Jonathan Battillo is a CFP® and Series 66 licensed advisor at Rockefeller Financial LLC with 21 years of industry experience. He previously worked at Bank of America and Merrill from 2004 to 2024. He is nominated to join the Board of Trustees and Finance Committee at Doane Academy. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

William Curtis is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill. Curtis serves on the finance committee of Peachtree Road United Methodist Church and participates on advisory boards for Children's Healthcare of Atlanta. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Lynette Susi is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Morgan Stanley and PNC Investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm operates as both an investment advisor and a registered broker-dealer, providing a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

Daniel Langon is a CFP® professional with seven years of industry experience currently advising at Rockefeller Financial LLC. Prior to joining Rockefeller in 2023, he worked at First Republic Securities Company, LLC and First Republic Investment Management, Inc. He also has experience outside finance, having been involved in a construction business early in his career. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including alternative investment placements and integrated trust and insurance capabilities.

Ryan Mahlstedt is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds the Series 65 and Series 63 licenses. His prior experience includes roles at Morgan Stanley and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering variable insurance products, placement, and investment banking services.

Abigail Gentry is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Rockefeller Financial LLC since 2022 and previously spent six years at Morgan Stanley. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing investment banking and placement services alongside a consolidated investment platform.

David North is a Series 66 licensed financial advisor at Rockefeller Financial LLC with three years of industry experience. He has previously worked at Due North Capital Management and GMT Capital. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Sean Smith is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Merrill for eight years and Red Light Management for six years before joining Rockefeller Trust N.A. and Rockefeller Financial LLC in 2026. Outside of his advisory role, he consults on corporate strategy and operations for his family's business, Genesis Educational Service. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, placement, and investment banking services through a Private Advisor model and a consolidated investment platform.

Ian White is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Capital Management in 2026, he worked at Equitable Advisors, LLC and Wood Mackenzie. He serves as a board member for SEED Lafayette, a special education enrichment development foundation. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with an integrated investment platform that offers discretionary and non-discretionary solutions across various asset classes.

Hayden Burns is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and three years of industry experience. His background includes roles at Rockefeller Capital Management and academic positions at the University of Georgia and the University of North Georgia. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting services within a Private Advisor model, supported by an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Ulku Dogan is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked at Rock & Co LLC and Wells Fargo Clearing, including Wells Fargo Advisors, LLC, from 2014 to the present. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer that provides securities transactions, variable insurance products, placement, and investment banking services.

Jackson Traxler is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Truist Advisory Services. Prior to his advisory career, he was employed at the Catholic University of America for five years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing access to securities transactions, variable insurance products, and investment banking services through a consolidated investment platform.

Cory Logan is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for 19 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and also operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Terri Ucci is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 65 credentials and 36 years of industry experience. She previously worked at Merrill and Bank of America, NA. Outside of her advisory work, she is involved in managing commercial and residential real estate through her ownership and leadership roles in TUCCI II, LLC and 2UCCI, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services including placement and investment banking.

Andrew Levin is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 credential and 17 years of industry experience. His prior experience includes 13 years at UBS Financial Services Inc and several years within the Rockefeller Capital Management organization. He serves on the advisory board of Fulmer Instruments in Birmingham, Alabama. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm operates under a Private Advisor model with a consolidated investment platform offering a range of discretionary, non-discretionary, and model-delivery solutions across multiple asset classes, and is notable for its broker-dealer registration and integrated financial services capabilities.

George Kroll is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services. Outside of finance, his background includes roles in the hospitality industry at various restaurants and bars in San Diego. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer with capabilities in securities transactions, insurance products, placement, and investment banking services.

Coley Cassidy is a CFA® charterholder with 22 years of industry experience, currently serving at Rockefeller Financial LLC since 2022. Prior to Rockefeller, he worked at Tiedemann Advisors, LLC, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. He is also a member of Hyperscale Partners LLC, an investment-related private company. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers various portfolio management and financial planning services, operating as both an advisory firm and a registered broker-dealer with capabilities in securities transactions, insurance products, placement, and investment banking.

Lindsay Dreyer is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, holding the Series 66 designation with 10 years of industry experience. She previously worked at Merrill for six years before joining Rockefeller Financial in 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing placement and investment banking services.

Michael Amato is a CFP® with 35 years of industry experience, currently serving at Rockefeller Financial LLC. He has worked at Rockefeller Capital Management and Stifel, among other firms. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and retirement plans, offering portfolio management, financial planning, and brokerage services. The firm organizes client relationships through a Private Advisor model and delivers investment solutions via its global platform, combining discretionary management with access to alternative investments and brokerage capabilities.

Brian Mulligan is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds the Series 66 designation and has been with Rockefeller Financial since 2018. His prior work includes roles at Cut Above Enterprises, New Day Smart Home Solutions, and I HC Security. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.