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.

William Haynes III is a financial advisor with Haynes Barker Investment Management, LLC in Jackson, TN, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Haynes Barker Investment Management and LPL Financial LLC since 2002. Haynes Barker Investment Management serves individual clients, including high-net-worth households, as well as trusts, estates, retirement plans, charities, and small businesses. The firm provides financial planning, retirement plan consulting, and advisory services on a fixed-fee, hourly, or retainer basis, with an investment approach that combines a passive core and selectively used active funds while clients retain control of their assets.