David Shaw is a financial advisor with Raymond James Financial, holding a Series 66 credential and 19 years of industry experience. His career includes roles at Cetera, Allied Wealth Partners, Edward Jones, and UBS Financial Services. Outside of advisory work, he is involved in fixed insurance sales through outside carriers. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary advice using analytical tools and supports municipal and public-finance work through a unique affiliated municipal advisor.

Jason Mellor is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the ChFC® designation and Series 63 license. He has 29 years of industry experience and has previously worked at firms including Cetera and Allied Wealth Partners. Mellor also holds agent/broker roles related to fixed insurance sales. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes, and it supports investment implementation through various advisory programs and affiliated advisory firms.