Salvatore Valente

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.

Jason Hall is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Benjamin F. Edwards in 2017. Outside of finance, he is the president and sole operator of Northern Lights LLC, a seasonal aquatic weed harvesting business. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory and consulting services along with access to various managed account solutions.

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.