Woodbridge, NJ Woodbridge Center Drive Office

Kyle Medric is a financial advisor with Equitable Advisors, holding Series 7, 63 and Series 65 licenses and having two years of industry experience. Prior to joining Equitable Advisors, he worked as an independent contractor and held various roles including tech support for a Swiss manufacturing company and working for Verizon. Inside of financial advising, he is available for in-home visit services as well as virtual and office meetings. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement plan support, and asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Cindy Medric Ducore is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and more than 36 years of industry experience. She has been with Equitable Advisors since 2003 and previously worked at Axa Advisors, LLC. Equitable Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning and retirement plan consulting through a variety of asset-management programs and third-party advisory solutions.

Carmine Anzalone III is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors. Outside of his advisory role, he also serves as a New Jersey State Pension Consultant, assisting state employees with pension and retirement planning. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services, without sponsoring its own wrap fee program, relying on affiliations with third-party program sponsors and asset managers.

Gerald Coughlin is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Equitable Advisors since 2009 and previously held positions at Axa Advisors, OSAIC Services, and Sunamerica Securities. Coughlin serves as a FINRA arbitrator in securities cases. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes various third-party advisory models and programs, offering both proprietary and external solutions through a network of Investment Adviser Representatives.

Thomas Mc Laughlin is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he was involved in small business operations including Aria Exterior Cleaning and Frank and Danny's Pizzeria. He also has a background in education, having worked at The College of Staten Island and St. Joseph by the Sea High School. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and nonprofit organizations by providing financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and offers various advisory models through third-party managers, focusing on personalized risk assessment and matching clients to suitable investment programs.

James Figurelli is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked in various roles including at Tac Ops Laser Tag and Spring Brook Country Club. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients with financial planning, retirement plan consulting, and a range of asset-management programs. The firm utilizes both proprietary and third-party advisory programs, emphasizing client information gathering, risk assessment, and matching to program models or discretionary managers.

Joseph Dandola is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors, LLC and Rich Planning Group. Outside of financial advising, he is involved with Madison Travel as an outside agent handling travel bookings. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers services through a network of Investment Adviser Representatives and primarily utilizes third-party asset managers and advisory programs for model implementation.

Sleem Chang is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Chase Bank, Axa Advisors, and Avant Garde Capital. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Aaron Paglia is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked with Axa Advisors. Paglia also has involvement in an outside insurance business. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Jonathan Barrett is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with Equitable Advisors in Woodbridge, NJ. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2008. Barrett serves on multiple nonprofit boards, including Help The Children Hear and the Dominican Republic Relief Organization, and is an adjunct professor at Seton Hall University, where he lectures to juniors and seniors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a combination of proprietary programs and third-party asset managers to deliver personalized advisory solutions across a broad range of investment products.

Henry Youssef is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with Equitable Advisors since 2012 and previously with Axa Advisors, LLC. Outside of his advisory role, he is a partner and vice president in several non-industry related business ventures, including real estate investment and a laundromat. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models, often implemented through third-party asset managers and advisory programs, and provides ERISA fiduciary services to qualified plans.

Frank Petrelli is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2024. Outside of his advisory role, Petrelli serves as a firefighter and union president for Paterson Fireman Local 202, as well as the legislative chairman for the New Jersey State Firefighters Mutual Benevolent Association. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory models, including third-party managed programs and discretionary portfolios, and offers ERISA fiduciary services for qualified plans.

Sophia Genna is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held various roles including positions at the New Jersey Innovation Institute, Forest Hill Field Club, and Rutgers University. Equitable Advisors serves individual clients across wealth spectrums, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment programs.

Daniel Merkl is a financial advisor with Equitable Advisors and holds the Series 66 credential. He has been in the industry since 2026, starting his advisory career with LPL Financial Enterprise before joining Equitable Advisors. Prior to his financial services roles, he has held various positions including work in marketing and hospitality, and attended Indiana University. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and nonprofit organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing third-party managers and a variety of investment vehicles.

Sean Clarke is a financial advisor with Equitable Advisors in Woodbridge, NJ. He holds a Series 66 designation and has recently begun his career in the industry. Prior to joining Equitable Advisors, his work experience includes roles at the Naval Air Warfare Center Aircraft Division and several positions in the food service sector. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives.