Shannon Morphew is a financial advisor with Raymond James Financial and Bordelon Capital Wealth Management, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with Raymond James and its affiliates since 2013. Morphew is a committee member of the National Charity League of Richardson, where she participates in the annual audit of the chapter's financial records. 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 plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting, using risk profiling and analytical tools to support client goals, and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Bill Callis is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with the Advanced Planning Group/APG Wealth Management since 2016. In addition to his advisory role, he is involved in the sale of non-variable life insurance focused on estate, business, and succession planning. 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 offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports its large advisor network with specialized programs in municipal finance and employer-sponsored retirement plans.

Andrew Spillman is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds a Series 63 designation and has worked at various Raymond James entities since 2008. Outside of his advisory roles, he is the owner of The Art Menu LLC, a business unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning based on risk profiling and analytical modeling and supports clients through various advisory programs and institutional consulting services.

David Hobbs is a financial advisor with Raymond James Financial in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Raymond James and Associates Inc., where he worked for nine years. Outside of his advisory role, Hobbs is the CEO of The Art Menu, LLC, a business he oversees in Dallas. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Linsi Walker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Dallas, TX, holding a Series 66 designation and 11 years of industry experience. Prior to joining Raymond James in 2020, Walker worked at firms including Morgan Stanley and Lincoln Financial Securities. Outside of advisory work, Walker is a licensed life insurance agent. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports institutional consulting through a large advisor network, with notable capabilities in municipal advisory and SIMPLE IRA employer consulting.

Lisa Bordelon is a financial advisor at Raymond James Financial with 25 years of industry experience. She holds the Series 66 credential and has worked with Raymond James and its affiliated firms since 2013. Bordelon is also president of Bordelon Capital Wealth Management, a support company she owns. Additionally, she is involved in life insurance sales through Lockton Affinity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.