Ciara Price is a financial advisor at Capital Analysts with 13 years of industry experience. She holds the CFP® and Series 66 credentials and has worked previously at Legacy Solutions, Inc. and Lincoln Investment, LLC. Price serves as Chief Operating Officer and partner at Legacy Solutions, LLC, where she is involved in financial planning and client service. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with an in-house investment team that manages model portfolios and uses a proprietary fund screening process.

Daniel Danese is a CFP® with 40 years of industry experience and is currently affiliated with Capital Analysts in Kennett Square, PA. He has held roles at Legacy Solutions, LLC, Lincoln Investment, and Capital Analysts Inc over the past two decades. Outside of his advisory work, Danese is involved in insurance sales focused on risk management as president of Legacy Solutions Incorporated. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs an in-house investment management team that uses proprietary screening processes and offers a range of portfolio management services, including discretionary and non-discretionary options tailored to client needs.

Jeffrey Hall is a CFP® professional with 21 years of industry experience. He is affiliated with Capital Analysts and has worked at Lincoln Investment and Legacy Solutions, LLC. Hall serves as vice-president of the Cornerstone Study Group and is a board member of the Downingtown Area Chamber of Commerce. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering both discretionary and non-discretionary portfolio management. The firm utilizes an in-house investment management team and proprietary screening processes, providing a range of advisory services including custom portfolios and access to third-party managers.