Debby Minot is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, she provides wealth management services and financial strategies to affluent individuals, retirees, executives, women, and business owners. She focuses on creating comprehensive plans to build, manage, preserve, and transfer wealth, tailoring advice to clients' risk tolerance, investment goals, and liquidity needs through a disciplined, long-term process. Debby’s expertise includes college education planning, divorce transition planning, executive compensation, personal retirement planning, portfolio management, tax minimization, and retirement income strategies. She is a member of the Wood DeTienne O'Connor Group, which has been recognized on Forbes' "Best-in-State Wealth Management Teams" list in 2023 and 2024. Debby holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her bachelor's degree from Minot State University. Her community involvement includes participation with the American Heart Association, Boys and Girls Clubs of the Valley, and Phoenix Children's Hospital. Debby enjoys adventure sports, basketball, golfing, hiking, running, skiing, traveling, and spending time with her family. Born and raised in North Dakota, she relocated to Arizona in 2000 to begin her career in the financial industry.

Matthew Thorne is a Financial Advisor with Merrill Lynch Wealth Management, serving clients through Merrill Financial Solutions. He works closely with individuals and families to understand their priorities and develop strategies to pursue financial goals across short-, mid-, and long-term horizons. His approach includes ongoing advice and guidance, adapting strategies as clients' needs evolve. Additionally, he facilitates access to specialists for banking, credit, home financing, and small business solutions through Bank of America. Matthew’s areas of focus include family wealth management strategies, legacy planning, managing new wealth, and personal retirement planning. He draws on his background as a Personal Investment Advisor (PIA) to help clients navigate complex financial decisions and competing demands such as retirement planning, funding education, and healthcare preparedness. Matthew holds a bachelor's degree from the United States Air Force Academy and is an Air Force veteran. Outside of his professional role, Matthew is a husband and father with personal interests that include baseball, football, golfing, reading, and spending time with his family.

Yoleiba Jenner is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2006 and currently serves as the Resident Director of the Pleasanton office, overseeing 24 financial advisors and managing over $3.8 billion in assets as of March 2025. Jenner leads a team focused on helping individuals and families build and manage wealth by developing comprehensive plans tailored to each client’s goals, needs, and priorities. He also serves as a Retirement Benefits Consultant, assisting public and private companies with retirement plans and employee financial wellness programs. Jenner has over 22 years of industry experience, including leadership roles, and has shared his expertise as a speaker to hundreds of Merrill financial advisors. He holds several professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor’s degree from the California State University System. Outside of his professional work, Jenner is involved with the Gratitude Network and resides in Danville with his wife and two daughters. He enjoys traveling within the US and abroad, along with interests in baseball, basketball, cooking, football, music, running, swimming, and spending time with his family.