ISC Advisors, Inc.

Jack Hankins is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been affiliated with Institutional Securities Corporation and ISC Group, Inc. since 1998. Hankins serves as treasurer of an investment club and sits on the board of directors for the Child Abuse Prevention Center of Dallas. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and institutional clients, offering financial planning, portfolio management, pension consulting, and participant education. The firm manages approximately $1.54 billion in assets and employs model portfolios using mutual funds and ETFs, with oversight by an Investment Committee and options for third-party sub-advisors.

John Kriel is a CFP® professional with 18 years of experience in financial advising. He is currently with ISC Advisors, Inc. and Institutional Securities Corp, where he has worked since 2017. Prior to that, he was with Lincoln Financial Advisors Corp for nine years. Outside of his advisory role, he operates Kriel Ranch, an agricultural business focused on timber and beef cattle production. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm provides financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services, utilizing a range of model portfolios and offering a proprietary managed-account program.

Andreya Weadon is a financial advisor at ISC Advisors, Inc. in Dallas, TX, with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Institutional Securities Corporation since 1997. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm provides financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services, and offers a proprietary managed-account program alongside sub-advisor collaborations and educational workshops.

Greg Poplarski is a financial advisor with ISC Advisors, Inc. in Carmel, Indiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Allianz Global Investors and OneAmerica Securities. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets, utilizes model portfolios across risk profiles, and collaborates with sub-advisors while maintaining overall investment oversight.

Michael Mcgee is a financial advisor with ISC Advisors, Inc. in Greenwood, IN, holding Series 63 and Series 65 registrations and having 32 years of industry experience. He has previously worked at GWN Securities Inc. and currently serves as Vice President of Midwest Deferred Compensation Specialists, LLC, as well as President of McGee Financial Services, Inc. Outside of advising, he also works as a sales agent for life insurance, annuities, health, and long-term care products. ISC Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable institutions. The firm offers portfolio management, financial planning, and pension consulting, overseeing assets of approximately $1.6 billion with a range of advisory options and a notable amount of non-discretionary assets under management.

Mark Keffer is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at ISC Advisors, Institutional Securities Corp, and as the sole proprietor of MK Financial Services. Keffer manages several web domains related to his advisory services under MK Financial Services. ISC Advisors serves a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable institutions, managing over $1.6 billion in assets through 27 advisors. The firm offers portfolio management, financial planning, and pension consulting with both discretionary and non-discretionary options, supported by an internal Investment Committee and multiple advisory programs.

Mark Henderson is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Institutional Securities Corporation in 2024, he worked at the University of Oklahoma and Lovejoy High School. ISC Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, and other U.S. and international organizations. The firm manages approximately $1.6 billion in assets and offers both discretionary and non-discretionary portfolio management, financial planning, and pension consulting, with investment decisions overseen by an internal committee and implemented through various advisory options.

Reid Rottino is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation with five years of industry experience. His prior work includes roles at ISC Group, Inc., The Trails Golf Club, and Tyler Technologies. ISC Advisors serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, and other U.S. and international institutions. The firm manages approximately $1.6 billion in assets across discretionary and non-discretionary portfolios and offers financial planning, pension consulting, and a range of advisory options including managed-account programs and third-party sub-advisors.

Clive Blowers is a CFP® professional with 33 years of industry experience, currently serving at ISC Advisors, Inc. in Dallas, TX. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He is also the owner of Weybridge Wealth Management LLC, a separate investment-related business. ISC Advisors, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, corporate plans, and institutions. The firm manages assets through discretionary and non-discretionary strategies, including the Pathways managed-account program and third-party managers, and offers fiduciary and plan-design services for employer-sponsored retirement plans.

Tyler Kastner is a financial advisor at ISC Advisors, Inc. based in Dallas, TX, with nine years of industry experience. He holds a Series 66 credential and has worked at Institutional Securities Corp since 2017 and Merrill Lynch Wealth Management since 2016. ISC Advisors, Inc. serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, and other institutions, managing over $1.6 billion in assets for approximately 1,780 clients through a team of 27 advisors. The firm offers portfolio management, financial planning, and pension consulting services, with investment decisions guided by an internal committee and implemented through diverse advisory options, including managed accounts, mutual funds, ETFs, and third-party money managers.

Carlos Garza is a financial advisor with ISC Advisors, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with ISC Advisors since 2016 and also works with Institutional Securities Corp, where he has been employed since 2000. Outside of his advisory roles, he is the managing member of Garza Financial Group, LLC. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, and participant education. The firm manages approximately $1.54 billion in assets and utilizes model portfolios overseen by an Investment Committee, combining mutual funds and ETFs with sub-advisor partnerships.

Steven Garvin is a financial advisor with ISC Advisors, Inc. in McKinney, Texas, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at ISC Advisors since 2013 and previously led Garvin Investment Group, LLC and Garvin Financial Group, Inc. He is also affiliated with Institutional Securities Corp, where he has been active since 2000. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, and educational services. The firm manages approximately $1.54 billion in assets, utilizing model portfolios that range from Conservative Income to Aggressive Growth and employs mutual funds and ETFs in its investment approach.

Kathryn Hunteman is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding the ChFC® designation and Series 63 and 65 licenses. She has 31 years of industry experience, including roles at Institutional Securities Corp and State Farm. Hunteman also provides financial services training through Focus Tracks, offering education on life and health insurance, bank products, and mutual funds. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients with financial planning, portfolio management, pension consulting, and participant education. The firm offers a proprietary managed-account program and collaborates with sub-advisors while overseeing model portfolios ranging from Conservative Income to Aggressive Growth.

Frank Wilson is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at Institutional Securities Corp and ISC Advisors since 2017 and held prior roles at Bank of America and Merrill. Outside of his advisory work, Wilson is involved in several business ventures including co-owning a jewelry design business and serving as membership chair for a regional business networking group. ISC Advisors, Inc. serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, and various institutions, managing over $1.6 billion in assets through a team of 27 advisors. The firm offers comprehensive portfolio management and financial planning services, employing an investment approach that includes discretionary and non-discretionary management, diverse model portfolios, and third-party sub-advisors.

Sharon Berry is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding the ChFC® designation and Series 63 license with 33 years of industry experience. Her prior roles include positions at Frost Investment Services and Frost Brokerage Services Inc. She has been with ISC Advisors and Institutional Securities Corp since 2021. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services, managing approximately $1.54 billion in assets with a variety of model portfolios and a proprietary managed-account program.