Paul Leal is a financial advisor at Edward Jones in Plymouth, WI, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide 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 under management and operates a large national network of financial advisors and branch offices.

Annie Leal is a financial advisor with Edward Jones in Plymouth, WI, holding a Series 66 designation and having two years of industry experience. Prior to joining Edward Jones in 2023, she worked at Sheboygan Resort and The Vollrath Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.