Edward Jones Executive and Leadership Team

Andy Miedler, the Principal, Chief Financial Officer, Head of Digital, Data & Emerging Segments at Edward Jones, manages the firm's fiscal health while spearheading digital transformation. Miedler oversees the integration of advanced data analytics into investment services, ensuring that financial advisors possess the tools necessary for precise portfolio-oriented intermediation. As the Chief Financial Officer, Miedler maintains rigorous standards for capital management and financial reporting. Simultaneously, the Head of Digital, Data & Emerging Segments drives innovation by modernizing client-facing platforms to improve accessibility for individual investors. Andy Miedler balances these dual responsibilities by aligning technological investments with the firm's overarching financial objectives. This leadership role requires constant collaboration with other C-suite members to ensure that digital initiatives support long-term wealth strategies. By leveraging data-driven insights, Miedler enhances the firm's ability to serve small-business owners and individual clients effectively across diverse market segments.

Aaron Masek, the Director - Finance and Chief Financial Officer Bridge Builder Funds and Edward Jones Money Market Fund at Edward Jones, manages the financial integrity of proprietary investment vehicles. Masek oversees the accounting, reporting, and regulatory compliance for these critical funds, ensuring transparency for all individual investors. As the Chief Financial Officer for these specific segments, Masek directs the financial strategy to optimize fund performance and risk management. Aaron Masek collaborates with investment managers to align fund objectives with the broader wealth strategies offered by the firm. This role involves monitoring market volatility and adjusting financial structures to protect client assets. By maintaining strict oversight of the Bridge Builder Funds and the Money Market Fund, Masek supports the firm's reputation for stability and trust. The Director ensures that all financial operations remain consistent with the firm's commitment to providing high-quality investment services to clients nationwide.

Brett Abernathy, the Chief Operating Officer, At Edward Jones Bank (In Formation) at Edward Jones, manages the operational setup and regulatory framework for the firm's banking expansion. Abernathy directs the development of banking processes that integrate seamlessly with existing investment services and wealth strategies. As the Chief Operating Officer, Abernathy oversees the establishment of internal controls, risk management protocols, and service delivery models for the new bank. Brett Abernathy collaborates with legal and compliance teams to ensure that all banking operations meet rigorous industry standards. This role involves building the operational foundation necessary to provide comprehensive financial solutions to individual investors and small-business owners. By focusing on efficiency and compliance, the Chief Operating Officer ensures that the bank's launch supports the firm's mission of holistic financial guidance. Abernathy maintains a strategic focus on operational readiness, ensuring that the bank's services enhance the overall value proposition for clients.

David Clunie, the General Partner, Head of Community Impact and President, Edward Jones Foundation at Edward Jones, directs the firm's philanthropic and social responsibility efforts. Clunie manages the strategic allocation of resources to support community development, financial literacy, and equitable access to wealth-building opportunities. As the President of the Edward Jones Foundation, Clunie oversees grant-making processes that align with the firm's mission of serving individual investors and small-business owners. David Clunie collaborates with community leaders and non-profit organizations to create sustainable impact across diverse regions. This role involves integrating community engagement into the firm's broader business strategy, reinforcing the commitment to social responsibility. By leading these initiatives, Clunie enhances the firm's reputation and strengthens its connection to the communities it serves. The Head of Community Impact ensures that the firm's philanthropic efforts support long-term wealth strategies, fostering a positive environment for both clients and the broader public.

Kathryn Fagan, the Firm Strategy Chief of Staff at Edward Jones, coordinates high-level initiatives across the organization to ensure alignment with long-term wealth management goals. Fagan directs the execution of strategic priorities, bridging the gap between executive vision and daily branch operations. By analyzing market trends and internal performance metrics, the Chief of Staff optimizes resource allocation to support individual investors. Fagan facilitates communication between senior leadership and various business units, ensuring consistent application of investment services. This role involves managing complex projects that enhance the firm's competitive position in the financial services sector. Through rigorous oversight of strategic planning, Kathryn Fagan drives operational efficiency and supports the firm's mission of providing accessible financial guidance. The Chief of Staff maintains focus on scalable growth, ensuring that every strategic decision directly benefits the client-advisor relationship across the entire national network.

