Donny Chu is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Chu has been with Rockefeller Financial LLC since 2020 and joined Rockefeller Capital Management in 2025. 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 offers a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Tyler Ressel is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management, Bank of America, N.A., 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 securities transactions, variable insurance products, and placement and investment banking services.

Craig Janus is a CFP® with 15 years of industry experience and is currently with Rockefeller Financial LLC. His prior experience includes roles at Whitnell & Co. from 2007 to 2021 and Rockefeller & Co. from 2021 to 2023. He is involved with the Financial Planning Association of Illinois, where he provides educational seminars to financial planning professionals as part of the West Suburban Board. 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, financial planning, and consulting services and operates as a registered broker-dealer that provides securities transactions, insurance products, and placement and investment banking services.

Gianluca Sumberac is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. His career includes multiple roles at Morgan Stanley and E*TRADE before joining Rockefeller Financial in 2026. 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 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 placement and investment banking services.

Darrel Preston is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and Bank of America, NA prior to joining Rockefeller Financial in 2020. Based in Dallas, TX, he has spent the bulk of his career in wealth management roles at prominent financial institutions. 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 a consolidated investment platform and a Private Advisor model tailored to client needs across multiple asset classes.

Kevin Finley is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Rockefeller Capital Management, First Republic Investment Management, Bank of America, 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating as a registered broker-dealer that provides a range of investment and placement services through a Private Advisor model and consolidated investment platform.

Londa Willems is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. She holds a Series 63 designation and previously worked at UBS Financial Services for 33 years before joining Rockefeller Financial in 2021. Outside of her advisory role, she is a managing member of Jeflon Property, LLC, a limited liability company created to purchase a building for her husband's business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm operates as a registered broker-dealer and offers a range of portfolio management, financial planning, and investment banking services through its Private Advisor model and consolidated investment platform.

Clifton Fink is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, National Association. 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 services. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform with a range of discretionary and non-discretionary solutions across multiple asset classes.

Samuel Wilson is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northern Trust Bank and Northern Trust Securities, Inc. before joining Rockefeller in 2020. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Eric Heaton is a financial advisor with Rockefeller Financial LLC in New York, NY, holding a Series 63 designation and bringing 35 years of industry experience. He has worked at Rockefeller Capital Management and Rockefeller Financial LLC since 2022 and spent ten years at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney from 2012 to 2022. 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 consulting services, operates as a registered broker-dealer, and provides access to alternative investment vehicles through an integrated platform.

Kevin Reed is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch and Bank of America NA for 12 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 portfolio management, financial planning, and consulting through a Private Advisor model and consolidated investment platform, and operates as a registered broker-dealer that offers securities transactions, variable insurance products, placement, and investment banking services.

Jackson Halliwell is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Babson College and Miami Country Day School. 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 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.

Gerald Dahlander II is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes 11 years at Bank of America, NA, and a long tenure at Merrill from 1994 to 2020. 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 investment banking services. The firm operates under a Private Advisor model and maintains a consolidated investment platform delivering discretionary and non-discretionary solutions across various asset classes.

Parth Patel is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs & Co LLC and FS Investments, among other roles. 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 services, operating as a registered broker-dealer that also provides placement and investment banking services.

Tracy Rinaldi is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc, Merrill, and Morgan Stanley Smith Barney. 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.

Lukas Sonka is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC and Aventi Entertainment. 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, operating as a registered broker-dealer with a consolidated investment platform that offers a range of portfolio management and advisory solutions.

Collin Sundsted is a financial advisor at Rockefeller Financial LLC with a Series 66 credential and two years of industry experience. Prior to joining Rockefeller Financial, he held roles at AlphaSights and Q Investments, and has experience working in both academic and corporate environments. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides a range of portfolio management and financial planning services and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through a consolidated investment platform.

Joseph Paul is a Series 66-licensed financial advisor at Rockefeller Financial LLC with nine years of industry experience. He has worked at Rockefeller Financial since 2019 and previously at Axiom Capital Management Inc. and HighTower Securities, 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as both a registered investment advisor and broker-dealer with a consolidated investment platform that includes equities, fixed income, and alternatives.

Debra Jones McConnell is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Rockefeller Financial, she worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Rockefeller Financial LLC serves 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, variable insurance products, and investment banking services.

Susan Krimigis is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Rockefeller Financial, she worked at Citigroup Global Markets from 2007 to 2024. 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 portfolio management, financial planning, and consulting with broker-dealer services, offering a consolidated investment platform and a range of discretionary and non-discretionary solutions.