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Andrew L
CFP®, Series 66
Dublin, OH
Inspire Advisors, LLC
Andrew Lehman is a CFP® professional with 16 years of industry experience. He is currently with Inspire Advisors, LLC, where he has worked since 2021. His prior positions include roles at Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Lehman also works as an independent licensed insurance agent specializing in life, health, and accident insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing using a proprietary impact scoring system and combines multiple analytical methods to construct portfolios, often delegating management to sub-advisors and affiliated managers.
Beau Z
Series 66
Buffalo, MN
Inspire Advisors, LLC
Beau Zumbusch is a financial advisor at Inspire Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America Inc. since 2015. In addition to his advisory role, Zumbusch is also engaged in insurance sales. 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 incorporates Biblically Responsible Investing using proprietary scoring and screening tools and employs a range of investment strategies including index-based, strategic, and tactical allocations.
Jeremy E
CFP®, Series 66
Jupiter, FL
Inspire Advisors, LLC
Jeremy Ervin is a CFP® professional with 15 years of industry experience, currently serving as an advisor with Inspire Advisors, LLC. He previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he is a partner in Kairos Land and Home LLC, a real estate investment company. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients along with institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a mix of fundamental, technical, and quantitative methods in portfolio construction.
Jeanne F
Series 63, Series 66
Chaseburg, WI
Inspire Advisors, LLC
Jeanne Foss is a financial advisor at Inspire Advisors, LLC with six years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Inspire Advisors, she worked at Thrivent Financial and Thrivent Investment Management Inc. Jeanne also has a background in telecommunications engineering at Lumen Technologies. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, high-net-worth individuals, institutions, charitable organizations, and other advisers. The firm incorporates Biblically Responsible Investing principles using proprietary tools and employs a combination of fundamental, technical, quantitative analysis, and modern portfolio theory to construct portfolios.
Penny P
ChFC®, Series 63, Series 65
Troutman, NC
Inspire Advisors, LLC
Penny Paugh is a ChFC® with 28 years of industry experience, currently serving as an advisor at Inspire Advisors, LLC. Her prior roles include positions at Carson Wealth, Cetera Advisor Networks, IFG Advisory, and LPL Financial. She is also a board member of the Statesville Chamber of Commerce. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients—including high-net-worth individuals—as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing into its portfolios using proprietary tools and combines multiple analytical methods to construct investment models, often delegating management to sub-advisors and affiliated managers.
Mitchell W
Series 65
Dillsburg, PA
Inspire Advisors, LLC
Mitchell Wirth is a financial advisor at Inspire Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Daymark Financial Solutions, Members 1st Federal Credit Union, and Select Medical. He is also an independent licensed insurance agent in Pennsylvania, focusing on life and fixed annuities as well as accident and health insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a combination of fundamental, technical, and quantitative methods to construct portfolios, often delegating management to sub-advisors and offering tax-mitigation services.
James T
Series 63, Series 65
Frisco, TX
Inspire Advisors, LLC
James Taylor is a financial advisor at Inspire Advisors, LLC in Frisco, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Retirement Planners of America and AMC Wealth Management. Taylor is also an independent licensed life insurance agent. Inspire Advisors is a multi-advisor registered investment adviser managing over $1 billion for individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary scoring and screening tools and employs a mix of quantitative and fundamental strategies, often implementing portfolios through model allocations and proprietary ETFs.
Brian S
Series 65
Largo, FL
Inspire Advisors, LLC
Brian Sallee is a financial advisor at Inspire Advisors, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Inspire Advisors, he worked at Avorit, DSM Technology Consultants, and Concerto Cloud Services. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing with proprietary tools and uses a combination of fundamental, technical, quantitative analysis, and modern portfolio theory to construct portfolios, often delegating management to sub-advisors and affiliated managers.
Matthew D
CFP®, Series 66
Vacaville, CA
Inspire Advisors, LLC
Matthew Daugavietis is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Inspire Advisors, LLC since 2022 and previously spent 15 years at Ameriprise Financial Services, Inc. He is also a licensed independent insurance agent specializing in life, disability, long-term care insurance, and annuities. 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 into its services and employs a variety of portfolio management strategies using proprietary tools and affiliated ETFs.
Jacob C
Series 66
Waxhaw, NC
Inspire Advisors, LLC
Jacob Chandler is a financial advisor with Inspire Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Inspire Advisors since 2019, previously working at Ameriprise Financial Services from 2007 to 2019. Chandler is also the owner and director of JKC Consulting Inc. and serves as a fund manager for the Inspire Tactical Balanced ESG ETF. 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 in its strategies and employs a combination of quantitative, fundamental, and technical analyses, often implementing portfolios through model allocations and proprietary ETFs.
