Meet Our Financial Advisors
As President, Financial Advisor, and Shareholder at Capital Analysts of Jacksonville, Florida, Inc., R. Bruce Ogier has continued the firm’s longstanding reputation as one of Northeast Florida’s most trusted and respected...
Sheryl P. Bordelon, CFP®, MSFS, AIF®
Corporate Secretary/Senior Financial Advisor, Shareholder
904-448-5396
Sheryl P. Bordelon serves as Corporate Secretary, Financial Advisor, and Shareholder of Capital Analysts of Jacksonville, Florida, Inc., where she has developed and maintained the firm’s trusted reputation for almost 30 years. In...
As Vice President and Shareholder of Capital Analysts of Jacksonville, Florida, Inc., Mark A. Mouro has contributed to the firm’s esteemed reputation by serving its clients with sound financial planning and advice for well over 20...
As a Financial Advisor with Capital Analysts of Jacksonville, Florida, Inc., Ben Wuerffel has extensive experience in comprehensive retirement planning, where he works alongside business owners and professionals, retired individuals...
Christopher Gardner serves as Chief Investment Officer for Capital Analysts of Jacksonville, Florida, Inc. In this role, Chris embraces the firm’s goal of providing unique, holistic financial solutions by creating and maintaining...
Diana D. Alden is the Operations Manager at Capital Analysts of Jacksonville, Florida, Inc., where she oversees all securities transactions for the firm and supervises the support staff. Diana joined Capital Analysts in 1997. In...
Lanee Gavlinski is the Advisor Support/Insurance Operations Manager at Capital Analysts of Jacksonville, Florida, Inc., where she oversees the firm’s employee benefits and insurance operations and assists in the preparation of...
As a Financial Advisor with Capital Analysts of Jacksonville, Florida, Inc, Clayton’s primary goal is to partner with his clients in all areas of their financial health. He is passionate about building strong and enduring...
Joseph joined Capital Analysts of Jacksonville, Florida, Inc. as a Financial Advisor in September 2019. He specializes in providing comprehensive and modular financial planning services as part of the Plan Design and Research Team and...