Robert Murray is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 65 and Series 63 licenses and has 21 years of industry experience. His prior work includes long-term roles at H&R Block and Taxbridge Financial Group, where he serves as a master tax advisor and enrolled agent focusing on tax return preparation for individuals. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base that includes individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers multiple investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Kenneth Gilmore is a financial advisor with B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management, holding Series 63 and Series 66 licenses with 31 years of industry experience. His prior work includes positions at National Securities Corp and Financial Consultant Group, LLC. Outside of his advisory role, he serves on the Board of Trustees at Cadwell University and is a committee member for Children’s Specialized Hospital. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in assets across 274 advisors. The firm provides a range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through multiple program structures and proprietary asset allocation models.

David Carter is a CFA® charterholder with nine years of industry experience. He is currently with B. Riley Wealth Advisors, Inc., where he has been since 2026. His prior experience includes roles at J.J. Burns & Company, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Wealthspire / Lenox Wealth Advisors LLC. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers various programs incorporating both internal and third-party managed strategies and manages approximately $4.21 billion in client assets.

John Zoccola is a financial advisor at B. Riley Wealth Advisors, Inc. in Memphis, TN, holding a Series 63 designation and bringing 25 years of industry experience. His career includes long-term roles at First Tennessee Brokerage Inc and FTB Advisors, Inc., before joining B. Riley Wealth Management in 2019. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with a range of advisory programs, financial planning, and retirement solutions, utilizing multiple program structures and both proprietary and third-party asset allocation models.

Scott Glazer is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at RBC Capital Markets, UBS Financial Services, and Citigroup Global Markets. B. Riley Wealth Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of investment programs and financial planning services, managing approximately $4.21 billion in assets through a platform of about 173 advisors.

Stuart Conley is a financial advisor with B. Riley Wealth Advisors, Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at National Asset Management and National Securities Corporation. Outside of his advisory work, he is a founding partner of Hyperion Wealth Advisors LLC and serves as a board officer and temporary president of a residential cooperative in New York City. B. Riley Wealth Advisors is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm offers a broad range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Edward Caruth is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. He previously worked at National Asset Management and National Securities Corporation for six years before joining B. Riley in 2022. Outside of his advisory role, he serves as president of Twin Flame Energy LLC, a company involved in healthy-related products marketing. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers multiple investment programs and manages approximately $4.21 billion in assets through a network of about 173 advisors.

Craig Lodge is a CFP® professional with 26 years of industry experience, currently serving as an advisor at B. Riley Wealth Advisors, Inc. since 2022. He has been associated with B. Riley Wealth Management since 2016. B. Riley Wealth Advisors delivers 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, managing approximately $4.21 billion in assets across multiple advisory programs and strategies.

Irene Monck is a financial advisor with B. Riley Wealth Advisors, Inc. and holds a Series 66 credential. She has 19 years of industry experience with prior roles at National Securities Corporation and Gilman Ciocia, Inc. Monck is also active in community service as the president of the Poughkeepsie Arlington Rotary Club. B. Riley Wealth Advisors provides investment advice and portfolio management to individual, pension, trust, charitable, and corporate clients. The firm employs a variety of programs including Advisor-as-Portfolio-Manager, third-party managed solutions via Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

William Morrison is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at B. Riley Wealth Advisors and B. Riley Wealth Management since 2022 and was previously with National Securities Corp for seven years. Outside his advisory role, he serves as Chair of the Department of Stewardship for the Antiochian Orthodox Christian Archdiocese of North America and is a member of the Parish Council at Holy Transfiguration Orthodox Church. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension plans, trusts, charitable organizations, and corporate clients, managing approximately $4.21 billion in assets. The firm offers a variety of investment programs and financial planning services delivered through a team of advisors using both third-party and internally managed strategies.

Neil Meissner is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. His career includes roles at Morgan Stanley & Co., Incorporated and Morgan Stanley Smith Barney, spanning nearly two decades before joining B. Riley Wealth Management and subsequently B. Riley Wealth Advisors. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through 274 advisors, providing a wide range of services such as advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs multiple program structures and offers both discretionary and non-discretionary account management, utilizing proprietary asset allocation models and third-party sub-advisers.

David Gurievsky is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with B. Riley Wealth Management since 2009 and with B. Riley Wealth Advisors since 2022. Outside of his advisory work, Gurievsky serves on the board and executive committee of the Jewish Children's Regional Service, a charitable organization focused on child welfare for Jewish youth in the U.S., and is co-chair of Team USA for Maccabi USA, a nonprofit supporting Jewish youth athletes. 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 wide range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple advisory programs and proprietary asset allocation models.

Rodney Kleiver is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 credential and 13 years of industry experience. He has worked with B. Riley Wealth Advisors since 2014 and previously with National Securities Corporation and Gilman Ciocia, Inc. Kleiver is also involved in tax planning through B. Riley Wealth Tax Services. B. Riley Wealth Advisors provides investment advice and portfolio management to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm uses various investment programs and platforms to manage approximately $4.21 billion in client assets through a team of nearly 173 advisors.

Michael Mullen is a financial advisor with B. Riley Wealth Advisors, Inc. in Red Bank, NJ, holding Series 63 and Series 65 credentials and 37 years of industry experience. His career includes roles at B. Riley Wealth Management, Winslow, Evans & Crocker, and National Securities Corporation. He serves on the board of B. Riley Wealth Tax Services and is the managing member of NAM Special Situations Management LLC, an investment management entity. 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 various programs, including internally managed models and third-party managed accounts, and manages approximately $4.21 billion in client assets through about 173 advisors.

Zachary Young is a financial advisor at B. Riley Wealth Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Moors & Cabot Inc and National Asset Management. Outside of his advisory role, he is involved in event security through RSIG Security Inc. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets and serves over 16,800 clients. The firm provides a wide range of advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and a variety of research methods.

Joseph Crane is a financial advisor at B. Riley Wealth Advisors, Inc. with 17 years of industry experience. He has held roles at B. Riley Wealth Management since 2017 and previously worked at Raymond James & Associates from 2013 to 2017. Crane holds Series 63 and Series 65 licenses. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm provides a broad range of advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through various program structures and both discretionary and non-discretionary management approaches.

Andrew Tennent is a financial advisor with B. Riley Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at B. Riley Wealth Advisors and B. Riley Wealth Management since 2011 and previously spent 20 years with National Securities Corp. 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 various programs and financial services and manages approximately $4.21 billion in client assets through about 173 advisors.

Kenneth Copans is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has worked at B. Riley Wealth Advisors since 2022 and previously at National Securities Corporation and Gilman Ciocia. Outside of advisory work, he is involved with B. Riley Wealth Tax Services and acts as a fixed insurance agent. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets with about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions.

Edward Deicke is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He has been with B. Riley Wealth Advisors since 2015 and previously worked at National Securities Corp. Outside of his advisory role, he is involved in horse racing as a part owner and partner in several racing stables. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm offers a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Garrett Smoke is a financial advisor at B. Riley Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Advisors since 2022, previously working at B. Riley Wealth Management since 2010. Outside of his advisory role, he is involved in health and supplemental insurance sales and engages in personal real estate investing activities. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets through around 274 advisors. The firm offers a wide range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.