John Steffens is a financial advisor at Moneta Group Investment Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Moneta Group since 2015. The firm serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. Moneta employs a Partner-led team structure with a centralized investments department and uses an open-architecture, multi-criteria approach to asset allocation and manager due diligence.

Lauren Young is a CFP® professional with seven years of industry experience. She has worked at Moneta Group Investment Advisors, LLC since 2024 and previously held roles at Ratio Wealth Group, LLC and Graham Gerlach. 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 operates with Partner-led Teams supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Sarah Bishop is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, with five years of industry experience. She holds a Series 65 designation and previously worked at Epic RPS for fourteen years before joining Moneta Group in 2021. 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 and uses a multi-criteria selection process for asset allocation and manager due diligence.

Jessica Hinkebein is a financial advisor at Moneta Group Investment Advisors, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for five years before joining Moneta Group, where she has been since 2021. Moneta Group Investment Advisors serves a range of clients, including high-net-worth individuals, families, family offices, and institutional entities such as retirement plans and endowments. The firm employs a Partner-led team approach supported by a centralized Investments Department and uses a multi-criteria selection process emphasizing asset allocation and manager due diligence.

Jacob Allaman is a CFP® professional with seven years of experience in financial advising. He has worked at Moneta Group Investment Advisors, LLC since 2014, currently based in St. Louis, MO. 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 utilizes a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified multi-asset allocations and ongoing monitoring.

Madeline Sabo is a CFP® professional with two years of industry experience, currently with Moneta Group Investment Advisors, LLC. She has prior experience at JP Morgan and True North Advisors, LLC. 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 a multi-criteria selection process supported by centralized investments and due diligence.

Oliver Cragan is a CFP® with 11 years of industry experience currently advising clients at Moneta Group Investment Advisors, LLC. His prior roles include positions at The Berry Group and Wells Fargo Advisors. 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 specialized concierge offerings. The firm employs Partner-led Teams supported by a centralized Investment Department to deliver tailored, diversified multi-asset allocations and ongoing portfolio monitoring.

Aoifinn Devitt is a CFP® with four years of industry experience currently serving at Moneta Group Investment Advisors, LLC. Prior to joining Moneta in 2021, he worked at Federated Homes, CHIPABF, and Clontarf Capital. He is also the founder of Fiftyfaces Productions Ltd, a podcast production company focused on sharing diverse perspectives from investment professionals. 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 a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Kyle Wright is a CFP® and holds a Series 65 license with one year of industry experience. He is currently with Moneta Group Investment Advisors, LLC and previously worked at Riveron Consulting and KPMG. Wright’s background also includes a four-year period at the University of Missouri. 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 operates with Partner-led Teams supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Briana Mc Donald is a CFP® professional with five years of industry experience, currently serving as an advisor at Moneta Group Investment Advisors, LLC. She has been with Moneta since 2017, working in various roles within the firm. Outside of her advisory work, she is involved in managing a real estate rental property. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm uses a partner-led team approach with an open-architecture investment process and offers specialized services for clients with complex needs.

Jeffery Kline is a CFP® and Series 66-licensed financial advisor with five years of industry experience. He currently works at Moneta Group Investment Advisors, LLC and has prior experience at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, Hillsong Kansas City, and Thrivent Financial. 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 approach with a centralized Investments Department and utilizes an open-architecture, multi-criteria selection process that includes active due diligence and proprietary multi-strategy funds.

Conor Eagan is a CFP® with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in Chicago, IL. He has been with Moneta Group since 2015. 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 operates with Partner-led Teams supported by centralized research and investment guidance, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Derek Cheshire is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has previously worked at firms including Scholar Financial Advising, Origin Financial, and Ameriprise Financial Services. Outside of his advisory role, Derek provides tax preparation and bookkeeping services through Cheshire Financial Services and offers outsourced CFO services via Level 10 CFO. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by offering portfolio management, financial planning, and family office services. The firm employs a partner-led team structure with a comprehensive investment process that includes manager due diligence and proprietary multi-strategy funds, supporting clients with specialized and enterprise-scale financial solutions.

Andrew Kelsen is a financial advisor at Moneta Group Investment Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Moneta, he worked at United Investment Managers, Inc. from 2008 to 2021. 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 support. The firm employs Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services such as planning for professional athletes.

Sarah Berry is a financial advisor at Moneta Group Investment Advisors, LLC with 47 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Advisors and The Berry Group. Outside of her advisory role, Berry serves as a selectman for Cuttyhunk Island, Massachusetts, where she manages town affairs and oversees municipal operations. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm operates with partner-led teams supported by a centralized investment department, emphasizing diversified multi-asset allocations and ongoing monitoring.

Thomas Segerstrom is a CFA® charterholder with six years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and previously worked at Marsh & McLennan and The Vanguard Group, Inc. 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 approach with a centralized investment process focused on asset allocation and manager due diligence, and it provides specialized services for clients with complex needs.

Emily Berry is a financial advisor at Moneta Group Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked previously at Severin Investments, LLC and Wells Fargo Advisors. Before entering the financial advisory field, she was employed at Preferred Family Healthcare. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocations along with specialized services such as planning for professional and developing athletes.

Ryan Matteo is a CFP® professional at Moneta Group Investment Advisors, LLC with three years of industry experience. He has been with Moneta since 2020 and previously spent time at Yale University. 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 uses an open-architecture, multi-criteria process for investment selection and ongoing due diligence, providing a range of portfolio management, financial planning, and family office services.

Nicole Bailey is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2020. She has worked at Moneta Group Investment Advisors, Inc. from 2016 to 2019. Based in St. Louis, MO, she holds a Series 65 license and focuses on client financial planning and portfolio management. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans, foundations, and endowments. The firm employs a partner-led team approach with a centralized Investments Department, emphasizing asset allocation and due diligence, and offers both discretionary and non-discretionary services along with family office and concierge offerings.

Tina Rogers is a financial advisor at Moneta Group Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Wealthnet Investments, LLC and Cherry Hills Community Church. 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 utilizes Partner-led Teams supported by a centralized Investment Department to provide diversified, multi-asset allocations and ongoing monitoring, with a client base that includes uncommon institutional relationships such as sovereign wealth funds and banking institutions.