Matthew Martinez is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at Rockefeller Capital Management and Morgan Stanley. Prior to his financial career, he held teaching positions at Pace University, University at Albany, and multiple schools in New York. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting with broker-dealer services, offering a Private Advisor model and an integrated investment platform that includes equities, fixed income, and alternatives.

Benjamin Emery is a financial advisor with Rockefeller Financial LLC in New York, NY. He holds a Series 66 designation and has been in the industry since 2023, with prior experience at firms including Alphasights, Dane Street, and Equity Quotient. Emery’s background also includes roles at Middlebury College and Noble and Greenough 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, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Jeremi Zabel is a Private Wealth Advisor with Merrill Private Wealth Management. He focuses on developing strong relationships with ultra-high-net-worth families and individuals, providing comprehensive financial planning to meet their present objectives and future goals. Jeremi has experience working with business owners, senior corporate executives, and other clients with substantial wealth. His expertise includes capital markets, asset allocation, investment management, private business acquisitions, initial public offerings, estate planning techniques, tax-minimization strategies, hedging strategies, and portfolio management. He holds a bachelor's degree from Kenyon College and a master's degree from the University of Michigan. Jeremi has earned the Personal Investment Advisor (PIA) designation. Information about his personal interests or community involvement was not provided.

Al Palkovich is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Financial since 2022. Prior to that, he was with Ayco/Goldman Sachs & Co. LLC for one year and The Ayco Company, L.P./Mercer Allied for 15 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, financial planning, and consulting services, with a distinctive combination of registered broker-dealer operations and an integrated investment management platform.

Kevin Wright is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for six years before joining Rockefeller in 2020. Outside of his advisory role, he is a partner and manager of WS Legacy Ventures LLC, an investment entity involved in rental property operations. 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.

Amber Dornell is a financial advisor with Rockefeller Financial LLC, holding a Series 63 designation and bringing 27 years of industry experience. She previously worked at Morgan Stanley from 2009 to 2020 and has been with Rockefeller Financial LLC and Rock & Co LLC since 2020. In addition to her advisory role, she is a licensed insurance agent with RCM Insurance Services LLC, an affiliate of the firm. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, providing portfolio management, financial planning, and consulting services. The firm operates uniquely as a registered broker-dealer and offers integrated investment solutions across equities, fixed income, and alternatives through its Private Advisor model and consolidated investment platform.

Justin Walker is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and UBS Financial Services. Based in Charlotte, NC, he has been with Rockefeller since 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 offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing an integrated investment platform and access to alternative investments, trust, and insurance services.

Jeffrey Harvey is a financial advisor at Rockefeller Financial LLC with 33 years of industry experience. He has worked with Merrill, Bank of America, and Rockefeller Capital Management. Outside of finance, he is a co-producer on "On the Road to Damascus," a three-season mini-series about the Apostle Paul and the Book of Acts. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, and corporations, offering portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

Dimitrie Radinovic is a Series 66-licensed financial advisor at Rockefeller Financial LLC with three years of industry experience. He previously worked at Fidelity Investments and Halstead Management Ltd 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer that provides securities transactions, variable insurance products, and placement and investment banking services through a consolidated investment platform.

Joseph Holcomb is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Rockefeller Financial since 2021 and previously held roles at Bank of America and Merrill. Holcomb serves as a director on the board of Bethesda Inc., a charitable organization affiliated with Bethesda Hospital in Cincinnati, where he participates on the grants and finance and audit committees. 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 securities transactions, variable insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

Pedro Marti is a Series 66–licensed financial advisor with 18 years of industry experience. He is currently with Rockefeller Financial LLC, where he has worked since 2019, and previously was employed at Wells Fargo Clearing and Wells Fargo Advisors LLC. Marti serves on the finance committee of the Children's Burn Foundation. 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 under a Private Advisor model supported by a consolidated investment platform that includes equity, fixed income, and alternative solutions.

Joshua Goldberg is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds the Series 66 designation and has held prior roles at Bank of America, Merrill, Republic Airways, Morgan Stanley, and Butler University. He has been with Rockefeller Financial since 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 provides discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services through its integrated Private Advisor model and Rockefeller Global Investment Management platform.

Ann Wang is a financial advisor with Rockefeller Financial LLC based in San Francisco, CA. She holds a Series 66 designation and has 22 years of industry experience. Her prior experience includes roles at Bank of America and Merrill. Outside of her advisory work, she is an owner of a small rental property 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.

Jessica Whiting is a financial advisor at Rockefeller Financial LLC with experience spanning several firms, including Rockefeller Capital Management and Associated Banc-Corp. She holds a Series 66 designation and has been active in the industry since 2021. Outside of her advisory role, she provides tax preparation services for friends and family. 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 portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Evangelos Tsembelis is a Series 66 licensed advisor at Rockefeller Financial LLC with 13 years of industry experience. His prior work includes roles at Merrill and Bofa Securities, Inc. He has been with Rockefeller Financial since 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating also as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Jenny Naylor is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of finance, she operates a weekend photography business and serves on the board of the Vermont Youth Conservation Corps, a nonprofit focused on youth development and education. She also founded and facilitates the Vermont Women's CEO group. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates a Private Advisor model supported by a consolidated investment platform and also functions as a registered broker-dealer, providing a range of investment and placement services.

Jack Browne is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at RBC Capital Markets LLC, Bailey Bev Inc., IBM, and the University of Massachusetts - Amherst. 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 services, operating as both a registered investment adviser and a broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Patricia Lawyer is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has held positions at Bank of America, N.A. and Merrill prior to 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 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.

Rosary Whitlock is a financial advisor at Rockefeller Financial LLC in Fort Lauderdale, FL, with 40 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 12 years before joining Rockefeller Capital Management and Rockefeller Financial LLC in 2025. 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 securities transactions, variable insurance products, placement, and investment banking services.

James Sandfort is a CFP®, CFA®, and Series 66-registered financial advisor with 24 years of industry experience. He has worked at Rockefeller Financial LLC and Rock & Co LLC since 2019, and previously held roles at Bank of America and Merrill Lynch. In addition to his advisory work, he is a licensed insurance agent with RCM Insurance Services LLC, an affiliate of Rockefeller Financial. 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, brokerage services, and alternative investment placements through a Private Advisor model and a consolidated investment platform.