Todd Maloy, the Trust Investments Chief Information Officer & Director at Edward Jones, architects the technological infrastructure supporting the firm's trust and investment services. Maloy directs the development of secure, scalable systems that enable financial advisors to manage complex wealth strategies for clients. As the Chief Information Officer, Maloy ensures that all digital platforms meet the highest standards of security and reliability, protecting sensitive client data. Todd Maloy also serves as a Director, overseeing the operational workflows that connect investment research with branch-level execution. This leadership role involves integrating advanced software solutions to streamline portfolio management and financial planning processes. By focusing on technological innovation, Maloy enhances the firm's ability to deliver personalized advice to individual investors. The Chief Information Officer maintains a constant focus on digital resilience, ensuring that the firm's infrastructure supports the evolving needs of clients and advisors in a competitive financial landscape.

Leah Costantino, the Inclusion & Accessibility Chief of Staff at Edward Jones, drives initiatives that ensure financial services remain accessible to a diverse range of individual investors. Costantino coordinates programs that remove barriers to entry, fostering an environment where all clients receive equitable financial guidance. As the Chief of Staff, Costantino manages the operational implementation of inclusion strategies across the firm's vast network of branch locations. Leah Costantino collaborates with leadership to integrate accessibility standards into digital platforms and client-facing services. This role involves analyzing demographic data to identify underserved markets and developing targeted outreach efforts. By championing inclusive practices, the Chief of Staff strengthens the firm's connection to small-business owners and diverse communities. Costantino ensures that the firm's commitment to accessibility remains a core component of its wealth strategies. Through these efforts, the Chief of Staff directly impacts the firm's ability to serve a broader client base with excellence.

Michael Handshear, the Director, Human Resources & Chief of Staff at Edward Jones, manages the firm's talent strategy and internal operational alignment. Handshear directs the recruitment, development, and retention of financial advisors, ensuring the firm maintains a high-quality workforce capable of delivering superior investment services. As the Chief of Staff, Handshear coordinates cross-functional projects that support the firm's mission of personalized financial guidance. Michael Handshear oversees the integration of human resources policies with broader business objectives to foster a culture of excellence and accountability. This role involves managing organizational change and ensuring that internal processes support the needs of branch locations. By optimizing human capital, Handshear enhances the firm's ability to serve individual investors and small-business owners effectively. The Director maintains a focus on leadership development, ensuring that the firm's talent pipeline remains robust and aligned with the long-term wealth strategies of the organization.

Maryon Urquhart, the Head of & Business Units Chief of Staff (US, Canada) at Edward Jones, oversees operational coordination across North American markets. Urquhart directs the alignment of business units in the United States and Canada, ensuring consistent delivery of investment services and wealth strategies. As the Chief of Staff, Urquhart facilitates communication between regional leadership and the corporate office to streamline decision-making processes. Maryon Urquhart manages complex initiatives that enhance the firm's market presence and operational efficiency in both countries. This role involves monitoring regional performance metrics and implementing strategies to support financial advisors in serving individual investors. By bridging the gap between different business units, the Chief of Staff ensures that the firm's mission remains unified across borders. Urquhart focuses on scaling successful practices to improve client outcomes, ensuring that the firm's commitment to personalized financial guidance remains strong throughout the North American operations.

Aaron Brock, the Enterprise Architecture Chief of Staff at Edward Jones, manages the structural integrity of the firm's technological and operational systems. Brock directs the planning and implementation of enterprise-wide frameworks that support the firm's investment services and wealth strategies. As the Chief of Staff, Brock coordinates the efforts of architecture teams to ensure that all systems remain scalable, secure, and aligned with business goals. Aaron Brock facilitates collaboration between technical departments and executive leadership to prioritize infrastructure investments. This role involves evaluating new technologies to enhance the firm's ability to provide precise financial guidance to individual investors. By maintaining a clear vision for enterprise architecture, the Chief of Staff ensures that the firm's digital foundation supports long-term growth and operational efficiency. Brock focuses on reducing complexity within the firm's systems, allowing advisors to deliver seamless service to clients across the entire national network.