Raymon Tanner Jr. is a financial advisor with Act Wealth Management, LLC in Allen, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Act Wealth Management since 2010, working as part of a five-advisor team. Act Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning on a fee-only basis. The firm employs a combination of fundamental, technical, charting, and cyclical analysis across various asset classes and generally manages a relatively large asset base per advisor with a small client roster.

Daniel Archer Jr. is a CFP® professional with 24 years of industry experience. He has been with Act Wealth Management, LLC since 2010, working as part of a five-advisor team. Act Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary investment management and fee-only financial planning. The firm combines multiple analytical methods and uses a range of investment strategies across equities, fixed income, mutual funds, and ETFs, managing approximately $569 million for about 264 clients.

Brennan Cross is a financial advisor at Act Wealth Management, LLC with 23 years of industry experience. He has been with Act Wealth Management since 2010. Brennan holds Series 63 and Series 66 designations. Act Wealth Management serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations. The firm provides discretionary investment management and fee-only financial planning, using a combination of fundamental, technical, and cyclical analysis to implement a range of investment strategies across multiple asset classes.

Ethan Seigler is a financial advisor with Act Wealth Management, LLC in Allen, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Act Wealth Management, he worked in various roles including at Uber Eats and Agile Financial Systems. Act Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning on a fee-only basis. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement diverse investment strategies and manages approximately $569 million for about 264 clients through a five-advisor team.

Kally Alkire is a CFP® and Series 65 credentialed advisor at Act Wealth Management, LLC with nine years of industry experience. She has been with Act Wealth Management since 2016 and previously worked at Ann Taylor Loft for five years. Act Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning on a fee-only basis. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement a range of investment strategies across various asset classes, managing approximately $569 million for about 264 clients through a five-advisor team.