St. Louis, MO 1 North Brentwood Blvd Office

Jana Gregorek is a financial advisor at Moneta Group Investment Advisors, LLC with 19 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior roles include positions at Visionary Wealth Advisors and Edward Jones. 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.

Lucas Gast is a financial advisor with Moneta Group Investment Advisors, LLC, holding a Series 65 license and one year of industry experience. Prior to joining Moneta, he worked at KPMG for several years in various roles. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans, foundations, and endowments. The firm offers portfolio management, financial planning, family office services, and specialized concierge offerings, utilizing a Partner-led team approach supported by centralized investments and a multi-criteria manager selection process.

Michael Peek is a CFP® professional with eight years of experience, currently serving at Moneta Group Investment Advisors, LLC since 2014. He is 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 employs a Partner-led Team model with centralized investment support and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Robert Hehmeyer is a CFP® with 19 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2016. He previously worked at Moneta Group Investment Advisors, Inc. from 2019 to present. 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 approach, utilizing a centralized Investments Department and a multi-criteria selection process focused on asset allocation and manager due diligence, offering discretionary and non-discretionary portfolio management, financial planning, family office, and concierge services.

Matthew Manies is a CFP® professional with 10 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2019. Prior to Moneta, he worked at Northwestern Mutual Wealth Management Company and related entities from 2015 to 2019. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, providing portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department and offers diversified, multi-asset allocations along with specialized services including planning for professional and developing athletes.

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.

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.

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.

Katherine Kloster is a CFP® professional with five years of industry experience, currently with Moneta Group Investment Advisors, LLC in St. Louis, MO. She has been with Moneta since 2014, working in various roles within the firm. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and 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, focusing on diversified, multi-asset allocations and ongoing monitoring.

Deborah Rahn is a CFP® professional with two years of industry experience, currently advising clients at Moneta Group Investment Advisors, LLC. She previously worked at Regions Bank for ten years. Based in St. Louis, MO, her background combines banking and financial planning. 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 with centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

James Mealey II is a CFP® certificant with 18 years of experience in the financial industry. He has been with Moneta Group Investment Advisors in various capacities since 2005, currently serving at Moneta Group Investment Advisors, LLC since 2016. Based in St. Louis, MO, he holds the Series 63 license. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led team approach and a multi-criteria selection process emphasizing asset allocation and manager due diligence, supported by proprietary multi-strategy vehicles and affiliations with other registered advisers.

Mark Heffernan is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005, based in St. Louis, MO. 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 such as planning for professional and developing athletes.

Ingrid Lee is a CFP® and holds a Series 65 license, with 11 years of experience in the financial advisory industry. She has been with Moneta Group Investment Advisors, LLC since 2009, currently based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, including retirement plans and foundations. The firm uses a Partner-led Teams model supported by a centralized Investment Department, focusing on diversified multi-asset allocations and offering services such as discretionary portfolio management, financial planning, and family office support.

Donald Kukla is a CFP® and PFS™ with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Outside of his advisory role, he is the managing member of Maria Squared Aviation, LLC, a company that owns and leases aircraft to LLC members. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients with 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.

Derek Wagner is a CFP® with 11 years of industry experience, currently an advisor at Moneta Group Investment Advisors, LLC. His prior roles include positions at Edward Jones, TD Ameritrade, and Scottrade. 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 centralized investment oversight and utilizes an open-architecture selection process emphasizing asset allocation and manager due diligence.