Franklin, TN Office

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.

Rory Davis is a financial advisor with Optivise Advisory Services LLC, holding Series 63, 65, and 66 credentials and possessing 13 years of industry experience. His prior roles include positions at PanthRex LLC, Virtue Capital Management, LLC, and a long-standing affiliation with Advisor Worx. Outside of finance, he serves as a wrestling official for high school and collegiate teams, dedicating 10-15 hours weekly during the wrestling season. 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 service for employer-sponsored defined contribution plans, combining in-house management with third-party sub-advisors and ongoing client reviews.

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®.

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.

Craig Black is a financial advisor at Optivise Advisory Services LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with several firms, including AE Wealth Management, Compass Wealth Group, Consolidated Tax & Financial, and Black Dynasty, LLC. Outside of his advisory roles, he owns and manages Black Ops GP, a commercial ranch and farm. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, charitable organizations, and other advisers. The firm employs both internally developed models and third-party sub-advisors, offering discretionary and non-discretionary solutions supported by integrated technology and a subscription billing model for employer-sponsored plans.