Michael R. Wallin, a Certified Financial Planner™ Professional (CFP®), believes that all aspects of a client’s life must be considered when building an effective plan.

Through a consultative approach with the client, Michael explores what is important to the client now and in the future. Having spent more than 20 years in advanced case consultation, analysis, and design, Michael has extensive experience building comprehensive financial plans designed to reach a client’s financial independence.

Michael is the past Chairman and President of the Middle Tennessee Chapter of the Financial Planning Association (FPA).

Allen Hargis, a Certified Public Accountant (CPA), Retirement Income Certified Professional (RICP®), brings more than three decades of advanced tax, income, and wealth accumulation experience to his clients.

As a retired Colonel of the Arkansas National Guard, having served 36 years and leading a battalion of 700+ soldiers in the Iraqi War, Allen brings a calm demeanor and laser-focused discipline to the team.

Allen also serves as the Chief Financial Officer for Optivise Advisory Services.

Tanya serves as a Director with over a decade of experience in financial services. She has extensive experience in leading compliance programs for established SEC registered investment advisers and building compliance programs for new registrants. Her previous experience includes working as an in-house Chief Compliance Officer for two SEC registered RIAs and working on the advisory compliance team with Raymond James Financial. Tanya earned her Bachelor of Science in Accounting from Purdue University Global and has passed the FINRA series 7, 66 and 24 exams. She also spent 8 years enlisted in the US Army Reserves as Military Police. When she is not working Tanya enjoys traveling and spending time with her kids.

Brannon Millard is the Managing Director of the Cyber, Privacy, and AI Practice at Confidential Security Solutions (ConfidentSec), where he brings over two decades of experience in technology leadership and more than 15 years specializing in information security and governance. His expertise spans cybersecurity, data privacy, and secure infrastructure design, complemented by advanced certifications including CISSP (Security), CIPM (Privacy), and AIGP (AI Gov).

A recognized thought leader in AI governance and ethical technology practices, Brannon advocates for responsible innovation and governance accountability. With a passion for mentoring and education, Brannon regularly trains legal teams, technologists, and clients on evolving cybersecurity threats, privacy regulations, and AI risk management.

Greg has been with Lincoln Financial Distributors for 11 years, 6 years in his current role as RIA Annuity Regional Consultant. In this role he partners with RIAs in the southeastern United States facilitating strategies to better client retirement planning outcomes. When not traveling in the territory Greg lives in Philadelphia, PA with his wife Caitlin and two and half year old son Grayson. Greg is an avid Philadelphia sports fan and enjoys rooting on the teams whether at home or while traveling in the territory.

Scott holds a Certified Fund Specialist™ (CFS™) designation with a Certification in Alternative Investments. As a third-generation financial professional with over 20 years of experience in the financial services industry, Scott started as a wholesaler in Denver for one of the largest Insurance Marketing Organizations in the country. Later, he went on to help start and grow other financial firms, including a Broker-Dealer and a few Registered Investment Advisors. Rapid success came from working closely with financial advisers and intensely focusing on not just case design assistance, but from introducing a more business consultant, team-oriented, and adviser-centric service model approach…something nobody else in the industry offered at the time, that had advisers’ practices soaring. This philosophical approach remains the foundation of Optivise’s service model today.

Scott holds a Series 65 investment license and Life and Health Insurance licenses, also previously holding Series 7 and 63 FINRA licenses. Scott also holds a Certified Fund Specialist™ (CFS™) designation and a Bachelor’s degree in Corporate Communications from Texas A&M University, with a focus on Business and International Relations.

Jeff Rattiner is a nationally recognized financial educator, author, and advisor with extensive experience in the financial planning profession. He has trained thousands of professionals to become CFP® certificants, delivered continuing education for CPAs, and consulted with firms on strategy and professional development. He also operates a successful tax and financial planning practice.

Originally trained as a CPA, Jeff shifted into financial planning after recognizing the value of helping clients make forward-looking decisions. His work blends technical expertise across all disciplines—tax, retirement, investment, and estate—with a personalized, proactive approach.

Jeff is known for his engaging, direct teaching style, using humor, real-world stories, and practical tools to make complex topics understandable. He has written for leading industry publications, authored multiple books, and spoken at major financial events nationwide. His influence continues to shape both individual client outcomes and the professional growth of financial advisors across the country.

As Director in the RIA channel, Mr. Harris is responsible for personalizing the firm’s investment products and solutions to investment advisers’ needs, inclusive of Schwab Funds®, ETFs, and separately managed accounts.

