Activ8 Family Office LLC

Timothy Mcfarland is a financial advisor at Activ8 Family Office LLC in Clarendon Hills, IL, holding a Series 65 designation with one year of experience at the firm. His prior career includes roles with multiple Major League Baseball teams, such as the Oakland Athletics, Baltimore Orioles, New York Mets, St. Louis Cardinals, Washington Nationals, and Arizona Diamondbacks. Activ8 Family Office provides wealth and investment services primarily to professional athletes and their families, trusts, estates, retirement vehicles, and related businesses, offering financial planning, investment management, and tax services. The firm utilizes third-party managers and platform relationships for investment management and sponsors a private fund focused on private market investments.

Frank Zecca Jr. is a CFP® with 25 years of industry experience, currently serving as an advisor at Activ8 Family Office LLC. His prior roles include long tenures at Octagon Financial Services and CETERA Financial Specialists LLC. Outside of financial advising, he is a board member of the Eat Learn Play Foundation, a children’s nonprofit, and serves on the advisory board of Uncharted Power. Activ8 Family Office provides comprehensive wealth and investment services primarily to professional athletes and their families, trusts, estates, and related businesses. The firm combines financial planning with investment management through third-party managers and offers access to private market funds and tailored portfolio strategies.

Geoffrey Marsh 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 12 years. Activ8 Family Office provides comprehensive wealth and investment services to professional athletes and their families, trusts, estates, retirement vehicles, and related businesses. The firm utilizes third-party managers and platform relationships for investment management and sponsors a private fund focused on private market investments.

Christopher Anest is a financial advisor at Activ8 Family Office LLC in Hinsdale, IL, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Octagon Financial Services, Inc., Cross America Partners, and State Oil Company. Outside of advising, he operates a bill-pay and accounting service for a family. Activ8 Family Office provides wealth and investment services primarily to professional athletes and their families, trusts, estates, retirement vehicles, and related businesses. The firm offers financial planning, investment management, tax services, and sponsors a private fund focused on private market investments, utilizing third-party managers and research providers to deliver its solutions.

Christopher Legg is a CFP® with 15 years of industry experience, currently serving as an advisor at Activ8 Family Office LLC. He previously worked at Octagon Financial Services for 18 years. Activ8 Family Office provides comprehensive wealth and investment services primarily to professional athletes and their families, trusts, estates, retirement vehicles, and related businesses. The firm employs a multi-manager investment approach, utilizing third-party managers and research providers while conducting due diligence on sub-advisers and offering access to private market investments.

Brett Dimas is a CFP® with 18 years of industry experience, currently serving as an advisor at Activ8 Family Office LLC. He previously worked at Raymond James & Associates for 11 years and Octagon Financial Services, Inc for 17 years. In addition to his financial advisory role, he operates a sole proprietorship providing general accounting services. Activ8 Family Office provides wealth and investment services to professional athletes and their families, trusts, estates, retirement vehicles, and related businesses. The firm emphasizes investment management through third-party managers and platform relationships, including private fund allocations and due diligence on sub-advisers.

Timothy Alvarado is a CFP® with six years of industry experience, currently serving as a financial advisor at Octagon Financial Services (OFS). His prior experience includes roles at Dixon Hughes Goodman, LLP and Rose Financial Services, LLC. OFS primarily serves entertainers, professional athletes, and their supporting families, trusts, estates, and businesses. The firm offers financial planning, discretionary portfolio management, cash management, and tax services, utilizing independent institutional managers and third-party platforms to tailor advice based on each client’s career stage and financial goals.

Austin Philbin is a financial advisor at Activ8 Family Office LLC in McLean, VA, holding Series 65 and Series 66 licenses. He is part of a nine-advisor team serving a specialized client base. Activ8 Family Office focuses on the financial needs of 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 third-party manager allocations and OCIO/TAMP relationships to deliver tailored investment solutions aligned with clients’ career stages and risk profiles.

Keith Packard is a Series 65-licensed financial advisor with 12 years of industry experience. He currently works at Activ8 Family Office LLC and previously spent 16 years at Octagon Financial Services Inc. Outside of his advisor role, he writes about tax issues affecting athletes for Forbes and maintains a personal blog on similar topics. Activ8 Family Office provides comprehensive wealth and investment services primarily to professional athletes and their families, as well as trusts, estates, and related businesses. The firm combines financial planning and investment management with access to private market funds and utilizes third-party managers and research providers to support its investment strategies.

Matthew Williams is a Series 65-licensed advisor at Activ8 Family Office LLC in McLean, VA, part of a seven-advisor team. Activ8 Family Office serves professional athletes and their related families, trusts, estates, retirement vehicles, and businesses through a Holistic Client Management Program offering financial planning, investment management, cash management, and tax services. The firm utilizes third-party manager allocations and OCIO/TAMP relationships, delivering tailored investment solutions that include active and passive strategies, alternatives, private investments, and ESG screens.