Kelly Dennis is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC from 2013 to 2022 before joining Rockefeller Capital Management. 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 brokerage services through a Private Advisor model and a consolidated investment platform.

William Unrue is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Rock & Co LLC, 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 portfolio management, financial planning, and consulting services through a Private Advisor model and offers a consolidated investment platform with access to equities, fixed income, alternatives, and various managed account solutions.

Deborah Barber is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at Rockefeller Financial since 2021, following a 16-year tenure at UBS Financial Services. 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, operating as both an investment adviser and a registered broker-dealer with integrated trust, insurance, and asset management services.

Brett Mendenhall is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Advisor Networks LLC, United Capital Financial Advisers, and Girard Securities. 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, operates as a registered broker-dealer, and provides access to both traditional and alternative investment solutions through its integrated investment platform.

April Gay is a financial advisor with Rockefeller Financial LLC based in Atlanta, GA, holding Series 63 and Series 66 designations and 13 years of industry experience. She previously worked at Morgan Stanley for six years before joining Rockefeller Financial and Rock & Co LLC in 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 operates a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, consulting, and broker-dealer services.

Suzanna Tucker is a financial advisor with Rockefeller Financial LLC in Atlanta, GA. She holds a Series 66 designation and joined Rockefeller Financial in 2025. Prior to her current role, she worked in various positions including at Edge Athleisure and Enewton, and has experience in education from Texas Christian University, Kent School, and The Lovett School. Rockefeller Financial LLC serves 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 that provides securities transactions, variable insurance products, and placement and investment banking services.

Anthony Shilcoski IV is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stephens Inc., Henssler Financial, and Genspring Family Offices. He has been with Rockefeller Financial since 2017. 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, combining a Private Advisor model with a consolidated investment platform that includes discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Justin Ryan is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services INC for nine years before joining Rockefeller Financial, where he has been since 2018. Outside of his advisory role, he manages Mascot Holdings LLC, a single-member LLC unrelated to securities trading. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, broker-dealer services, and specializes in integrated investment solutions through its Private Advisor model and consolidated investment platform.

Colton Myers is a CFP® with one year of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior work history includes roles at Rockefeller Capital Management, Emory University, and Lord Abbett. 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 uniquely as a registered broker-dealer that also provides placement and investment banking services through a consolidated investment platform.

Michael Meshad is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Rockefeller Financial, he worked for two years with the U.S. House of Representatives and has a background that includes roles in education at the University of Georgia and North Atlanta 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 a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer.

Evan Duncan is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Foreside Fund Services, Angel Oak Capital Advisors, and Rockefeller Capital Management. 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 that includes discretionary and non-discretionary solutions across various asset classes.

Ryan Mcdonald is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at Rockefeller Financial LLC since 2020 and previously spent nine years at 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, financial planning, and consulting services, operating uniquely as both an advisory firm and a registered broker-dealer with additional capabilities in placement and investment banking.

Brian Nelson is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2020. Prior to joining Rockefeller Financial, he worked for 15 years at Invesco. He is also a board member and part-owner of RecruitU, a small sports recruiting service. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a broad range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Kristen Sario is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley for 13 years before joining Rockefeller Financial in 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, financial planning, and consulting services, operating uniquely as both a registered investment adviser and broker-dealer with a consolidated investment platform.

Xiaotian Wang is a financial advisor at Rockefeller Financial LLC in Atlanta, GA, with five years of industry experience. He holds a Series 66 credential and has held positions at Rockefeller Capital Management, Burgiss, Colgate University, Bank of Hangzhou, and Wheaton College. 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.

Nicholas Coppola is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior roles include positions at Power Wealth Management, Mercer Global Advisors Inc., Kays Financial Advisory Corp., and Thompson Research. He also works part-time as a consultant providing research and analysis services in the utility industry through Henderson Ridge Consulting. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients with a range of portfolio management, financial planning, and consulting services. The firm operates under a Private Advisor model, offering discretionary and non-discretionary investment solutions across multiple asset classes while maintaining broker-dealer registration and capabilities in placement and investment banking services.

Robert Heisterberg Jr. is a financial advisor at Rockefeller Financial LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Stifel Nicolaus & Co. Inc. from 2015 to 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, and placement and investment banking services.

Matthew Herzwurm is a CFP® with eight years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2022. His prior roles include positions at Morgan Stanley Private Bank and Sandler O'Neill + Partners. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, family offices, institutional clients, and corporations, providing portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and uses a Private Advisor model with a consolidated investment platform offering a broad range of discretionary and non-discretionary investment solutions.

Chad Hermanson is a financial advisor with Rockefeller Financial LLC based in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank. He is also the sole proprietor of the Hermanson Family Limited Partnership, overseeing its record keeping and payment activities. 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 operates as a registered broker-dealer and offers a range of portfolio management, financial planning, consulting, and investment banking services through a Private Advisor model and a consolidated investment platform.

Michael Merlin is a CFP® with 28 years of industry experience, currently advising at Rockefeller Financial LLC since 2020. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association, spanning 11 and 5 years respectively. Merlin serves as a director for the Atlanta Jewish Foundation, a nonprofit organization. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating as a registered broker-dealer with access to a consolidated investment platform and an active role in alternative investment placements.