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.

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.

Austin Patton is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, he focuses on understanding clients' priorities and developing strategies tailored to their short-, mid-, and long-term financial goals. He provides guidance on general investing, retirement planning, and preparing for unexpected financial needs. Additionally, he offers clients access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Austin holds the Personal Investment Advisor (PIA) designation. He earned a High School Diploma from City of Buford and has attended the University System of Georgia without receiving a degree. His approach centers on building client relationships to deliver ongoing advice and support as their financial situations evolve.