Ricky Coody is a financial advisor at LPL Financial with 26 years of industry experience. He has held positions at LPL Financial since 2018 and previously worked at Invest Financial Corporation for 17 years. He holds the Series 63 and Series 66 designations. Outside of his advisory role, Coody is involved with Equitrust as a non-variable insurance advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with tools such as machine learning while overseeing over $819 billion in discretionary assets.

Gregory Shores is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Invest Financial Corporation for 15 years and Avantax Advisory Services for five years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.