A plan for today, tomorrow and generations to come

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Nick LoMaglio has been with UBS Financial services since he was 18 years old. After spending 3 years as an intern, in their wealth management division, he joined full time in 2008. Nick’s services focus primarily on wealthy families and business owners; with a specific devotion to transitioning wealth and knowledge to the next generation within the family/governance structure. He is a Certified Exit Planning Advisor and Corporate Stock Benefit consultant which positions him to advise on both publicly and privately held equity interest. Nick’s true passion is his 501c3, Advice Beyond the Classroom, which is an educational based non-profit that teaches high school and college students the “soft” skills of business and life. Nick is married with 4 young children and currently resides on the Southwest side of Chicago where he was born and raised.  His California insurance license is 0I19651

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• Certified Exit Planning Advisor
• Corporate Stock Benefit Consultant

• AZ
• CA
• CO
• CT
• DC
• FL
• IA
• IL
• IN
• KS
• KY
• MA
• MD
• MI
• MO
• MS
• MT
• NC
• NH
• NY
• OH
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• VI
• WA
• WI
• WY

• Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• AZ
• CA
• CO
• CT
• DC
• FL
• IA
• IL
• IN
• KS
• KY
• MA
• MD
• MI
• MO
• MS
• MT
• NC
• NH
• NJ
• NY
• OH
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• VI
• WA
• WI
• WY

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 their two children.

• Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• IL
• IN
• KS
• KY
• MA
• MD
• MI
• MN
• MO
• MS
• MT
• NC
• NH
• NJ
• NY
• OH
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• VI
• WA
• WI
• WY

Bridgid joined The DelGiorno/LoMaglio/Cocharane/Altman Group in 2018 following her time with Capital Trading
Group, LP, where she facilitated execution between primary trading advisor client and execution
brokers and managed option orders. Bridgid holds her Series 3, 7, 63 and 66 securities licenses
and specializes in driving operations compliance and delivering key advice regarding risk, but
she rarely neglects to sweeten each season by sending clients her long-beloved recipes, passed
down by her grandfather, “Pop.” Whether Bridgid is sharing her favorite way to roast sweet
potatoes or to confect English toffee, she hopes to offer her clients a morsel of her own family
life and history in order to remind them that they, too, are now part of an intergenerational mesh,
a shared legacy.
And it is this deeply rooted value of legacy that allows Bridgid to attend so well to that of her
business partners as well as her clients. Bridgid serves as a mentor for new hires, offering herself
as a sounding board as she helps them through training. Sought out for her meticulous care as a
mentor, she was asked to participate in a committee that aims to revamp the training program
nationwide, and she hopes to see more trainees thrive as she works to improve their experiences,
whether at an individual or national level. As for her clients, she hopes to continue making their
financial experiences as easy as possible, both now and for the future. And, of course, she hopes
they find a new favorite recipe too—one worth passing down.