Matthew Schechner is a financial advisor at B. Riley Wealth Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Advisors and its related entities since 2009. Outside of his advisory work, he is a part owner of a tax practice. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charities, corporations, and retirement plans, offering a wide range of advisory programs, financial planning, and retirement solutions.

Dolores Kong is a CFP® with 24 years of industry experience, currently serving as a financial advisor at B. Riley Wealth Advisors, Inc. since 2021. Her prior experience includes 17 years at Winslow, Evans & Crocker, Inc. Outside of her advisory role, she is an IRS licensed enrolled agent who provides individual tax preparation seasonally and operates a hiking-focused blog and book project through AOMM Enterprises LLC. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a variety of advisory programs, financial planning, and retirement solutions through multiple program structures and a combination of proprietary and third-party asset management.

Sean Price is a financial advisor with B. Riley Wealth Advisors, Inc. in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at National Asset Management, National Securities Corporation, and Gilman + Ciocia, Inc. He also serves as president of Price Tax Advisory LLC, providing tax preparation services. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm offers a broad range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both firm-sponsored and third-party sub-advisers.

Daniel Besse is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 credential and bringing 20 years of industry experience. His prior roles include positions at Stratos Wealth Advisors, LLC and RSM US Wealth Management LLC. Outside of wealth management, he is a co-founder and vice president of a children’s clothing brand, Pampered Pant, LLC, and serves as the treasurer for the Easton Baseball League. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides 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.

Jason Ginder is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to his current role, he worked at National Securities Corp and has been with B. Riley Wealth Advisors and its related entities since 2014. Outside of financial advisory, he is involved in exotic game breeding through a ranching business and serves as chair of the Connecticut Cancer Foundation, a nonprofit supporting cancer research. B. Riley Wealth Advisors provides investment advice and portfolio management to individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of advisory programs, including advisor-directed portfolio management and third-party managed solutions, and manages approximately $4.21 billion in client assets.

Jorge Chain is a financial advisor at B. Riley Wealth Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B. Riley Wealth Advisors since 2017, including time with National Securities Corporation and a period as a self-employed advisor. Chain is also involved in insurance sales through B. Riley Wealth Insurance, where he reviews insurance business submissions. 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, offering a range of advisory programs, financial planning, retirement solutions, and reporting services.

Lynette Lisiewski is a financial advisor with B. Riley Wealth Advisors, Inc. She holds a Series 66 designation and has 17 years of industry experience. Her prior work includes roles at Morgan Stanley Smith Barney and National Securities Corp. 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, offering a range of advisory programs and financial planning services.

Christopher Drawbaugh is a financial advisor at B. Riley Wealth Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Management since 2009. Outside of his advisory role, he owns Bastion Financial Group and is involved in managing commercial real estate through Beverly Court LLC and Drawbaugh Development LLC. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 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.

Philip Zanone Jr. is a financial advisor with B. Riley Wealth Private Shares, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with B. Riley Wealth Advisors and its related entities since 2005. Outside of his advisory role, Zanone serves on the boards of several organizations, including INSBANK and the Assisi Foundation, where he is treasurer. B. Riley Wealth Private Shares advises privately offered pooled investment vehicles that invest in early- and developmental-stage private companies. The firm uses a Commitment Committee to oversee investment decisions and generally holds concentrated, long-term positions until liquidity events occur.

Firhan Choudhary 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 previously worked at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is involved in a car rental business as president of Beyond Mark. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through around 274 advisors, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a variety of advisory programs, financial planning, and retirement solutions, utilizing both proprietary and third-party investment models.

Trevor Latulas is a financial advisor with B. Riley Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at National Securities Corporation for 10 years before joining B. Riley Wealth Advisors in 2020. Outside of his advisory role, he is the owner of LATULAS HOLDING CORP, which is involved in expense management and participation in surveys. B. Riley Wealth Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations, managing approximately $4.21 billion in assets. The firm employs a variety of investment programs and platforms, such as Advisor-as-Portfolio-Manager and Envestnet-managed models, to tailor strategies for its clients.

James Baroutas 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 has previously worked at Dominick & Dickerman LLC, Morgan Stanley, and Merrill. He has been with the B. Riley organizations since 2015. 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 programs including Advisor-as-Portfolio-Manager, third-party managed programs via Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets through about 173 advisors.

Michael Kapp Jr. is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at B. Riley Securities, Jesup & Lamont Securities Corp, and Financial Northeastern Securities, LLC. He is based in Randolph, NJ. 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 programs including Advisor-as-Portfolio-Manager and Envestnet-managed solutions, overseeing approximately $4.21 billion in client assets across about 173 advisors.

Andrew Grossman is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Prior to joining B. Riley Wealth Advisors, he worked at National Securities Corp from 2015 to 2022. Grossman is also involved with North Shore Wealth Management, LLC. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through around 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.

Ankit Tuladhar is an advisor with B. Riley Wealth Advisors, Inc., holding a Series 65 credential and six years of experience in the financial industry. Prior to joining B. Riley Wealth Management, he worked at Caldwell University and the Group for Technical Assistance. B. Riley Wealth Advisors offers investment advice and portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs multiple investment programs and manages approximately $4.21 billion in assets through a team of about 173 advisors.

Angela Hank is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 designation and bringing 25 years of industry experience. Her career includes roles at Ameriprise Financial Services, Inc., National Securities Corp, and B. Riley Wealth Advisors. She is also involved in insurance sales 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 with a range of advisory programs, financial planning, and retirement solutions, utilizing various account structures and proprietary asset allocation models.

Bradley Harrison is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at National Securities Corporation for eight years before joining B. Riley Wealth Advisors in 2022. Outside of his advisory role, he serves as President and CEO of Harrison Wealth Management, a holding company. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets across 274 advisors. The firm provides a wide range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through various advisory programs and proprietary asset allocation models.

Marc Lowlicht is a financial advisor at B. Riley Wealth Advisors, Inc. with 36 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining B. Riley Wealth Advisors in 2022, he worked at National Securities Corp for nine years. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets for over 16,800 clients. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through a broad range of advisory programs, including proprietary asset allocation models and access to third-party managers.

Michael Blank is a Series 66-licensed financial advisor with B. Riley Wealth Advisors, Inc., based in Fairfield, CT. He has 12 years of industry experience, including prior roles at Stratos Wealth Advisors, RSM US Wealth Management, and Kestra Private Wealth Services. Since 2022, he has operated an investment-related advisory business under the name LandingPoint Advisors. B. Riley Wealth Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers multiple investment programs and financial planning services, managing approximately $4.21 billion in assets through a team of about 173 advisors.

Scott Kessler is a financial advisor with B. Riley Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Noyes Advisors LLC and B. Riley Wealth Management. Kessler is also a licensed insurance agent involved in fixed insurance sales through B. Riley Wealth Insurance. 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 variety of advisory programs, financial planning, and retirement solutions.