Advisors at this firm
Theodore D
Series 63, Series 66
Troutman, NC
Inspire Advisors, LLC
Theodore De Lisi is a financial advisor with Inspire Advisors, LLC and holds Series 63 and Series 66 licenses. He has 36 years of industry experience, including prior roles at Carson Wealth, Cetera Advisor Networks, IFG Advisory, and LPL Financial. He is also the president of Sovereign Investment Group, a non-investment related entity used for tax purposes, and operates as an independent insurance agent licensed in property and casualty, life, and accident & health insurance. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing into its strategies using proprietary tools and employs a mix of quantitative, fundamental, and technical analyses across discretionary portfolio management, financial planning, and consulting services.
Anna A
Series 65
Birmingham, AL
Inspire Advisors, LLC
Anna Atfield is a financial advisor with Inspire Advisors, LLC in Birmingham, AL. She holds a Series 65 credential and has experience in public accounting as a licensed CPA. Her prior work includes roles at Rick Brown & Associates, Inc. and RSM US LLP. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing with proprietary screening technology and employs a range of investment strategies including index-based and tactical allocations.
David Z
CFP®, Series 63
Buffalo, MN
Inspire Advisors, LLC
David Zumbusch is a CFP® professional with 31 years of industry experience, currently serving at Inspire Advisors, LLC since 2020. He previously worked with Securities America Advisors, Inc. and Securities America, Inc. from 2002 to 2020 and has operated his own practice, LBZ Investments, since 2006. Outside of advising, he is involved in managing agricultural rental land and commercial office space with his wife. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a range of portfolio strategies, including model allocations and proprietary ETFs.
Scott H
Series 65
Jefferson, GA
Inspire Advisors, LLC
Scott Harlan is a financial advisor with Inspire Advisors, LLC, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Fiduciary Capital, Inc., Richlife Advisors LLC, SunTrust Banks, Inc., and Wells Fargo Bank, N.A. He is also an independent licensed insurance agent in Georgia, authorized to offer life, accident and sickness, long-term care, and annuity products. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and employs a range of strategies including index-based, strategic, and tactical allocations, often utilizing model portfolios and affiliated proprietary ETFs.
Alex S
Series 63, Series 66
Spring Hill, FL
Inspire Advisors, LLC
Alex Santillan is a financial advisor with Inspire Advisors, LLC, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at LPL Financial LLC, Suncoast Credit Union, Hancock Whitney Investment Services, and Navy Federal Financial Group. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a mix of quantitative, fundamental, and technical analyses to implement diversified portfolio strategies.
Shawn B
Series 63, Series 65
Gainesville, FL
Inspire Advisors, LLC
Shawn Bennett is a financial advisor at Inspire Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Valic Financial Advisors, Inc. for 27 years. Outside of his advisory role, Bennett serves as a treasurer on a local homeowners association board. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and employs a mix of quantitative, fundamental, and technical analyses to implement strategies via model portfolios and proprietary ETFs.
Scott B
Series 65
Meridian, ID
Inspire Advisors, LLC
Scott Betschel is a Series 65-licensed financial advisor with five years of industry experience, currently with Inspire Advisors, LLC. His prior work includes roles at Bluebird and Inspire Investing, LLC, as well as five years at Lompoc Foursquare Church. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing principles through its proprietary Inspire Impact Score™ and uses a combination of quantitative, fundamental, technical, and modern portfolio theory analyses to implement discretionary portfolio management and financial planning services.
Joseph L
ChFC®
Ocean Grove, NJ
Inspire Advisors, LLC
Joseph Lipp is a ChFC® credentialed advisor with Inspire Advisors, LLC, based in Ocean Grove, NJ. He has been with Inspire Advisors and its predecessor entity since 2024. Outside of financial advising, Lipp is the owner of Odyssey Coffee LLC, a local coffee shop, and serves as an adjunct professor at Monmouth University. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a range of quantitative and fundamental strategies, often implementing portfolios through model allocations and affiliated ETFs.
Matthew B
CFP®, Series 63, Series 65
Dublin, OH
Inspire Advisors, LLC
Matthew Bonito is a CFP® professional with 23 years of experience in the financial services industry. He currently works at Inspire Advisors, LLC and has held positions at Financial Engines Advisors, EF Legacy Securities, Edelman Financial Services, and Sander Morris Harris. Outside of his advisory role, he serves as Secretary of the Saveson Acres Homeowner's Association and is a licensed insurance agent. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing about $1.03 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a range of strategies including index-based, strategic, and tactical allocations.
Derek M
Series 66
Dillsburg, PA
Inspire Advisors, LLC
Derek Mauldin is a financial advisor with Inspire Advisors, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory work, Mauldin serves as a volunteer Treasurer for the Mechanicsburg Brethren in Christ Church and is a board member of In Him Christian Wellness, a nonprofit Christian counseling agency. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing into its strategies and employs a mix of quantitative and fundamental investment analyses through discretionary portfolio management and financial planning services.
Aaron H
Series 66
Quitman, LA
Inspire Advisors, LLC
Aaron Hoffman is a financial advisor at Inspire Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2018 to 2022. Outside of advisory work, he has been an independent insurance licensed agent specializing in accident and health, life, and variable annuity products. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing using proprietary scoring and screening tools and employs a range of strategies including index-based and tactical allocations, often implemented through model portfolios and affiliated proprietary ETFs.
Sheryl B
Series 66
Gainesville, FL
Inspire Advisors, LLC
Sheryl Bennett is a financial advisor at Inspire Advisors, LLC in Gainesville, FL, with seven years of industry experience. She holds a Series 66 designation and has previously worked at Valic Financial Advisors, Inc. and Agia. Outside of her advisory role, she is an independent licensed insurance agent. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing into its advice and employs a range of investment strategies supported by quantitative and fundamental analyses.
William G
Series 63, Series 65
Eureka, IL
Inspire Advisors, LLC
William Gohs is a financial advisor with Inspire Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Ausdal Financial Partners, Inc. for 12 years and Clarity Group Midwest, LLC for one year. Outside of his advisory role, he is a co-owner of a rental property in Eureka, Illinois. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of investment strategies, including model portfolios and affiliated proprietary ETFs.
John G
Series 63, Series 65
Little Rock, AR
Inspire Advisors, LLC
John Gathright is a financial advisor with Inspire Advisors, LLC in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been associated with Lifesmart Wealth Management since 2010 and previously worked at Sowell Management Services. Outside of his advisory roles, he works as an independent contractor for Woodyard & Associates, Inc. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of portfolio management strategies, combining quantitative, fundamental, technical, and modern portfolio theory analyses.
Matthew B
Series 65, Series 66
Argyle, TX
Inspire Advisors, LLC
Matthew Beaver is a financial advisor at Inspire Advisors, LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at firms including Ameriprise Financial Services, Edward D. Jones & Co, and Grit Wealth Management. Outside of his advisory role, he is involved as a business development manager at Factur, focusing on client prospecting in the manufacturing sector. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary scoring and screening tools and employs a range of investment strategies, often implementing portfolios through model allocations and affiliated proprietary ETFs.