realty, a real estate sales firm in San Diego. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses without offering discretionary portfolio management or institutional advisory services.

Dakota Atchley is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2022. Prior to his financial services career, he was involved in roles at DXC Technology, MetLife Investors Distribution Company, Spiritoux Wine & Liquor, Total Quality Logistics, and Brock Entertainment. Beginning in 2025, he plans to engage in freelance music production, including producing, songwriting, marketing, and music development. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based planning in areas such as retirement, tax, estate, and business continuation without discretionary portfolio management.

Meena Sher is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. In addition to her advisory role, she provides notary public services in San Diego, CA. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines planning and managed-account services under a consolidated billing option called “WealthPlan.”