ROCKEFELLER Capital Management

Jordan Alexander is a financial advisor with Rockefeller Financial LLC and Rockefeller Capital Management, holding a Series 66 designation and seven years of industry experience. Prior to joining Rockefeller in 2022, he worked at Merrill from 2016 to 2022. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans with wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, provides access to alternative and private investments, and operates under a recapitalized ownership structure with significant institutional minority owners.

Robyn Petty Greer 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 prior to joining Rockefeller Financial in 2019. Outside of her advisory role, she works as a freelance floral designer, providing floral décor for weddings. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities, with a focus on personalized strategies and access to alternative and private investments.

Ray Tucholski III is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Rock & Co LLC, Bank of America, and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and distinguishes itself through its recapitalized ownership structure, active role in private fund distribution, and integration of wealth, trust, and insurance capabilities under the Rockefeller Global Family Office platform.

Kathy Dyer is a financial advisor at Rockefeller Capital Management with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and Ironview Capital Management LLC. Outside of her advisory role, she holds a limited partnership interest in a land development and hotel ownership venture in Florida. Rockefeller Capital Management is an enterprise firm serving a diverse client base with a focus on integrated wealth management and investment advisory services.

Sylvia Hydrick is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding a Series 63 designation and bringing 30 years of industry experience. She worked at Merrill from 1989 to 2021 before joining Rockefeller Financial in 2021. Outside of advising, she is a member of Danke Oma LLC, a family-held business based in San Antonio, Texas. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans with wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and provides access to alternative and private investments alongside traditional asset management options.

Margaret Simmons is a financial advisor at Rockefeller Capital Management with eight years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Morgan Stanley, Mass Mutual Investors Services, and several other financial firms. Rockefeller Capital Management is an enterprise firm that serves a broad client base with comprehensive wealth management and investment advisory services.

Tory Raether is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. Prior to joining Rockefeller Financial, Raether worked at Morgan Stanley Private Bank, N.A., Goldman Sachs, New York Life Insurance Company, and NYLife Securities. Raether serves as a board member of River Run Country Club in Davidson, North Carolina. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through its Rockefeller Global Family Office platform.

Christopher Jacobs is a financial advisor at Rockefeller Financial LLC in Sarasota, FL, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting through an integrated platform that includes trust and insurance services.

Scott Breckenridge is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Rock & Co LLC, Bank of America, N.A., and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a recapitalized ownership structure with significant institutional minority owners.

Joel Amador is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab & Co., Inc. from 2013 to 2023. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating as both a registered investment advisor and broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

Heather Gelchion is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She previously worked at Cambridge Associates LLC for 14 years and Rockefeller Capital Management for four years. Gelchion serves on the Investment Committee of the Rockefeller Family Fund and is an Advisory Board member for Glasswing Ventures, a venture capital fund. Rockefeller Financial LLC serves 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 through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Kai Heller Spencer is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and two years of industry experience. Prior to joining Rockefeller Financial in 2022, he worked at Spearhead Capital Advisors and held various roles in educational institutions and financial firms, including the University of Florida and Oppenheimer & Co. Inc. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services with access to alternative and private investments through a designated Private Advisor model.

Zachary Samples is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Advisor Group and FSC Securities Corporation. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities, brokerage, and placement capabilities.

Debra Young is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding a Series 63 designation and bringing 41 years of industry experience. She worked at Merrill from 1983 to 2025 before joining Rockefeller Capital Management and Rockefeller Financial LLC in 2025. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting through an integrated platform that includes trust and insurance services.

Seth Wheeler is a CFP® with four years of industry experience, currently serving as a financial advisor at Rockefeller Capital Management. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. He served in the Armed Forces for ten years. He is a board member of Veteran's Bridge Home, a nonprofit organization based in Charlotte, NC. Rockefeller Capital Management is an enterprise firm with 157 advisors, providing wealth management services that focus on tailored investment strategies for high-net-worth clients.