Robert Reilly is a financial advisor at B. Riley Wealth Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Advisors since 2022, having previously worked at B. Riley Securities since 2015. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets and serves around 16,821 clients through about 274 advisors. The firm offers a range of advisory services and investment programs to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

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.

James Baroutas is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with B. Riley Wealth Advisors since 2022 and B. Riley Wealth Management since 2015. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory 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, financial planning, and retirement solutions through multiple program structures and research methods.

Robert Rafford Jr. is a financial advisor at B. Riley Wealth Advisors, Inc. with 58 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with B. Riley Wealth Advisors and its affiliate since 2015. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension 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.

Young Ai Choi is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She has been with B. Riley Wealth Advisors since 2022 and has also worked at B. Riley Wealth Management since 2015. The firm manages approximately $7.03 billion in client assets through about 274 advisors and serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. B. Riley Wealth Advisors offers a broad range of services including advisory programs, financial planning, and retirement solutions, utilizing both proprietary and third-party management strategies.

Henry Kaplan is a financial advisor with B. Riley Wealth Advisors, Inc. in New York, NY, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. His prior roles include positions at National Asset Management and Morgan Stanley Distribution, Inc. He is also a limited partner and passive investor in a fixed income investment portfolio. 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.

Montague Henry is a financial advisor at B. Riley Wealth Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Management since 2015 and B. Riley Wealth Advisors since 2022. In addition to his advisory role, he is a licensed insurance agent involved with B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through about 274 advisors and serves 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 multiple program structures and proprietary asset allocation models.

Michael Allan is a CFP® professional with 41 years of industry experience, currently serving at B. Riley Wealth Advisors, Inc. since 2014. He previously worked at National Securities Corporation for nine years. In addition to his advisory role, he is involved in tax preparation through B. Riley Wealth Tax Services. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets across 274 advisors, providing a broad range of services including financial planning, retirement solutions, and access to third-party managers for individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers multiple program structures with discretionary and non-discretionary management options, utilizing proprietary asset allocation models and various research methods.

Walter Hoehler II is a financial advisor at B. Riley Wealth Advisors, Inc. in New York, NY, holding Series 63 and Series 66 licenses with 30 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2022, he worked at Banorte Ixe Securities International, Ltd for eight years. Outside of his advisory role, he is involved with an alumni and parent group supporting the men’s lacrosse team at Haverford College by helping to raise funds for hiring an assistant coach. 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 through multiple account structures and proprietary asset allocation models.

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.