Dale Groce 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 worked at National Securities Corp and B. Riley Wealth Management prior to his current role. Groce is also the sole owner of Groce Financial, LLC, an entity established for tax purposes. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through a variety of advisory programs, financial planning, and retirement solutions.

Domenick Tibaldo is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 designations and bringing 34 years of industry experience. Prior to joining B. Riley in 2022, he worked at National Securities Corporation for nine years. He serves as president of the Nutley Historical Society & Museum and is treasurer of the Kiwanis Club of Belleville, NJ. B. Riley Wealth Advisors manages approximately $7 billion in client assets through a team of 274 advisors, providing a broad range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Sheldon Black is a financial advisor at B. Riley Wealth Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at National Securities Corporation for 10 years. Outside of his advisory role, he owns a business that provides notary services and conducts focus group surveys. 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.

Christopher Michelsen is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2021 before joining B. Riley Wealth Management and B. Riley Wealth Advisors. Outside of his advisory role, he is a part owner of BellaWolf Records LLC, a music business established for his wife’s singing career. B. Riley Wealth Advisors manages approximately $7 billion in client assets and serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a range of advisory programs and investment solutions, utilizing both proprietary models and third-party sub-advisers, with accounts managed on discretionary or non-discretionary bases.

Michael Clementi is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 66 credentials and has 30 years of industry experience. His career includes roles at Vfinance since 2003 and B. Riley Wealth Management since 2022. B. Riley Wealth Advisors provides investment advice and portfolio management services to individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers multiple program options, including Advisor-as-Portfolio-Manager, third-party managed programs, internally managed models, and financial planning, managing approximately $4.21 billion in assets across about 173 advisors.

Samuel Zweig is a financial advisor with B. Riley Wealth Advisors, Inc. based in Memphis, TN. He holds a Series 66 designation and has 17 years of industry experience. Since 2012, he has worked at Wunderlich Securities. 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 broad range of advisory programs, financial planning, and retirement solutions.

John Cannella is a financial advisor with B. Riley Wealth Advisors, Inc. in Boca Raton, FL, holding Series 63 and 66 licenses and bringing 20 years of industry experience. His work history includes roles at B. Riley Wealth Management, National Asset Management, National Securities Corp, and Scottrade. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers various programs such as Advisor-as-Portfolio-Manager, third-party managed programs via Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

Walter Rich is a financial advisor at B. Riley Wealth Advisors, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at several firms including National Securities Corp and Stratos Wealth Advisors, LLC. Outside of his advisory role, he is a managing partner of Landing Point Advisors and serves as managing director of Lantern Private Wealth, a bill paying entity. 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 both proprietary and third-party asset allocation models.

Agoston Horvath is a financial advisor at B. Riley Wealth Advisors, Inc. in Dallas, TX, holding a Series 66 designation with 17 years of industry experience. His prior work includes roles at National Securities Corporation and WFG Investments Inc. 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, and retirement solutions.

Frank Smith IV is a CFP® professional with 18 years of experience in financial advisory services. He is currently with B. Riley Wealth Advisors, Inc., where he has worked since 2022, following seven years at National Securities Corp. Outside of his advisory role, he serves as treasurer for the Lost Creek Neighborhood Association in Austin, TX. 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 advisory programs and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and a combination of proprietary and third-party asset allocation models.