Chase Coffin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2023. Prior to joining Moneta, he worked at BlackRock Investments LLC and Invesco Distributors, Inc. from 2015 to 2023. 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 uses a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Margaret Glenn is a CFP® with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. She worked at KPMG LLP for five years prior to joining Moneta. 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.

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.

Bryan Nelson is a CFP® with five years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2020. Prior to joining Moneta, he worked at KPMG, LLP from 2012 to 2020. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of 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, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Joseph Simmons is a CFP® at Moneta Group Investment Advisors, LLC with one year of industry experience. Prior to joining Moneta, he worked in the airline industry for American Airlines and Sabre, and has experience in the luxury watch sector and academia at the University of Kansas. 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 employs a Partner-led team structure with a centralized Investments Department, focusing on asset allocation and manager due diligence, 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.

Colleen Carmitchel is a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at North Pointe CPA Group, North Pointe Wealth Advisors, and Cornerstone CPA Group. 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 uses a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations along with ongoing monitoring.

Steven Diederich is a CFP® professional with seven years of experience in the financial advisory industry. He has been with Moneta Group Investment Advisors in various capacities since 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a diverse range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Heather Kline 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 Chinquapin Trust Company from 2016 to 2023 and was self-employed from 1995 to 2023. 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 structure and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Leslie Tonkin is a CFP® professional with experience at Moneta Group Investment Advisors, LLC and KPMG. Leslie has worked in various roles across industries including finance, consulting, and education since 2016. 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 structure with a multi-criteria selection process and manages proprietary multi-strategy vehicles alongside specialized services for clients with complex needs.