Arthur Alexander Jr. is a financial advisor at Rockefeller Financial LLC with 52 years of industry experience. He holds a Series 63 designation and has previously worked at Merrill and Bank of America. Outside of advising, he is a trustee of a family trust and holds a limited partnership interest in the Sandestin Beach Hilton Hotel in Florida. Rockefeller Financial LLC serves high-net-worth individuals, families, and institutional clients, offering portfolio management, financial planning, and investment services. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform delivering discretionary and non-discretionary solutions across various asset classes.

Maria Navarro is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Morgan Stanley Smith Barney, Citigroup Global Markets, Stanford Group Company, and Wells Fargo Clearing. 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, variable insurance products, placement, and investment banking.

Alethia Dixon is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill for 28 years before joining Rockefeller Financial in 2026. Outside of her advisory role, she is the sole owner of a rental property in Houston, Texas. 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 under a Private Advisor model with a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

William Morris Wallrapp is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Fisher Investments and OneDigital, as well as a five-year period at Benedictine 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 a range of portfolio management and financial planning services within a Private Advisor model and maintains a registered broker-dealer status, allowing it to offer securities transactions, variable insurance products, and investment banking services.

Austin Schorn is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation. He joined Rockefeller Financial in 2026 and has prior work experience with Fast Signs and Bridge the Gap Medical Education 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 portfolio management, financial planning, and consulting services, operating uniquely as both an investment adviser and registered broker-dealer with a consolidated investment platform and a wide range of personalized investment solutions.

Amy Lin is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Morgan Stanley. Outside of her advisory role, she is an individual shareholder in a real estate cooperative in Astoria, New York. 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 as a registered broker-dealer and provides a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

Hunter Kral is a Series 66-licensed financial advisor at Rockefeller Financial LLC with six years of industry experience. He previously worked at Bank of America, N.A. and Merrill from 2019 to 2025. Outside of his advisory role, he is the owner of King ARCH Investments LLC, a family business focused on real estate investments. 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, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform.

Michael Armondo is a CFP® and ChFC® with 32 years of industry experience. He is currently affiliated with Rockefeller Financial LLC and Rock & Co LLC, having worked previously at Merrill for 25 years. He is based in Dallas, TX. 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.

David Miracle is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds a Series 66 designation and has prior work history at Bank of America, where he worked for ten 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 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.

Shawna Alexander is a financial advisor with Rockefeller Financial LLC, holding the ChFC® and Series 66 credentials and bringing 12 years of industry experience. She previously worked at Bank of America and Merrill. Outside of advising, she is the owner and president of Elite Equine Exports, LLC, a business focused on buying, training, and selling sport horses. Rockefeller Financial LLC serves high-net-worth individuals, families, and institutional clients with portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and offers a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Lindsay Dreyer is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, holding the Series 66 designation with 10 years of industry experience. She previously worked at Merrill for six years before 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 combines a Private Advisor model with a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing 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.

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.

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.

Robert Denton is a financial advisor with Rockefeller Financial LLC based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, including prior roles at Bank of America NA and Merrill Lynch. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, 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 consolidated investment platform that includes discretionary and non-discretionary management across multiple asset classes.

Michael Buss is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, with nine years of industry experience. He holds the 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, operating as both an investment advisor and a registered broker-dealer with a consolidated investment platform offering a broad range of direct and model-driven portfolio solutions.

Tyler Lane is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in providing personalized financial guidance to individuals, families, entrepreneurs, small business owners, and corporate executives. He focuses on aligning wealth structures with each client's unique purpose, assisting clients with areas such as college education planning, family wealth management strategies, legacy planning, philanthropic planning, portfolio management, and tax minimization. With a Bachelor's Degree from Baylor University and professional designations including Chartered Financial Analyst (CFA), Personal Investment Advisor (PIA), and Sports & Entertainment (SE), Tyler helps clients develop thoughtful frameworks to address complex financial issues. He is a member of the CFA Society Houston and contributes to the community through involvement with the Houston House Foundation at Ronald McDonald House of Houston. Outside of his professional responsibilities, Tyler enjoys spending time with his family and engaging in activities such as baseball, football, golfing, hunting, reading, soccer, tennis, traveling, and watching movies. He is married and a father of four.

Morgan Richey is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Merrill before joining Rockefeller Financial. Outside of finance, he is involved in a sole proprietorship restaurant business, where he assists with guest seating and supporting servers. 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 with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Molly Williams is a financial advisor at Rockefeller Financial LLC based in Dallas, TX. She holds a Series 66 designation and began her advisory career in 2025 following prior roles at Texas A&M and Trinity Christian Academy. 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 consolidated investment platform, while also operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Glenn Mealey is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. He serves as an advisory board member for the local Houston chapter of U.S. Vets, 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 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 range of personalized investment solutions.