Matthew Ashley is a financial advisor with Rockefeller Financial LLC based in Dallas, TX. He holds the Series 66 designation and has 22 years of industry experience. His prior work includes roles at Rock & Co LLC, Bank of America, NA, and Merrill. Outside of advisory services, he is involved with Ashley Family Farms LLC, an investment vehicle. 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 through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across various asset classes, while also operating as a registered broker-dealer.

Grace Upshaw is a financial advisor at Rockefeller Financial LLC with three years of industry experience. She holds the Series 66 designation and previously worked at Neuberger Berman and Fidelity Investments. 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, operating with a Private Advisor model and a consolidated investment platform that provides discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Michael Shelley is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, holding a Series 66 designation with 19 years of industry experience. His professional background includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2010 to 2022, as well as Geary Securities, Inc. from 2008 to 2010. Outside of his advisory work, he is the sole proprietor of S Investments, LLC, an entity established for personal investments in oil, gas, and real estate opportunities. 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 as both an investment advisor and a registered broker-dealer, with a distinctive focus on alternative investments and integrated wealth management solutions.

Celine Waxham is a Series 66 licensed financial advisor with Rockefeller Financial LLC in Dallas, TX, and has three years of industry experience. She previously worked at Equitable Advisors and Moxie's and has experience with the Dallas Area Rape Crisis Center. Outside of her advisory work, she operates a dog sitting business. 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 consulting services. The firm operates a registered broker-dealer and provides a range of investment solutions through its Private Advisor model and consolidated investment platform.

Pamela King is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Merrill and served on the Ashford Board of Education for nine 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 investment and consulting services through a Private Advisor model and an integrated investment platform, combining portfolio management, brokerage, and alternative investment placement capabilities.

Noah Rubinstein is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial, he worked at Amazon Web Services for five years and has an academic background from the University of Michigan. 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, operates as a registered broker-dealer, and provides placement and investment banking services through its integrated investment platform.

Ehrynn Shephard is a Series 66 licensed advisor at Rockefeller Financial LLC with six years of industry experience. She previously worked at Morgan Stanley for eight years and Bank of Oklahoma for two years. Outside of her advisory role, Shephard is involved in jewelry sales as a Paparazzi Consultant and performs as a vocalist with the group Bad Neighbors. 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 through a Private Advisor model and an integrated investment platform, alongside registered broker-dealer services and alternative investment placement.

Nicole Korensky is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and in public education with Leander ISD. 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 a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Nan Ginger is a financial advisor with Rockefeller Financial LLC based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She previously worked at Merrill from 1982 to 2024 and Bank of America from 2009 to 2024 before joining Rockefeller Financial. Outside of her advisory role, Ginger owns and manages several real estate entities in Fayetteville, Arkansas. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates with a Private Advisor model and a consolidated investment platform that provides discretionary, non-discretionary, and model-delivery solutions across various asset classes, and also maintains broker-dealer registration for securities transactions and alternative investment placements.

Andrea Islas is a financial advisor at Rockefeller Financial LLC in Dallas, TX. She holds a Series 66 designation and has over 10 years of industry experience, including a decade at Bank of America Private Bank prior to joining Rockefeller Financial 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.

Kyle Stouffer is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Stephens Inc. for nine 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, and it also operates as a registered broker-dealer providing placement and investment banking services.

Hope Oliver is a Series 66-registered financial advisor with Rockefeller Financial LLC, based in Dallas, TX. She has three years of industry experience, including her current role at Rockefeller Financial since 2023 and prior academic positions at the University of Texas at Austin and Highland Park 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer that also offers placement and investment banking services through a consolidated investment platform.

Paige Hatcher is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Stephens Inc. in Dallas, TX. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm provides 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 various asset classes.

Despina Mann is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes nine years at Morgan Stanley and five years at Southwest Securities Inc. 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.

Nicholas Routzahn is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2026. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, N.A., Merrill, and Roncancio Wealth 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 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.

Karoline Humphries is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. She holds Series 63 and Series 66 designations. Humphries previously worked at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. for eight years and spent 13 years at AllianceBernstein. She is also involved with the Symphony of Southeast 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 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.

Monica Lyssy is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has worked at Rockefeller Capital Management since 2024 and was previously with Raymond James & Associates from 2016 to 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform that includes discretionary and non-discretionary solutions across equities, fixed income, and alternatives.

Shawn Moore is a CFP® with 20 years of industry experience, currently with Rockefeller Financial LLC. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, totaling 11 years at Morgan Stanley. Moore is based in Dallas, TX. 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 access to investment banking and alternative investment vehicles through its Private Advisor model and consolidated investment platform.

Stephanie Walsh is a CFP® professional with 14 years of experience in financial advisory. She is currently with Rockefeller Financial LLC and has previously worked at Merrill Lynch and Bank of America. 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.

Hayden Kerns is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, and Frost Bank. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and offers a consolidated investment platform delivering diverse portfolio solutions across equities, fixed income, and alternatives.