SAX Wealth Advisors, LLC

Alexandra Hoff is a financial advisor at SAX Wealth Advisors, LLC with five years of industry experience and a Series 65 credential. She has been with SAX Wealth Advisors since 2020. Prior to that, her work experience includes roles at Peter E Schmitt Co Inc and Intac Actuarial Services, as well as time as a student and employee at Free People. SAX Wealth Advisors provides investment management, financial planning, and wealth-management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based approach using low-cost, passively managed funds supplemented with customized fixed-income strategies, third-party sub-advisers, and tax-efficient account management.

William Connor is a financial advisor at SAX Wealth Advisors, LLC with 17 years of industry experience. He holds the CFP® and CFA® designations and previously worked at Baker Avenue Asset Management for 11 years before joining SAX Wealth Advisors in 2024. SAX Wealth Advisors provides investment management, comprehensive financial planning, and wealth management services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes long-term, evidence-based asset allocation primarily using low-cost, passively managed funds, supplemented by customized fixed-income strategies and third-party advisory services.

Marnie Hards is a CFP® professional with 21 years of industry experience. She is currently with SAX Wealth Advisors, LLC and has been with Azar Financial Advisors, LLC since 1999. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset-allocation approach using primarily low-cost, passively managed mutual funds and ETFs, supplemented with customized fixed-income strategies and third-party sub-advisers.

Jack Cassidy is a financial advisor at SAX Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 credential and has worked primarily with SAX Wealth Advisors since 2019, with a brief tenure at JP Morgan Chase in 2022. Outside of his financial advisory career, he worked for the Borough of Lincoln Park from 2016 to 2020. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy using low-cost, passive mutual funds and ETFs, supplemented by customized fixed-income ladders, third-party sub-advisers, and specialized advisory services including alternative investments and employee benefit plan consulting.

Marie Decaprio is a financial advisor at SAX Wealth Advisors, LLC with 14 years of industry experience. She has been with SAX Wealth Advisors, formerly SMF Financial Advisors, since 2015 and previously worked at McD Advisors. SAX Wealth Advisors provides investment management, comprehensive financial planning, employee benefit plan advisory, and specialized consulting to individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm employs an evidence-based investment approach focused on globally diversified, low-cost passive funds and ETFs, along with customized fixed-income portfolios and third-party sub-advisers.

Jenna Passerini is a financial advisor at SAX Wealth Advisors, LLC with one year of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of her advisory role, she is involved with Nothing New Thrift Shop, where she serves as a cashier. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs long-term, evidence-based asset allocation strategies primarily using low-cost, passive mutual funds and ETFs, supplemented by customized fixed-income ladders, sub-advisers, and model portfolios.

Eric Seidman is a financial advisor at SAX Wealth Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fred Alger Management and PGIM Investments prior to joining SAX Wealth Advisors in 2020. SAX Wealth Advisors provides investment management, comprehensive financial planning, employee benefit plan advisory, and specialized consulting to individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm employs an evidence-based investment approach focused on globally diversified, low-cost passive funds and ETFs with a long-term orientation, and offers customized fixed-income portfolios and third-party sub-advisory services.

Mark Parsons is a financial advisor with SAX Wealth Advisors, LLC in Vero Beach, FL, holding the Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include seven years at Parsons Financial Group, LLC and sixteen years at Raymond James Financial Services, Inc. SAX Wealth Advisors provides investment management, comprehensive financial planning, and wealth-management services to individual clients, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs long-term, evidence-based asset-allocation strategies using low-cost, passively managed funds, supplemented by customized fixed-income ladders, third-party sub-advisers, and specialized consulting services including alternative investments and real estate exchanges.

Jeremy Rhen is a CFP® professional with 10 years of experience in financial advising, currently serving at SAX Wealth Advisors, LLC since 2016. He holds a Series 65 license and is based in Parsippany, NJ. SAX Wealth Advisors provides investment management, financial planning, employee benefit plan advisory, and specialized consulting services to individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm employs an evidence-based investment approach focused on globally diversified, low-cost passive funds with a long-term perspective and offers discretionary portfolio management along with coordination with outside professionals.

Kirk Loerwald is a CFP® professional with 11 years of industry experience, currently with SAX Wealth Advisors, LLC. He previously worked at Key Private Bank for eight years and at First Command in various advisory and financial planning roles for three years. SAX Wealth Advisors offers investment management and comprehensive financial planning to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a long-term, evidence-based asset allocation approach using low-cost, passive investments supplemented by customized fixed-income strategies, alternative investment advisement, and specialized consulting services.

Gavin Charlton is a financial advisor at SAX Wealth Advisors, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining SAX Wealth Advisors, he worked at Regency Wealth Management, Murphy Capital Management Inc, Peapack-Gladstone Bank, and Beacon Wealth Management, LLC. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs long-term, evidence-based asset-allocation strategies using primarily low-cost, passively managed mutual funds and ETFs, and offers specialized consulting including employee benefit plans, real estate exchanges, and alternative investments.

Dale Cors is a financial advisor with SAX Wealth Advisors, LLC, holding a Series 63 designation and bringing 31 years of industry experience. He previously operated Cors Financial Planning for ten years and has been with SAX Wealth Advisors since 2025. Outside of advisory work, Mr. Cors is also a licensed insurance agent. SAX Wealth Advisors provides investment management and comprehensive financial planning services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and small businesses. The firm uses a long-term, evidence-based asset-allocation approach primarily utilizing low-cost, passively managed mutual funds and ETFs, supported by customized fixed-income strategies and third-party sub-advisers.

Gregg Munn Jr. is a CFP® professional with 12 years of industry experience currently serving at SAX Wealth Advisors, LLC since 2017. Prior to that, he worked at The GM Financial Group, LLC for three years. In addition to his advisory role, he owns Munn Taxes LLC, where he prepares tax returns for individuals. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy primarily using low-cost passive mutual funds and ETFs, supplemented by customized fixed-income ladders, third-party sub-advisers, and other investment tools.

Joseph Piela is a CFP® professional at SAX Wealth Advisors, LLC with 14 years of industry experience. He previously operated his own firm, Joseph Piela Agency, LLC, for 10 years before joining SAX Wealth Advisors. SAX Wealth Advisors provides investment management, comprehensive financial planning, employee benefit plan advisory, and specialized consulting to individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm employs an evidence-based investment approach focused on globally diversified, low-cost passive funds with a long-term perspective and offers customized fixed-income portfolios and third-party sub-advisory services.

Kyle Stawicki is a financial advisor at SAX Wealth Advisors, LLC with 17 years of industry experience. He has been with SAX Wealth Advisors, formerly SMF Financial Advisors, since 2006. Kyle holds a Series 65 designation. SAX Wealth Advisors provides investment management, comprehensive financial planning, employee benefit plan advisory, and specialized consulting to individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm employs an evidence-based investment approach focused on globally diversified, low-cost passive mutual funds and ETFs, complemented by customized fixed-income portfolios and third-party sub-advisers.