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Andrew S

Series 65

Fairfield, CT

Moneco Advisors

Andrew Silkowski 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 roles at American International Group and participated in the Student Managed Investment Fund at Fairfield University. He has been involved with the Mahopac Sports Association since 2016. 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 across a wide range of asset classes.

Annuities Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Thomas Y

Series 65

Fairfield, CT

Moneco Advisors

Thomas Yao is a financial advisor at Moneco Advisors with two years of industry experience. He holds the Series 65 designation and previously worked at Hightower Advisors, DS Advisors, and Goudy Park Capital. 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 offers customized investment programs that incorporate fundamental, technical, and cyclical analysis across a diverse range of securities and uses multiple custodial platforms and tax-aware strategies.

Annuities Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Dylan R

Series 65

Fairfield, CT

Moneco Advisors

Dylan Raver is a financial advisor at Moneco Advisors with one year of industry experience. He holds a Series 65 designation and has worked with Moneco Advisors since 2024. Outside of advising, he has been involved with Bryant University and has experience working in the hospitality and recreation sectors. 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 offers customized investment programs that incorporate fundamental, technical, and cyclical analysis across a broad range of asset classes.

Annuities Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Dana P

ChFC®, Series 63, Series 65

Fairfield, CT

Moneco Advisors

Dana Preis is a financial advisor with Moneco Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 27 years of industry experience and has been with Moneco Advisors since 2014, in addition to a long tenure at LPL Financial. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plan consulting for plan sponsors. The firm employs a range of investment strategies tailored to client goals and risk tolerances, utilizing multiple custodial platforms and various investment vehicles.

Annuities Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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David P

CFP®, Series 65

Fairfield, CT

Moneco Advisors

David Plouffe is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at Moneco Advisors since 2023 and previously held positions at Barnum Financial Group, Intelisearch, Inc., and in the restaurant industry. 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. The firm manages a diverse range of investment instruments and operates a multi-team structure with approximately 49 advisors.

Annuities Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Matthew K

Series 65

Fairfield, CT

Moneco Advisors

Matthew Katz is a financial advisor at Moneco Advisors in Fairfield, CT, holding a Series 65 designation. He joined Moneco Advisors in 2026 and has previous experience working at Wellstar Health System, the US Department of Health and Human Services, and in academic roles at the University of Pennsylvania and the University of Georgia. 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.

Annuities Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Steven K

Series 63, Series 65

Fairfield, CT

Moneco Advisors

Steven Katz is a financial advisor at Moneco Advisors with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 1998. Outside of advisory work, he is involved with Blue Chip Financial, LLC, which handles investments as well as life and disability insurance. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored portfolio management and a range of investment options across multiple custodial platforms.

Annuities Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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David K

CFP®, CFA®, Series 66

Fairfield, CT

Moneco Advisors

David Karachuk is a CFP® and CFA® credentialed advisor with 13 years of industry experience. He is currently with Moneco Advisors, where he has worked since 2026 following a 13-year tenure at LPL Financial. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plan consulting for plan sponsors. The firm offers tailored investment programs that incorporate fundamental, technical, and cyclical analysis, utilizing a broad array of investment instruments and third-party platforms.

Annuities Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joanna K

CFP®, Series 65

Fairfield, CT

Moneco Advisors

Joanna Kopsaftis is a CFP® and Series 65-registered advisor with 12 years of industry experience. She has worked at Moneco Advisors since 2023 and previously spent time at Royal Alliance Associates and Acorn Consulting. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, also offering retirement plan consulting for plan sponsors. The firm uses a multi-team approach with tailored investment programs that incorporate fundamental, technical, and cyclical analysis across a broad range of asset classes.

Annuities Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Allison L

Series 63, Series 65

Fairfield, CT

Moneco Advisors

Allison Loring is a financial advisor at Moneco Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at ADCM, LLC DBA Willow and Pittsfield Cooperative Bank. Outside of her advisory role, she serves as Treasurer and Board Member for Berkshire Business & Professional Women and operates a professional organizing service. 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 utilizes a range of investment strategies and third-party managers to tailor portfolios according to client goals and risk tolerances.

Annuities Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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William S

CFP®, Series 66

Fairfield, CT

Moneco Advisors

William Shafransky Jr. is a CFP® professional with eight years of industry experience, currently serving as an advisor at Moneco Advisors. His prior experience includes roles at LPL Financial and Massachusetts Mutual Life Insurance Company. He is also involved in selling insurance through Daly Insurance Brokerage Services, a side business. 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 wide range of portfolio instruments.

Annuities Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Timothy H

CFP®, Series 66

Fairfield, CT

Moneco Advisors

Timothy Hickey is a CFP® professional with 10 years of experience in financial advisory. He is currently with Moneco Advisors and LPL Financial and previously worked at Securities America, UBS Financial Services, and MassMutual Life Insurance Company. Hickey also has a side business as a non-variable insurance agent. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plan consulting for plan sponsors. The firm offers tailored investment programs using a range of instruments and third-party platforms, supported by a multi-team structure of 49 advisors.

Annuities Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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