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Meet Our Financial Advisors

 

R. Bruce Ogier, CFP®, CLU®, AIF®

President/Senior Financial Advisor, Shareholder

904-730-7433

904-448-5396

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...

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Sheryl P. Bordelon, CFP®, MSFS, AIF®

Corporate Secretary/Senior Financial Advisor, Shareholder

904-730-7433

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...

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Mark A. Mouro, LUTCF, AIF®

Vice President/Financial Representative, Shareholder

904-730-7433

904-448-5396

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...

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M. Elaine Hall, MBA, CFP®, ChFC®

Treasurer /Chief Financial Officer, Shareholder

904-730-7433

904-448-5396

Elaine Hall is Treasurer and Chief Financial Officer for Capital Analysts of Jacksonville, Florida, Inc., where she has helped lead the firm’s growth and upheld its respected reputation for more than two decades. In her role,...

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Benjamin M. Wuerffel, CFP®, AIF®

Financial Advisor

904-730-7433

904-448-5396

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...

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Christopher Gardner, CFA

Chief Investment Officer

904-730-7433

904-448-5396

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...

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Diana D. Alden, RP®

Operations Manager

904-730-7433

904-448-5396

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...

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Elaine "Lanee" Gavlinski

Advisor Support / Insurance Operations Manager

904-730-7433

904-448-5396

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...

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As a Financial Advisor, Ian Aguilar strives to help physicians and other professionals pursue their goals relating to their financial futures. His goal is to help them plan for the future as it relates to themselves, their families,...

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As a Financial Advisor with Capital Analysts of Jacksonville, Florida, Inc., Michael Taras strives to continue the firm’s philosophy of putting the client’s needs first. He helps clients pursue their financial goals by...

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