UHY Wealth Management RIA LLC

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.

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.

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.

Brian Megenity is a financial advisor at UHY Wealth Management RIA LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with multiple firms across the financial sector. Outside of his advisory role, he owns B/D Consulting Associates, Inc., a consulting business serving broker/dealers. 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 develop client-specific investment policies and manages discretionary and non-discretionary portfolios tailored to individual goals and risk tolerances.