All Members in ("Chicago" & "Wealth Advisory")

David Sternberg
Chief Executive Officer
Randal Golden, CPWA®, AIF®
Chief Financial Officer
Monica Mehta
Director of Key Accounts & Business Development
Richard L. Intrater
Managing Director
Ilya Zlotnik
Wealth Adviser & Partner
Lilian Lo, CFP®
Wealth Adviser
Brian Quinn
Wealth Adviser
Tedman Breiter, CFP®
Wealth Adviser & Partner
Brandon Intrater
Managing Director
David Snyder
Wealth Adviser
Andrew Lindblom, CFA
Director of Wealth Management
Andrew Sternberg, CFP®
Wealth Adviser
Joshua Pilson, CAIA
Director of Advisory Solutions
Dan Jones
Wealth Adviser
Asha Tangri Goldstein, CFP®
Wealth Adviser
John Eberle, CFA
Wealth Adviser
Mackenzie Granby
Wealth Associate
Ronald B. Bremen
Wealth Adviser
Jacob Horwitz
Advisory Associate

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