Wellington, FL Office

Matthew Oppedisano is a financial advisor at Capital Analysts with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment and Legend Equities Corporation. Capital Analysts serves retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm combines discretionary and non-discretionary investment management supported by an in-house research team using a proprietary mutual fund screening process.

Sergio Esteves is a financial advisor with Capital Analysts in Wellington, FL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Equities Corporation, and Invest Financial Corporation. Outside of advisory work, he serves as an insurance agent offering life, health, and fixed annuity products and is involved as a board member in mission and community enrichment organizations. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Francis Bermudez is a financial advisor at Capital Analysts with two years of industry experience. He holds a Series 66 designation and has a background that includes concurrent roles at Lincoln Investment since 2023 and longstanding experience in education and community activities, including teaching music in the Palm Beach County School District and managing lifeguards at Rapids Water Park. Bermudez also operates as a music teacher and performer. Capital Analysts serves a diverse client base of retail and institutional investors, providing portfolio management, custom and model portfolios, and retirement-plan advice. The firm employs a proprietary mutual fund screening process and offers both discretionary and non-discretionary investment management through its in-house team, advisors, and third-party managers.

Ralph Tumolo is a financial advisor with Capital Analysts in Wellington, FL, holding 44 years of industry experience. He previously worked at Lincoln Investment, Legend Equities Corporation, and Osaic FA, Inc. Since 1992, he has also served as President of Teacher's Financial Services, focusing on insurance sales and consulting. Capital Analysts serves retail and institutional clients, including individual and high-net-worth investors, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors and firm-managed programs. The firm uses a proprietary mutual-fund screening process and provides both discretionary and non-discretionary investment management.