Robert D
Series 66
Palmdale, CA
Inspire Advisors, LLC
Robert Derryberry is a financial advisor at Inspire Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Inspire Advisors since 2019, following eight years at Ameriprise Financial Services, Inc. He is also involved with Derryberry & Associates LLP, a business he has been associated with since 2006. Outside of his advisory work, Derryberry serves on the board of the Lancaster Performing Arts Center Foundation. 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 incorporates Biblically Responsible Investing using proprietary scoring and screening tools and employs a variety of investment strategies including index-based, strategic, and tactical allocations.
Anthony W
Series 65
Meridian, ID
Inspire Advisors, LLC
Anthony Walker is a financial advisor at Inspire Advisors, LLC with Series 65 registration and one year of industry experience. Prior to joining Inspire Advisors, he worked in architecture and has been involved in entrepreneurial ventures including A. Walker Properties and Top One Fitness. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, high-net-worth individuals, institutions, charitable organizations, broker-dealers, and other investment advisers. The firm integrates Biblically Responsible Investing using proprietary tools and employs a range of analytical methods to construct portfolios, frequently utilizing sub-advisors and proprietary ETFs.
Michael S
CFP®, Series 66
Dillsburg, PA
Inspire Advisors, LLC
Michael Smith is a CFP® professional with 23 years of experience in financial advising. He currently serves at Inspire Advisors, LLC and previously spent 20 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, he is vice-president of Our Father’s Hope, a nonprofit organization supporting orphans and foster children. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and primarily serves individual and institutional clients. The firm integrates Biblically Responsible Investing using proprietary tools and employs various analytical methods to construct portfolios, often delegating management to sub-advisors and affiliated managers.
Christopher M
Series 63, Series 65
Frederick, MD
Inspire Advisors, LLC
Christopher Murray is a financial advisor at Inspire Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and founded Murray Financial Group, where he worked for over two decades before joining Inspire Advisors. Outside of his advisory work, he is a partner in a real estate business, Degaran, LLC. Inspire Advisors manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of portfolio construction methods, frequently utilizing sub-advisors and its own proprietary ETFs.
Luke A
Series 65
Largo, FL
Inspire Advisors, LLC
Luke Andrews is a financial advisor with Inspire Advisors, LLC, holding a Series 65 license and 11 years of industry experience. Prior to joining Inspire Advisors in 2019, he worked at Belleair Wealth Management from 2015 to 2019. Outside of his advisory role, Andrews serves as Vice Chair and Foundation Committee Representative for the Indian Rocks Baptist Church Foundation and Indian Rocks Christian School Foundation. 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 through proprietary tools and employs a range of portfolio strategies including index-based, strategic, and tactical allocations.
Matthew C
Series 65, Series 66
Troutman, NC
Inspire Advisors, LLC
Matthew Conrad is a financial advisor with Inspire Advisors, LLC in Troutman, NC, holding Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Inspire Advisors, he worked at CWM, LLC dba Carson Wealth and served ten years with the Social Security Administration. He also has a background working with Calvary Chapel Lake Norman. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients along with institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a range of investment methodologies, including fundamental, technical, and quantitative analysis, while providing discretionary and non-discretionary portfolio management and financial planning services.
Joseph A
Series 65
Largo, FL
Inspire Advisors, LLC
Joseph Allen is a financial advisor at Inspire Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at the University of Tampa. 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 scoring and screening tools and employs a variety of investment strategies including index-based and tactical allocations.
William W
CFP®, ChFC®, Series 63
Little Rock, AR
Inspire Advisors, LLC
William Woodyard is a CFP® and ChFC® with 16 years of industry experience. He is currently with Inspire Advisors, LLC and has held prior roles at Sowell Management Services and Lifesmart Financial Advisors, among others. Woodyard also works as an independent contractor through Woodyard & Associates, Inc. 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 variety of investment strategies, including index-based and tactical allocations.
Mason C
Series 65
Meridian, ID
Inspire Advisors, LLC
Mason Craig is a financial advisor at Inspire Advisors, LLC with one year of industry experience. He holds a Series 65 credential and has prior roles including work at Western Seminary and Living Water Church. Outside of advising, he is involved with Nicene Media, providing media project management and digital marketing services. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets, primarily serving individual and high-net-worth clients, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a variety of analytical methods to construct portfolios, often using sub-advisors and affiliated managers.
Aaron M
CFP®, Series 66
Spring Hill, TN
Inspire Advisors, LLC
Aaron Moon is a CFP® with 12 years of industry experience, currently serving as an advisor at Inspire Advisors, LLC since 2019. Prior to that, he was with Inspire Investing, LLC for eight years. He is also a licensed insurance agent in Idaho, focusing on life, health, and long-term care coverage. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a combination of fundamental, technical, and quantitative methods to construct portfolios, often utilizing sub-advisors and proprietary ETFs.
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