Gregory Reading is a financial advisor at Moneta Group Investment Advisors, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Lane Hipple Wealth Management Group, Cetera, and Foresters Financial Services. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and family office services. The firm employs a partner-led team approach supported by centralized investment due diligence and offers specialized services for clients with complex needs.

Dane Johnson is a financial advisor at Moneta Group Investment Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services and Stifel Nicolaus & Co. Inc. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset investment strategies along with specialized services for unique client needs.

Kevin Ward is a CFP® with nine years of industry experience. He has worked at Moneta Group Investment Advisors, LLC since 2015, with a two-year period at Briar Hall LLC from 2018 to 2020. He is based in Chicago, IL. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led team approach with centralized investment oversight, utilizes an open-architecture selection process, and manages proprietary multi-strategy funds such as the Retirement Advocate Funds.

Patrick Enright is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding a Series 65 credential with two years of industry experience. Prior to his current role at Moneta, he worked at BBR Partners LLC and SS&C GlobeOp. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm employs a Partner-led Team structure and an open-architecture, multi-criteria investment selection process, offering a range of portfolio management, financial planning, and family office services.

Danton Troyer is a CFP® with 20 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC in St. Louis, MO. He previously worked at LPL Financial, RFG Advisory, and Private Client Services. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients with portfolio management, financial planning, and family office services. The firm uses a partner-led team model supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Philip Schwab Jr. is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He worked at Edward Jones from 2009 to 2019 before joining Moneta Group Investment Advisors in 2019. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, family office services, and specialized concierge offerings. The firm uses a Partner-led Team model supported by centralized research and emphasizes diversified, multi-asset allocations with ongoing monitoring, also serving unique institutional clients and providing niche services beyond typical wealth management.

Lisa Bedell is a Series 65-licensed advisor at Moneta Group Investment Advisors, LLC with seven years of industry experience. She has worked exclusively within the Moneta organization since 2018, following a three-year tenure at Midwest Bank Centre. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with partner-led teams supported by a centralized investment department and provides diversified, multi-asset allocation strategies along with specialized services for unique client segments.

Natasha Borglum is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. She has been with Moneta Group since 2011. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Katherine Kloster is a Certified Financial Planner (CFP®) at Moneta Group Investment Advisors, LLC with six years of industry experience. She has been with Moneta Group since 2014, serving in roles within the firm for a total of six years as of the present. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm offers discretionary and non-discretionary portfolio management, financial planning, family office services, and specialized concierge offerings, using a partner-led team approach supported by centralized investment management and multi-criteria security selection.

Emily Mulligan is a CFP® with one year of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. She previously worked with Lane and Associates LLC and Lane Hipple Wealth Management Group. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm utilizes a Partner-led team structure and a multi-criteria selection process supported by ongoing due diligence, offering specialized services for clients with complex needs alongside an enterprise-scale platform.

Nicholas Warren is a CFP® professional with six years of experience at Moneta Group Investment Advisors, LLC in St. Louis, MO. He has worked exclusively within the Moneta Group entities since 2014. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Kyle De Witt is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Parkside Financial Bank & Trust and Bank of America Private Bank. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team structure and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Michael Lynch is a CFP® professional at Moneta Group Investment Advisors, LLC with one year of industry experience. His prior work includes roles at Maryville University, Frontenac Engineering, and the University of Missouri. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Maxwell Hood is a CFP® and Series 65-licensed financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He previously worked at Federated Insurance and Matter Family Office and has a background that includes four years at Lindenwood University. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients with comprehensive portfolio management, financial planning, and family office services. The firm employs partner-led teams supported by a centralized investment department, focusing on diversified, multi-asset allocations and offering specialized services such as planning for professional and developing athletes.

Daniel Brown is a CFA® charterholder with 14 years of industry experience. He currently works at Moneta Group Investment Advisors, LLC and has previously held roles at Stifel, Wells Fargo, and UBS Financial Services. Outside of his advisory work, he is an investor in a limited liability company established to invest in the French football club Toulouse FC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm employs a partner-led team structure and a multi-criteria, open-architecture investment process that emphasizes asset allocation and manager due diligence.

Alfred Simmons is a financial advisor at Moneta Group Investment Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors from 2015 to 2020. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm operates with partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Grant Edmunds is a CFP® with 12 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2020. He previously worked at Legacy Investment Partners LLC from 2013 to 2019. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led team model supported by a centralized Investment Department and offers diversified, multi-asset investment strategies alongside specialized services such as planning for professional and developing athletes.

Elizabeth Lynch is a CFP® professional with eight years of experience in financial advising. She has been with Moneta Group Investment Advisors, LLC since 2014, working in various roles within the firm. Elizabeth is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a diverse range of institutional clients, including retirement plans and foundations. The firm employs a Partner-led Team model supported by a centralized Investment Department and offers multi-asset portfolio management, financial planning, family office services, and specialized offerings such as trustee services and planning for professional athletes.

Merinda Dinkel is a CFP® professional with one year of industry experience, currently affiliated with Moneta Group Investment Advisors, LLC. She has held roles at Moneta since 2021 and previously worked at Commerce Bank. Outside of finance, she has experience in the brewing and distilling industry, having been involved with Blur Skye Brewery & Eats and Square One Brewery & Distillery. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm uses a Partner-led team structure and a multi-criteria investment selection process, emphasizing asset allocation and manager due diligence.

Margaret Mckinney is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and TD Ameritrade. Outside of advisory work, she operates an online stationery store specializing in cards for special occasions. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led team structure with a centralized Investments Department, utilizing an open-architecture, multi-criteria selection process for investment decisions.