Joseph Tatusko is a CFP® and CFA® with 23 years of industry experience. He currently serves as an advisor at Moneco Advisors and has held prior roles at firms including Cruice Investment Advisors, Ltd., LPL Financial, and Westport Resources Management. His background encompasses a range of advisory and investment positions across multiple firms. 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 tailored investment programs that incorporate fundamental, technical, and cyclical analysis, utilizing a broad array of investment instruments and multiple custodial platforms.

Michelle De Filippo is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Moneco Advisors. Her prior experience includes roles at Cetera Investment Advisers, Cetera Wealth Services, and LPL Financial. Outside of her advisory work, she is a co-owner of Meliora Journals, a web-based business focused on product design and management. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering customized portfolios that incorporate a wide range of investment instruments and employ fundamental, technical, and cyclical analysis. The firm operates as a multi-team organization with access to various custodial platforms and additional affiliated services.

Stephanie Van Albert is a CFP® professional with seven years of industry experience. She has worked at Moneco Advisors since 2020 and previously held roles at Shoreline Financial Advisors, the National Institute on Deafness and Other Communication Disorders at NIH, Quinnipiac University, and Maryland National Capital Park & Planning. Moneco Advisors is a multi-team SEC-registered firm with 43 advisors serving individual and high-net-worth clients. The firm provides fee-based portfolio management, retirement plan consulting, financial planning, and access to various advisory programs, using a range of investment strategies tailored to client goals and risk tolerances.

Derrek Metz is a financial advisor with Moneco Advisors, holding a Series 66 designation and over 23 years of industry experience. His prior work includes roles at LPL Financial LLC, MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Metz is also involved with Moneco Insurance LLC, an affiliated insurance agency. Moneco Advisors is an SEC-registered multi-team advisory firm 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, using a range of investment strategies and ongoing portfolio monitoring.

John Rosenau is a CFP® professional with 40 years of experience in the financial services industry. He has been with Moneco Advisors since 2014 and has also maintained a long-term association with LPL Financial since 1994. His other business activities include work in non-variable insurance through Moneco Insurance LLC. Moneco Advisors is an SEC-registered multi-team advisory firm serving individual and high-net-worth clients. The firm offers fee-based portfolio management, retirement plan consulting, financial planning, and access to various sponsored advisory programs, utilizing a range of investment strategies tailored to client goals and risk tolerances.

Lydia Renders is a financial advisor with Moneco Advisors in Pittsfield, MA, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She previously worked at ADCM, LLC and its related entities from 2009 to 2023. Outside of her advisory role, Ms. Renders is involved in empowerment coaching through United Inner States of Freedom, LLC, and co-owns a subscription-based newsletter called The Economic Intuitive. Moneco Advisors is a multi-team SEC-registered advisory firm serving individual and high-net-worth clients with fee-based portfolio management, retirement plan consulting, financial planning, and access to various sponsored advisory programs. The firm employs a range of investment strategies and tools, including mutual funds, ETFs, individual equities, and alternative strategies, tailored to client goals and risk tolerances.

David Ameden is a financial advisor at Moneco Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Moneco Advisors since 2014, previously working with LPL Financial since 1996. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients with fee-based portfolio management, retirement plan consulting, and financial planning. The firm uses a range of investment strategies including discretionary and non-discretionary asset management, employing mutual funds, ETFs, equities, fixed income, options, and alternative strategies tailored to client goals and risk tolerances.

Eric Johnson is a financial advisor with Moneco Advisors in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Moneco Advisors since 2018, following roles at Strategic Wealth Advisors Group and LPL Financial. 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 broad range of asset classes.

Paul Farella is a financial advisor at Moneco Advisors with 10 years of industry experience. He holds a Series 65 designation and has worked at Moneco Advisors since 2023, following prior roles at ADCM, LLC dba Willow and Alexandra Dest Capital Management. Outside of his advisory work, Mr. Farella manages a newsletter called The Economic Intuitive, serves as an elected school committee member for the Central Berkshire Regional School District, is a member of the Stakeholder Council for the Global Reporting Initiative, and chairs the board of the Love of T Foundation, a nonprofit organization. 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 tailored investment programs that incorporate fundamental, technical, and cyclical analysis and utilizes a diverse range of investment instruments and third-party platforms.

Peter Osborne is a financial advisor with Moneco Advisors in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Moneco Advisors since 2017 and has been with LPL Financial since 2003. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients with fee-based portfolio management, retirement plan consulting, and financial planning services. The firm employs discretionary and non-discretionary asset management strategies using a variety of investment vehicles and analytical approaches, often leveraging model portfolios and sub-advisors to tailor portfolios to client goals and risk tolerances.

