David Katz is a financial advisor at Moneco Advisors with 13 years of industry experience. He holds a Series 65 designation and has worked at Moneco Advisors since 2014. His prior experience includes roles at LPL Financial and extended tenures at United Healthcare Medical Solutions and ACSIA Partners, where he is also involved as an insurance agent. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that incorporate fundamental, technical, and cyclical analysis across a broad range of asset classes.

Gregory Flynn is a financial advisor with Moneco Advisors, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Moneco Advisors since 2019 and also maintains a longstanding affiliation with LPL Financial since 2004. In addition to his advisory work, Flynn is involved as a writing agent for non-variable insurance through GBS Insurance and Financial Services and Moneco Insurance LLC. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets, primarily serving individual and high-net-worth clients. The firm provides fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs, employing a mix of fundamental, technical, and cyclical analysis to tailor portfolios using diverse investment strategies.

William Brancaccio is a CFP®-credentialed advisor with 15 years of industry experience. He is currently affiliated with Moneco Advisors and has held roles at LPL Financial, Independent Advisor Alliance, and Independent Financial Partners. Outside of his advisory duties, he is involved in a property and casualty insurance agency and owns a real estate business. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering a broad range of portfolio management and retirement plan consulting services tailored to client goals through multiple custodial platforms.

Eric Hahn is a CFP® and Series 65-licensed financial advisor with 16 years of industry experience. He has worked at Moneco Advisors since 2026, following prior roles at Invst, LLC and Ns Capital, LLC. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that incorporate fundamental, technical, and cyclical analysis across a broad range of securities. The firm also serves retirement plan sponsors and employs tax-aware strategies and multiple custodial platforms.

Jason Hyde is a financial advisor at Moneco Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Moneco Advisors and LPL Financial since 2015. Outside of his advisory work, Hyde is an author and speaker on self-improvement topics, receiving royalties for his book sales and related speaking engagements. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients. The firm provides fee-based portfolio management, retirement plan consulting, and access to sponsored advisory programs, employing a range of investment strategies tailored to client goals and risk tolerances.

Matthew Keys is a financial advisor at Moneco Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Righthand Capital LLC, M3 Wealth Advisors LLC, Ameriprise Financial Services LLC, and O2 Safe Solutions. Prior to his advisory career, he spent six years at Amity Regional Middle School & High School and four years at Bentley University. Moneco Advisors is a multi-team SEC-registered firm with 43 advisors and approximately $1.9 billion in regulatory assets under management. The firm primarily serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs and third-party managers.

Lila Sullivan is a Series 65-licensed financial advisor with Moneco Advisors in Fairfield, CT, with one year of experience in the industry. Prior to joining Moneco Advisors, she worked at Janney Montgomery Scott and the Law Offices of Paul K. Sullivan. Outside of finance, her background includes experience at Fairfield University and The Country School. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that combine fundamental, technical, and cyclical analysis with ongoing portfolio monitoring and rebalancing.

Kyle Cirillo is a financial advisor at Moneco Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Janney Montgomery Scott LLC. Prior to his advisory career, he held roles outside finance, including positions at Insports and Escapology. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers tailored investment programs that combine fundamental, technical, and cyclical analysis, utilizing a broad range of investment instruments and third-party platforms.

Christopher Neubert is a CFP® with 48 years of industry experience. He is currently with Moneco Advisors, where he has worked since 2014, and has also been associated with LPL Financial since 1994. Outside of his advisory work, Neubert assists clients with tax return preparation using TurboTax and serves as a notary public. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients. The firm offers fee-based portfolio management, retirement plan consulting, and access to various advisory programs, employing a range of investment strategies and ongoing portfolio monitoring to tailor asset allocation to client goals and risk tolerances.

Timothy Tymniak is a financial advisor at Moneco Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners Financial Services of America, Westport Resources Investment Services, Inc., and Cruice Investment Advisors, Ltd. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that utilize a broad range of securities and third-party platforms to align with client goals and risk tolerances.

