Dee Kent Carter

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, currently leading Beyond Balanced Financial Planning, LLC in Midland, TX. She previously worked at Kevin Foreman - Raymond James FS Branch. Outside of her advisory role, Rau serves as treasurer and finance committee member for a local nonprofit and owns a group of self-serve car washes in Midland. Beyond Balanced Financial Planning provides individualized financial planning, investment management, and ERISA retirement-plan services to individuals, trusts, small businesses, and employer-sponsored retirement plans. The firm emphasizes a Modern Portfolio Theory approach with predominantly passive management, offering discretionary portfolio management and specialized pension and profit-sharing plan consulting.

Christopher Terebessy is the sole advisor at Trinchera Investments, LLC, an independent advisory firm based in Midland, TX. He holds a Series 66 designation and has 25 years of industry experience, including over two decades at Charles Schwab and three years working independently prior to founding Trinchera in 2026. Trinchera Investments serves individuals, families, trusts, estates, and small businesses, offering a range of services including discretionary portfolio management, consultative wealth management, and various financial planning options. The firm’s investment approach combines fundamental and technical analysis with strategic asset allocation and tactical adjustments, utilizing ETFs, mutual funds, and individual securities.

Brian Fralin is a CFP®-designated financial advisor with 17 years of industry experience. He is the sole advisor at Burgeon Capital, an independent firm based in Midland, TX. Outside of advisory work, he is involved in business consulting through Fralin Management, LP. Burgeon Capital provides financial planning, consulting, investment management, and wealth management services to individuals, institutional clients, and businesses. The firm emphasizes fundamental analysis in its investment approach and offers both discretionary and non-discretionary portfolio management alongside comprehensive planning services.

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 financial advisor at Equilibria Wealth Management, LLC in Midland, TX, holding a Series 65 credential with four years of industry experience. He has worked at Shiloh Management Services LLC, which he owns and operates as a contract labor business, and has prior experience at Jacam Catalyst, True Chemical Solutions, and Flocap Injection Services. Equilibria Wealth Management manages approximately $130 million for around 115 clients, offering discretionary asset management and financial planning services to individuals, estates, corporations, and other business entities. The firm’s investment approach includes model portfolios with diversified allocations across equities, fixed income, and alternative assets, incorporating both fundamental and technical analysis with an emphasis on low turnover and risk management.