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.

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.

Chad Clark is a financial advisor at Redemption Capital with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, Clark is an author of a Christian book and serves part-time as a minister with Fuel the Fire Ministries. Redemption Capital Partners, LLC serves individuals, trusts, estates, and business entities by providing asset management, financial planning, and consulting services. The firm manages approximately $265.5 million in assets and employs a diversified investment approach utilizing stocks, bonds, ETFs, mutual funds, options, and alternative investments, with ongoing portfolio monitoring and rebalancing.

John Maxey is a financial advisor with Redemption Capital who holds a Series 66 designation and has 10 years of industry experience. His prior roles include positions at Concorde Investment Services, Merrill, and Thrivent Investment Management. Redemption Capital Partners provides advisory services to individuals, trusts, estates, and business entities, utilizing a combination of fundamental, technical, quantitative, and sector analysis. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, with access to Schwab’s Institutional Intelligent Portfolios™ program and other managed account platforms.

Charles Gaines is a financial advisor at Cargile Investment Management in Midland, TX, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Cargile Investment Management since 2004. Outside of advisory work, Gaines prepares tax returns seasonally as a CPA and holds a small working interest in oil and gas properties. 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 uses a core-and-satellite investment approach primarily based on mutual funds and ETFs, managing accounts on a discretionary basis with tailored investment policies.

Mickey Cargile is a financial advisor with Cargile Investment Management in Midland, TX, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has worked at Cargile Investment Management since 2001 and spent ten years at Ceros Financial Services, Inc. Cargile is also an officer and director of the Cargile Charitable Foundation, a nonprofit organization. Cargile Investment Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and government entities. The firm employs a strategic core-and-satellite asset allocation approach using mutual funds and ETFs and manages accounts primarily on a discretionary basis.

Karen Mcintyre is a ChFC® credentialed financial advisor with 44 years of industry experience, currently with Uniting Wealth Partners since 2024. She previously worked at Raymond James Financial and Raymond James Financial Services Inc. for over two decades. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach using low-cost mutual funds and ETFs, supplemented by individual securities and alternative investments, with a long-term orientation.

Michelle Acton is a financial advisor at Private Wealth Asset Management with three years of industry experience. She holds a Series 65 designation and previously worked at Wells Fargo Bank, NA for 36 years. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets using a strategic asset allocation approach supported by quantitative, fundamental, and technical analysis, and offers specialized services including oil and gas holdings management, real estate asset management, and business transition planning.

Bryan Jarman is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Private Wealth Asset Management since 2022. His prior experience includes nine years at Wells Fargo Bank and one year at Wells Fargo Clearing Services. Outside of his advisory role, he is a partner in an oil and gas mineral interests investment group and operates a short-term rental property. Private Wealth Asset Management provides advisory services to individuals, family offices, trusts, estates, and nonprofit organizations, offering both discretionary and non-discretionary investment management. The firm manages approximately $1.85 billion in assets and employs a strategic asset allocation approach supplemented by tactical adjustments, combining quantitative, fundamental, and technical analyses.

Gayle Fincher is a financial advisor at Private Wealth Asset Management with a Series 65 credential and two years of industry experience. Prior to joining Private Wealth Asset Management in 2022, Fincher worked for Wells Fargo Bank, NA for 31 years. Private Wealth Asset Management provides advisory services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets, emphasizing strategic asset allocation supported by quantitative, fundamental, and technical analysis, alongside offering specialized services such as oil and gas holdings management and business transition planning.

Derek Robinett is a CFA® and PFS™ credentialed advisor with 12 years of industry experience. He currently works at Amicus Financial Advisors, LLC and previously held roles at Cambridge Investment Research Advisors, Inc. and Basin Wealth Management, LLC. Outside of his advisory work, he serves as a business administrator and assistant treasurer at Fannin Terrace Baptist Church and provides tax preparation, tax planning, and small business advisory services through his own firm, Derek Robinett PLLC. Amicus Financial Advisors, LLC offers comprehensive financial planning, retirement and tax planning, trust and estate services, insurance planning, settlement planning, and investment management to individuals, trusts, charitable organizations, and institutions. The firm employs a multi-cap, multi-style, multi-manager investment approach that integrates active and passive strategies, using quantitative tools to establish asset allocations and guide rebalancing.

Stephen Hurt is a financial advisor at Uniting Wealth Partners with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial and Raymond James Financial Services for a combined 25 years. Outside of advising, he owns Odemoco, LLC, a payroll facilitation business, and is a licensed insurance agent involved in insurance sales and implementation. Uniting Wealth Partners offers wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm’s portfolios typically include low-cost, diversified mutual funds and ETFs, with additional options such as individual stocks, bonds, and alternative investments, employing various analytical approaches and long-term strategies.

Crystal Aldeano is an associate advisor at Prota Financial in Midland, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Prota Financial in 2026, she worked in education and language consulting roles. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses, managing $270 million in assets. The firm uses model-based portfolio management including Sharia-compliant options and operates on a discretionary-only basis.

Giovani Rodriquez Martinez is a financial advisor with Private Wealth Asset Management in Midland, TX. He holds a Series 65 designation and has been with the firm since 2026. His prior experience includes roles at the University of Texas Permian Basin and Texas Tech University, as well as positions at BDO Puerto Rico and GAOS PSC Accounting Firm. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofit organizations, and retirement plans. The firm combines quantitative, fundamental, technical, and economic analysis in its investment process and provides discretionary portfolio management along with access to private placements and alternative investments.

Dee Carter is a ChFC® credentialed financial advisor with 10 years of experience at Sound Income Strategies, LLC and over 25 years in the industry. He has worked at Carter-Stearns Financial since 2025 and owns Carter Financial Group, where he sells fixed and index annuities, life, and long-term care insurance. Carter is also an educator at Scranton Academy for Financial Education and serves as chairman of the local John Burch Society business chapter. Additionally, he is a member of the Midland Downtown Lion’s Club. Sound Income Strategies is a fee-based investment adviser serving individual, corporate, pension, and retirement plan clients through asset management, financial planning, and advisory services. The firm emphasizes fixed-income and income-oriented strategies, active portfolio management, and allocates assets to third-party managers while also acting as a sub-advisor to exchange-traded funds.