Brookfield, WI Office

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® professional with 27 years of industry experience, currently serving as an advisor at Highland Investment Advisors LLC. He previously worked at firms including Cedar Point Investment Advisor, Inc./Midland Financial Advisors and Avantax Advisory Services. Dignan is an elected member of the East Troy Community School District School Board. Highland Investment Advisors offers discretionary and non-discretionary investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm employs a “GRIP” investment approach, utilizing model portfolios informed by academic research and Modern Portfolio Theory, and offers unique features such as access to Dimensional Fund Advisors funds and a subscription-based financial planning option.

Abbigail Kuna is a financial advisor at Highland Investment Advisors LLC in Brookfield, WI, holding a Series 65 designation. She joined the firm in 2025 and has prior experience at Regency Senior Communities, Onalaska School District, Creamery Creek Senior Living, and KCD Financial. Highland Investment Advisors provides investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm’s investment approach follows a “GRIP” framework emphasizing growth, risk reduction, and inflation protection, using model portfolios based on 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.

Adam Stoeckler is a CFP® and Series 65-registered financial advisor with 16 years of industry experience. He currently works at Highland Investment Advisors LLC, where he has been since 2022, and previously operated Stoeckler Financial Advisory Services, LLC for 13 years. Outside of his advisory work, he serves as Deacon of Finance and a member of the Finance Committee at Lakewood Baptist Church, overseeing budgeting and financial management. Highland Investment Advisors provides investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm uses a “GRIP” framework focused on growth, risk reduction, and inflation protection, employing model portfolios informed by academic research and Modern Portfolio Theory, with investment strategies that include Dimensional Fund Advisors funds, direct indexing, option-based hedging, and tax-aware trading.

Scott Keipper is a financial advisor at Highland Investment Advisors LLC with 20 years of industry experience. He holds the PFS™ designation and previously worked at Professional Management of Milwaukee, Inc. for 18 years. Highland Investment Advisors provides investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. The firm follows a “GRIP” framework focusing on growth, risk reduction, and inflation protection, utilizing model portfolios based on academic research and Modern Portfolio Theory.