Edward Jones Executive and Leadership Team

Kevin Buie, the Chief of Staff & Managing 's Partner & Chief Executive Officer, S) Office at Edward Jones, facilitates the execution of the firm's overarching strategic vision. Buie manages the daily operations of the executive office, ensuring that leadership decisions translate into actionable plans for the advisor network. By coordinating high-stakes projects, the Chief of Staff & Managing 's Partner & Chief Executive Officer, S) Office enables the firm to maintain its market position as a leader in financial services. This role involves synthesizing complex information for the executive team to support informed decision-making regarding wealth strategies and firm growth. Kevin Buie drives organizational alignment, ensuring that every department contributes to the core mission of serving individual investors. Through the management of executive priorities, the Chief of Staff & Managing 's Partner & Chief Executive Officer, S) Office secures the firm's operational continuity and long-term strategic success.

Aaron Masek, the Director - Finance and Chief Financial Officer Bridge Builder Funds and Edward Jones Money Market Fund at Edward Jones, manages the fiscal health of key investment vehicles. Masek oversees financial reporting, regulatory compliance, and capital allocation for the firm's proprietary funds. By ensuring the stability of these investment products, the Director - Finance and Chief Financial Officer Bridge Builder Funds and Edward Jones Money Market Fund supports the wealth strategies offered to individual investors. This role involves rigorous analysis of market trends to optimize fund performance and risk management. Aaron Masek drives financial transparency, providing the necessary oversight to maintain investor trust. Through the coordination of audit processes and financial planning, the Director - Finance and Chief Financial Officer Bridge Builder Funds and Edward Jones Money Market Fund ensures that the firm's investment offerings remain competitive and aligned with long-term client objectives.

Andrew Miedler, the Chief Financial Officer, Head of Digital, Data & Emerging Segments & Principal at Edward Jones, directs the firm's financial planning and digital transformation efforts. Miedler oversees the integration of data analytics to improve the precision of financial advice provided to individual investors. By managing the firm's capital resources and digital infrastructure, the Chief Financial Officer, Head of Digital, Data & Emerging Segments & Principal ensures that the firm remains at the forefront of financial technology. This role involves identifying emerging market segments to expand the firm's reach and service capabilities. Andrew Miedler drives fiscal discipline while simultaneously fostering innovation in digital service delivery. Through the strategic use of data, the Chief Financial Officer, Head of Digital, Data & Emerging Segments & Principal supports the firm's mission to provide personalized wealth strategies. This leadership position remains critical for balancing financial stability with the need for continuous technological advancement in the investment services industry.

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 initiatives. Abernathy oversees the development of banking processes that complement the existing investment services provided to individual investors. By establishing robust operational protocols, the Chief Operating Officer, At Edward Jones Bank (In Formation) ensures that the new banking entity meets the high standards of service expected by the firm's clients. This role involves coordinating with legal and compliance teams to navigate the complexities of financial regulation. Brett Abernathy drives the implementation of efficient banking systems that integrate seamlessly with the firm's wealth management platform. Through the oversight of operational readiness, the Chief Operating Officer, At Edward Jones Bank (In Formation) supports the firm's expansion into broader financial services, ultimately enhancing the value proposition for clients seeking comprehensive financial solutions.

Peggy Jacober, the Chief of Staff at Edward Jones, coordinates high-level administrative initiatives to streamline internal operations. Jacober manages cross-functional communication channels, ensuring that executive priorities align with the broader mission of providing accessible financial services to individual investors. By facilitating decision-making processes, the Chief of Staff optimizes the flow of information between leadership and branch offices. This role involves monitoring key performance indicators to maintain operational efficiency across the firm. Peggy Jacober drives organizational agility by removing bottlenecks in project execution. Through rigorous oversight of internal workflows, the Chief of Staff supports the firm's commitment to client-focused wealth strategies. This leadership position remains essential for maintaining the cohesive structure required to support a massive network of financial advisors across North America, ultimately fostering a culture of accountability and excellence in every client interaction.

