Martin Shea is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. He has four years of industry experience, including prior roles at UBS Financial Services and ODW LTS, LLC. Shea serves on the Board of Directors and the Finance Committee at Saint Joseph Montessori School in Ohio. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and retirement plans. The firm provides a range of portfolio management, financial planning, and consulting services, operating under a Private Advisor model with an integrated investment platform that includes equities, fixed income, and alternatives.

Andrea Shea is a CFP® professional with 23 years of experience in the financial services industry. She is currently with Rockefeller Financial LLC and previously worked at UBS Financial Services and Citigroup Global Markets. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm operates under a Private Advisor model and offers discretionary and non-discretionary portfolio management, financial planning, and consulting, alongside broker-dealer services and alternative investment placement.

Amanda Sass is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney LLC from 2014 to 2019 before 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, and operates as a registered broker-dealer offering a range of investment solutions through its Private Advisor model and consolidated investment platform.

Zachary Stanley is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior experience includes six years at UBS. He is involved with the Cleveland Sight Center, where he advises and assists with the organization's strategic vision. 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, and consulting services, and operates as a registered broker-dealer offering a broad range of investment and placement services through a consolidated investment platform.

John Mooney is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He worked at UBS Financial Services for 15 years before joining Rockefeller Financial, where he has been since 2022. Outside of advisory work, he is a partner in a residential real estate investment partnership. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides a range of portfolio management and financial planning services, operating as both a registered investment adviser and broker-dealer, with a focus on a Private Advisor model and a consolidated investment platform.