ISC Financial Advisors

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.

Lawrence Gartner is a CFP® professional with 16 years of experience in financial advising. He has been with ISC Financial Advisors since 2008. Outside of his advisory role, he is involved in property management as president and co-owner of Gleason Properties LLC. ISC Financial Advisors, operating as Murray Financial Group, provides investment management, retirement-plan design, and financial planning services to both individual and institutional clients. The firm manages approximately $1.35 billion in assets, employing fundamental analysis, long-term strategies, and both strategic and tactical asset allocation.

Hayden Hoffman is a financial advisor at ISC Financial Advisors with a Series 65 designation and one year of industry experience. He previously worked at Goff Investment Group and Hoffman & Associates PLLC. Hayden has also been involved in education, working at the University of St. Thomas and at several schools in the Albert Lea and Twin Cities areas. ISC Financial Advisors provides investment advisory services to individual and institutional clients, managing approximately $1.55 billion in assets. The firm emphasizes diversified portfolios using mutual funds and ETFs with a focus on fundamental analysis and long-term investing.

Benjamin Lundeen is a financial advisor with ISC Financial Advisors in Albert Lea, MN, holding a Series 66 designation and two years of industry experience. He previously worked at Edward Jones and Thrivent Financial, and spent eight years with Venture Fireworks. ISC Financial Advisors provides investment management, retirement-plan design, and financial planning services to individual and institutional clients, managing approximately $1.35 billion in assets. The firm employs fundamental analysis and both strategic and tactical asset-allocation techniques, serving clients through discretionary and non-discretionary mandates.

Matthew Bennis is a financial advisor at ISC Financial Advisors in Albert Lea, MN, holding a Series 65 designation with one year of industry experience. He has been with ISC Financial Advisors since 2017. ISC Financial Advisors provides investment management, retirement-plan design and administration, and financial planning services to individuals—including high-net-worth clients—and institutional clients such as corporate and Taft-Hartley plans. The firm manages approximately $1.35 billion in client assets, employing a long-term investment approach that emphasizes fundamental analysis, dollar-cost averaging, and both strategic and tactical asset allocation.

Chad Duppong is a CFP®, ChFC®, and Series 63 registered financial advisor with 18 years of industry experience. He has been with ISC Financial Advisors in Albert Lea, MN, since 2016, working as part of a team of 14 advisors. ISC Financial Advisors serves individual and institutional clients, including high-net-worth individuals and corporate pension plans. The firm manages approximately $1.55 billion in assets through a long-term, fundamental approach to diversified portfolio construction, offering services such as asset management, financial planning, retirement plan administration, and insurance advising.

Timothy Jaynes is a financial advisor with ISC Financial Advisors in Albert Lea, MN, holding a Series 63 designation and 12 years of industry experience. He has been with ISC Financial Advisors since 2011 and also maintains a role with Veracity Partners. Outside of his advisory work, he owns and consults for Jaynes Properties, LLC, a real estate investment business. ISC Financial Advisors, operating as Murray Financial Group, provides investment management, retirement-plan design, and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as corporate and Taft-Hartley plans. The firm manages approximately $1.35 billion in assets, employing a long-term investment approach with fundamental analysis and both strategic and tactical asset allocation.

Robert Prentiss Jr. is a financial advisor at ISC Financial Advisors in Edina, MN, holding the ChFC® designation and Series 63 license with 12 years of industry experience. He has been associated with Independent Service Co. and ISC Financial Advisors since 1990. Outside of his advisory role, he serves as a trustee and chair of the finance committee at North Memorial Medical Center, a nonprofit community hospital. ISC Financial Advisors, operating as Murray Financial Group, provides investment management, retirement-plan design, and financial planning services to individuals, including high-net-worth clients, and institutional clients such as corporate and Taft-Hartley plans. The firm manages approximately $1.35 billion in client assets and employs fundamental analysis, a long-term perspective, and both strategic and tactical asset allocation in constructing client portfolios.

Charles Achterkirch is a CFP® with 12 years of industry experience and has been with ISC Financial Advisors since 2016. He holds Series 63 and Series 65 licenses and is based in Albert Lea, MN. Outside of his financial advisory work, he is a self-employed auto detailer and a minority owner in an automotive-related business. ISC Financial Advisors serves individual and institutional clients, providing investment advisory, financial planning, retirement plan design, and insurance services. The firm manages approximately $1.55 billion in assets using diversified portfolios focused on fundamental analysis and long-term investing.