Jamie Cary Phillips

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 a financial advisor at Trinchera Investments, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for over two decades before becoming self-employed. Trinchera Investments is an independent advisory firm serving individuals, families, trusts, estates, and small businesses with services that include discretionary and non-discretionary portfolio management, comprehensive financial planning, and consulting. The firm’s investment approach combines fundamental and technical analysis with strategic and tactical asset allocation using 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 with Equilibria Wealth Management, LLC in Midland, TX, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Jacam Catalyst and True Chemical Solutions. He also owns and operates Shiloh Management Services LLC, a contract labor business. Equilibria Wealth Management manages approximately $130 million for about 115 clients, providing discretionary asset management and financial planning to individuals, estates, corporations, and other entities. The firm’s investment approach uses model portfolios incorporating fundamental and technical analysis, with a focus on concentrated security weightings and allocations to inflation-protected fixed income and gold.