Rusty Tally is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 50 years of industry experience. Prior to joining Rockefeller Financial in 2024, he worked for 16 years at UBS Financial Services Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, brokerage services, and investment banking through a consolidated advisor model and investment platform.

Natalie Berry is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 66 credentials and one year of industry experience. She previously worked at Bank of America for 19 years before 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 offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing a range of investment and banking services through its Private Advisor model and consolidated investment platform.

Brenda Cyprian is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. She previously worked at Merrill from 2009 to 2026 before joining Rockefeller Capital Management and Rockefeller Financial LLC in 2026. Outside of advising, she co-owns a publishing LLC focused on novels and expanding into scriptwriting. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines discretionary and non-discretionary portfolio management with broker-dealer services and a consolidated investment platform that includes direct portfolio management and access to third-party managers, integrating trust, insurance, and asset management capabilities.

Joseph Church is a financial advisor at Rockefeller Financial LLC with 35 years of industry experience. He holds a CFP® designation along with Series 63 and 66 licenses. Joseph previously worked at Bank of America and Merrill across overlapping periods from 2005 to 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 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.

Connor Kelly is a financial advisor with Rockefeller Financial LLC in Dallas, TX. He holds Series 63 and Series 66 designations and has eight years of industry experience. His prior work includes roles at Stifel, Bank of America, Merrill, and New York Life Insurance Company, among others. Rockefeller Financial LLC serves 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 to provide discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services, including placement and investment banking.

David Smith is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Rockefeller Financial in 2023, he spent 14 years at UBS Financial Services 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, placement, and investment banking services.

Christopher Wolf is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill from 2005 to 2020. He has been with Rockefeller Financial LLC and Rock & Co LLC since 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 combines a Private Advisor model with a consolidated investment platform offering discretionary, non-discretionary, and model-delivery solutions across various asset classes, and operates as a registered broker-dealer providing a broad range of investment and financial services.

Ryan Barcena is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management, Bank of America, and Merrill. Outside of his advisory role, he is involved as an investor in several family and partner-run real estate ventures. 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 within a Private Advisor model, alongside broker-dealer capabilities and access to alternative investment vehicles.

Megan Miles is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation and bringing 15 years of industry experience. She has worked with Merrill from 2007 to 2019 before joining Rockefeller Financial LLC in 2019 and continuing with Rockefeller Capital Management from 2024 onward. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform.

Darios Powers II is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, holding a Series 66 designation. He has experience working at Morgan Stanley and has been with Rockefeller Financial since 2025. Outside of his financial career, he has been involved with Jo's Famous Pizza since 2021. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm operates a broker-dealer and provides a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

John Bazan is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, N.A. and Merrill. Bazan 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and also operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Jorge Garcia is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation and 21 years of industry experience. He worked at UBS Financial Services Inc. for 14 years before joining Rockefeller Financial in 2023. Garcia is also the owner of CBJG Investments, an investment vehicle based in Austin, TX. 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, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with capabilities that include securities transactions, insurance products, and placement and investment banking services.

Henry Smith is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Rockefeller Financial in 2025, he worked at UBS Financial Services and Sellside Group, LLC. In 2022, he spent time traveling in Europe following his college graduation. 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 through a Private Advisor model and consolidated investment platform.

Madison Friedman is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial, Friedman held positions at Stack'd Oakland, CIFC Asset Management, Viva Los Tacos, and Marty B's, and also completed several years of full-time education. 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.

Ian Ogilvie is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank, National Association for 11 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 services through a Private Advisor model and an integrated investment platform, and operates as a registered broker-dealer providing a range of investment and placement services.

Malia Morales is a Private Wealth Advisor and managing partner of the Tyler, Bybee, Lane, Morales Group within Merrill Private Wealth Management. She has over 20 years of experience advising founders, corporate executives, and business owners. Malia leads a 12-person team and oversees $4 billion in assets as of January 2026. Her client focus includes areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and specialized services for women, sports, and entertainment professionals. Malia holds multiple professional designations including Certified Investment Management Analyst (CIMA), Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She has been designated as a Senior Portfolio Manager within Merrill's Investment Advisory Program, managing discretionary personalized and defined investment strategies. Malia frequently speaks at industry conferences and has presented at events hosted by Forbes, Barron's, Standard & Poor's/Dow Jones, and State Street Global Advisors. She graduated from Stanford University with dual bachelor's degrees in Political Science and Media Communications with an emphasis in Media Technology and Psychology. Active in her community, Malia supports organizations such as the Child Rescue Coalition, for which she directed and produced a documentary about the abuse, exploitation, and trafficking of young children. She is also involved with Fundacion Social Antorchas de Vida, Funicancer, Operation Underground Railroad, and Thorn. Malia lives in Houston with her husband and two children.

Theresa Gorin is a CFP® with 26 years of industry experience. She has worked at Rockefeller Financial LLC since 2023 and previously held positions at Bank of America, N.A. and Merrill, with a combined tenure of over two decades. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering placement and investment banking services alongside an integrated investment platform.

Angela Bacon is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. from 2008 to 2020 before joining Rockefeller Financial 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and also operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

John Tyler is a Private Wealth Advisor within Merrill Private Wealth Management. He has been with Merrill since 2009 and began his career in financial services at Bernstein Global Wealth Management, working with ultra-affluent clients across various industries. John advises senior corporate executives, closely held business owners, and ultra-affluent families on multiple aspects of their financial lives. John specializes in providing strategic guidance for business owners preparing for and executing liquidity events, as well as assisting C-suite executives with managing concentrated stock positions and implementing diversification strategies for Section 16 insiders. His client focus areas include corporate executive services, executive and equity compensation, family wealth management, legacy planning, and portfolio management. He holds a Bachelor's Degree from Stephen F. Austin State University and is a Chartered Financial Consultant (ChFC), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and holds a Sports & Entertainment designation. John serves on the Advisory Council for the Business School at Stephen F. Austin State University and is involved with the Klein Education Foundation, Big Brothers/Big Sisters of Houston, and chairs the Finance Committee at John Wesley United Methodist Church. In his personal time, he enjoys fishing, golfing, hunting, and spending time with his family.

Vonda Warren is a Series 66 licensed financial advisor with 21 years of industry experience. She has been with Rockefeller Financial LLC since 2023 and previously worked at Merrill for 40 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 operates as a registered broker-dealer and offers discretionary and non-discretionary portfolio management, financial planning, and consulting, organizing client relationships around a Private Advisor model and a consolidated investment platform.