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.

Joseph Koch is a CFP® professional with 39 years of experience in the financial services industry. He is currently with B. Riley Wealth Advisors, Inc., where he has worked since 2022, having previously been with B. Riley Wealth Management since 2010. Outside of his advisory role, he is involved in managing a hunting property and lodge through Cornwell Properties, LLC. 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 including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and proprietary asset allocation models.