Edward Jones Executive and Leadership Team

Kevin Buie, the Chief of Staff & Managing 's Partner & Chief Executive Officer, S) Office at Edward Jones, coordinates the executive agenda and strategic priorities for the firm's top leadership. Buie manages the flow of information and decision-making processes within the Office of the Chief Executive Officer. Overseeing high-level projects, the Chief of Staff & Managing 's Partner & Chief Executive Officer, S) Office ensures that the firm's vision for wealth management is communicated and executed across all departments. Kevin Buie facilitates alignment between the Board and the executive team, supporting the development of long-term financial strategies. This role involves managing complex stakeholder relationships and ensuring that the firm's primary focus on individual investors remains central to all corporate initiatives. By optimizing the executive office's operations, Buie enables the leadership team to focus on driving growth and maintaining the firm's market position. The Chief of Staff & Managing 's Partner & Chief Executive Officer, S) Office monitors organizational health and performance metrics.

Aaron Masek, the Director - Finance and Chief Financial Officer Bridge Builder Funds and Edward Jones Money Market Fund at Edward Jones, oversees the financial integrity and reporting for the firm's proprietary investment vehicles. Masek manages the fiscal health of the Bridge Builder Funds and the Money Market Fund, ensuring compliance with regulatory standards and internal financial policies. By directing the financial analysis and reporting processes, the Director - Finance and Chief Financial Officer Bridge Builder Funds and Edward Jones Money Market Fund supports the firm's wealth strategies. Aaron Masek collaborates with investment managers to optimize fund performance and risk management. This role involves providing critical financial insights that inform the firm's investment services and portfolio-oriented financial intermediation. Through rigorous oversight, Masek ensures that these funds provide reliable options for individual investors. The Director - Finance and Chief Financial Officer Bridge Builder Funds and Edward Jones Money Market Fund maintains transparency and accuracy in all financial disclosures, supporting the firm's reputation for stability.

Andrew Miedler, the Chief Financial Officer, Head of Digital, Data & Emerging Segments & Principal at Edward Jones, directs the firm's financial strategy while leading the digital transformation of its service model. Miedler oversees the integration of data analytics to enhance the client experience and identify emerging market segments. By managing the firm's capital allocation and digital infrastructure, the Chief Financial Officer, Head of Digital, Data & Emerging Segments & Principal ensures that technology investments support the core mission of personalized financial guidance. Andrew Miedler collaborates with other C-suite leaders to align digital capabilities with wealth management goals. This role involves leveraging data to provide actionable insights for financial advisors, thereby improving portfolio-oriented financial intermediation. Through the leadership of digital and data initiatives, Miedler drives operational efficiency and innovation. The Chief Financial Officer, Head of Digital, Data & Emerging Segments & Principal maintains a focus on long-term growth, ensuring the firm remains competitive in an evolving financial landscape.

Brett Abernathy, the Chief Operating Officer, At Edward Jones Bank (In Formation) at Edward Jones, architects the operational framework for the firm's banking expansion. Abernathy designs the infrastructure necessary to integrate banking services into the existing financial advisory model. Overseeing the development of regulatory compliance protocols and operational workflows, the Chief Operating Officer ensures seamless service delivery for small-business owners and individual investors. Brett Abernathy collaborates with executive leadership to define the scope of banking products that complement current wealth strategies. This leadership position requires managing complex project timelines and coordinating with internal stakeholders to build a robust, client-focused banking entity. By establishing efficient operational standards, the Chief Operating Officer drives the transition toward a more comprehensive financial services platform. Abernathy maintains a focus on scalability and risk management, ensuring the new banking division aligns with the firm's long-standing reputation for stability and trust.

Kathryn Fagan, the Firm Strategy Chief of Staff at Edward Jones, directs the alignment of long-term corporate objectives with daily operational execution. Fagan coordinates cross-functional initiatives to ensure the financial services firm maintains a competitive edge in wealth management. By analyzing market trends and internal performance metrics, the Chief of Staff optimizes resource allocation across the advisor network. Kathryn Fagan facilitates communication between senior leadership and department heads to streamline decision-making processes. This role involves identifying growth opportunities within the individual investor market while maintaining the firm's commitment to personalized financial guidance. Through rigorous strategic planning, the Chief of Staff supports the expansion of investment services. Fagan monitors the effectiveness of firm-wide programs, ensuring every initiative contributes to the overarching goal of providing superior portfolio-oriented financial intermediation for clients across the United States.

