William Reed Allison

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 18 years of industry experience. She is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC since 2024, following a 17-year tenure at Edward Jones. Outside of her advisory work, she owns and manages JLCCJ Properties, a real estate business. Kestra Private Wealth Services, LLC serves a diverse client base including individual investors, retirement plans, and institutional entities, offering a range of advisory and investment management solutions across multiple platforms.

Lydia Stephens is a financial advisor with United Advisor Group and holds a Series 66 designation. She has 20 years of industry experience, having previously worked at Osaic Wealth, Inc., American Portfolios Advisors, American Portfolios Financial Services Inc., and NEXT Financial Group, Inc. Outside of her advisory role, she is involved in an independent insurance business under the name BHT Wealth Management. United Advisor Group serves a diverse client base including individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers a range of services such as discretionary and non-discretionary investment management, financial and retirement planning, and family office services, using proprietary model portfolios and a variety of investment strategies.

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.

Michael Childress is a financial advisor at The Fiduciary Alliance in Lagrange, GA, holding a Series 65 designation with one year of industry experience. Before joining The Fiduciary Alliance, he worked at Senior Select Insurance and has a background in education spanning nine years. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other advisers, utilizing a mix of fundamental, technical, and cyclical analysis alongside discretionary portfolio management and third-party resources.