Alyssa Vidrine is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. She has worked at various Raymond James entities since 2018 and previously at Merrill from 2015 to 2018. Outside of her advisory role, she is involved with High Country Financial Advisors, a non-investment-related support company based in Nashville, TN. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support services through a range of account types and outside managers.

Nicholas De Luna is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on assisting clients with family wealth management strategies, portfolio management services, tax minimization, retirement income planning, and supporting women and wealth initiatives. Nicholas employs a comprehensive approach that emphasizes understanding each client’s individual goals to develop tailored financial strategies. He holds the Personal Investment Advisor (PIA) designation and maintains Series 7 and 66 FINRA registrations. Nicholas earned his High School Diploma from Patrick Henry and is proficient in both Spanish and English. Outside of work, he enjoys bowling, cooking, gardening, golfing, interior decorating, swimming, table tennis, traveling, watching movies, and spending time with his family.

David Bower is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at SunTrust Investment Services, Inc. for 25 years before joining Raymond James in 2018. Outside of his advisory role, he is also an associate at Pinnacle Asset Management, providing financial advice and direction. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and a broad affiliate network.

Christopher Moore is a Series 66-credentialed financial advisor with UBS Financial Services in Nashville, TN, where he has worked since 2022. He has three years of industry experience and previously held roles at TBH Advisors, Raise the Roof Academy, Birmingham-Southern College, and Brentwood Middle/High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.