Sammy Salas Salinas is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill for ten years before joining Rockefeller Financial in 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, 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.

Dominick Mcpeake is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously spent 11 years at Lord Abbett & Co., LLC before joining Rockefeller Financial in 2026. 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 that offers securities transactions, variable insurance products, and placement and investment banking services.

Thomas Stamps is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation with 12 years of industry experience. His career includes roles at UBS Financial Services Inc. and various positions within Rockefeller Financial and Rockefeller Capital Management since 2018. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer, with a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Timothy Magid is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds the CFP® designation and the Series 66 license. His prior experience includes roles at Bank of America, Merrill, and Wells Fargo. 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, combining a Private Advisor model with a consolidated investment platform that delivers solutions across equities, fixed income, and alternatives.

Jaslinne Lopez is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and previously worked 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 offers a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, and it also operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Kevin Parrill is a CFP® professional with 19 years of experience in the financial services industry. He currently works at Rockefeller Financial LLC and previously held roles at Stifel Nicolaus & Co. Inc. and Bank of America, N.A. He serves as a director of the Fred and Charlotte Parrill Foundation, a charitable organization. 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 services through a Private Advisor model and a unified investment platform, combining brokerage, placement, and asset management capabilities.

Brian Malloy is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management and Morgan Stanley, including Morgan Stanley Private Bank, N.A. He is based in New York, NY. 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, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Raveen Rathi is a Series 66-licensed financial advisor with Rockefeller Financial LLC in Chicago, IL. He has three years of industry experience, including prior roles at Moelis & Company LLC and consulting work at Point B. 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 services, operating with a Private Advisor model and a consolidated investment platform that provides discretionary and non-discretionary solutions across various asset classes.

Amanda Murphy is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, with five years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Rockefeller Financial in 2020, she worked at Merrill from 2012 to 2020. 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, variable insurance products, placement, and investment banking services.

Leam Cohen is a financial advisor with Rockefeller Financial LLC based in New York, NY, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley and WarnerMedia, among other firms, before joining Rockefeller Capital Management and Rockefeller Financial 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 portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer that provides securities transactions, insurance products, and investment banking services through a consolidated investment platform.

Michael Wallace is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Rock & Co LLC. He holds Series 63 and Series 66 licenses. 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 through a Private Advisor model and a consolidated investment platform.

Lawrence Larose is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Financial LLC and Rockefeller Capital Management since 2022, following prior roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. 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, variable insurance products, and placement and investment banking services.

Adam Deal is a financial advisor with Rockefeller Financial LLC in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at BB&T Bank and Securities, Truist Advisory Services, and Rockefeller Capital Management. He is also a member of DNA Holdings LLC, an investment holding company for personal passive investments. 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.

Ka'jalene Kirkland is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and two years of industry experience. She has worked with Rockefeller Financial and Rockefeller Capital Management since 2022. Prior to her career in finance, she spent four years at Spelman College and four years at Winder-Barrow High School. 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 services, operating uniquely as a registered broker-dealer with capabilities in securities transactions, insurance product sales, and investment banking services.

Emily Bloom is a financial advisor at Rockefeller Financial LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Miro, Slalom, and Gonzaga University. 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 uniquely as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Will Ginger is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding the ChFC® designation and Series 66 license. He has nine years of industry experience, including prior roles at Bank of America and Merrill. Outside of his advisory work, he serves as an area chairman for Ducks Unlimited, a charitable organization, and is a general partner and managing member of multiple limited liability companies. 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 through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Sandy Tran is a financial advisor with Rockefeller Financial LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. Prior to joining Rockefeller Financial in 2022, Sandy worked at Bank of America and Merrill. Outside of advising, Sandy is a general partner in Nipxnip, an online retail women's accessories store based in Austin, Texas. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients. The firm offers a range of portfolio management, financial planning, and investment banking services through a Private Advisor model and a consolidated investment platform known as Rockefeller Global Investment Management.

James Mckenzie is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Rockefeller, he worked at Bank of America and Merrill from 2012 to 2023. He serves as an adjunct professor at Palm Beach Atlantic University, teaching a course on Issues in International Business. 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, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, and it operates as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

John James Jr. is a financial advisor with Rockefeller Financial LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Morgan Stanley and Kineo Capital 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 provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering a range of investment and placement services through a consolidated investment platform.

Mark French is a financial advisor with Rockefeller Financial LLC and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at Stifel Nicolaus & Co Inc, Bank of America, Merrill, UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. 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 and financial planning services and operates as a registered broker-dealer, providing investment banking and placement services through a Private Advisor model and integrated investment platform.