Christine Goates

Daren Taylor is the sole advisor at Sire Line Capital Management LLC in Midland, TX, holding the CFA® designation with 14 years of industry experience. He has led Sire Line Capital Management since its founding in 2008. Sire Line Capital Management provides discretionary portfolio management through a separately managed account platform, focusing on long-term, value-oriented investing. The firm manages concentrated portfolios emphasizing balance-sheet strength, earnings power, and intrinsic-value analysis, with a buy-and-hold approach and the use of a range of investment instruments including derivatives and structured products.

Crystal Rau is a CFP® with 15 years of industry experience and is the sole advisor at Beyond Balanced Financial Planning, LLC in Midland, TX. Her prior experience includes roles at Kevin Foreman - Raymond James FS Branch and Syntal Capital Partners, LLC. Outside of her advisory work, she serves as an expert reviewer for LendEDU publications, is treasurer and a finance committee member for a local nonprofit, and owns a small business operating seven self-serve car washes. Beyond Balanced Financial Planning is a fee-only independent advisory firm offering investment management and comprehensive financial planning to individuals, trusts, estates, charities, small businesses, and retirement plan clients. The firm uses a Modern Portfolio Theory-based approach with primarily passive, low-turnover strategies, and provides formal retirement plan consulting with ERISA-focused services, blending institutional plan work with a personalized client experience.

Brian Fralin is a CFP® with 17 years of experience in the financial services industry. He is the sole advisor at Burgeon Capital, an independent firm based in Midland, TX. Outside of his advisory role, Fralin is involved in several business ventures, including ownership of a business consulting practice. Burgeon Capital provides financial planning, consulting, investment management, and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm’s investment approach emphasizes fundamental analysis and primarily uses mutual funds, supplemented by ETFs, individual securities, and private placements for accredited investors.

Tanya Mc Cann is a financial advisor at Horizons Financial Planning in Midland, TX, with 43 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services and Investment Professionals, Inc. Horizons Financial Planning serves individuals, including high net worth clients, as well as corporate and charitable organizations, providing asset management and financial planning services. The firm employs both fundamental and technical analysis, primarily focusing on long-term strategies while incorporating client-specific restrictions and utilizing options and other derivatives in some managed accounts.

Michael Moore is a Series 65-licensed financial advisor with Equilibria Wealth Management, LLC in Midland, TX, and has three years of industry experience. Prior to joining Equilibria Wealth Management and Shiloh Management Services LLC, where he is an owner involved in contract labor, he held positions at Jacam Catalyst, True Chemical Solutions, Flocap Injection Services, and GHD Service Inc. Equilibria Wealth Management provides discretionary asset management and financial planning to individuals, estates, corporations, and other business entities. The firm employs a multi-asset allocation approach with model portfolios emphasizing diversification, low turnover, and strategies such as bond ladders and trailing stop-loss rules.

Keith Parker is a financial advisor at Cargile Investment Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cargile Investment Management since 2012. Parker also spends a portion of his time involved in insurance product sales. Cargile Investment Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, registered investment companies, and government entities. The firm employs a core-and-satellite investment approach using mutual funds and ETFs, managing accounts on a discretionary basis with tailored investment policies.