Moneco Advisors

Allen Hodys is a CFP® with seven years of industry experience, currently serving as a financial advisor at Moneco Advisors. He has previously worked with Independent Advisor Alliance and LPL Financial, among other firms. Hodys is also a licensed attorney based in Mamaroneck, NY. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm primarily serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, financial planning, and access to various advisory programs and third-party managers.

Ryan Carroll is a financial advisor at CW Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Congress Wealth Management LLC since 2015. CW Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, private funds, and other registered investment advisers. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and environmentally conscious strategies across multiple asset classes, while also offering sub-advisory and operational outsourcing services.

Michelle De Filippo is a CFP®-certified financial advisor with Moneco Advisors, based in Fairfield, CT, with four years of industry experience. Her prior roles include positions at Cetera Investment Advisers, Cetera Wealth Services, and Ciampi Tax & Financial Services. Outside of her advisory work, she is a co-owner of Meliora Journals, a web-based business focused on product design and marketing. 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 third-party advisory programs. The firm uses a range of investment strategies and tools, including discretionary and non-discretionary asset management, model portfolios, and tax-efficient trading.

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 at Moneco Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Strategic Wealth Advisors Group and LPL Financial. Johnson has been with Moneco Advisors since 2018. Moneco Advisors is a multi-team SEC-registered 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 and third-party managers, using a blend of fundamental, technical, and cyclical analysis to tailor portfolios to client goals and risk tolerances.

Paul Farella is a Series 65 licensed financial advisor at Moneco Advisors with nine years of industry experience. He has worked at various iterations of ADCM, LLC and Willow since 2016 before joining Moneco Advisors in 2023. Outside of his advisory role, Mr. Farella manages a newsletter called The Economic Intuitive, serves as an elected member of the Central Berkshire Regional School District Committee, participates on the Stakeholder Council for the Global Reporting Initiative, and is Chairman of the Board for the Love of T Foundation, a nonprofit organization. Moneco Advisors is a multi-team SEC-registered firm with 43 advisors managing approximately $1.9 billion in assets. The firm serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, financial planning, and access to various advisory programs and third-party managers. Moneco utilizes a range of investment strategies, including fundamental, technical, and cyclical analysis, and employs model portfolios and sub-advisors to tailor asset allocation and tax-efficient trading.

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® professional at Moneco Advisors with 13 years of industry experience. He has worked at Moneco Advisors since 2018 and previously held roles at Strategic Wealth Advisors Group and LPL Financial. Outside of his advisory work, he is involved with an insurance agency, Rocco & Associates Wealth Management. Moneco Advisors is a multi-team SEC-registered firm serving individual and high-net-worth clients. The firm offers fee-based portfolio management, retirement plan consulting, and access to sponsored advisory programs, utilizing a range of investment strategies including mutual funds, ETFs, equities, fixed income, options, and alternative strategies tailored to client goals and risk tolerances.

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.