Bernie has spent 50+ years at UBS and predecessor company, PaineWebber, and provides a full range of investment services for private investors with a long term orientation. Bernie's journey began on the Southside of Chicago in the Hyde Park neighborhood. While at the University of Chicago, Bernie received both his BA and MBA. To this day, Bernie is still a very big supporter of his alma mater. Over the years, he has mentored over a thousand University of Chicago students through internships and dedicated his life to numerous philanthropic endeavors benefiting the University. Bernie specializes in stock valuation and macro economic trend analysis for his clients. Bernie holds the distinction of being one of the longest tenured Financial Advisors at the firm.

Registered States:
AL, AZ, CA, CT, DC, DE, FL, IA, IL, IN, KY, MA, MD, MI, MN, MO, MT, NC, NH, NY, PA, SC, TN, TX, UT, VA, WA

Nick builds relationships and establishes trust with his clients one step at a time; he believes that without trust, all else fails.  Early on in life, Nick's dream job was to become a teacher. As a result of his passion for teaching, he insists on educating his clients about the markets and financial planning techniques that are implemented on their behalf to achieve financial flexibility. This same mentality is equally important for the children and rising generation within the family structure. Nick is a Certified Exit Planning Advisor and Corporate Stock Benefit Consultant who built his practice around advising clients that owned privately held business interests which resulted in large shares of equity ownership. Nick works with business owners on a three step process: discover the value of their business, prepare for a sale, transition, or gift, then ultimately helps them decide the most tax efficient path forward. Currently, Nick works almost exclusively with privately held business owners and their multigenerational families. Nick and his wife Ashley, who is originally from Louisville, KY, currently live in Beverly with their 4 young children. When he is not working with clients, he is running the non-profit organization he founded: Advice Beyond the Classroom. The mission is to connect high school students in the Chicagoland area with real world business experiences.

Registered States:
AZ, CA, CT, DC, FL, IL, IN, KY, MA, MD, MI, MO, MT, NC, NH, NJ, NY, PA, SC, TX, UT, VA, WA

Linkon joined The DelGiorno/LoMaglio Group in 2019. Prior to joining UBS, Linkon graduated from Vanderbilt University where he received his Bachelor of Science degree in Human and Organizational development, and most recently worked at Humana, Inc. as a Health Solutions Client Executive. There, he was responsible for the sale and management of commercial insurance plans in the Illinois market, earning the Humana distinction of President's Council for achievement in performance. As a Certified Financial Planner (CFP®) and Accredited Wealth Management Advisor (AWMA®) with UBS, Linkon focuses on developing investment, retirement, and cash management strategies for clients. Linkon lives in Downtown Chicago with his wife, Courtney, and his daughter.

Registered States:
AL, AZ, CA, CT, DC, DE, FL, IL, IN, KY, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NY, PA, SC, TN, TX, UT, VA, WA

Bridgid joined The DelGiorno/LoMaglio Group in 2018 following her time with Capital Trading Group, LP where she focused on facilitating execution between primary trading advisor client and execution brokers and managing option orders. Bridgid specializes in driving operations compliance as well as delivering key advice regarding risk. Bridgid holds her Series 3, 7, and 63 securities licenses

Registered States:
AZ, CA, CT, DC, DE, FL, IL, IN, KY, MA, MI, MO, MT, NC, NH, NJ, NY, PA, SC, TX, UT, VA, WA