UHY Wealth Management RIA LLC

Amal Hagisufi is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, DAL Global Services, and Edward Jones. LPL Enterprise provides advisory services through a large network of representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.

Norbert Martz III is a financial advisor at UHY Wealth Management RIA LLC with 11 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to employee benefit plans, trusts, corporations, and public entities. The firm employs both fundamental and technical analysis to construct portfolios tailored to clients' goals, time horizons, and risk tolerance, offering discretionary portfolio management and non-discretionary consulting.

Felicity Di Pisa is a financial advisor with LPL Enterprise in San Diego, CA, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at COPOWER, California Choice, California Health Benefit Exchange, Dickerston Group, and Prudential Insurance Company of America. She also provides financial planning and investment services through her own entity, Codega Wealth Financial and Insurance Services LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers advisory services built around model portfolios and third-party asset management programs, combining financial planning with access to a broad set of securities and insurance products.

Ryan Howarth is a financial advisor with LPL Enterprise in Auburn Hills, MI, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC, and currently serves at LPL Enterprise since 2024. Howarth is also the founder and owner of Summit Financial Partners. LPL Enterprise provides advisory services to individuals, retirement plans, charitable organizations, and corporate clients through a large network of investment adviser representatives. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance offerings.

Daniel Laginess is a financial advisor with UHY Wealth Management RIA LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Corecap Advisors and Corecap Investments for 12 years. UHY Wealth Management RIA, LLC provides wealth management and pension consulting services to employee benefit plans, trusts, corporations, and public entities. The firm uses both fundamental and technical analysis to build portfolios and offers discretionary portfolio management alongside non-discretionary consulting tailored to client goals, time horizons, and risk tolerance.

Trevor Cope is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at UHY Wealth Management RIA, LLC, Pruco Securities, LLC, and Prudential Insurance Company of America. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with an affiliated insurance agency.

Shaun Edusada is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, as well as in the hospitality industry with Marriott International. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, consulting, and access to model portfolios and third-party asset management programs. The firm operates as both an investment adviser and broker-dealer, allowing advisors to offer a broad range of securities and insurance products.

Lydia Teeple is a financial advisor at UHY Wealth Management RIA LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with LPL Enterprise and Prudential Insurance Company of America. Outside of her advisory role, she engages in reselling clothing on Depop and works as a food delivery driver for DoorDash. UHY Wealth Management RIA, LLC provides wealth management and pension consulting services to employee benefit plans, trusts, corporations, and public entities. The firm uses both fundamental and technical analysis to manage discretionary portfolios tailored to clients’ goals, time horizons, and risk tolerance.