SAX Wealth Advisors, LLC

Alexandra Hoff is a financial advisor at SAX Wealth Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at SAX Wealth Advisors since 2020. Prior to her advisory role, she held positions at Peter E Schmitt Co Inc and Intac Actuarial Services. 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.

William Connor is a CFP® and CFA® with 16 years of industry experience. He currently serves as an advisor at SAX Wealth Advisors, LLC, having joined the firm in 2024 after 11 years at Baker Avenue Asset Management. SAX Wealth Advisors provides investment management, 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, complemented by customized fixed-income portfolios and third-party sub-advisers.

Marnie Hards is a CFP® certificant with 20 years of industry experience. She is the sole advisor and principal at Azar Financial Advisors, LLC, an independent firm she has been with since 1999. Azar Financial Advisors, LLC is a fee-only, SEC-registered investment adviser serving individuals, families, trusts, and estates. The firm manages approximately $170 million in discretionary assets across about 37 client relationships, employing a primarily passive, low-cost investment approach with a value tilt based on Fama-French research and strategic asset allocation.

Jack Cassidy is a financial advisor at SAX Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked primarily at SAX Wealth Advisors since 2019, with a brief tenure at JP Morgan Chase in 2022. 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, alongside customized fixed-income portfolios and third-party sub-advisers.

Jenna Passerini is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Equitable Advisors, she worked in retail and marketing roles. Outside of her advisory work, she is involved with Nothing New Thrift Shop, a thrift store where she serves as a cashier. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model utilizing multiple third-party asset managers and offers both advisory and brokerage/insurance services.

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 the sole advisor at Parsons Financial Group, LLC in Vero Beach, FL, holding Series 63 and Series 65 licenses with 34 years of industry experience. He previously worked at Raymond James Financial Services, Inc. for 16 years before founding his independent firm in 2019. Parsons Financial Group provides portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations, creating tailored Investment Policy Statements that consider goals, tax factors, and risk tolerance. The firm employs a methodology combining cyclical and fundamental analysis with modern portfolio theory and uses a range of investment vehicles including equities, fixed income, ETFs, private placements, and venture capital funds.

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 over eight years of experience in financial advising. He currently serves at SAX Wealth Advisors, LLC and previously worked at Key Private Bank and First Command Advisory Services. SAX Wealth Advisors offers investment management, financial planning, employee benefit plan advisory, and specialized consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm follows an evidence-based investment approach focused on globally diversified, low-cost passive funds and ETFs, complemented by customized fixed-income portfolios and third-party sub-advisers.

Dale Cors is a financial advisor with SAX Wealth Advisors, LLC, holding a Series 63 license and bringing 31 years of industry experience. His previous roles include positions at Cors Financial Planning and Cetera Advisor Networks LLC. In addition to his advisory work, he maintains a licensed insurance agency. SAX Wealth Advisors offers investment management, financial planning, 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 provides discretionary portfolio management alongside coordination with outside professionals.

Gregg Munn is a CFP® and Series 65-licensed advisor at SAX Wealth Advisors, LLC with 11 years of industry experience. He has worked at SAX Wealth Advisors since 2017 and previously worked at The GM Financial Group, LLC. Outside of his advisory role, he owns Munn Taxes LLC, where he prepares tax returns for individuals. SAX Wealth Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, 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 orientation and offers specialized programs such as SyntheticFi and customized fixed-income portfolios.

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.

Valerie Peck is a financial advisor at SAX Wealth Advisors, LLC with 21 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining SAX Wealth Advisors in 2024, she was with Peck Financial Advisors for 11 years. 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’s investment approach is evidence-based, focusing on globally diversified, low-cost passive funds and ETFs, and includes customized fixed-income portfolios and use of third-party sub-advisers when appropriate.

Adam Goldberg is a CFP® with 12 years of industry experience. He has worked at SAX Wealth Advisors, LLC since 2023 and previously held roles at Beacon Trust and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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, complemented by customized fixed-income portfolios and the use of third-party sub-advisers.