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Ryan H

Series 63, Series 65

Auburn Hills, MI

UHY Wealth Management RIA LLC

Ryan Howarth is a financial advisor with UHY Wealth Management RIA LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining UHY in 2026, he worked with LPL Enterprise and Prudential Insurance Company of America. Outside of his advisory work, Howarth is the founder and owner of Summit Financial Partners. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, retirement plans, trusts, estates, and institutional clients. The firm uses fundamental and technical analysis to build portfolios across multiple asset classes while accommodating client restrictions.

Business succession planning Charitable giving & philanthropy
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Trevor C

Series 63, Series 65

Auburn Hills, MI

UHY Wealth Management RIA LLC

Trevor Cope is a financial advisor at UHY Wealth Management RIA LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at LPL Enterprise and Pruco Securities, LLC, and he has been associated with Prudential Insurance Company of America since 2015. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, retirement plans, trusts, estates, and institutional clients. The firm employs fundamental and technical analysis to develop personalized investment policies and offers both discretionary and non-discretionary portfolio management.

Business succession planning Charitable giving & philanthropy
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Lydia T

Series 63, Series 65

Auburn Hills, MI

UHY Wealth Management RIA LLC

Lydia Teeple is a financial advisor with UHY Wealth Management RIA LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Her career includes roles at Osaic Wealth, LPL Enterprise, and Prudential Insurance Company of America. Outside of her advisory work, she engages in reselling clothing on Depop and occasionally works with food delivery through DoorDash. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to individuals, retirement plans, trusts, estates, and institutional clients. The firm uses a combination of fundamental and technical analysis to construct portfolios tailored to client objectives and restrictions.

Business succession planning Charitable giving & philanthropy
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