Christopher Levene is a CFP® and holds a Series 65 license with two years of industry experience. He has been with Moneco Advisors since 2023, with prior experience including a role at Lombardi's Trattoria. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored portfolio management that incorporates fundamental, technical, and cyclical analysis across a broad range of investment products. The firm supports multiple custodial platforms and emphasizes ongoing portfolio monitoring and tax-aware strategies.

Byrke Sestok is a CFP® with 24 years of industry experience, currently serving as an advisor at Moneco Advisors. He has previously worked with Independent Advisor Alliance, LPL Financial, and Independent Financial Partners. Outside of his advisory work, he is an artist designing enamel hat pins and teaches at the College for Financial Planning. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering customized investment programs that incorporate multiple analysis methods and a broad range of portfolio instruments. The firm operates at scale with multiple advisory teams and affiliated entities that provide additional financial services.

David Lincoln is a financial advisor at Moneco Advisors with 49 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Moneco Advisors since 2014, previously working at LPL Financial since 1989. Moneco Advisors is a multi-team SEC-registered firm serving individual and high-net-worth clients with fee-based portfolio management, retirement plan consulting, and financial planning. The firm employs a variety of investment strategies and offers access to sponsored advisory programs and third-party managers.

Henry Aery is a financial advisor at Moneco Advisors with a Series 65 credential and one year of industry experience. Prior to joining Moneco Advisors, he held positions at Ernst & Young, JeyBlue Airways, WeWork, and Indeed. He serves as the Deputy Membership Chairperson for the Great Hudson Valley Chapter of the Financial Planning Association. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in regulatory assets. The firm serves individual and high-net-worth clients, providing fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs and third-party managers. Its investment approach includes discretionary and non-discretionary asset management with diversified portfolios tailored to client goals and risk tolerances.

Frederick Russell is a financial advisor at Moneco Advisors with 50 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes long tenures at Signator Investors, Inc. and Acorn Consulting Services, Inc. before joining Moneco Advisors. Moneco Advisors is a multi-team SEC-registered firm serving individual and high-net-worth clients with fee-based portfolio management, retirement plan consulting, and access to sponsored advisory programs. The firm employs a range of investment strategies using mutual funds, ETFs, equities, fixed income, options, and alternative products, supported by ongoing portfolio monitoring and tax-efficient trading techniques.

Sandra Neubert is a financial advisor with Moneco Advisors, holding a Series 63 license and bringing 39 years of industry experience. She has worked with Moneco Advisors since 2014 and has longstanding ties to LPL Financial dating back to 1994. Outside of investment advisory, she is involved in offering major medical insurance plans to small businesses through Moneco Benefits Planning. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm serves individual and high-net-worth clients, providing fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs and third-party managers, delivering tailored asset management through a diverse range of investment strategies.

Allie Koch is a financial advisor at Moneco Advisors with one year of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and Chelsea Piers, where she also coached gymnastics. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that incorporate fundamental, technical, and cyclical analysis across a broad range of financial instruments.

Kyle Scafariello is a Series 65-registered financial advisor with four years at Moneco Advisors and two years at Fidelity Investments. His prior experience includes roles at Costco Wholesale and Waddell & Reed. He also studied at Bryant University. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, along with retirement plan consulting for plan sponsors. The firm employs tailored investment programs that integrate fundamental, technical, and cyclical analysis across a diverse range of asset classes.

Eric Minowitz is a financial advisor at Moneco Advisors with Series 65 and Series 66 licenses. He has been with Moneco Advisors since 2025 and has prior work experience in home health care. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that integrate fundamental, technical, and cyclical analysis across a wide range of securities and strategies. The firm also provides retirement plan consulting for plan sponsors and operates with a multi-team structure serving numerous clients and managing substantial assets.

Rudolf Weiss is a CFP® professional with 45 years of experience in the financial industry. He is currently with Moneco Advisors and LPL Financial, having joined both firms in 2021. Prior to that, he worked at Reby Advisors, LLC and Triad Advisors, Inc. from 2015 to 2020. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients. The firm provides fee-based portfolio management, retirement plan consulting, and financial planning, using a range of investment strategies and offering access to third-party managers and sponsored programs.