Timothy Mcfarland is a financial advisor at Activ8 Family Office LLC with a Series 65 credential and is based in Clarendon Hills, IL. He joined Activ8 Family Office in 2026 and has prior experience working with multiple Major League Baseball teams, including the Oakland Athletics, Baltimore Orioles, New York Mets, St. Louis Cardinals, Washington Nationals, and Arizona Diamondbacks. Activ8 Family Office primarily serves professional athletes and their related families and entities. The firm offers a comprehensive Holistic Client Management Program that integrates financial planning, investment management, cash management, and tax services, utilizing customized portfolio solutions with access to various third-party managers and private investments.

Frank Zecca Jr. is a CFP® certified financial advisor with 26 years of industry experience. He is currently with Activ8 Family Office LLC and previously worked at Octagon Financial Services and CETERA Financial Specialists LLC. Outside of his advisory role, he serves on the board of the Eat Learn Play Foundation, a children’s nonprofit, and is an advisory board member for Uncharted Power. Activ8 Family Office primarily serves professional athletes and their families, offering a Holistic Client Management Program that integrates financial planning, investment management, cash management, and tax services. The firm utilizes outsourced CIO and TAMP solutions with customized portfolios, including access to private fund investments, tailored to clients’ objectives.

Geoffrey Marsh is a financial advisor at Activ8 Family Office LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked for 12 years at Octagon Financial Services, Inc. before joining Activ8 Family Office in 2025. Activ8 Family Office serves professional athletes and their families, offering a Holistic Client Management Program that includes financial planning, investment management, cash management, and tax services. The firm utilizes outsourced CIO and TAMP platforms, providing customized portfolios that incorporate a range of investment strategies tailored to client objectives.

Christopher Anest is a financial advisor at Activ8 Family Office LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Octagon Financial Services, Inc. for eight years and Cross America Partners for one year. Activ8 Family Office primarily serves professional athletes and their related families, trusts, estates, retirement vehicles, and businesses. The firm offers a Holistic Client Management Program that includes financial planning, investment management, cash management, and tax services, utilizing outsourced CIO and TAMP platforms with individualized portfolios.

Christopher Legg is a CFP® professional with 16 years of industry experience, currently serving at Activ8 Family Office LLC since 2025. Prior to this, he spent 18 years at Octagon Financial Services. He holds Series 63 and Series 65 licenses. Activ8 Family Office primarily works with professional athletes and their families, providing a Holistic Client Management Program that integrates financial planning, investment management, cash management, and tax services. The firm uses outsourced CIO and TAMP arrangements to manage investments, offering tailored portfolios combining passive ETFs, active strategies, alternative investments, and private funds.

Brett Dimas is a CFP® professional at Activ8 Family Office LLC with 18 years of industry experience. He previously worked at Raymond James & Associates and Octagon Financial Services, Inc. Dimas operates a separate accounting services business from his home. Activ8 Family Office serves primarily professional athletes and their related families and entities, providing a comprehensive client management program that includes financial planning, investment management, and tax services tailored to individual objectives.

Timothy Alvarado is a CFP® with seven years of industry experience. He has worked at Activ8 Family Office LLC since 2025 and previously spent seven years at Octagon Financial Services, Inc., and two years at Dixon Hughes Goodman, LLP. Activ8 Family Office primarily serves professional athletes and their families, offering integrated financial planning, investment management, cash management, and tax services. The firm uses outsourced CIO and TAMP platforms, including Dynasty Wealth Management portfolios and private fund investments, to tailor client portfolios to individual objectives.

Austin Philbin is a financial advisor at Activ8 Family Office LLC with 14 years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at OFS, Dynasty Securities, LLC, and Dynasty Financial Partners. Activ8 Family Office primarily serves professional athletes and their related families, trusts, estates, and businesses. The firm provides a Holistic Client Management Program that includes financial planning, investment management, cash management, and tax services, with portfolios tailored to clients’ individual objectives.

Keith Packard is a financial advisor at Activ8 Family Office LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Octagon Financial Services Inc. for 16 years. Outside of his advisory role, he writes for Forbes and maintains a personal blog focused on tax issues faced by athletes. Activ8 Family Office primarily serves professional athletes and their associated families, trusts, estates, retirement vehicles, and businesses. The firm offers a Holistic Client Management Program combining financial planning, investment management, cash management, and tax services, with customized portfolios that include third-party managers, alternative investments, and private funds.

Matthew Williams is a financial advisor at Activ8 Family Office LLC with a Series 65 designation and one year of industry experience. He previously worked for nine years at OFS Wealth before joining Activ8 Family Office. Activ8 Family Office serves professional athletes and their related families, trusts, estates, retirement vehicles, and businesses. The firm offers a Holistic Client Management Program that integrates financial planning, investment management, cash management, and tax services, including advising on private fund investments.