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.

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 at Redemption Capital with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Concorde Investment Services. 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 utilizes a range of investment strategies and platforms, including Schwab’s Institutional Intelligent Portfolios™, to deliver customized portfolio management and planning solutions.

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 bringing 44 years of industry experience. He previously worked at Ceros Financial Services, Inc. for 10 years and has operated his own firm since 2001. Outside of advisory services, he is an officer and director of the Cargile Charitable Foundation, a nonprofit organization. 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 with mutual funds and ETFs and manages accounts on a discretionary basis.

Mercedes Barker is a financial advisor at Equilibria Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of advising, she owns and operates businesses focused on divorce financial analysis, fruit compote manufacturing, and real estate administration. Equilibria Wealth Management provides discretionary asset management and financial planning services to individuals, estates, corporations, and other business entities. The firm utilizes model portfolios emphasizing multi-asset allocation, diversification, and low turnover, serving approximately 116 clients with no minimum account size requirement.

John Moore is a financial advisor with Equilibria Wealth Management, LLC in Odessa, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has previously worked at Cetera Advisor Networks LLC, Summit Financial Group Inc, and Summit Brokerage Services Inc. Outside of his advisory role, Moore owns and manages Equilibria Earth, a business that manufactures fruit compotes, and is also a realtor with Gabrianna LLC. Equilibria Wealth Management provides discretionary asset management and financial planning services to individuals, estates, corporations, and other business entities. The firm employs diversified, multi-asset investment models with an emphasis on rebalancing, low turnover, and risk management through trailing stop-loss rules.

Cade Jones is a financial advisor at Eight 31 Financial, LLC in Midland, TX, holding a Series 65 designation with seven years of industry experience. He previously worked at Syntal Capital Partners for six years and has a background that includes a role at UDawg Graphics. Eight 31 Financial advises primarily high-net-worth individuals and institutional clients, managing approximately $494 million in assets across 66 client relationships. The firm offers tailored, goal-based portfolios with discretionary authority, combining various investment vehicles and third-party platforms, and sponsors affiliated private funds while operating its own wrap fee program.

Dane Crunk is a CFP® with 25 years of experience in the financial services industry. He is currently with Eight 31 Financial, LLC, where he has worked since 2023, following an 11-year tenure at Syntal Capital Partners, LLC. Outside of his advisory role, he serves as chairman of the board for Smith Industries, an energy service company, and is involved in managing various family investment entities focused on private equity, oil and gas, real estate, and manufacturing. Eight 31 Financial, LLC advises high-net-worth individuals and institutional clients, managing approximately $494 million in assets across 66 client relationships. The firm offers customized, goal-based portfolios with discretionary authority, combining third-party managers, mutual funds, ETFs, individual securities, and private fund allocations, and operates a firm-sponsored wrap fee program.

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.

Cressinda Hyatt is a CFP® professional with 20 years of industry experience, currently serving at Eight 31 Financial, LLC since 2024. Her prior experience includes roles at HomeMaker and the Pevehouse Family Foundation, Inc. Eight 31 Financial, LLC advises primarily high-net-worth individuals and institutional clients, managing approximately $494 million in assets. The firm offers tailored, goal-based portfolios using a combination of third-party managers, mutual funds, ETFs, individual securities, and private funds, along with discretionary portfolio management and consulting services.

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 financial advisor with 12 years of industry experience. He has worked at Amicus Financial Advisors, LLC since 2021 and previously held roles at Cambridge Investment Research Advisors and HD Vest Advisory Services. Outside of his advisory work, he serves as a business administrator and assistant treasurer at Fannin Terrace Baptist Church and offers tax preparation, tax planning, and small business advisory services through his own firm. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, and various institutional clients. The firm uses a multi-cap, multi-style investment approach combining active and passive strategies, managing portfolios on a discretionary basis with regular reviews and portfolio rebalancing aligned with individualized Investment Policy Statements.

Raquel Padilla is a financial advisor at Eight 31 Financial, LLC with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Syntal Capital Partners. Eight 31 Financial, LLC advises high-net-worth individuals and institutional clients, managing approximately $494 million in assets. The firm offers tailored, goal-based portfolios using a combination of third-party managers, mutual funds, ETFs, individual securities, and private funds, along with discretionary portfolio management and consulting services.

Dee Carter is a ChFC® credentialed financial advisor with nine years of industry experience, currently affiliated with Sound Income Strategies, LLC. She has worked at Carter-Stearns Financial since 2025 and has been with Sound Income Strategies since 2016. Outside of her advisory role, Carter is an educator and presenter at the Scranton Academy for Financial Education and serves as chairman of the local John Burch Society business chapter. She is also a member of the Midland Downtown Lion's Club. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in assets for individuals, pension plans, trusts, estates, corporations, and other advisers. The firm provides customized portfolio management with an emphasis on fixed-income analysis and equity review, supported by a scalable advisor network and a range of services including sub-advisory ETF management.