Michael Wallace is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Rock & Co LLC. He holds Series 63 and Series 66 licenses. 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 a consolidated investment platform.

Kristin Justavino is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at Merrill for 19 years and Acorns for one year prior to joining Rockefeller. Outside of her advisory role, she is a minority owner of a Great Clips franchise corporation formed by her family. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutions, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer providing a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

Mason Harry is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and two years of industry experience. He previously worked at Fidelity Investments and has held roles in both educational and hospitality settings. 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 services, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Mike Vivas is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 29 years and PNC Investments LLC for one year. 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, consulting, and operates as a registered broker-dealer providing a range of investment services through a consolidated investment platform.