Benjamin Wuerffel is a financial advisor with Capital Analysts in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. He has been associated with multiple firms, including Lincoln Investment since 2012 and Krier Wealth Management since 2009. Outside of his advisory work, he serves on the board of the BlueClaws Baseball Foundation and is president of the Cornerstone Study Group, a professional development organization. Capital Analysts serves retail and institutional clients such as high-net-worth individuals, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary investment management, leveraging a proprietary mutual-fund screening process and partnerships with third-party managers, while providing retirement-plan advice through a nationwide network of independent advisors.

Clayton Thompson is a financial advisor with Capital Analysts in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Lincoln Investment Planning, Charles Schwab, and Fidelity. Thompson also serves as a class coordinator for Financial Peace University, facilitating budgeting and debt management classes. Capital Analysts serves retail and institutional clients, including individuals, high-net-worth investors, trusts, and charitable organizations, offering portfolio management and retirement-plan advice. The firm uses a proprietary mutual-fund screening process and delivers investment management through both discretionary and non-discretionary models via an in-house team and third-party managers.

Joseph Steward is a financial advisor at Capital Analysts in Jacksonville, FL, holding a Series 66 license with nine years of industry experience. His prior roles include positions at Lincoln Investment and Fidelity Investments. Outside of his advisory duties, Steward coordinates Financial Peace University classes based on Dave Ramsey’s budgeting and debt management program. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and institutions, offering portfolio management through a combination of in-house investment research and third-party managers. The firm supports both discretionary and non-discretionary strategies and provides specialized retirement plan advice.