Shelley Teskey is a financial advisor with Raymond James Financial, holding a Series 66 designation and 20 years of industry experience. Prior to joining Raymond James in 2025, she spent 11 years at Commonwealth Financial Network. Outside her advisory role, she occasionally provides office administration support as an independent contractor for Planning Strategies, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Michael Williams is a financial advisor at Raymond James Financial with 53 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Commonwealth Financial Network, First Allied, LPL Financial, and Equitable Advisors. Williams is also a voting board member of the University Park Fire Fighters Pension Board and owns Planning Strategies, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Spencer Williams is a CFP® with 20 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. in Dallas, TX. He previously spent 11 years at Commonwealth Financial Network. Williams is a 50% owner of Planning Strategies, LLC, a support company based in Dallas. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to align with client goals and supports municipal and public-finance advisory work along with plan-level consulting services.