Mary Phelan is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. Her previous roles include five years at NISA Investment Advisors, LLC, alongside earlier positions at Edward Jones and engagements with the University of Dayton and Visitation Academy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Paul Cord is a Series 66-licensed financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as a director for the Lombard Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.