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Billy S

Series 66

Cascade, MD

LPL Financial

Billy Shank Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He has worked at firms including Covered Bridges Financial Strategies, LLC and Grove Point Advisors, LLC. Outside of his advisory role, he is involved with Covered Bridges Financial Strategies, LLC, a non-variable insurance business. LPL Financial serves individual clients, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

College savings (529s, UTMA, etc.)
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William H

Series 66

Cascade, MD

LPL Financial

William Hoover is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Covered Bridges Financial Strategies, Grove Point Investments, Grove Point Advisors, H. Beck, Inc, and Foliofn Investments, Inc. He is involved with Covered Bridges Financial Strategies, LLC, a business related to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support from multiple sources.

College savings (529s, UTMA, etc.)
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