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 designation and 12 years of industry experience. He worked at Capital Management Services, Inc. for nine years prior to joining Tactive. Outside of his advisory role, Gissy serves as Chief Operating Officer and minority owner of Lancia Technologies, Inc., a holding company involved in raising capital for private placements. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors through a mix of robo-advisor and advisor-led model portfolios. The firm employs a tactical asset allocation approach using the Black-Litterman framework and combines mutual funds, ETFs, and occasionally options to implement strategies for both discretionary and non-discretionary accounts.

Richard Dwyer Jr. is a financial advisor at Tactive Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Strategy Marketplace LLC, Capital Management Services, Inc., and Argallus Financial Group Inc. He is also the owner of Argallus Financial Group, Inc., which sells fixed insurance products. Tactive Advisors manages portfolios for individual clients, trusts, businesses, employee benefit plans, and institutional investors. The firm uses a tactical asset allocation approach and combines a robo-advisor platform with advisor-led services, managing assets on both discretionary and non-discretionary bases.

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 in Sarasota, FL, holding a Series 65 license with seven years of industry experience. He has worked at several firms, including Strategy Marketplace LLC, Capital Management Services, AE Wealth Management, LLC, and The Lotter Group. He is also the founder of Pace Financial and Insurance Services, where he is involved in insurance sales. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors. The firm uses a tactical asset allocation approach with blended model portfolios based on the Black-Litterman framework and offers both discretionary and non-discretionary management through a hybrid robo-advisor and advisor-led service model.

Jon Lee is a financial advisor at Tactive Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Global Investment Advisory, American Global Wealth Management, Eagle Wealth Advisors, Aegis Capital Corp, LCM Capital Advisors, Gunnallen Financial, and Citigroup Global Markets. Lee is also a partner in LCM Capital Advisors. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors. The firm employs a tactical asset allocation approach using blended model portfolios built with the Black-Litterman framework and offers services through both a robo-advisor platform and advisor-led model portfolio strategies.

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 at Tactive Advisors, LLC with 19 years of experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Young America Capital, Paulson Investment Advisors, and Wall Street Access. In addition to advisory work, he is involved in investment banking activities helping companies raise capital through Young America Capital. Tactive Advisors serves individual clients, trusts, businesses, employee benefit plans, and institutional investors, offering portfolio management through a combination of a robo-advisor platform and advisor-led model portfolios. The firm employs a tactical asset allocation approach using blended model portfolios and manages both discretionary and non-discretionary assets.

Paul Seto Jr. is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Tactive Advisors, LLC. He has worked at multiple firms including Cardiff Park Advisors and Symbequity Investment Advisory, LLC. He is also an Associated Person with Tricom Partners, LLC, where he is involved as a Series 3 Commodity Broker. Tactive Advisors manages portfolios for individual clients, trusts, businesses, employee benefit plans, and institutional investors using a combination of robo-advisor technology and advisor-led model portfolios. The firm employs a tactical asset allocation strategy based on the Black-Litterman framework and operates a hybrid service model with both discretionary and non-discretionary assets under management.

Frank Stanley is a CFP® with 26 years of industry experience, currently serving with Tactive Advisors, LLC. His prior roles include positions at FactorOne Capital LLC, where he is President, Claraphi Advisory Network LLC, and Global Wealth Analytics Inc. He holds Series 63 and has experience receiving commissions as an agent for several insurance carriers. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors through a combination of robo-advisor technology and advisor-led model portfolios. The firm employs a tactical asset allocation approach using the Black-Litterman framework and combines mutual funds, ETFs, and occasionally options to implement strategies.

Casey Cason is a financial advisor with Tactive Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Brookwood Investment Group, Redwood Private Wealth LLC, and Cason Financial Group, Inc. Casey is also a licensed independent insurance producer specializing in health, life, and fixed annuities. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors through a combination of robo-advisor and advisor-led services. The firm employs a tactical asset allocation approach using blended model portfolios based on the Black-Litterman framework.

Rodney Watkins Jr. is a financial advisor at Tactive Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Merrill and Ameriprise. Outside of advisory work, he owns Watkins and Associates Financial Services and is involved in managing a personal commercial real estate investment entity. Tactive Advisors serves individual clients, trusts, businesses, employee benefit plans, and institutional investors through portfolio management, utilizing a tactical asset allocation approach. The firm combines robo-advisor technology with advisor-led services and distinguishes itself with a hybrid discretionary and non-discretionary asset management model.

Blaine Vose is a financial advisor at Tactive Advisors, LLC in Las Vegas, NV, holding Series 65 and Series 66 licenses with three years of industry experience. His prior roles include positions at Dynamic Wealth Advisors, Gifford Planning Strategies, Raymond James Financial Services, Inc., and The Gifford Group LLC. Tactive Advisors serves individual clients, trusts, businesses, employee benefit plans, and institutional investors through a combination of robo-advisor platforms and advisor-led structured model portfolios. The firm employs a tactical asset allocation approach based on the Black-Litterman framework and offers both discretionary and non-discretionary portfolio management.

Edward Jaax is a CFP® professional with 16 years of industry experience currently serving as an advisor at Tactive Advisors, LLC. His prior roles include positions at Strategy Marketplace LLC, Capital Management Services, Inc., One Advocate Group, Cetera Advisor Networks LLC, and Aspect Wealth Management. He is involved in providing consultation on gold precious metals investments, advising clients on ownership and purchase of pre-1933 gold coins and bullion. Tactive Advisors serves individual clients, trusts, businesses, employee benefit plans, and institutional investors through portfolio management, combining a robo-advisor platform with advisor-led model portfolios and sub-advisory relationships. The firm employs a tactical asset allocation approach using blended model portfolios based on the Black-Litterman framework, managing both discretionary and non-discretionary assets.