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 strategic agenda for the firm's top leadership. Buie manages the executive office operations, ensuring that the Chief Executive Officer's vision translates into actionable firm-wide initiatives. By facilitating communication between the executive team and various business units, the Chief of Staff & Managing 's Partner & Chief Executive Officer, S) Office drives alignment on critical wealth strategies and operational goals. This role involves preparing for board interactions and overseeing high-priority projects that impact the firm's market position. Kevin Buie monitors the execution of strategic plans to ensure that the firm remains focused on its mission of serving individual investors. Through the management of executive workflows, the Chief of Staff supports the firm's commitment to excellence in financial intermediation. Buie maintains a focus on organizational cohesion, ensuring that leadership remains responsive to the needs of clients and advisors.

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 key investment vehicles. Masek oversees the fiscal reporting and regulatory compliance for the firm's proprietary funds, ensuring transparency for individual investors. By directing financial analysis and risk assessment, the Director - Finance and Chief Financial Officer Bridge Builder Funds and Edward Jones Money Market Fund maintains the stability of these critical assets. This role involves close coordination with portfolio managers to optimize fund performance and align investment strategies with client expectations. Aaron Masek monitors market volatility and liquidity requirements to protect investor capital. Through the precise management of fund finances, the Director ensures that the firm's investment products remain competitive and reliable. Masek maintains a focus on fiscal discipline, supporting the broader mission of providing secure and effective wealth strategies for clients across the entire organization.

Andrew Miedler, the Chief Financial Officer, Head of Digital, Data & Emerging Segments & Principal at Edward Jones, directs the firm's financial health while spearheading digital innovation. Miedler oversees the integration of data analytics to refine investment strategies and improve client engagement. By managing the firm's capital structure and digital roadmap, the Chief Financial Officer, Head of Digital, Data & Emerging Segments & Principal ensures that technological investments drive measurable growth. This role involves leveraging data to identify emerging market segments and tailoring financial services to meet evolving investor demands. Andrew Miedler collaborates with executive leadership to balance fiscal responsibility with the need for rapid digital transformation. Through the optimization of data-driven decision-making, the Chief Financial Officer enhances the firm's ability to provide personalized guidance at scale. Miedler maintains a focus on long-term value creation, ensuring that the firm remains a leader in portfolio-oriented financial intermediation through advanced digital capabilities.

Peggy Jacober, the Chief of Staff at Edward Jones, coordinates high-level operational workflows to ensure alignment across the firm. Jacober manages internal communications and synchronizes executive priorities to support the broader mission of providing accessible financial guidance. By streamlining decision-making processes, the Chief of Staff facilitates efficient collaboration between departments. This role involves monitoring organizational health and driving initiatives that enhance the effectiveness of the leadership team. Peggy Jacober maintains a focus on operational excellence, ensuring that resources remain directed toward client-centric goals. Through rigorous oversight of administrative functions, the Chief of Staff enables the firm to maintain its commitment to individual investors and small-business owners. Jacober consistently evaluates internal performance metrics to refine organizational strategies, ultimately fostering a culture of accountability and precision that supports the long-term growth objectives of the entire financial services network.

Aaron Brock, the Enterprise Architecture Chief of Staff at Edward Jones, directs the structural alignment of technology systems with business objectives. Brock oversees the integration of digital frameworks that support the firm's vast network of financial advisors. By managing complex architectural roadmaps, the Enterprise Architecture Chief of Staff ensures that technological infrastructure remains scalable and secure for client data. This position requires constant collaboration with technical teams to modernize legacy systems while maintaining the stability required for investment services. Aaron Brock evaluates emerging technologies to determine potential impacts on wealth strategies and portfolio management tools. Through the optimization of enterprise-wide systems, the Chief of Staff drives efficiency in how advisors access critical market information. Brock maintains a focus on long-term digital transformation, ensuring that the firm's technological foundation supports the evolving needs of individual investors and small-business owners across the entire organization.