Maryon Urquhart, the Head of & Business Units Chief of Staff (US, Canada) at Edward Jones, manages the operational synchronization of business units across North American markets. Urquhart oversees the execution of regional strategies, ensuring that financial advisors receive the support required to serve individual investors effectively. By coordinating resource distribution and performance tracking, the Head of & Business Units Chief of Staff (US, Canada) maintains consistency in service quality across diverse geographic territories. Maryon Urquhart facilitates collaboration between local branch leadership and corporate headquarters to address specific market needs. This role involves refining business processes to enhance advisor productivity and client satisfaction. Through the implementation of standardized operational practices, Urquhart drives efficiency and growth within the US and Canadian markets. The Head of & Business Units Chief of Staff (US, Canada) monitors regional metrics to identify areas for improvement, ensuring the firm remains a leader in portfolio-oriented financial intermediation.

Leah Costantino, the Inclusion & Accessibility Chief of Staff at Edward Jones, directs the firm's commitment to fostering an equitable environment for clients and associates. Costantino architects programs that remove barriers to financial services, ensuring that investment advice remains accessible to a diverse range of individual investors. Overseeing the integration of inclusive practices into the firm's wealth strategies, the Inclusion & Accessibility Chief of Staff drives cultural change and operational transparency. Leah Costantino collaborates with human resources and leadership teams to implement training and outreach initiatives that reflect the firm's values. This role involves evaluating current service models to identify opportunities for greater accessibility. By championing these efforts, the Inclusion & Accessibility Chief of Staff strengthens the firm's connection to the communities it serves. Costantino monitors the impact of these initiatives, ensuring that the commitment to inclusion supports the broader mission of providing personalized financial guidance to all clients.

Michael Handshear, the Director, Human Resources & Chief of Staff at Edward Jones, manages the firm's talent strategy and internal operational alignment. Handshear oversees the recruitment, development, and retention of financial advisors and support staff, ensuring the workforce remains capable of delivering high-quality financial guidance. By directing human resources initiatives, the Director, Human Resources & Chief of Staff fosters a culture that supports the firm's commitment to individual investors. Michael Handshear coordinates with department heads to ensure that staffing levels and skill sets align with the firm's strategic objectives. This role involves implementing performance management systems that drive productivity and professional growth. Through the integration of human resources and operational planning, Handshear supports the firm's overall mission. The Director, Human Resources & Chief of Staff monitors employee engagement and organizational effectiveness, ensuring that the firm's human capital remains a key driver of its success in the financial services industry.

Aaron Brock, the Enterprise Architecture Chief of Staff at Edward Jones, directs the structural design of the firm's technological and operational systems. Brock architects the framework that supports the firm's vast network of financial advisors, ensuring that digital tools and data systems are scalable and secure. By overseeing the alignment of enterprise architecture with business goals, the Enterprise Architecture Chief of Staff enables the firm to deliver efficient investment services. Aaron Brock collaborates with IT and business leadership to identify and implement technology solutions that enhance the client experience. This role involves managing the complexity of the firm's technical environment while ensuring that all systems support the core mission of portfolio-oriented financial intermediation. Through the strategic planning of enterprise architecture, Brock drives operational excellence and innovation. The Enterprise Architecture Chief of Staff monitors system performance and integration, ensuring that the firm's technological foundation remains robust and capable of supporting future growth.

Todd Maloy, the Trust Investments Chief Information Officer & Director at Edward Jones, directs the technological infrastructure and investment strategy for the firm's trust services. Maloy oversees the development of secure, efficient platforms that manage trust assets for individual investors. By integrating advanced information technology with investment management, the Trust Investments Chief Information Officer & Director ensures that trust services are delivered with precision and reliability. Todd Maloy collaborates with the investment team to refine wealth strategies and portfolio-oriented financial intermediation. This role involves managing the security and integrity of trust data, ensuring compliance with regulatory requirements. Through the leadership of trust investments and information technology, Maloy supports the firm's commitment to providing comprehensive financial guidance. The Trust Investments Chief Information Officer & Director monitors market trends and technological advancements to identify opportunities for enhancing trust service offerings, ensuring the firm maintains its reputation for excellence in wealth management.