Chicago, IL West Adams Office

Dean Turner Jr. is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently with Rockefeller Financial LLC, where he has been since 2025. His prior experience includes ten years at Bank of America, N.A. and Merrill, as well as two years at UBS Financial Services. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering both discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm operates a unique integrated platform that includes broker-dealer services, placement of alternative investments, and a range of personalized portfolio solutions.

Mathew Klody is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Rockefeller Financial LLC and has previously worked at Whitnell & Company and Keebeck Wealth Management LLC. Klody also serves as an adjunct professor at the University of Notre Dame, where he teaches an Applied Private Equity course. 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 investment management and financial planning services, combining discretionary and non-discretionary portfolio management with broker-dealer capabilities and a consolidated investment platform.

Raveen Rathi is a Series 66-licensed financial advisor with Rockefeller Financial LLC in Chicago, IL. He has three years of industry experience, including prior roles at Moelis & Company LLC and consulting work at Point B. 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, operating with a Private Advisor model and a consolidated investment platform that provides discretionary and non-discretionary solutions across various asset classes.

Caitlin Dahl is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. She holds the Series 63 and Series 66 licenses and has worked previously at Morgan Stanley, RBC Capital Markets, and The Huntington Investment Company. 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, operating as both a registered investment adviser and broker-dealer with a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

La Shaunda Idleburg is a Series 66 credentialed financial advisor with over six years of experience, currently with Rockefeller Financial LLC. She previously worked at Merrill and held roles at the University of Missouri and the Gaines/Oldham Black Culture Center. 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 uniquely as both an investment advisor and a registered broker-dealer with capabilities in placement and investment banking.

Sarah Madison is a CFP® with six years of industry experience, currently serving at Rockefeller Financial LLC since 2021. Prior to this, she was with Whitnell & Co. from 2009 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 operates as a registered broker-dealer and offers a range of portfolio management, financial planning, and consulting services, organizing client relationships through a Private Advisor model and a consolidated investment platform.

Jessica Whiting is a financial advisor at Rockefeller Financial LLC with experience spanning several firms, including Rockefeller Capital Management and Associated Banc-Corp. She holds a Series 66 designation and has been active in the industry since 2021. Outside of her advisory role, she provides tax preparation services for friends and family. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers 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.

Michelle Colquhoun is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Stifel for 11 years prior to joining Rockefeller Financial. Colquhoun serves on the advisory board of Invest for Kids, is a parent representative on the Alcott Elementary Local School Council, and is a board member of the Children's Advocacy Centers of Illinois. 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, and placement and investment banking services.

Steven Coleman is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America N.A. and Merrill for 11 years. Outside of his advisory role, he serves as a board member for a homeowners association and manages a family LLC focused on estate planning investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and utilizes a consolidated investment platform to deliver a range of discretionary and non-discretionary investment solutions.

Kathryn Dillon is a financial advisor at Rockefeller Financial LLC with Series 66 registration and one year of industry experience. Prior to joining Rockefeller, she completed her education at Iowa State 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform.

Krishna Phanindra Vege is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Credit Suisse Securities (USA) LLC, Bank of America, N.A., Merrill, and Rockefeller Capital Management. Outside of his advisory role, he serves as a consultant for Preserve Life, conducting research in the health and wellness industry. 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 a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including placement and investment banking.

Thomas Unger is a Series 66-licensed financial advisor with Rockefeller Financial LLC in Chicago, IL, with 15 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2021 before joining Rockefeller Financial in 2021. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking, organized around a Private Advisor model and a consolidated investment platform.

Michelle Mccabe is a financial advisor with Rockefeller Financial LLC and holds Series 63 and Series 66 credentials. She has 19 years of industry experience, including five years at Merrill and seven years at Rockefeller Financial before continuing with the firm in its current form since 2026. Outside of her advisory role, she manages a rental property jointly owned with her spouse. 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, while operating as a registered broker-dealer with a broad range of investment and advisory capabilities organized around a Private Advisor model and a consolidated investment platform.

Carlos Cruz is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Riverpoint Wealth Management Holding Co., LPL Financial, and Backstop Solutions Group LLC. Cruz is based in Chicago, IL. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Wayne Janus is a financial advisor at Rockefeller Financial LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rockefeller Capital Management since 2026, previously spending 14 years at Whitnell & Co. He serves as a trustee for two deceased friends, with all related compensation paid to his firm. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering a range of portfolio management and financial planning services, as well as broker-dealer functions and investment banking, organized around a Private Advisor model and a consolidated investment platform.