Moneta Group Investment Advisors, LLC

David Sadler 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. Outside of his advisory work, he is involved with Mallard Point Farms, LLC in St. Charles, MO. 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 emphasizes diversified, multi-asset allocations with ongoing monitoring.

Chad Williams is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. He previously worked at Aveo Capital Partners, DMK Advisor Group, and Stephen A. Kohn & Associates. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and 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 allocation strategies along with specialized services such as planning for professional and developing athletes.

Tiffany Whitney is a financial advisor with Moneta Group Investment Advisors, LLC, holding a Series 65 designation and one year of industry experience. She previously worked at Plancorp LLC and PNC Bank. 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 employs a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.

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.

Jennifer Litsas is a CFP® professional with nine years of experience in financial advising. She is currently with Moneta Group Investment Advisors, LLC, where she has worked since 2020. Her prior experience includes roles at William Buck and Yeske Buie, with a one-year sabbatical in 2019-2020. 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 a centralized Investment Department and provides diversified, multi-asset allocations along with niche services such as planning for professional and developing athletes.

Lynn Dunston is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2019. Prior to joining Moneta, she led Dunston Financial Group, LLC for four years and was involved with Trips For Kids for one year. 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 centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

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.

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.

Shane Dunican is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2020. His prior experience includes roles at RKFin and Team Hewins, along with involvement in entrepreneurial activities such as Take Charge Cats. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients. The firm employs a Partner-led Team model supported by centralized research and investment guidance, focusing on diversified, multi-asset portfolios and offering services including discretionary portfolio management, financial planning, and family office solutions.

Allan Curtis is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Curtis is also a licensed insurance agent who services existing policies without receiving commissions or fees. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, providing 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 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 financial advisor at Moneta Group Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Marcum LLP and Rubinbrown LLP. Outside of advising, he operates an accounting firm, Conner Daley CPA LLC, providing basis accounting and tax services for individuals and small businesses. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients with discretionary and non-discretionary 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.

Ally Kell is a CFP® professional with eight years of industry experience, currently serving at Moneta Group Investment Advisors, LLC. She has previously worked at UBS Financial Services, Bank of America, Merrill, Wells Fargo Clearing Services, Mass Mutual, and Washington University in Saint Louis. Outside of her advisory role, Ally is involved with nonprofit organizations including serving as an advisory board member for the Affinia Healthcare Foundation and holding leadership positions with the Spirit of St. Louis Women's Fund. 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 employs a Partner-led team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.

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.

Bradley Dunajcik is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Moneta Group Investment Advisors, LLC, having previously worked at Edward Jones, Scottrade, and Protiviti. Based in St. Louis, MO, he has been with Moneta since 2023. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies tailored to each client.