Joe Scandariato is the Founder and leader of The Scandariato Group, a wealth management team based in Chicago. Joe began his career in 1990 and has garnered recognition as a leading Financial Advisor in the United States. He was named to the Forbes "Best-in-State Wealth Advisors" list in consecutive years from 2020-2023 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year). In 2023, Joe was named to the Forbes "Best-in-State Wealth Management Teams" list (*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022). Joe also holds the Certified Investment Management Analyst® (CIMA®) designation sponsored by the Investments & Wealth Institute™ (The Institute) at the Wharton School of Business.

The Scandariato Group serves a select group of highly successful clients, typically 1st or 2nd generation business owners, C suite executives and their families, designing tailored strategies that reflect their unique circumstances and financial objectives in a meaningful and measurable way. Over three decades Joe has built a team that emphasizes a values based approach by procuring teammates who share the same vision of building long term fulfilling relationships with the families we serve. Joe and his team are devoted to helping streamline the complexities with a high degree of flexibility, collaboration and transparency.

Joe graduated from Loyola University in Baltimore with a BBA in Finance. He actively supports the Boy Scouts and co-leads the Cub Scout pack where his son belongs. Joe received the Eagle Scout rank in 1984. Joe and his wife, Tanya, live in the Northshore suburbs with their two children Gianna and Joseph.





*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022.

Data provided by SHOOK(R) Research, LLC. Forbes “Best-in-State Wealth Management Teams” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.


*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Dominic Altobelli is a Managing Partner of The Scandariato Group within Merrill Lynch Wealth Management. He has garnered national recognition as a financial advisor. Dominic was named to Forbes "America's Top Next-Generation Wealth Advisors" list in consecutive years from 2017-2022 (*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31 of current year), Forbes "Best-in-State Wealth Advisors" list in 2022 and 2023 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year) and most recently to Forbes "Best-in-State Wealth Management Teams" list in 2023 (*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022).

Dominic joined Merrill in 2012 after playing professional baseball for the Colorado Rockies organization. As a Wealth Management Advisor, Dominic assists 1st and 2nd generation business owners & executives by helping them manage their wealth to meet their individual & business initiatives. Dominic focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helps to ensure every potential solution is grounded in understanding what each client wants to achieve.

Dominic holds his FINRA Series 7 and 66 registrations and is a CERTIFIED FINANCIAL PLANNER professional. Dominic earned his Finance degree from the College of Business at the University of Illinois in Urbana-Champaign. He is a member of the Varsity I Fund at U of I. Dominic is actively involved in his local community, by serving as a Junior Board member of Marist High School. He also volunteers his time as a Baseball coach at Cangelosi Baseball inside the Bo Jackson Elite Sports facility. Dominic lives in the western suburbs with his wife and twin daughters.




*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31 of current year.

Data provided by SHOOK® Research, LLC. Forbes “Top Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are
viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.


*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.


*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022.

Data provided by SHOOK(R) Research, LLC. Forbes “Best-in-State Wealth Management Teams” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or
prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

As a Partner in The Scandariato Group within Merrill Lynch Wealth Management, Chris Rossi takes a highly personalized approach to the clients he serves; he spends significant time discussing and delineating the varied aspects of a client’s financial life, from day-to-day concerns to long-term aspirations. Chris joined Merrill in 1986 and has over 37 years of experience managing portfolios and providing wealth management guidance.

Chris holds the Certified Investment Management Analyst® (CIMA®) designation sponsored by the Investments & Wealth Institute™ (The Institute) at the Wharton School of Business. He also holds the Certified 401(k) Professional® (C(k)P®) designation from The Retirement Advisor University, Inc. and the Certified Portfolio Manager® (CPM®) designation from the Academy of Certified Portfolio Managers. 

Chris is a graduate of DePaul University where he received a BA degree. In his spare time he enjoys traveling with his wife, wine, golf and spending time with family.