Anthony Wojda is a financial advisor with Arax Advisory Partners in Poughkeepsie, NY, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 10 years. Outside of his advisory role, he has partial ownership in Oak Group Wealth Management LLC, where he also serves as a trustee. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, comprehensive financial planning, retirement plan consulting, private fund advisory, and a wrap fee program, utilizing both traditional and alternative investments supported by in-house and external portfolio teams.

Gary Ben Ezra is a CFA® charterholder with 21 years of industry experience. He is currently with Arax Advisory Partners and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he holds a 50% ownership in Dexter & Benjamin LLC, a thoroughbred stable in Poughkeepsie, NY. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, employing a mix of traditional and alternative investments supported by AI tools and third-party analytics.

Hayden Peek is a financial advisor at Arax Advisory Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo Advisors for two years. His background includes education at New York University and positions at Choate Rosemary Hall and Trinity Pawling. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using in-house portfolio teams, external managers, model portfolios, and a range of traditional and alternative investments, supported by AI tools and third-party analytics.

Denise Morgantini is a financial advisor at Arax Advisory Partners with 18 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using in-house portfolio teams, independent managers, model portfolios, and a range of traditional and alternative investments.

Joseph Porcelli is a financial advisor at Arax Advisory Partners with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors, Wells Fargo Clearing, and Bank of the Ozarks. Outside of finance, he coaches youth lacrosse through his sole proprietorship, Predator Lacrosse. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both traditional and alternative investments supported by in-house teams and external managers.

Frederico Rodriguez Jr is a financial advisor at Arax Advisory Partners with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing for a combined ten years. Arax Advisory Partners offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm uses a fiduciary approach with a mix of in-house and external portfolio management, combining traditional and alternative investments, and incorporates AI tools and third-party analytics in its processes.

Daniel Short is a financial advisor at Arax Advisory Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the finance committee of Grace Smith House and acts as power of attorney for his mother in New Hamburg, NY. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach with a range of investment strategies and utilizes both in-house and external portfolio management resources.

Zachary Herring is a CFP® and ChFC® with 16 years of experience in the financial services industry. He currently serves as an advisor at Arax Advisory Partners and has previous experience with Wells Fargo Advisors, Wells Fargo Clearing Services LLC, Securities America Inc., UA Wealth, M&T Securities, Inc., and Morgan Stanley. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses, offering portfolio management, financial planning, retirement consulting, and private fund advisory through a multi-team platform with over 200 advisors.

Ryan Peek is a financial advisor at Arax Advisory Partners with 27 years of industry experience. He held prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is involved as a partial owner in a thoroughbred stable. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm manages accounts on a fiduciary basis using a combination of in-house teams, external managers, and alternative investments, supported by AI tools and third-party analytics.

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 Wells Fargo Clearing. Outside of his advisory role, he serves as an advisory board member for the American Arbitration Association, a nonprofit arbitration organization. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services such as portfolio management, financial planning, retirement plan consulting, and private fund advisory, using a combination of in-house teams, independent managers, and alternative investments.

Michael Kirtio is a financial advisor with Arax Advisory Partners, holding a Series 63 designation and bringing 34 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined ten years. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing both in-house and external portfolio managers with a blend of traditional and alternative investments.