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Anthony W

Series 63, Series 65

Poughkeepsie, NY

Arax Advisory Partners

Anthony Wojda is a financial advisor at Arax Advisory Partners with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Wojda holds a partial ownership stake in Oak Group Wealth Management LLC, where he also serves as a trustee. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a blend of internal and third-party portfolio management strategies alongside tailored asset allocation.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Gary B

CFA®, Series 63, Series 65

Poughkeepsie, NY

Arax Advisory Partners

Gary Ben Ezra is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Arax Advisory Partners. Prior to joining Arax in 2026, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2026. Outside of his advisory role, he has a 50% ownership interest in Dexter & Benjamin LLC, a thoroughbred stable in Poughkeepsie, NY. Arax Advisory Partners is a multi-team SEC-registered wealth management firm overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of financial planning and portfolio management services that combine internal management, third-party models, and tailored asset-allocation strategies.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Hayden P

Series 65

Poughkeepsie, NY

Arax Advisory Partners

Hayden Peek is a financial advisor at Arax Advisory Partners with one year of industry experience. He previously worked at Wells Fargo Advisors for two years and has an educational background including New York University. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal management, third-party models, and tailored asset allocation, offering various advisory and management services.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Denise M

Series 65, Series 63

Poughkeepsie, NY

Arax Advisory Partners

Denise Morgantini is a financial advisor at Arax Advisory Partners with 17 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, with unique use of performance-based fees and carried-interest structures for qualified investors and private funds.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Joseph P

Series 63, Series 65

Poughkeepsie, NY

Arax Advisory Partners

Joseph Porcelli is a financial advisor at Arax Advisory Partners with eight years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Arax, he worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, he coaches youth lacrosse through his sole proprietorship, Predator Lacrosse. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives while maintaining compliance oversight.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Frederico R

Series 63, Series 65

Poughkeepsie, NY

Arax Advisory Partners

Frederico Rodriguez Jr is a financial advisor at Arax Advisory Partners with Series 63 and Series 65 designations and 42 years of industry experience. He has worked at various Wells Fargo entities since 2012, including Wells Fargo Advisors and Wells Fargo Clearing. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves a diverse client base, including high-net-worth individuals, family offices, institutions, and retirement plans, offering a range of financial planning and portfolio management services that combine internal management with third-party strategies.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Daniel S

Series 63, Series 65

Poughkeepsie, NY

Arax Advisory Partners

Daniel Short is a financial advisor at Arax Advisory Partners with 26 years of industry experience. He previously worked at Wells Fargo Advisors and its affiliated entities from 2009 to 2026. Outside of his advisory role, he serves on the finance committee of the nonprofit Grace Smith House and acts as a power of attorney for his mother. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, offering a range of services including financial planning, portfolio management, and retirement plan consulting.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Zachary H

CFP®, ChFC®, Series 66

Poughkeepsie, NY

Arax Advisory Partners

Zachary Herring is a CFP® and ChFC® credentialed advisor with 16 years of industry experience. He currently works at Arax Advisory Partners and previously held roles at Wells Fargo Advisors, Wells Fargo Clearing Services LLC, M&T Securities, Securities America Inc., and UA Wealth. Outside of advisory work, he serves as an executor for an estate-related matter. Arax Advisory Partners is an SEC-registered multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is notable for its use of performance-based fees and carried-interest structures for certain investors and private funds.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Ryan P

Series 63, Series 65

Poughkeepsie, NY

Arax Advisory Partners

Ryan Peek is a financial advisor with Arax Advisory Partners in Poughkeepsie, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, and is noted for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Jason S

Series 63, Series 65

Poughkeepsie, NY

Arax Advisory Partners

Jason Siegel is a financial advisor at Arax Advisory Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and its affiliated entities for over 17 years. He is an advisory board member of the American Arbitration Association, a nonprofit arbitration organization. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Michael K

Series 63

Poughkeepsie, NY

Arax Advisory Partners

Michael Kirtio is a financial advisor at Arax Advisory Partners with 34 years of industry experience. He holds the Series 63 designation and has previously worked at Wells Fargo Advisors and its related entities from 2009 to 2026. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors, overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans by combining internal portfolio management, third-party models, and tailored asset-allocation strategies.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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