Aaron Brock, the Enterprise Architecture Chief of Staff at Edward Jones, directs the technological framework supporting the firm's investment services. Brock oversees the integration of digital tools that connect financial advisors with individual investors, ensuring that the underlying infrastructure remains scalable and secure. By aligning technical roadmaps with business objectives, the Enterprise Architecture Chief of Staff enables the firm to adapt to evolving market demands. This role involves managing complex data systems that underpin portfolio-oriented financial intermediation. Aaron Brock architects robust solutions that enhance the advisor-client experience through improved digital accessibility. Through the synchronization of IT initiatives with corporate strategy, the Enterprise Architecture Chief of Staff ensures that technological investments yield measurable improvements in service delivery. This position maintains the integrity of the firm's digital ecosystem, providing the foundation for reliable financial guidance and long-term wealth management success.

Michael Handshear, the Director, Human Resources & Chief of Staff at Edward Jones, manages talent acquisition and organizational development strategies. Handshear oversees the alignment of human capital with the firm's mission of providing personalized financial advice to small-business owners and individual investors. By implementing comprehensive training programs, the Director, Human Resources & Chief of Staff ensures that the advisor network possesses the expertise required for complex wealth planning. This role involves fostering an inclusive workplace culture that attracts top-tier financial professionals. Michael Handshear drives initiatives that improve employee retention and operational performance across the firm's extensive branch network. Through the integration of HR policies with strategic business goals, the Director, Human Resources & Chief of Staff supports the firm's growth in competitive financial markets. This leadership function remains critical for maintaining the high standards of service that define the firm's reputation for excellence.

Kathryn Fagan, the Firm Strategy Chief of Staff at Edward Jones, architects the long-term planning initiatives that guide the firm's market expansion. Fagan oversees the development of strategic frameworks that enhance the delivery of financial guidance to individual investors. By analyzing competitive landscapes, the Firm Strategy Chief of Staff identifies opportunities for growth and service innovation. This role involves collaborating with senior leadership to refine the firm's approach to wealth management and portfolio-oriented intermediation. Kathryn Fagan drives the implementation of strategic goals across all business units, ensuring that the firm remains responsive to the needs of small-business owners. Through the rigorous evaluation of strategic outcomes, the Firm Strategy Chief of Staff supports the firm's commitment to providing high-quality financial advice. This leadership position remains essential for maintaining the firm's competitive edge and ensuring that all operational efforts align with the overarching mission of client-centric financial success.

Maryon Urquhart, the Head of & Business Units Chief of Staff (US, Canada) at Edward Jones, coordinates operational activities across the firm's North American markets. Urquhart oversees the alignment of business unit objectives with the firm's overarching strategy for providing financial guidance. By facilitating communication between regional leadership and the corporate office, the Head of & Business Units Chief of Staff (US, Canada) ensures consistent service delivery across diverse geographic regions. This role involves managing the performance of key business units to support the firm's growth in both the United States and Canada. Maryon Urquhart drives operational efficiency by streamlining processes that impact the advisor-client relationship. Through the oversight of regional initiatives, the Head of & Business Units Chief of Staff (US, Canada) supports the firm's mission to provide accessible investment services. This leadership position remains essential for maintaining a unified approach to wealth management across the firm's international footprint.

Leah Costantino, the Inclusion & Accessibility Chief of Staff at Edward Jones, directs initiatives to ensure that financial services remain accessible to all individual investors. Costantino oversees the integration of inclusive practices into the firm's service model, ensuring that diverse client needs receive appropriate attention. By championing accessibility standards, the Inclusion & Accessibility Chief of Staff enables the firm to reach a broader demographic of small-business owners and individuals. This role involves collaborating with various departments to remove barriers to financial advice and wealth management. Leah Costantino drives the implementation of programs that foster an equitable environment for both employees and clients. Through the promotion of inclusive strategies, the Inclusion & Accessibility Chief of Staff supports the firm's commitment to social responsibility and market expansion. This leadership position remains critical for ensuring that the firm's financial guidance remains relevant and available to a wide range of investors across the country.