Susan Cole

James Barker is a financial advisor with Haynes Barker Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Haynes Barker Investment Management and LPL Financial LLC since 2002. Haynes Barker serves individuals, retirement plans, trusts, estates, charitable organizations, and small businesses by providing financial planning, retirement-plan consulting, and advisory services on a fixed-fee, hourly, or retainer basis. The firm employs a core-and-satellite investment approach, incorporates client goals into investment policy statements and net-worth analyses, and primarily offers advice rather than ongoing portfolio management.

Noel Eddleman is a financial advisor at Eddleman & Eddleman Inc with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes service on the Madison County Commission and roles at Forever Communications and Union University. Outside of his advisory work, he is involved in venture capital management and serves on the boards of several organizations, including a Christian media company and a real estate management firm. Eddleman & Eddleman advises individuals, businesses, trusts, family offices, and other entities, providing discretionary portfolio management, financial planning, and project analyses. The firm employs an academic, evidence-based investment approach grounded in Modern Portfolio Theory and multifactor models, and combines investment advisory services with affiliated accounting and venture capital operations.

William Haynes III is a financial advisor with LPL Financial in Jackson, Tennessee, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has operated Haynes Barker Investment Management, LLC since 2002, providing pension plan consulting services including plan design, investment policy statements, fiduciary responsibilities, and investment performance analysis. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that develops model portfolios and various investment strategies, allowing advisors to tailor solutions to client needs.

Timothy Shanklin is a financial advisor at Bdc Advisory, LLC with 21 years of industry experience. He holds the Series 63 designation and has worked at Bdc Advisory and Burleigh Consulting Group since 2004. He is involved in retirement plan consulting through Burleigh Consulting Group. Bdc Advisory LLC provides investment consulting exclusively to qualified retirement plans administered by Burleigh Consulting Group, focusing on fund selection, monitoring, and participant education. The firm offers non-discretionary, plan-level consulting services and negotiable fee arrangements for plan sponsors.

Leslie Jaco is a financial advisor with Sycamore Financial Advisors, Inc. in Jackson, Tennessee, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Since 2009, Leslie has been with Shanklin Capital Management, Inc. Sycamore Financial Advisors is a fee-based registered investment adviser with a four-advisor team managing approximately $92 million for around 230 households. The firm offers investment management and comprehensive financial planning to individuals, families, trusts, estates, and small or family-owned businesses, utilizing a strategic asset allocation framework with multiple investment approaches and integrating licensed insurance services alongside advisory offerings.

Robert Tucker III is a financial advisor at Sycamore Financial Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Shanklin Capital Management, Inc. since 2005. Sycamore Financial Advisors is a fee-based registered investment adviser with a four-advisor team managing approximately $92 million for about 230 households. The firm provides investment management and comprehensive financial planning to individuals, families, trusts, estates, and small or family-owned businesses, combining strategic asset allocation with both mutual fund and individual security strategies alongside licensed insurance services.