Optivise Advisory Services LLC

Kyle Lewie is a financial advisor with Optivise Advisory Services LLC in Waco, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms including Blue Duck Wealth Management and Cambridge Investment Research Advisors. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and other advisers. The firm offers both discretionary and non-discretionary services, utilizes internally developed model portfolios and third-party sub-advisors, and integrates technology tools such as LifeArcPlan® in its client solutions.

Paul Dyer is a financial advisor at Optivise Advisory Services LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management, Vine Family Office, Fusion Capital Management, and Legacy Insurance & Financial Advisors. Outside of advising, he is involved in several entrepreneurial ventures including tax preparation, IT training, business consulting, and charitable fundraising. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, financial institutions, and other advisers. The firm utilizes both internally developed model portfolios and third-party sub-advisors across a range of investment products, offering discretionary and non-discretionary solutions supported by integrated technology and reporting tools.

Britton Ouellette is a financial advisor at Optivise Advisory Services LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Optivise since 2019. In addition to his advisory role, he is an insurance agent at DPO Insurance Agency, Inc. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, charitable organizations, and other investment advisers. The firm utilizes both internally developed model portfolios and third-party sub-advisors, offering discretionary and non-discretionary solutions supported by technology and detailed reporting.

Sarah Johnson is a financial advisor at Optivise Advisory Services LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Osaic Wealth, Inc. and FSC Securities. Outside of her advisory role, she is the owner and presenter of JSJ Solutions, an educational business offering faith-based programs focused on personal growth. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, charitable organizations, and other clients, employing both discretionary and non-discretionary strategies. The firm integrates proprietary model portfolios and third-party sub-advisors, utilizing a range of investment vehicles while offering specialized services for employer-sponsored defined contribution plans.

Brett Wright is a financial advisor at Optivise Advisory Services LLC with two years of industry experience. He holds a Series 65 designation and has been involved with River of Life Church since 2015. Optivise Advisory Services provides portfolio management and financial planning to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations, utilizing both internally developed models and third-party sub-advisors across various asset classes. The firm incorporates technology-driven reporting tools and offers both discretionary and non-discretionary management solutions.

Allen Hargis is a financial advisor with Optivise Advisory Services LLC and holds a Series 66 designation. He has 21 years of industry experience and has been involved with several firms, including HARGIS & STEVENS PA, where he serves as president overseeing tax preparation and accounting functions since 1986. He is also a member of Optivise Advisory Services. Optivise Advisory Services provides discretionary and non-discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, financial institutions, and other investment advisers. The firm uses internally developed model portfolios and third-party sub-advisors, integrating technology and reporting tools to support both discretionary and client-approved solutions.

Rory Davis is a financial advisor at Optivise Advisory Services LLC with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including PanthRex LLC, Advisor Worx, and Virtue Capital Management, LLC. Outside of his advisory role, he serves as a wrestling official for high school and collegiate teams during the winter months. Optivise Advisory Services provides portfolio management and financial planning to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs both internally developed and third-party model portfolios, integrates technology for reporting and account monitoring, and offers specialized services such as ERISA 3(21) plan support and a subscription-based co-advisory program for employer-sponsored defined contribution plans.

Kevin Moss is a financial advisor with Optivise Advisory Services LLC in Arlington, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His background includes roles at PanthRex Asset Management, UBER, and Callaway Financial Services. He is also involved in insurance product sales, dedicating approximately half of his time to fixed insurance products. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and financial institutions. The firm employs both internally developed and third-party model portfolios, offers discretionary and non-discretionary solutions, and supports employer-sponsored defined contribution plans through a subscription-based co-advisory program.

Michael Wallin is a financial advisor with Optivise Advisory Services LLC in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Arete Wealth Advisors, LLC and Panthrex Asset Management, LLC. Outside of his advisory role, Wallin is the managing member of Financial Archetics and Consultants, a fintech firm focused on data gathering and risk assessment tools. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, and other entities, utilizing both internally developed models and third-party sub-advisors. The firm offers a range of investment solutions and supports discretionary and non-discretionary management, incorporating technology tools such as LifeArcPlan®.

Judith Tucker is a CFP® with 28 years of industry experience, currently serving at Optivise Advisory Services LLC since 2020. Her prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Outside of financial advising, she owns a tanning salon and works as an independent insurance agent. Optivise Advisory Services provides discretionary and non-discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and other advisers. The firm utilizes both internally developed models and third-party sub-advisors, offering a range of investment options alongside technology-driven reporting and a subscription-based billing model for employer plan services.

Jennifer Scherer is a financial advisor at Optivise Advisory Services LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Compass Wealth Group, TD Ameritrade Investment Management, and Scottrade. Outside of her advisory role, she is president of The Crafting Company, a retail business specializing in personalized designs. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, financial institutions, and other advisers. The firm offers both discretionary and non-discretionary solutions, integrates technology tools like LifeArcPlan®, and supports a subscription-based co-advisory program for employer-sponsored defined contribution plans.

James Skillings is a financial advisor with Optivise Advisory Services LLC in Fayetteville, Arkansas, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Ramsey Solutions, 401k Wealth Management, and Redhawk Wealth Advisors. In addition to his advisory work, he is the sole owner of Easycorals.com, a business focused on propagating and selling saltwater corals. Optivise Advisory Services provides portfolio management and financial planning to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs both internally developed model portfolios and third-party sub-advisors, offering discretionary and non-discretionary solutions supported by technology and comprehensive reporting tools.

Stacey Andres is a Series 65-licensed financial advisor with 11 years of industry experience. She is currently with Optivise Advisory Services LLC and has prior experience at Virtue Capital Management, First American National Investment Advisors, and Anchor Financial, where she also serves as president, providing insurance and college planning services. Andres volunteers with Church of the City in Franklin, TN, assisting with on-site security and safety. Optivise Advisory Services offers portfolio management and financial planning to individuals, retirement plans, trusts, charitable organizations, and other advisers. The firm uses both internally developed models and third-party sub-advisors, integrating technology and reporting tools to support discretionary and non-discretionary solutions.

Cory Carlton is a financial advisor at Optivise Advisory Services LLC with a Series 65 designation and one year of industry experience. He is also the Chief Executive Officer of Both Hands Financial Group, an insurance services firm based in Brentwood, TN. Carlton has held advisory roles since 2016, including at First Advisors National, LLC. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, financial institutions, and other advisers. The firm employs both internally developed model portfolios and third-party sub-advisors, offering discretionary and non-discretionary solutions supported by technology and reporting tools.

Cory Colquette is a financial advisor at Optivise Advisory Services LLC with 17 years of industry experience. He holds the PFS™ designation and Series 65 license, and maintains a separate CPA practice providing tax preparation and accounting services. Additionally, he offers life insurance consulting as a sole proprietor under The Colquette Group. Optivise Advisory Services provides portfolio management and financial planning to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs both internally developed and third-party model portfolios, integrates technology tools like LifeArcPlan®, and offers specialized services such as ERISA 3(21) plan support and a subscription-based co-advisory program for employer-sponsored defined contribution plans.