Highland Investment Advisors LLC

Ryan Moran is a CFP® and CFA® with four years of industry experience, currently serving as a financial advisor at Highland Investment Advisors LLC. His prior roles include positions at Gresham Partners LLC, JMG Financial Group, Ltd., JPMorgan Securities LLC, and the Stark Family Office. Highland Investment Advisors provides investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm employs a GRIP framework focused on growth, risk reduction, and inflation protection, utilizing model portfolios informed by academic research and Modern Portfolio Theory.

Robert Dignan is a CFP® with 26 years of industry experience, currently serving as an independent Investment Advisor Representative at Highland Investment Advisors LLC and owner of Next Chapter Financial Planning, LLC. His prior experience includes roles at Avantax Advisory Services and Midland Financial Advisors. He is an elected member of the East Troy Community School District School Board. Highland Investment Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, and non-profit organizations. The firm employs a “GRIP” framework focused on growth, risk reduction, and inflation protection, utilizing model portfolios informed by academic research and Modern Portfolio Theory.

Adam Drake is a CFA® charterholder with 19 years of experience in the financial industry. He has been with Highland Investment Advisors LLC since 2009. The firm provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. Highland Investment Advisors employs a “GRIP” investment framework focused on growth, risk reduction, and inflation protection, utilizing model portfolios informed by academic research and incorporating strategies such as direct indexing and option-based hedging.

William Morrison is a financial advisor at Highland Investment Advisors LLC in Brookfield, WI, holding a Series 65 designation with 12 years of industry experience. He has been with Highland Investment Advisors since 2013. Highland Investment Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm employs a “GRIP” investment framework centered on Growth, Risk Reduction, and Inflation Protection, utilizing model portfolios influenced by academic research and Modern Portfolio Theory, with a focus on small-cap and value equities.

Anastasiya Kolodiy is a financial advisor at Highland Investment Advisors LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at Clark Capital Management, Pershing LLC, Archer IMS, and Comcast. Highland Investment Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, and non-profit organizations. The firm employs a “GRIP” framework focused on growth, risk reduction, and inflation protection, utilizing model portfolios based on academic research and Modern Portfolio Theory.

Adam Stoeckler is a CFP® and Series 65-licensed financial advisor with 15 years of industry experience. He has worked at Highland Investment Advisors LLC since 2022 and previously operated Stoeckler Financial Advisory Services, LLC for 13 years. Outside of his advisory work, he serves as a Deacon of Finance and member of the Finance Committee at Lakewood Baptist Church in Pewaukee, WI. Highland Investment Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, and non-profit organizations. The firm employs a “GRIP” investment framework focused on growth, risk reduction, and inflation protection, utilizing model portfolios informed by academic research and Modern Portfolio Theory.

Beverly Whitman is a CFP® and CPA with 11 years of industry experience. She has been with Highland Investment Advisors LLC since 2020 and previously worked at HD Vest in various capacities from 2014 to 2020. In addition to her advisory role, she operates a sole proprietorship focused on income tax preparation and planning. Highland Investment Advisors provides investment management and financial planning services to individuals, trusts, estates, and non-profits, using a model portfolio approach based on academic research and Modern Portfolio Theory. The firm emphasizes growth, risk reduction, and inflation protection, and offers unique features such as access to Dimensional Fund Advisors funds, direct indexing, and a subscription-based financial planning option.

Mark Whitman is a CFP® professional at Highland Investment Advisors LLC with one year of industry experience. He has previously worked at Sony Electronics for 15 years and concurrently operates Beverly Whitman CPA, where he serves as an enrolled agent. Highland Investment Advisors offers discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, and non-profit organizations. The firm employs a “GRIP” investment framework focused on growth, risk reduction, and inflation protection, utilizing model portfolios based on academic research and Modern Portfolio Theory.

Kenneth Karr is a financial advisor with Highland Investment Advisors LLC in Bellingham, WA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been associated with Highland Investment Advisors and its affiliate Fund Management Corp since 2006. Additionally, he is a co-owner of Playroom Properties LLC, a short-term rental business focused on design, marketing, development, and management of rental properties. Highland Investment Advisors provides investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm uses a "GRIP" framework emphasizing growth, risk reduction, and inflation protection, with investment strategies that include model portfolios, direct indexing, and option-based hedging.

Scott Keipper is a PFS™ credentialed advisor with 19 years of industry experience. He is currently with Highland Investment Advisors LLC and previously worked for Professional Management of Milwaukee, Inc. for over 18 years. Highland Investment Advisors provides investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm utilizes a “GRIP” framework focused on growth, risk reduction, and inflation protection, employing model portfolios informed by academic research and Modern Portfolio Theory.