St. Louis, MO Carondelet Plaza Office

Tiffany Whitney is a Series 65 licensed financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. Her prior roles include positions at Plancorp LLC, PNC Bank, and Drury Hotels. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients such as retirement plans and endowments. The firm offers portfolio management, financial planning, family office services, and specialized concierge offerings, utilizing a partner-led team structure and a multi-criteria investment selection process.

Garrett Reeg is a Certified Financial Planner® with nine years of industry experience, currently serving at Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2015. 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 uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with unique institutional and niche client services.

Matthew Luzecky is a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Hill Investment Group Partners, LLC and the Federal Reserve Bank of St. Louis. 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 a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Melinda Mitchell 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 at Moneta since 2019, following roles at BJC Healthcare and NISA Investment Advisors. Outside of her advisory work, she is involved with Momentum Cycles, a non-investment-related business. 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 with ongoing monitoring, as well as specialized services including trustee support through an affiliated trust company.

Conner Harrison is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. Prior to joining Moneta Group in 2024, he worked at Marcum LLP and Rubinbrown LLP for a combined six years. Outside of his advisory role, he established Conner Daley CPA LLC, an accounting firm offering tax and basis accounting services to individuals and small businesses. 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 and an open-architecture investment process emphasizing asset allocation and manager due diligence.

Ally Kell is a CFP® professional with nine years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2024. Prior to joining Moneta, Ally worked at UBS Financial Services, Bank of America, Merrill, and Wells Fargo Clearing Services. She is involved in community organizations in St. Louis, including serving as an Advisory Board Member for the Affinia Healthcare Foundation and as President of the Spirit of St. Louis Women's Fund. 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’s investment approach features a Partner-led team structure and a multi-criteria selection process emphasizing asset allocation and manager due diligence.

Bradley Dunajcik is a CFP® with three years of industry experience, currently serving at Moneta Group Investment Advisors, LLC in St. Louis, MO. His prior experience includes roles at Edward Jones 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 structure with a centralized Investments Department and utilizes an open-architecture selection process emphasizing asset allocation and manager due diligence.

Jacob Ross is a financial advisor at Moneta Group Investment Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services for six years before joining Moneta. Ross is based in St. Louis, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans, foundations, and endowments. The firm offers portfolio management, financial planning, family office services, and concierge offerings, utilizing a partner-led team approach and a multi-criteria selection process focused on asset allocation and manager due diligence.

Matthew Schwarz Jr. is a CFP® professional with five years of experience at Moneta Group Investment Advisors, LLC. His previous roles include positions at Renaissance Financial Corp and Securian Financial Services Inc. He also spent time working at the University of Missouri - Columbia and Mariner Wealth Advisors. 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 provides diversified, multi-asset allocation strategies along with specialized services such as trustee support and planning for professional athletes.

Travis Mooney is a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Kennedy Capital Management, Carmax, Home Depot, and Windsor High School. 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 employs partner-led teams supported by a centralized investment department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Samuel Hill is a financial advisor with Moneta Group Investment Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Wells Fargo Advisors. 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 support. The firm uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies with ongoing monitoring.

Mitchel Pagano is a CFP® with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. His prior roles include positions at Summit Financial, LLC and Private Client Services. Outside of advising, he has been involved with TAP Consulting LLC dba Genex Consulting and held roles at Missouri State University and Waterway Cash Wash. 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.

Mona Gooden is a financial advisor at Moneta Group Investment Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Moneta Group in various capacities since 2012. 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 operates with Partner-led Teams supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

John Reagan is a CFP® with 17 years of industry experience and currently serves as a financial advisor at Moneta Group Investment Advisors, LLC. His prior roles include positions at Hill Investment Group Partners, Cammon Company, M Holdings Securities, and Edward Jones. He is based in St. Louis, MO. 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 utilizes a partner-led team structure, an open-architecture investment process, and provides specialized services for clients with complex needs.

Matthew Erker is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in St. Louis, MO. He has been with Moneta Group since 2012. 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 supported by a centralized Investments Department and utilizes a multi-criteria selection process with ongoing due diligence, managing proprietary multi-strategy vehicles and specialized services for clients with complex needs.