Optivise Advisory Services LLC

Kerry Morris is a CFP® with 17 years of industry experience currently serving at Optivise Advisory Services LLC. He previously worked at APO Financial Services, Horter Investment Management, and Assurance Financial Partners, where he holds a long-term role. Morris is co-owner of HonorShield, LLC, a business focused on training and mentoring insurance agents in longevity care planning. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios and a subscription-based co-advisory service for employer-sponsored defined contribution plans.

Kyle Lewie is a financial advisor with Optivise Advisory Services LLC, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at several firms including Blue Duck Wealth Management, Howard Capital Management, Cambridge Investment Research Advisors, LPL Financial, Merrill, Morgan Stanley, and UBS Financial Services. Optivise Advisory Services provides portfolio management and financial planning to a range of individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary investment strategies, ongoing account monitoring, and a co-advisory program for employer-sponsored defined contribution plans.

Paul Dyer is a financial advisor with Optivise Advisory Services LLC, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at firms including Virtue Capital Management, Vine Family Office, and Fusion Capital Management. Outside of advisory roles, Paul owns several small businesses, including a tax preparation service, an IT and marketing company, and a business consulting firm, and he volunteers with Legacy Charities. Optivise Advisory Services provides portfolio management and financial planning for individual and institutional clients, including high-net-worth individuals and retirement plans. The firm offers discretionary model portfolios, ERISA-plan advice, and a subscription-based co-advisory program for employer-sponsored defined contribution plans.

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 with Optivise Advisory Services LLC in Franklin, TN, holding Series 63, 65, and 66 credentials and 13 years of industry experience. His prior roles include positions at PanthRex LLC, Advisor Worx, Virtue Capital Management, LLC, Valic Financial Advisors, and CUNA Brokerage Services, Inc. Outside of investing, he serves as a wrestling official for high school and collegiate teams during the fall and winter seasons. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios managed internally or by sub-advisors and features a subscription-based co-advisory program for employer-sponsored defined contribution plans, along with compliance and consulting services for other investment advisers.

Kevin Moss is a financial advisor with Optivise Advisory Services LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Optivise since 2019 and has concurrent roles at PanthRex Asset Management and his own entities, Moss Agency and Mossom, spanning over two decades. Outside of advisory work, he dedicates a significant portion of his time to selling fixed insurance products, including life, health, annuity, and disability income insurance. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios and a subscription-based co-advisory service for employer-sponsored defined contribution plans, combining in-house management with third-party sub-advisors and compliance consulting for other advisers.

Margaret Mayer is a financial advisor with Optivise Advisory Services LLC, holding a Series 65 designation and bringing 10 years of industry experience. She has worked at Optivise since 2019 and previously spent three years at The Optimized RIA, Inc., alongside more than a decade at Howard Capital Management, Inc. Ms. Mayer is also the sole owner of Milton Financial, LLC, through which she markets investment and insurance products. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios and ERISA-plan advice, and operates a subscription-based co-advisory service for employer-sponsored defined contribution plans.

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® professional at Optivise Advisory Services LLC with 29 years of experience in the financial industry. Her prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance, and METLIFE Securities. Outside of her advisory work, she owns a tanning salon and is an independent insurance agent and notary public. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios, ERISA-plan advice, and a co-advisory program for employer-sponsored defined contribution plans, emphasizing continuous account monitoring and flexibility in investment management.

Jennifer Scherer is a financial advisor with Optivise Advisory Services LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has worked at Compass Wealth Group and TD Ameritrade Investment Management, among other firms. 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 both individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios managed internally or by sub-advisors and is known for its subscription-priced co-advisory service for employer-sponsored defined contribution plan participants.

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.