William Alderdice Jr. is the sole advisor at Silverbrook Investment Advisors, Inc. in Plano, TX, with 23 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Silverbrook since its founding in 2010. Silverbrook Investment Advisors serves individual clients by providing portfolio management services and manages approximately $2.79 million in regulatory assets across 27 client relationships. The firm operates as an independent, single-advisor investment adviser, focusing on one-on-one portfolio management and account reviews.

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 with Act Wealth Management, LLC, holding Series 63 and Series 66 licenses and over 23 years of industry experience. His career includes roles at Beacon Pointe Advisors, True North Advisors, and multiple other firms dating back to 2002. He is part of a five-advisor team based in Allen, TX. Act Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations with discretionary investment management and fee-only financial planning. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to implement varied investment strategies and maintains a relatively small client base with a large asset base per advisor.

Ethan Seigler is a financial advisor at Act Wealth Management, LLC in Allen, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Beacon Pointe Advisors, Uber Eats, and Agile Financial Systems. Act Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations with discretionary investment management and financial planning on a fee-only basis. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to implement a variety of investment strategies across multiple asset classes.

Kally Alkire is a CFP® professional with nine years of industry experience. She currently works at Act Wealth Management, LLC and previously spent one year at Beacon Pointe Advisors, LLC. Her background also includes five years at Ann Taylor Loft. Act Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations with discretionary investment management and fee-only financial planning. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement varied investment strategies across multiple asset classes, managing approximately $569 million for about 264 clients through a five-advisor team.