Jason James Willner

Jonathan Murray is a financial advisor at ISC Financial Advisors with 12 years of industry experience. He has been with ISC Financial Advisors since 2013. Outside of his advisory role, he coaches for the Albert Lea Hockey Association. ISC Financial Advisors serves individual and institutional clients, including high-net-worth individuals and corporate retirement plans, offering investment management, retirement-plan design, and financial planning. The firm manages approximately $1.35 billion in assets and employs fundamental analysis, long-term strategies, and both strategic and tactical asset allocation in portfolio construction.

Benjamin Sand is a financial advisor at ISC Financial Advisors in Albert Lea, MN, with two years of industry experience. He holds a Series 65 designation and previously worked at Gradient Investments, LLC and Envoi, LLC. ISC Financial Advisors serves individual and institutional clients, including high-net-worth individuals and corporate pension plans. The firm focuses on diversified portfolios primarily using mutual funds and ETFs, employing fundamental analysis, long-term investing, and dollar-cost averaging.

Richard Murray is a financial advisor with ISC Financial Advisors in Albert Lea, MN, holding a Series 63 designation and over 42 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Woodbury Financial Services and has been with Murray Financial Group LLC, doing business as ISC Financial Advisors, since 2011. Murray serves as the mayor of Albert Lea, Minnesota. ISC Financial Advisors provides investment management, retirement-plan design, and financial planning services to both individual and institutional clients. The firm manages approximately $1.35 billion in client assets and employs a long-term, fundamental analysis approach with strategic and tactical asset allocation.

Wendy Bennis is a financial advisor at ISC Financial Advisors with 11 years of industry experience. She previously worked at Tealwood Asset Management Inc. for 12 years and spent one year at Accredited Investors before joining ISC Financial Advisors in 2022. Outside of her advisory role, she is also a licensed real estate agent with Coldwell Banker Realty in Wayzata, Minnesota. ISC Financial Advisors provides investment management, retirement-plan design and administration, and financial planning to both individual and institutional clients. The firm manages approximately $1.35 billion in assets and employs a long-term, fundamental analysis approach, utilizing mutual funds, equities, and both strategic and tactical asset allocation techniques.

Mark Smed is an advisor at ISC Financial Advisors with 31 years of industry experience. He holds a Series 63 designation and has worked at Purshe Kaplan Sterling Investments since 2021. Prior to that, he was associated with Woodbury Financial Services for 25 years and has been with ISC Financial Advisors, doing business as Murray Financial Group, since 2011. In addition to his advisory role, he also sells term insurance and fixed annuities. ISC Financial Advisors provides investment advisory services to individual and institutional clients, including high-net-worth individuals and corporate pension plans. The firm manages approximately $1.55 billion in assets and emphasizes fundamental analysis, long-term investing, and diversified portfolios primarily composed of mutual funds and exchange-traded funds.

Robert Gadtke is a financial advisor at ISC Financial Advisors with two years of industry experience. He holds a Series 65 designation and is also a licensed attorney in Minnesota. Prior to joining ISC Financial Advisors, he worked in family law and operated as a fiction writer. ISC Financial Advisors serves individual and institutional clients with investment advisory and financial planning services. The firm manages approximately $1.55 billion in client assets through diversified portfolios primarily composed of mutual funds and exchange-traded funds, employing fundamental analysis and long-term investing strategies.