Act Wealth Management, LLC

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 at Act Wealth Management, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked in roles outside of financial advising, including positions at Uber Eats, Agile Financial Systems, Acosta Sales/Marketing, Sears Auto Center, and ATP Flight School. Act Wealth Management serves individuals—including high-net-worth clients—business entities, trusts, estates, and charitable organizations by providing discretionary investment management and financial planning on a fee-only basis. The firm employs a variety of investment strategies and maintains a relatively small client roster per advisor while managing approximately $569 million in assets.

Kally Alkire is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with Act Wealth Management, LLC since 2016. Prior to joining Act Wealth, she worked at BSN Sports and Ann Taylor Loft. Act Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations by providing discretionary investment management and financial planning on a fee-only basis. The firm employs a variety of investment strategies, including fundamental and technical analysis, and manages a relatively large asset base per advisor with a small client roster.