Kavian Burke is a financial advisor at B. Riley Wealth Advisors, Inc. with nine years of industry experience. He previously worked at LPL Financial, LLC and Hudson Valley Credit Union. Burke holds the Series 63 designation. 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 range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

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.

Kyle Odell is a CFP® professional with 15 years of industry experience, currently serving as an advisor at B. Riley Wealth Advisors, Inc. He previously worked at Fidelity Brokerage Services LLC for nine years before joining B. Riley in 2024. Odell also holds a senior vice president role at B. Riley Wealth Insurance, focusing on fixed insurance sales. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing over $7 billion in client assets through approximately 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 both proprietary and third-party asset allocation models.