Jason Hall

Frances Parent is a CFP® with 34 years of industry experience, currently with Adirondack Financial Services Corp. She has held roles at Hazard & Siegel Inc. and has longstanding involvement with Greenleaf Contracting, Inc. and the Sagamore Institute. Outside of finance, she owns Blue Line Coffee House in Inlet and Old Forge, NY. Adirondack Financial Services provides investment advisory and portfolio management services to individual and institutional clients, employing a client-specific investment process that integrates quantitative screening with qualitative manager and security review. The firm manages approximately $412 million in assets across nearly 600 clients.

William Locke is a CFA® charterholder with Adirondack Financial Services Corp in Utica, NY, where he has worked since 2007. He has three years of industry experience. Adirondack Financial Services provides investment advisory and portfolio management services to individual and institutional clients, including companies, trusts, non-profit entities, and defined benefit plans. The firm employs a client-specific investment process that combines quantitative screening and qualitative review, managing approximately $412 million in assets.

John Clark is a CFA® charterholder with three years of industry experience. He has been with Adirondack Financial Services Corp since 2011. Adirondack Financial Services provides investment advisory and portfolio management services to individual and institutional clients, including companies, trusts, non-profit entities, and defined benefit plans. The firm employs a client-specific investment process that combines quantitative screening with qualitative manager and security review, managing approximately $412 million in assets.

James Brock Jr. is a financial advisor with Equity Services, Inc. in Utica, NY, holding a Series 63 designation and 34 years of industry experience. He has worked at Equity Services, Inc. since 2000 and has been affiliated with National Life of Vermont and the Jim Brock Agency, Inc. since 1999. Outside of his advisory work, Brock serves on the board of directors for Friends of Bassett Healthcare Network, where he participates in financial oversight and fundraising efforts. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans by providing financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and employs a range of proprietary and third-party investment platforms to offer client-specific asset allocation and trading strategies.

Daniel Van Meter is a financial advisor with LPL Financial and holds a Series 66 designation. He has experience working at Cadaret, Grant & Co., Inc., and was previously affiliated with Siena College. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory programs supported by an in-house research team and a large network of investment adviser representatives.

Stephanie Osborn is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and four years of industry experience. Her prior roles include positions at CG Capital, Commonwealth Financial Network, Royal Alliance, and Advanced Group Financial Services, LLC. She also provides administrative support to Osaic representatives operating as Plan Wisely Wealth Advisors. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process incorporating risk-tolerance assessments, asset allocation software, and portfolio optimization, offering a wide range of investment options and access to multiple custodial platforms.