Scott Danek is a CFP® with 34 years of industry experience, currently serving with NewEdge Advisors. His career includes roles at Cetera, LPL Financial, and Equanimity Wealth Management, where he is also an owner. Outside of his advisory work, he ties fishing flies for clients on request. NewEdge Advisors is an enterprise-scale registered investment adviser that supports individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management and consulting services utilizing both in-house and third-party strategies, with an emphasis on centralized due diligence and technology integration.

Adam Baczkiewicz is a financial advisor at NewEdge Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at Equanimity Wealth Management, CWM, LLC, and Rabo AgriFinance. Outside of advisory work, he has provided ride-sharing services through Uber. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party advisory programs through multiple program structures and centralized due diligence.

Katie Moss is a financial advisor at NewEdge Advisors with 21 years of industry experience. She holds the CFP® designation and has previously worked at Cetera Wealth Services, LPL Financial, and other firms. Outside of her advisory roles, she serves as a board member for Hospice of Lansing, a nonprofit hospice care organization. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad suite of services including portfolio management, financial planning, and retirement consulting through a network of independent advisors.