Troutman, NC Office

Theodore De Lisi is a financial advisor at Inspire Advisors, LLC with 36 years of industry experience. His prior work includes roles at Carson Wealth, Cetera Advisor Networks, and LPL Financial. He is also an independent insurance agent licensed in North Carolina for property and casualty, life, and health 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 integrates Biblically Responsible Investing into its portfolio construction and offers a range of services including discretionary portfolio management, financial planning, and consulting.

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.

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.