Cory Bryson is a CFP® professional with 27 years of industry experience, currently affiliated with Rockefeller Financial LLC. He previously worked at Merrill and Bank of America, N.A. Prior to joining Rockefeller Financial, he spent significant time at Rock & Co LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services and operates as both an investment adviser and registered broker-dealer, providing access to alternative investments, placement services, and integrated trust and insurance capabilities.

Thomas Moran Jr. is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services, Fifth Third Bank, and FactSet StreetAccount. Moran is based in Atlanta, GA. 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 while also operating as a registered broker-dealer, providing access to securities transactions, variable insurance products, placement, and investment banking services.

Brian Costas is a financial advisor at Rockefeller Financial LLC with a Series 66 credential and one year of industry experience. His prior work includes roles at Trident Building Solutions, Cox & Co, Tenth Street Ventures, and Lee & Associates Commercial Real Estate 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 a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, combining broker-dealer capabilities with access to alternative investment vehicles and affiliated trust and insurance services.

Michael Hall is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Bank of America, N.A. / Merrill Lynch before joining Rockefeller in 2019. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as both a registered investment adviser and broker-dealer, offering a consolidated investment platform with access to various portfolio management solutions and alternative investment vehicles.

Sean Houston is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and UBS Financial Services. He is based in Atlanta, GA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and retirement plans, offering portfolio management, financial planning, brokerage services, and investment banking through an integrated platform.

Jason Douglas is a CFP® professional at Rockefeller Financial LLC with 24 years of experience in the financial services industry. He previously worked at UBS Financial Services Inc. for nine years before joining Rockefeller Capital Management in 2025. Outside of his advisory role, he is a partner in Magpie Holdings, LLC, a real estate management partnership based in 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 operates as both an investment advisor and a registered broker-dealer, offering portfolio management, financial planning, and placement and investment banking services through a consolidated investment platform.

Elizabeth Singleton is a financial advisor with Rockefeller Financial LLC in Atlanta, GA, holding a Series 66 credential and four years of industry experience. Her career includes roles at Appello Pharmaceuticals and educational positions at the University of Southern California and Harpeth Hall 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, combining an integrated investment platform with broker-dealer registration and offering a range of services including securities transactions, variable insurance products, and placement and investment banking.

Kathryn Senkbeil is a financial advisor at Rockefeller Financial LLC with 31 years of industry experience. She holds a Series 63 designation and has worked previously at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. She is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of her firm. 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, and operates as a registered broker-dealer with capabilities in variable insurance products, placement, and investment banking.

Jeffrey Sprock is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated for over a decade. He is based in Atlanta, GA. 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 employs a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and investment banking services.

R Scarbrough is a CFP® professional with 43 years of industry experience, currently serving at Rockefeller Financial LLC since 2022. Prior to this, he held positions at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney from 2009 to 2022. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, 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.

Clare Comstock is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial, Clare held positions at Citi Group and Capitala Group and was a student for 20 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, operating as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Heather Fitzer is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience and a Series 66 designation. She previously worked at Morgan Stanley Smith Barney for 11 years. Outside of finance, she is involved in interior design through her business, Heather Fitzer Interiors LLC, and partners in an apparel e-commerce venture. 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, operating both as a registered investment adviser and a broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

Eric Hermanson is a CFP® with 20 years of industry experience, currently with Rockefeller Financial LLC. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. He is the proprietor of the Hermanson Family Limited Partnership and serves as a volunteer representative on a homeowners association board. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating as both an investment adviser and a registered broker-dealer with a comprehensive investment platform and affiliated trust and insurance services.