Edward Jones Executive and Leadership Team

Nathan Cluff, the Chief Financial Officer at Edward Jones, directs the firm's financial operations and fiscal strategy. Cluff oversees all aspects of financial planning, accounting, and reporting, ensuring the company's financial health and stability. This leadership role involves managing budgets, forecasting financial performance, and optimizing resource allocation to support the firm's growth objectives. Cluff's oversight extends to risk management and compliance, safeguarding the company's assets and maintaining investor confidence. By driving financial discipline, Nathan Cluff ensures the firm's capacity to deliver exceptional investment advice and wealth strategies to individual investors and small-business owners across its extensive network.

Aaron Masek, the Director - Finance and Chief Financial Officer Bridge Builder Funds and Edward Jones Money Market Fund at Edward Jones, manages the financial oversight for key investment vehicles. Masek directs the financial operations and strategic planning for the Bridge Builder Funds and the Edward Jones Money Market Fund, ensuring their performance aligns with investor objectives. This role involves rigorous financial analysis, risk assessment, and regulatory compliance specific to fund management. Masek's expertise is crucial in maintaining the integrity and growth of these investment products, supporting the firm's broader wealth strategies. Aaron Masek's dedicated financial leadership ensures these funds effectively serve individual investors seeking reliable investment services.

Andrew Miedler, the Chief Financial Officer, Principal & Head of Digital, Data & Emerging Segments at Edward Jones, leads financial strategy and drives innovation in digital transformation. Miedler oversees the financial health of the firm while simultaneously directing the development and implementation of digital platforms, data analytics, and emerging business segments. This multifaceted role ensures that technological advancements and data insights directly support the firm's core mission of providing investment advice and wealth strategies. Miedler's leadership in digital and data initiatives enhances the client experience and advisor capabilities, positioning Edward Jones for future growth. Andrew Miedler's strategic vision integrates financial acumen with technological foresight to expand market reach and service offerings.

Michael Handshear, the Director, Human Resources & Chief of Staff at Edward Jones, spearheads critical initiatives across human capital management and operational efficiency. Handshear directs the firm's human resources functions, focusing on talent acquisition, development, and employee engagement to support a large network of financial advisors. As Chief of Staff, Handshear facilitates strategic execution, ensuring alignment between leadership directives and departmental operations. This dual role involves optimizing internal processes and fostering a culture that supports the company's mission of providing personalized financial guidance. Michael Handshear's leadership ensures the effective deployment of resources and talent, directly contributing to the firm's ability to serve individual investors and small-business owners.

H. Stuart, the Firm Strategy, Enablement, Heritage & Horizon Chief of Staff at Edward Jones, drives strategic initiatives and operational enhancements across the organization. Stuart oversees the execution of long-term strategic plans, focusing on enabling the firm's advisors and ensuring the integration of heritage values with future growth horizons. This role involves coordinating cross-functional teams to implement new strategies and improve operational frameworks that support financial guidance and investment services. Stuart's focus on enablement ensures advisors have the resources needed to match clients with optimal wealth strategies. H. Stuart's strategic direction is vital for the firm's continuous evolution and market leadership in serving individual investors.

Aaron Brock, the Enterprise Architecture Chief of Staff at Edward Jones, optimizes the firm's technology infrastructure and architectural strategy. Brock directs initiatives to ensure the enterprise architecture effectively supports the company's financial services offerings, including investment advice and wealth strategies. This role involves aligning technology roadmaps with business objectives, enhancing system scalability, and ensuring robust data management practices. Brock's focus on architecture ensures that technology solutions are integrated seamlessly across the organization, supporting the network of financial advisors. Aaron Brock's leadership in enterprise architecture is fundamental to maintaining operational efficiency and enabling the firm's digital transformation efforts.

Maryon Urquhart, the Head of & Business Units Chief of Staff (US, Canada) at Edward Jones, drives strategic alignment and operational execution across key business units in North America. Urquhart oversees the coordination of initiatives within the US and Canadian markets, ensuring that business unit strategies effectively support the firm's overarching goals of providing financial guidance and investment services. This role involves fostering collaboration among different departments and facilitating the implementation of strategic plans to enhance client and advisor experiences. Maryon Urquhart's leadership ensures cohesive operations and strategic focus across critical geographic regions, reinforcing the firm's commitment to its clients.

Kathryn Fagan, the Firm Strategy Chief of Staff at Edward Jones, plays a pivotal role in advancing the company's strategic objectives and operational frameworks. Fagan directs the execution of key strategic initiatives, ensuring that departmental efforts align with the firm's mission to serve individual investors and small-business owners. This position involves facilitating communication and collaboration across various teams, driving progress on critical projects related to financial guidance and investment services. Fagan's focus on strategic enablement ensures that the firm's resources are effectively deployed to achieve its long-term goals. Kathryn Fagan's contributions are essential for maintaining strategic momentum and enhancing the firm's market position.

Todd Maloy, the Trust Investments Chief Information Officer & Director at Edward Jones, leads the technology strategy and implementation for the firm's trust investment services. Maloy oversees the development and management of IT systems that support the complex needs of trust investments, ensuring robust security and operational efficiency. This role is critical in providing advisors with the technological tools necessary to offer sophisticated wealth strategies and investment advice. Maloy's expertise ensures that the firm's technology infrastructure is aligned with its business objectives, enhancing the delivery of specialized financial services. Todd Maloy's leadership in technology is fundamental to the success of Edward Jones's trust investment offerings.

Leah Costantino, the Inclusion & Accessibility Chief of Staff at Edward Jones, champions initiatives that foster a diverse and accessible environment for clients and associates. Costantino directs efforts to integrate inclusion and accessibility principles across all firm operations, ensuring that services and platforms are available and welcoming to everyone. This role is crucial in aligning the firm's practices with its commitment to serving a broad spectrum of individual investors and small-business owners. Costantino's leadership ensures that diversity and inclusion are embedded within the company culture and strategic planning. Leah Costantino's work enhances the firm's ability to connect with and serve all clients effectively.