Manuel Soliz Jr. is a financial advisor with Thrivent Investment Management in Walnut Creek, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based financial planning without discretionary trading authority or institutional portfolio management.

Elena Richey is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Prior to her current role, she has held various positions including private nanny and work at Hackbright Academy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”