Sarasota, FL Office

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.

Jonathan Pace is a financial advisor with Tactive Advisors, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at multiple 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 active in insurance sales. Tactive Advisors manages portfolios for individual clients, trusts, businesses, employee benefit plans, and institutional investors through a combination of a robo-advisor platform and an advisor-led service using structured model portfolios. The firm employs a tactical asset allocation approach with blended model portfolios and serves both discretionary and non-discretionary clients.

Jon Lee is a financial advisor with Tactive Advisors, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Global Investment Advisory, American Global Wealth Management, Eagle Wealth Advisors, and Aegis Capital Corp. He is also a partner at LCM Capital Advisors LLC, where he dedicates significant time to the business. Tactive Advisors provides portfolio management services to individuals, trusts, businesses, employee benefit plans, and institutional investors, utilizing a tactical asset allocation strategy based on the Black-Litterman framework. The firm offers both robo-advisor and advisor-led model portfolio solutions, managing a mix of discretionary and non-discretionary assets.

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.

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.