Edward Jones - Financial Advisor: Cory Reedy

Running a business comes with a lot of decisions — your retirement plan shouldn't be one you have to navigate alone.

I help business owners choose solutions that align with their goals today and in the future.

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are using the internet as a source of financial advice, and largely managing their finances alone. This is where a financial advisor can make a difference. Research shows that financially fulfilled adults are 4.3x more likely to work with a financial advisor compared to financially stressed adults.

If financial stress is something you’re dealing with on your own, you don’t have to. Let’s talk through where you are and where you want to go.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Your future deserves more than guesswork. It deserves a plan.

As a financial advisor, I see firsthand how increasing complexity, evolving retirement goals and generational wealth shifts are making proactive planning more important than ever. And as a CERTIFIED FINANCIAL PLANNER®️ professional, I help clients align their decisions—big and small—with what matters most.

If you’ve been considering your next step, this is the moment to start the conversation.

CFP Board owns the marks CFP®️, CERTIFIED FINANCIAL PLANNER®️ and CFP®️ (with plaque design) in the U.S.

We will be hosting Alex Indelicato of Lord Abbett for their presentation of "An All Weather Approach to Investing" on 08/20/2026 at 4:00 PM CST. Call or message to register for the event.

Our Quarterly Market Outlook looks beyond the headlines to explain recent volatility, economic conditions and opportunities that may matter for long-term investors. As always, I’m here to discuss how this outlook connects with your personal goals.

Quarterly market outlook – Third quarter 2026 Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

Even with volatility from geopolitical risks and inflation pressures, disciplined investors have been rewarded with solid broad-based gains over the year. With a constructive global backdrop unfolding, we've refined our guidance to help set up for the second half of 2026, emphasizing diversification to help capture broadening opportunities.

Portfolio Strategist Tom Larm breaks it down in our Monthly Portfolio Brief.

https://bit.ly/4fkE3Hz

A strong retirement plan is one of the most effective tools a business owner has — for attracting talent, retaining your team and building personal wealth.

I help businesses design retirement plans that work from every angle. Want to explore what's right for you and your employees?

Strategies catered to business owners Here's our business owners hub

While market volatility in 2026 increased risk and dominated headlines, history suggests that periods of uncertainty have tended to be temporary, often creating attractive opportunities for disciplined long term investors.

Here are a few steps investors can consider to help navigate market volatility with greater confidence.

Investing through volatility: lessons from the geopolitical shocks of 2026 (US|EN) The first half of the year is a reminder that market volatility is often triggered by external shocks with broad economic implications.www.edwardjones.com/us-en

Summer is often a time to slow down — and it can also be a great opportunity to check in on your retirement plans. Whether you’re building savings or already retired, a quick review can help ensure your strategy still aligns with your goals. If you’ve been meaning to take a closer look, this season may be the right time to start the conversation.

How much should you have saved for retirement? (US|EN) With summer underway and the year at its midpoint, it can be a helpful moment to step back and revisit your progress toward what is likely one of your most important financial goals — your retirement. www.edwardjones.com/us-en

Legacy is about more than money—it’s about values, intentions and impact. I work with clients to help make wealth transfer simple for the people and causes they care about.

Let’s start the conversation.