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.