Mr. Harris has more than 20 years of experience in financial services and fixed income. Previously, he was a Regional Director supporting Schwab’s Wealth & Asset Management Solutions in the Branch Network. Prior to that, he was a Regional Director of income solutions within Schwab Investor Services, responsible for communicating Schwab’s point of view on income investments and income planning. He provided education, commentary, and actionable insights to clients, prospects, and internal client-facing teams. Before that, he was a regional bond specialist with Schwab, partnering with financial consultants to deliver fixed income ideas to retail clients.

Mr. Harris earned a Bachelor of Arts from the University of Arizona. He holds Series 6, 7, 24, and 66 licenses.

Steve Rumsey is the Chief Investment Officer of Optimus Advisory Group. He specializes in designing and managing the firm’s tactical and alternative investment strategies.

Steve was a computer programmer and analyst for a Fortune 500 company before entering the financial services industry more than 20 years ago. He was a financial advisor with two national broker-dealers and founded Rumsey Asset Management. In 2008, after working with now business partner Paul Hewitt for many years, Steve merged his firm with Hewitt Investment Advisory to become Optimus Advisory Group.

Steve earned his BS in Business and Management from the University of Redlands and his MBA from Pepperdine University.

Tom Roberts, (known as “Tater” by friends and peers across the industry)  brings 20 years of sales experience in the financial services industry.  Roberts began his career on the Fintech side, working for firms including MoneyGuidePro, Naviplan, Advizr, and Docupace, before moving to the custody space, joining TD Ameritrade, and now Axos. 

Roberts brings in-depth knowledge and experience in helping advisors utilize technology to streamline and grow their practices.  Tom Holds a Bachelor’s Degree in Communications from Liberty University & maintains the series 7, 63, and 65 licenses.  When not working, Tom loves playing golf, finding great BBQ, and traveling with his wife Amanda and his two boys, Waylon and Cash.

Originally from Tampa, FL – Mike has now resided in Nashville for the past 7 years. Enjoying the (sometimes) cooler weather and golfing with his girlfriend, Kayley who played at Auburn. Mike loves meeting new people and a good conversation around football. He has been with Pacer for 4 years through the tremendous growth the firm has seen since inception, providing innovative solutions to client portfolios.

Stewart is a dedicated podcast producer and owner of Sophos Media Productions. In 2020, he launched his first podcast and moved to Nashville in 2022 where he focuses on podcast production full-time. Stew co-hosts and produces the Stand Up Dude Podcast, aiming to transform men’s lives through the gospel.

Brooke Johnson is an Associate Investment Portfolio Strategist supporting Schwab Asset Management®. Ms. Johnson is primarily focused on representing Schwab Asset Management’s value-add programs, including Women+/nvesting, to clients, advisers, and sales channels. Ms. Johnson also serves as a generalist supporting Schwab Asset Management’s proprietary products and strategies. Ms. Johnson has more than 20 years of experience in the financial services and investment management industries.

Prior to her current role, Ms. Johnson served as a subject matter expert across the spectrum of proprietary products and strategies managed by Schwab Asset Management. Previous to joining Charles Schwab, Ms. Johnson served as a marketing director for Old Mutual Capital. Ms. Johnson earned a Bachelor of Arts from Colorado State University. She holds a Series 7 license.

Serving as Optivise’s Chief Investment Officer, Cory’s advanced knowledge of investment management, estate planning, and wealth management helps steer investment committee meetings, shape Optivise’s money management offerings, and look for innovative solutions designed to position advisers and their clientele for success.

With over 15 years of experience in the financial industry, Cory Colquette is licensed as a Certified Public Accountant (CPA) in the state of Tennessee as well as licensed in life and health insurance in the state of Tennessee. He is a member of professional organizations such as the American Institute of Certified Public Accounts (AICPA) and the Tennessee Society of Certified Public Accountants (TSCPA).

Cory actively supports many local charities and non-profits including his local Church; he is a former board member of a local charitable organization, the Men’s Ministry Network.

Austin serves as a Regional Vice President at Timothy Plan, the pioneer in biblically responsible investing. Since joining the firm, Austin has been dedicated to equipping financial advisors with biblically responsible investing solutions that align with their clients’ faith and convictions. Austin began his career in the financial services industry at Jackson National, where he served as a Senior Internal Wholesaler covering Long Island, New York.

Prior to entering the financial industry, he spent six years in accounting, including one year specializing in forensic accounting. He holds a Master’s degree from Texas A&M University and a Bachelor’s degree in Business from Belmont University, along with FINRA Series 6, 7, and 63 licenses. When Austin is not working, he enjoys going on adventures with his wife and two dogs. His latest adventure had been becoming a father this past May.