Charles Maclean is a financial advisor with Moneco Advisors in New Canaan, CT, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has previously worked at LPL Financial, MML Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities. Maclean operates Moneco Advisors LLC, an independent investment advisory business. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients with approximately $1.9 billion in regulatory assets under management. The firm offers fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs, employing a variety of investment strategies tailored to client goals and risk tolerances.

Charles Rocco is a CFP® and Series 66-licensed advisor with 14 years of industry experience. He has worked at Moneco Advisors since 2018 and previously held positions at Strategic Wealth Advisors Group and LPL Financial. Outside of advisory services, he has been involved with Rocco & Associates Wealth Management’s insurance agency. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored portfolio management, retirement plan consulting, and access to a broad range of investment strategies across multiple custodial platforms.

Todd Schroeder is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Moneco Advisors and has previously worked at LPL Financial, MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients with fee-based portfolio management, retirement plan consulting, and financial planning. The firm employs a range of investment strategies across various asset classes, utilizing fundamental, technical, and cyclical analysis alongside model portfolios and sub-advisors.

Arthur Kelleher is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Moneco Advisors since 2017. He has also been affiliated with LPL Financial LLC since 2004. Outside of his advisory work, Kelleher is involved in family businesses providing tax preparation, accounting, and payroll services. Moneco Advisors is a multi-team SEC-registered firm with 43 advisors serving individual and high-net-worth clients. The firm offers 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.

Salim Boutagy is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Moneco Advisors since 2023. His prior experience includes roles at Gratus Capital, Congress Wealth Management, and Wells Fargo Advisors. He has also held leadership positions in the Financial Planning Association of Connecticut as President and Executive Board Member. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering portfolio management, retirement plan consulting, and access to a broad range of investment products through multiple custodial platforms. The firm employs tailored investment programs that integrate fundamental, technical, and cyclical analysis with ongoing monitoring and rebalancing.

Keith Kolinsky is a CFP® and ChFC® affiliated with Moneco Advisors, with nine years of industry experience. Prior to joining Moneco Advisors in 2026, he spent 39 years at Complete Financial Planning, Inc. He is also the owner of a life, health, disability, and fixed annuity insurance sales business, which he operates on a limited basis. 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 fundamental, technical, and cyclical analysis across a diverse range of portfolio instruments.

Colleen Galushko is a financial advisor with Moneco Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Moneco Advisors since 2019 and has over two decades of experience with LPL Financial. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors, serving individual and high-net-worth clients. The firm offers fee-based portfolio management, retirement plan consulting, and financial planning, utilizing a range of investment strategies including mutual funds, ETFs, equities, fixed income, and alternative products.

David Katz is a financial advisor with Moneco Advisors and holds a Series 65 designation. He has 12 years of industry experience and has worked concurrently at several firms, including LPL Financial and ACSIA Partners. Outside of investment advisory, he is active as an insurance broker and agent with ACSIA Partners and UnitedHealthcare Medical Solutions. 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 offers fee-based portfolio management, retirement plan consulting, and access to various sponsored advisory programs, employing a range of investment strategies tailored to client goals and risk tolerances.

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.

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.

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.

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.

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.

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.

Dylan Raver is a Series 65-licensed financial advisor at Moneco Advisors with less than one year of industry experience. Prior to joining Moneco, he held various roles including positions at Orange Ale House and All Habitat. His background also includes work related to Bryant University and recreational services. Moneco Advisors is a multi-team SEC-registered firm serving individual and high-net-worth clients with approximately $1.9 billion in assets under management. The firm offers fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs, using a variety of investment strategies tailored to client goals and risk tolerances.

Dana Preis is a financial advisor with Moneco Advisors, holding the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. She has been with Moneco Advisors since 2014 and is also affiliated with LPL Financial. Outside of her advisory work, she is involved with Moneco Insurance LLC, an affiliated insurance agency. 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, financial planning, and access to sponsored advisory programs, employing a range of investment strategies including mutual funds, ETFs, equities, fixed income, options, and alternative strategies.

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.

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.

David Karachuk is a CFP® and CFA® with 13 years of industry experience. He currently serves as a financial advisor at Moneco Advisors and has been with LPL Financial since 2013. 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 instruments. The firm also provides retirement plan consulting and uses multiple custodial platforms and third-party strategies in its investment approach.

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.

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.

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.

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.