Leah Costantino, the Inclusion & Accessibility Chief of Staff at Edward Jones, architects programs that foster a diverse and equitable environment for both employees and clients. Costantino drives initiatives that ensure financial services remain accessible to a broad spectrum of individual investors. By integrating inclusive practices into the firm's operational core, the Inclusion & Accessibility Chief of Staff removes barriers to financial guidance and wealth strategy development. This role involves partnering with leadership to embed accessibility standards into all client-facing digital platforms and branch operations. Leah Costantino monitors progress on diversity goals, ensuring that the firm's culture reflects the communities served. Through the implementation of inclusive policies, the Chief of Staff enhances the firm's ability to connect with diverse market segments. Costantino maintains a focus on creating equitable pathways for financial success, ensuring that every investor receives high-quality service regardless of background or specific financial needs.

Kathryn Fagan, the Firm Strategy Chief of Staff at Edward Jones, executes long-term planning initiatives that define the firm's market position. Fagan coordinates strategic projects that align branch operations with the overarching goal of providing personalized investment advice. By analyzing market trends and competitive dynamics, the Firm Strategy Chief of Staff identifies opportunities for growth within the financial services sector. This role involves synthesizing data from various business units to inform executive decision-making and resource allocation. Kathryn Fagan facilitates cross-functional collaboration to ensure that strategic objectives translate into actionable plans for financial advisors. Through the rigorous assessment of business performance, the Chief of Staff supports the firm's commitment to individual investors and small-business owners. Fagan maintains a focus on sustainable growth, ensuring that the firm's strategic direction remains responsive to the changing needs of the investment landscape and the long-term financial goals of clients.

Maryon Urquhart, the Head of & Business Units Chief of Staff (US, Canada) at Edward Jones, directs operational synchronization across North American markets. Urquhart oversees the alignment of business unit objectives with the firm's regional growth strategies in the United States and Canada. By managing the flow of information between leadership and branch operations, the Head of & Business Units Chief of Staff (US, Canada) ensures consistent service delivery for individual investors. This role involves identifying regional operational challenges and implementing solutions that enhance advisor productivity. Maryon Urquhart facilitates communication between cross-border teams to leverage best practices in wealth management and financial guidance. Through the coordination of multi-regional initiatives, the Chief of Staff supports the firm's expansion and market penetration efforts. Urquhart maintains a focus on operational efficiency, ensuring that the firm's business units remain agile and responsive to the unique financial needs of clients in both countries.

Todd Maloy, the Trust Investments Chief Information Officer & Director at Edward Jones, architects the technological framework for the firm's trust and investment services. Maloy oversees the security and reliability of systems that manage complex wealth strategies for individual investors. By directing the development of robust information platforms, the Trust Investments Chief Information Officer & Director ensures that advisors have seamless access to critical investment data. This role involves managing cybersecurity protocols to protect client assets and maintaining compliance with financial regulations. Todd Maloy evaluates new software solutions to enhance the efficiency of trust administration and portfolio management. Through the strategic deployment of information technology, the Chief Information Officer supports the firm's commitment to providing secure and reliable financial guidance. Maloy maintains a focus on technological resilience, ensuring that the firm's infrastructure remains capable of supporting the sophisticated needs of clients while mitigating operational risks in a dynamic financial environment.

Michael Handshear, the Director, Human Resources & Chief of Staff at Edward Jones, directs talent management strategies and internal operational alignment. Handshear oversees the recruitment and development of financial advisors who serve the firm's extensive client base. By integrating human resources initiatives with executive priorities, the Director, Human Resources & Chief of Staff ensures that the workforce remains equipped to deliver high-quality financial guidance. This role involves fostering a culture of professional growth and accountability across all branch locations. Michael Handshear manages organizational design to optimize team performance and support the firm's long-term business objectives. Through the implementation of effective HR policies, the Chief of Staff enhances employee engagement and retention. Handshear maintains a focus on building a high-performing team, ensuring that the firm's human capital remains a competitive advantage in the financial services industry while supporting the diverse needs of individual investors and small-business owners.