Russell Stoeckler, CLU®, CHFC®

As founder and Chief Financial Advisor of Stoeckler Financial Advisory Services, Russ Stoeckler has more than 20 years of experience in the financial services industry. Russ leads the firm’s team with integrity and is knowledgeable in all areas of financial planning. EDUCATION Carroll University, Waukesha, Wisconsin ​Studies in Business with an Emphasis on Finance The … Continue reading Russell Stoeckler, CLU®, CHFC®

Adam Stoeckler, CFP®

Financial Advisor Adam Stoeckler, CFP® is a second-generation financial planner with the firm. Adam graduated from the University of Wisconsin-Milwaukee with a Bachelor’s degree in finance. He has been with Stoeckler Financial since 2008. EDUCATION UW-Milwaukee, BS – Finance 2010 College for Financial Planning – Certified Financial Planner TM EXAMINATIONS FINRA Series 65 Uniform Investment Advisor Law Examinations

Kenneth E. Karr

Mr. Karr has been practicing investment management since 1996 when he joined Strong Investments (now Wells Fargo) as an investment representative. Mr. Karr worked at Strong from 1996 to 2003. In April 2004, he joined a Lake Geneva based registered investment advisor as an investment advisor representative. In September 2006, Mr. Karr founded Highland Investment Advisors, … Continue reading Kenneth E. Karr

Adam S. Drake, CFA

Mr. Drake’s passion is partnering with independent financial advisors to build fee-based practices that deliver a successful investing experience to clients. At Highland, Mr. Drake is involved in investment management, operations, business development, and strategy. Before joining Highland, Mr. Drake worked as an investment analyst at Vogel Consulting LLC, a multifamily office firm serving ultra-affluent … Continue reading Adam S. Drake, CFA

Wm. David Morrison

Mr. Morrison is an Investment Advisor Representative at Highland Investment Advisors, LLC, working with clients to develop prudent strategies to achieve their personal financial targets. Since 2009, Mr. Morrison has worked as a Private Portfolio Manager for a high net worth family office. Prior to that, Mr. Morrison was President and co-owner of a wholesale … Continue reading Wm. David Morrison

Beverly Whitman CPA CFP®

Beverly joined Highland Investment Advisors, LLC as an Investment Advisor Representative in February 2020. Beverly fell in love with the financial planning profession after working for wealth management firms and seeing first-hand the value that a coordinated approach to finances can make to clients. By combining her expertise as a CPA and as a CERTIFIED FINANCIAL … Continue reading Beverly Whitman CPA CFP®

Robert T. Dignan, CFP® AIF®

With more than two decades of experience in the investment management and financial planning profession, Mr. Dignan brings a wealth of knowledge that provide him an understanding into the challenges that so many of today’s advisors face. Having owned and successfully transitioned two different investment firms, one a FINRA-registered OSJ Broker/Dealer office and the other … Continue reading Robert T. Dignan, CFP® AIF®

Allison Alexis

Allison joined our team in Ponte Vedra Florida in July of 2022 and contributes her extensive administrative support skills to serve our clients in a professional and nurturing environment. Allison obtained her Bachelor of Arts degree from the University of West Florida in Legal Studies/Pre-Law and worked as a litigation paralegal for numerous years at … Continue reading Allison Alexis