Moneco welcomes David J. Karachuk as Partner, expanding firm's strategic planning capabilities. * By David J. Karachuk Fairfield, Conn. - Moneco Advisors is pleased to announce that David J. Karachuk CFA(R) CFP(R) has joined the firm as Partner, effective April 1, 2026, as part of a strategic acquisition that further strengthens the firm's integrated financial planning platform. He brings nearly 15 years of advisory experience and a distinguished career spanning investment banking, corporate finance, and private equity. He will be based in Moneco's Fairfield office. "David's depth of experience and thoughtful approach to financial planning align seamlessly with our firm's philosophy," said Charlie Rocco, Managing Partner & CEO at Moneco Advisors. "His background across complex financial environments enhances our ability to deliver comprehensive, forward-looking advice to the individuals and families we serve." He began his career in investment banking at Brown Brothers Harriman & Co. before serving as Treasurer and later Chief Financial Officer of Timex Corporation. He also worked in private equity with Kohlberg Kravis Roberts & Co., developing a strong foundation in capital markets, business strategy as well as mergers and acquisitions. Since becoming an Investment Advisor Representative in 2013, he has focused on helping individual clients navigate financial decisions with clarity, confidence, and discipline. David holds both the Chartered Financial Analyst(R)(CFA(R) designation and is a Certified Financial Planner(R)(CFP(R) professional. He earned his BA in Economics and MBA with High Distinction from Harvard University and Harvard Business School, respectively. He is also a dedicated leader within the profession, having previously served as President of the Financial Planning Association of Connecticut, where he played an active role in advancing the standards and impact of financial planning. "I'm excited to join Moneco Advisors at a time of strong growth and momentum," said Karachuk. "The firm's commitment to integrated planning and long-term client relationships reflects my own philosophy. I look forward to contributing to the continued success of the team, and especially to the clients we serve." This partnership reflects Moneco's ongoing commitment to working with accomplished professionals who demonstrate deep experience and dedication, while embracing a client-first mindset that remains central to the firm's culture and long-term success. About Moneco Advisors Founded in 1980, Moneco Advisors is an independent registered investment advisory firm providing integrated financial planning, investment management, tax, and business advisory services to individuals, families, and business owners - from rising professionals to retirees. The firm manages more than $3 billion in assets under management and operates seven offices across New England and the New York City metropolitan area. Built on a partnership-driven ownership model, Moneco continues to expand its integrated advisory platform through strategic acquisitions, infrastructure investment, and multidisciplinary collaboration designed to support trusted, long-term client relationships in an increasingly complex financial landscape.

Moneco Advisors ranked No. 75 on 2026 Inc. Regionals: Northeast list. Fairfield, Conn. - Moneco Advisors is honored to announce it has been ranked No. 75 on the 2026 Inc. Regionals: Northeast list, recognizing the fastest-growing private companies in the region. This honor highlights the firm's continued growth and commitment to delivering thoughtful, client-focused financial guidance. An extension of the national Inc. 5000 list, the Regionals list spotlights independent businesses driving growth across the Northeast economy. Companies on this year's list demonstrate exceptional revenue expansion, resilience, and job creation during a challenging economic period. "We're incredibly proud to be included on this year's Inc. Regionals list," said Charlie Rocco, Managing Partner & CEO. "This recognition is a reflection of our team's dedication to our clients and our ability to adapt and grow in an evolving environment. We've remained focused on building meaningful relationships and helping clients feel confident in their financial futures." "The honorees on this year's Inc. Regionals list achieved exceptional growth at a time when the odds were against them. Amid inflation, supply chain disruptions, and ongoing economic uncertainty, they didn't just persevere. They innovated, adapted, and thrived. Their resilience made them standouts in their industries and true growth engines in their regions," said Bonny Ghosh, editorial director at Inc. Moneco Advisors will be featured in the Financial Services category as part of the ranked list. The full list of honorees and additional information can be found at https://www.inc.com/regionals/northeast. Methodology The Inc. Regionals lists are ranked according to percentage revenue growth over two years. To qualify, companies must have been founded and generating revenue by March 31, 2022. They had to be U.S.-based, privately held, for-profit, and independent - not subsidiaries or divisions of other companies - as of December 31, 2024. (Since then, a number of companies on the list may have gone public or been acquired.) The minimum revenue required for 2022 is $100,000; the minimum for 2024 is $1 million. As always, Inc. reserves the right to decline applicants for subjective reasons. About Moneco Advisors Founded in 1980, Moneco Advisors is a client-first financial planning firm serving individuals, families and small business owners. MONECO Advisors LLC specialize in helping clients navigate life's transitions, from retirement and generational wealth transfer to entrepreneurship, divorce, and career growth, through integrated financial planning, investment management, retirement planning and tax strategies. Moneco remains committed to innovation, integrity, and delivering personalized guidance designed to help clients of all ages to move forward with confidence. More information. For more detail on awards mentioned and to view methodologies and criteria for each third-party ranking, please visit its Awards page.

Moneco Advisors recognized by USA Today as 2026 Best Financial Advisory firm. Fairfield, Conn. - Moneco Advisors is honored to announce that it has been recognized by USA Today as one of the 2026 Best Financial Advisory Firms. This marks the second consecutive year the firm has received this honor, highlighting its continued dedication to "clients first" service. "We are thrilled to be recognized by USA Today for a second year as one of the Best Financial Advisory Firms in the U.S,," said Charlie Rocco, Managing Partner & CEO. "It reflects the hard work and passion of our team in helping clients navigate their financial goals. Our focus remains on building lasting relationships and providing strategies that are thoughtful, personalized, and designed to support families, individuals, and businesses through every stage of life." USA Today's annual ranking via Statista spotlights financial advisory firms that stand out nationwide for both client satisfaction and overall performance, incorporating recommendations from peers and clients, as well as measurable performance. The complete methodology is available here. About Moneco Advisors Founded in 1980, Moneco Advisors is a client-first financial planning firm serving individuals, families, and small business owners. MONECO Advisors LLC specialize in helping clients navigate life's transitions, from retirement and generational wealth transfer to entrepreneurship, divorce, and career growth, through integrated financial planning, investment management, retirement planning and tax strategies. Moneco remains committed to innovation, integrity, and delivering personalized guidance designed to help clients of all ages to move forward with confidence. More information. For more detail on awards mentioned and to view methodologies and criteria for each third-party ranking, please visit its Awards page.