William Shaw is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at UBS Financial Services and National Asset Management. He is also involved in insurance sales as an insurance agent through B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, third-party manager access, and proprietary asset allocation models.

Ian French is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. He has been with B. Riley Wealth Management since 2012 and also has a long-standing involvement with Buffalo River Real Estate since 1993. In addition to his advisory role, he serves as a caregiver with Easterseals Arkansas, supporting individuals with special needs. B. Riley Wealth Advisors provides portfolio management and investment advice to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs varied investment programs and manages over $4 billion in client assets through a multi-advisor platform.

Christopher Stone is a financial advisor with B. Riley Wealth Advisors, Inc. He holds a Series 66 designation and has 26 years of industry experience. His prior roles include positions at Morgan Stanley and Winslow, Evans & Crocker, Inc. Stone serves on the co-op board for Appleby Arms Owners Corp in New York. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through around 274 advisors. The firm provides a range of services including advisory programs, financial planning, retirement solutions, and access to third-party managers, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Allen Oechsner is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 66 licenses and has 30 years of industry experience. His prior work includes roles at National Asset Management, Inc. and National Securities Corporation. He is also involved with Hilton Head Asset Management Group, an investment advisory business. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a broad range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, using multiple program structures and proprietary asset allocation models.

Kelly Graham is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with B. Riley Wealth Advisors since 2022 and has also served at B. Riley Wealth Management since 2016. Outside of his advisory work, Graham owns Richland Street Creative, a proofreading and writing business, and serves as vice president of the Universal Brotherhood Movement Inc., a nonprofit spiritual organization. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers multiple investment programs and manages approximately $4.21 billion in assets through a team of about 173 advisors.

Robert Mortimer is a CFP® with 49 years of industry experience, currently serving as a financial advisor at B. Riley Wealth Advisors, Inc. since 2022 and with B. Riley Wealth Management since 2010. He is based in Chicago, IL. Outside of his advisory role, he serves as Treasurer for a family-owned nonprofit corporation that manages a vacation property. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Ruth Hauck is a financial advisor at B. Riley Wealth Advisors, Inc. with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at B. Riley Wealth Advisors and its related entities since 2009, as well as at National Securities Corporation from 2008 to 2022. Hauck is also a notary public in Hilton Head, SC. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of services including advisory programs, financial planning, and retirement solutions.

Noah Maman is a financial advisor at B. Riley Wealth Advisors, Inc., holding Series 66 and Series 63 credentials with four years of industry experience. His prior roles include positions at B. Riley Wealth Management and National Securities Corporation. He is involved in non-investment activities related to consulting with tax clients interested in wealth management or financial planning across multiple locations. B. Riley Wealth Advisors provides investment advice and portfolio management to individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a variety of programs including Advisor-as-Portfolio-Manager services, third-party managed strategies via the Envestnet platform, and internally managed models, overseeing approximately $4.21 billion in assets through a team of about 173 advisors.

Suraj Joshi is a financial advisor with B. Riley Wealth Advisors, Inc. in Bellevue, WA, holding Series 65 and Series 63 credentials and 32 years of industry experience. His prior experience includes 17 years at National Securities Corporation and several years at B. Riley Wealth Management. He is also the owner of Joshi Ventures, a non-investment related business. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various advisory programs and manages approximately $4.21 billion in client assets through about 173 advisors.

Woodworth Anderson is a financial advisor at B. Riley Wealth Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at National Securities Corporation and National Asset Management, Inc. Anderson is also president of a private accounting firm, Woodworth Anderson Inc. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets across 274 advisors. The firm provides a broad range of advisory services and investment programs to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Nicholas Twining is a financial advisor at B. Riley Wealth Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and National Asset Management. Outside of his advisory role, he is involved with Hilton Head Asset Management Group, an investment advisory business. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through around 274 advisors. The firm provides a wide range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing various advisory programs and proprietary asset allocation models.

Jennifer Brunotts is a financial advisor with B. Riley Wealth Advisors, Inc. She holds Series 63, 65, and 66 licenses and has 21 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2023, she worked at PRGX Global for 11 years. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers various programs such as Advisor-as-Portfolio-Manager, third-party managed accounts through Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

Mary Stone is a financial advisor at B. Riley Wealth Advisors, Inc. in Houston, TX, with 43 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining B. Riley Wealth Advisors in 2022, she worked at National Asset Management and United Advisors Services, LLC. She is also a partner at Consilience Asset Management, an investment advisory business based in Buffalo, NY. B. Riley Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a range of investment programs and financial planning services, managing approximately $4.21 billion in assets through around 173 advisors.

Daphne Caperton is a financial advisor with B. Riley Wealth Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at Winslow Wealth Management LLC and National Securities Corporation. She serves as a trustee for the Beacon on the Charles Condominium Association. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a wide range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing various advisory programs and asset allocation models.

Chase Mc Gill is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 license and eight years of industry experience. He has worked with B. Riley Wealth Management since 2017 and has been with B. Riley Wealth Advisors since 2022. Outside of his advisory role, he is involved with Pino Wealth Management, LLC, a financial securities business. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension plans, trusts, charitable organizations, and corporate clients. The firm utilizes various programs and platforms, including Envestnet and internally managed models, to manage over $4 billion in client assets.

Shawn Kenney is a financial advisor at B. Riley Wealth Advisors, Inc. with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has been affiliated with B. Riley Wealth Management since 2016 and B. Riley Wealth Advisors since 2022. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and business clients. The firm offers multiple investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Joseph Pino is a financial advisor at B. Riley Wealth Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with B. Riley Wealth Management and its affiliated firms since 2016. Outside of his advisory work, he is an author of children's books. B. Riley Wealth Advisors provides investment advice and portfolio management services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various investment programs and manages approximately $4.21 billion in client assets through about 173 advisors.

John Cordera Jr. is a financial advisor at B. Riley Wealth Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining B. Riley Wealth Advisors and B. Riley Wealth Management in 2024, he worked at FedEx Express for six years and at Mississippi State University for five years. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7 billion in client assets through 274 advisors. The firm serves individual, high-net-worth, charitable, corporate, and retirement plan clients with a broad range of advisory programs, financial planning, and investment management services.

Gregory Rothstein is a financial advisor with B. Riley Wealth Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at National Securities Corporation and Bank of America. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs, financial planning, and retirement solutions.

Lance Johnson is a financial advisor with B. Riley Wealth Advisors, Inc. in Plymouth, MI, holding Series 66 and Series 63 designations and bringing 28 years of industry experience. His prior roles include positions at Brighthouse Financial and Foreside Fund Services, LLC. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, charitable organizations, and business clients. The firm offers various programs such as Advisor-as-Portfolio-Manager, third-party managed solutions via the Envestnet platform, internally managed models, and financial planning services, managing approximately $4.21 billion in assets with a team of about 173 advisors.