Kylie Roman is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2024. Prior to joining Rockefeller Financial, she worked at Truist Advisory Services and BB&T Securities. 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, operating as both an investment adviser and a registered broker-dealer with capabilities in placement and investment banking.

Lauren Hershey is a financial advisor at Rockefeller Financial LLC with four years of industry experience. She holds a Series 66 designation and has worked at Truist Investment Services, Inc. and BB&T prior to joining Rockefeller Financial. 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 advisory firm and a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Joseph Bartholomew III is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. His prior work includes positions at Truist Advisory Services, BB&T Securities, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. He serves as a board member for the Longwood University Foundation, a nonprofit organization supporting Longwood University. 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 broad range of portfolio management, financial planning, and consulting services combined with a registered broker-dealer platform that involves securities transactions, insurance products, and investment banking services.

Richard Blackwell is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Investment Services, SunTrust Bank, and BB&T Securities. Blackwell serves on the board of the Scott & Stringfellow Educational Foundation, a nonprofit focused on scholarship awards. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Michael Hofmeister is a CFP® with 10 years of industry experience currently advising at Rockefeller Financial LLC. He previously held roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. 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, operating as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

John Lewis is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Lewis serves on the boards of The Faison Centers for Excellence and the Massey Cancer Center, and he is a member of VA CEOs, a business organization for local business owners. 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, placement, and investment banking services.

Catherine Elrod is a financial advisor with Rockefeller Financial LLC holding a Series 66 designation and 21 years of industry experience. She previously worked at Truist Investment Services, Inc. and Wells Fargo Advisors, including 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Lindsay Payne is a CFP® with nine years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2024. Prior to this, Payne worked at Truist Advisory Services and Truist Investment Services, and spent seven years at BB&T Securities. Payne is a member of the Greater Richmond Stop Child Abuse Now (SCAN) Board of Young Professionals, participating in fundraising and awareness events focused on domestic and child abuse. 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 an investment adviser and a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

Trevor Adams is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Truist Advisory Services and BB&T Securities. He serves as treasurer for the Western Henrico Chapter of Ducks Unlimited, a nonprofit focused on wetland conservation. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, offering a range of portfolio management and consulting services alongside broker-dealer capabilities and alternative investment placements.