Tactive Advisors, LLC

William Borleis is a financial advisor with Tactive Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Arete Wealth Management, Center Street Securities, and Cabin Securities. Outside of his advisory work, he is involved in tax and financial planning services through Arno Wealth, LLC, and serves as a life insurance and fixed annuities agent with Borleis Insurance. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including advisor-managed portfolios. The firm uses a Black-Litterman framework for blended model portfolios and offers portfolio management via a robo-advisor platform combined with sub-advisory services, distinguishing itself by operating within TAMP relationships alongside retail offerings.

Joseph Gissy is a financial advisor with Tactive Advisors, LLC in Sarasota, FL, holding a Series 65 credential and 12 years of industry experience. He has worked at Capital Management Services, Inc. since 2014. Outside of his advisory role, he serves as Chief Operating Officer and minority owner of Lancia Technologies, Inc., where he is involved in capital raising and advisor solicitation for a private placement. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including other advisor-managed portfolios. The firm utilizes a model-driven robo-advisor platform combined with sub-advisory and TAMP services, constructing blended portfolios primarily through tactical asset allocation using mutual funds, ETFs, and occasionally options or short positions.

Richard Dwyer is a financial advisor with Tactive Advisors, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Strategy Marketplace LLC, Capital Management Services, Inc., Camarda Wealth Advisory Group, SGL Financial, LLC, VOYA Financial Advisors, and Argallus Financial Group Inc., where he is also an owner involved in the sale of fixed insurance products. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, providing portfolio management through a robo-advisor platform and an Advisor Advice service. The firm employs a Black-Litterman framework for blended model portfolios and offers both discretionary and non-discretionary asset management, with a notable focus on serving other advisors through TAMP and sub-advisory relationships.

Giovanni Cuarez is a financial advisor at Tactive Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Strategy Marketplace, LLC and ABI Business Insurance Services. Outside of advisory work, he operates a tax preparation service for individuals and small business owners and is also involved as a mortgage loan originator and insurance broker. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, offering portfolio management through a robo-advisor platform and an Advisor Advice service. The firm uses a Black-Litterman framework for tactical asset allocation and is notable for its role in serving other advisors through TAMP and sub-advisory relationships alongside its retail offerings.

Perry Clifton is a financial advisor with Tactive Advisors, LLC in Santa Clara, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Strategy Marketplace LLC, ChangePath, LLC, Sorrento Pacific Financial, LLC, Partnervest Advisory Services, and Heffernan. Clifton is also an insurance agent, involved in the sales of fixed, index, life, health, and property and casualty insurance products. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, offering portfolio management through a robo-advisor platform and an Advisor Advice service. The firm uses a Black-Litterman framework for blended model portfolios and operates both retail and sub-advisory services, with a notable focus on servicing other advisors and managing a mix of discretionary and non-discretionary assets.

Jonathan Pace is a financial advisor at Tactive Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including Strategy Marketplace LLC, Capital Management Services, AE Wealth Management, and The Lotter Group. He is also the founder and financial professional of Pace Financial and Insurance Services, where he engages in insurance sales. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including other advisor-managed portfolios. The firm employs a Black-Litterman framework to construct blended model portfolios and offers both a robo-advisor platform and sub-advisory services, managing a combination of discretionary and non-discretionary assets.

Jon Lee is a financial advisor at Tactive Advisors, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior roles include positions at Eagle Wealth Advisors, Aegis Capital Corp, and American Global Wealth Management. Lee is also a partner at LCM Capital Advisors, where he dedicates a significant portion of his time. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including advisor-managed portfolios. The firm utilizes a Black-Litterman framework to construct blended model portfolios and offers services through a robo-advisor platform combined with sub-advisory and TAMP relationships.

Joseph Onopa is a financial advisor at Tactive Advisors, LLC with 22 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Park Avenue Securities and Guardian Life. Outside of his advisory role, he is involved with Arrow Advisors, a private label entity for insurance and investment business, where he serves as owner and producer. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including other advisor-managed portfolios. The firm uses a model-driven robo-advisor platform combined with sub-advisory and TAMP services to construct blended portfolios primarily using mutual funds, ETFs, and tactical asset allocation strategies.

Charles Giaquinto is a financial advisor with Tactive Advisors, LLC in Sarasota, FL, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at Young America Capital, Paulson Investment Advisors, Wall Street Access, Merrill Lynch, and others. He is also involved in investment banking activities to assist companies in raising capital through Young America Capital. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, offering portfolio management via a robo-advisor platform and Advisor Advice service. The firm employs a Black-Litterman framework for blended model portfolios and maintains a unique operational role by serving other advisors through TAMP and sub-advisory relationships alongside its retail offerings.

Paul Seto is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Tactive Advisors, LLC. His prior experience includes roles at Cardiff Park Advisors and Claraphi Advisory Network. He is also an Associated Person with Tricom Partners, LLC, working as a Series 3 Commodity Broker providing futures brokerage execution services. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors through portfolio management via a robo-advisor platform and Advisor Advice service. The firm employs a Black-Litterman framework for constructing blended model portfolios and is notable for its role serving other advisors alongside retail clients.

Frank Stanley is a CFP® with 25 years of industry experience, currently serving as an advisor at Tactive Advisors, LLC. He is also President of FactorOne Capital LLC, a Commodity Trading Advisor, and has held roles at Claraphi Advisory Network LLC, ALO Commodities, and Global Wealth Analytics Inc. Stanley holds a Series 63 license and operates out of Carlsbad, CA. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including advisor-managed portfolios. The firm employs a model-driven approach using a Black-Litterman framework for tactical asset allocation, combining a robo-advisor platform with sub-advisory and TAMP services.

Casey Cason is a financial advisor at Tactive Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Brookwood Investment Group, Redwood Private Wealth LLC, and Cason Financial Group, Inc. In addition to his advisory work, he is a licensed independent insurance producer specializing in health, life, and fixed annuities. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors through portfolio management via a robo-advisor platform and Advisor Advice service. The firm employs a Black-Litterman framework for tactical asset allocation and is notable for its role in serving other advisors alongside retail clients through a combination of model-driven portfolios and sub-advisory relationships.

Rodney Watkins is a financial advisor at Tactive Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Alfresco Group and Southeast Investments, N.C. Inc. Watkins is also the owner of Watkins and Associates Financial Services and Level 3 Holdings LLC, where he manages personal commercial real estate investments. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, offering portfolio management through a robo-advisor platform and Advisor Advice service. The firm employs a Black-Litterman framework for tactical asset allocation and is notable for its role in serving other advisors through TAMP and sub-advisory relationships alongside retail offerings.

Blaine Vose is a financial advisor at Tactive Advisors, LLC with two years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Raymond James Financial Services and Gifford Planning Strategies. His prior roles span from 2012 to the present, primarily within advisory firms. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including other advisor-managed portfolios. The firm utilizes a model-driven robo-advisor platform alongside sub-advisory and TAMP services, managing portfolios through tactical asset allocation with mutual funds, ETFs, and occasionally short positions or options.

Edward Jaax is a CFP® with 15 years of experience in the financial services industry. He is currently with Tactive Advisors, LLC and has previously worked at Strategy Marketplace LLC, Capital Management Services, Inc., One Advocate Group, CETERA Advisor Networks LLC, and Aspect Wealth Management. In addition to his advisory role, he assists clients with investing in pre-1933 gold coins and bullion as an independent agent. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors through portfolio management via a robo-advisor platform and Advisor Advice service. The firm employs a Black-Litterman framework for blended model portfolios and offers both discretionary and non-discretionary management, including sub-advisory and TAMP relationships.