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.

Joseph Leo is a financial advisor at Quartz Partners Investment Management with 20 years of industry experience. He holds a Series 63 designation and has worked with firms including Benchmark Investments, Etico Partners, Etico Wealth Management, and Dinosaur Securities. Outside of his advisory role, he serves as treasurer and chair of the investment committee for Pathfinder Village, a local nonprofit organization. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, a digital investing platform, and advisory services. The firm combines top-down macro analysis and bottom-up stock selection across multiple model series, managing accounts mostly on a discretionary basis and supporting various platform sponsors through multiple delivery arrangements.

Pierre Duchmann is a financial advisor at Quartz Partners Investment Management with one year of industry experience. He holds a Series 65 credential and has prior work experience that includes non-investment roles in logistics and property management. Outside of advisory services, Duchmann is involved in managing a fuel sales business and a property management operation. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by offering model-based investment management through a range of separately managed accounts, model portfolios, and digital platforms. The firm combines top-down macro analysis with bottom-up stock selection and maintains ongoing portfolio monitoring and rebalancing through an investment committee.

Cathy Cristman is a CFP® professional with 15 years of experience, currently affiliated with Lifemark Securities Corp. and Skye Financial Services, LLC. Her work history includes roles at Cadaret, Grant & Co., Inc., Vanmeter Tax Services, and M. Griffith Investment Services. She also provides tax preparation services through CLC Tax Services during tax season. Lifemark Securities Corp. offers fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm employs a suitability-driven approach with various managed account options and combines advisory and broker-dealer activities under one roof while maintaining compliance and client disclosures.