David Evert

Tyler Baker is a CFP® professional with eight years of industry experience. He is the founder and sole advisor at Baker Wealth Group LLC, an independent firm based in Lagrange, GA. Prior to establishing his own firm in 2022, he worked at Mariner Wealth Advisors and Willis Johnson & Associates. Baker Wealth Group LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients. The firm focuses on tailored portfolios using asset allocation, technical analysis, and trading strategies, and offers select clients access to third-party tax return preparation.

Natalie Phillips is a CFP®-certified financial advisor with 17 years of industry experience. She has worked at Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC since 2024, following a 17-year tenure at Edward Jones. Outside of advisory services, she owns and manages a small insurance business and is involved in non-investment real estate management. Kestra Private Wealth Services manages approximately $10.2 billion in assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting advisor decision-making with multiple platforms and both in-house and third-party solutions.

Daniel Phillips is a financial advisor at The Fiduciary Alliance with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Madison Park Capital Advisors, LLC and Charles Schwab & Co., Inc. Outside of his advisory role, he is a cofounder and 10% owner of Bloxx, LLC, an electronic privacy protection company. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a multi-division approach with a network of representatives operating under their own business names and uses a variety of analytical methods, including fundamental and technical analysis, to guide investment decisions.

Kyle Crawford is a CFP® professional with 23 years of experience in the financial industry. He is currently with The Fiduciary Alliance and previously worked at Bison Wealth, LLC and SA Stone Wealth Management, Inc. Since 2009, he has served as a planning and zoning board member for the City of LaGrange, GA. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients as well as other investment advisers. The firm operates through multiple divisions and a network of representatives, offering client-specific investment strategies and utilizing a mix of fundamental, technical, and alternative investment approaches.

Alicia Simpson is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds the Series 66 designation and has worked at Truist Advisory Services since 2021, following prior roles at BB&T Investments and BB&T Securities. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions through a combination of model portfolios, third-party managers, and advisor-led asset allocation.

Robert Ellis is a financial advisor with Ameriprise in La Grange, GA, holding a Series 63 designation and 39 years of industry experience. He has worked at Ameriprise since 2016 and previously operated Ellis & Ellis Investment Management, LLC. Outside of his advisory work, he is a co-owner of Ellis & Ellis Realty. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.