Nicholas Yrizarry is a financial advisor at Align Wealth Advisors with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research, Securities America, and Securities Service Network. Outside of his advisory work, he is involved in performing arts as a guitar player. Align Wealth Advisors serves individual and high-net-worth clients by providing asset management, financial planning, ERISA plan consulting, and referrals to third-party managers. The firm builds tailored portfolios using a variety of investment vehicles and typically operates on a non-discretionary basis with regular portfolio reviews.

Brian Mandel is a financial advisor at Align Wealth Advisors with two years of industry experience. He previously worked at Cambridge Investment Research and is also the principal of The Law Offices of Brian S. Mandel, Inc., where he has practiced law for over two decades. Align Wealth Advisors serves individual investors and employer retirement plans by offering asset management, financial planning, and ERISA-sponsored plan consulting. The firm constructs portfolios using strategic asset allocation and a core-satellite approach, providing quarterly reviews and tailoring recommendations to client objectives while managing assets on a non-discretionary basis.