Brian Eller is a CFP® with nine years of industry experience and is currently with Moneta Group Investment Advisors, LLC. He previously worked at Aveo Capital Partners, FORVIS Wealth Advisors, LLC, and BKD Wealth Advisors, LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and family office services through a partner-led team structure and a multi-criteria investment selection process. The firm also offers specialized services for clients with complex needs and manages proprietary multi-strategy funds.

Zachary Heath is a CFP® at Moneta Group Investment Advisors, LLC with two years of industry experience. He previously worked at Aveo Capital Partners and Innovest Portfolio Solutions. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and concierge services. The firm uses a partner-led team approach with an open-architecture investment process and manages proprietary multi-strategy funds such as the Retirement Advocate Funds.

Matthew Foster is a financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Innovest Portfolio Solutions and Charles Schwab & Co., Inc. Foster’s background also includes roles outside finance, such as work at Hacienda Colorado and Snooze. 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 uses a partner-led team approach with centralized investment oversight and an open-architecture selection process emphasizing asset allocation and manager due diligence.