Highland Capital Advisors, LLC

William Small is a financial advisor with Highland Capital Advisors, LLC, holding a Series 66 credential and 15 years of industry experience. He has been with Highland Capital Advisors since 2006. Outside of his advisory role, Small is a member of Rainier Set Sail, LLC, an entity that owns and occupies the office building used by his firm. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, while also working with a limited number of retail investors. The firm provides non-discretionary investment consulting focused on pooled vehicles and third-party separate account managers, utilizing institutional analytic techniques to develop investment policy statements and strategic allocations.

Craig Watkins is a financial advisor with Highland Capital Advisors, LLC, holding Series 65 and Series 66 designations and 14 years of industry experience. Prior to joining Highland Capital Advisors in 2024, he worked at PNC Capital Markets, Merrill Lynch, Prudential Investment Management, and CONOVER Securities Corporation. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, offering non-discretionary investment consulting focused on pooled investment vehicles and third-party separate account managers. The firm applies institutional analytic techniques to develop investment policy statements and strategic asset allocations, with a practice centered on ERISA fiduciary consulting and supporting a limited number of retail clients.

David Mann is a financial advisor with Highland Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at LPL Financial from 2015 to 2017. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, offering non-discretionary investment consulting and an optional Implemented Solutions service. The firm focuses on pooled investment vehicles and third-party separate account managers, employing institutional analytic techniques to develop investment policies and strategic allocations.

Richard Wyman is a financial advisor with Highland Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Highland Capital Advisors since 2006. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, while also working with a limited number of retail investors. The firm provides non-discretionary investment consulting focused on pooled investment vehicles and third-party separate accounts, applying institutional analytic techniques to develop investment policy statements and strategic asset allocations.

David Rowe is a financial advisor at Highland Capital Advisors, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Highland Capital Advisors since 2012. Outside of his advisory role, he is associated with the Stevens Pass Ski School and the Professional Ski Instructors of America – Northwest Division. Highland Capital Advisors primarily serves institutional clients such as retirement plan sponsors, foundations, and endowments, offering non-discretionary investment consulting supplemented by an optional Implemented Solutions service. The firm focuses on institutional analytic techniques and restricts advice to non-covered securities, providing periodic reviews rather than ongoing portfolio management.