Brand Asset Management Group, Inc.

John Riddle is a CFA® charterholder with 11 years of industry experience. He is currently with Brand Asset Management Group, Inc. and has prior experience at Jackson Creek Investment Advisors LLC, 361 Capital LLC, and BRC Investment Management LLC. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a multi-asset, multi-style, multi-manager investment approach and offers specialized services such as its Mosaic Wealth Management© turnkey program and Brand Family Office solutions.

Phillip Daniels is a CFP® professional with 21 years of industry experience, currently serving at Brand Asset Management Group, Inc. since 2004. He holds Series 63 and Series 65 licenses and works out of Chesterfield, MO. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers services including the Mosaic Wealth Management© turnkey program and Brand Family Office, emphasizing a multi-asset, multi-manager investment approach with continuous personal consultation.

Mikaela Hodges is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Brand Asset Management Group, Inc. in Chesterfield, MO. She has three years of industry experience, having worked with the firm since 2020. Her prior work includes positions at Rossman School, Covenant Seminary, and Technology Partners. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers tailored wealth management and family office solutions, employing a multi-asset, multi-manager approach with an emphasis on personal consultation and strategic asset allocation.

Andrew Smith is a financial advisor with Brand Asset Management Group, Inc. in Chesterfield, MO. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Brand Asset Management Group, he worked in educational and community roles, including at Samford University and Covenant Presbyterian Church. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a multi-asset, multi-style approach and offers specialized services such as the Mosaic Wealth Management© turnkey program and family office support for high-net-worth clients.

Damaris Gingerich is a CFP® professional with five years of industry experience, currently serving at Brand Asset Management Group, Inc. since 2018. Prior to her advisory role, she worked at Missouri Baptist University for three years and has been a piano teacher since 2014. Brand Asset Management Group offers discretionary investment advisory services to a diverse client base, including high net worth individuals, trusts, pension plans, and charitable organizations. The firm uses a multi-asset, multi-style approach to portfolio construction and provides specialized services such as the Mosaic Wealth Management© turnkey program and Brand Family Office offerings.

Kaleb Doyle is a CFP® professional with six years of industry experience. He is currently with Brand Asset Management Group, Inc., where he has worked since 2026. Prior to that, he spent six years at Moneta Group Investment Advisors, LLC. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm emphasizes a multi-asset, multi-style investment approach and offers specialized services such as its Mosaic Wealth Management© turnkey program and Brand Family Office for high-net-worth clients.

Todd Brand is a financial advisor at Brand Asset Management Group, Inc., holding a Series 65 designation with 28 years of industry experience. He has worked at Brand Asset Management Group since 2005 and previously at Brand Risk Management LLC from 2010 to 2019. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a multi-asset, multi-style approach to portfolio construction and offers turnkey wealth management and family office services, including coordinated estate and accounting support.

Mark Jaeger is a CFA® charterholder with 16 years of industry experience. He currently works at Brand Asset Management Group, Inc. and has held prior roles at Jackson Creek Investment Advisors, LLC, 361 Capital LLC, and BRC Investment Management LLC. He is also a licensed Certified Public Accountant, though he is not actively soliciting accounting clients. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a multi-asset, multi-style, multi-manager approach with a focus on personal consultation and strategic asset allocation, offering specialized services such as the Mosaic Wealth Management© turnkey program and a Brand Family Office option.

Ariel Cabello is a financial advisor at Brand Asset Management Group, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Peoples National Bank, Simmons Bank, and Great Southern Bank. Outside of finance, he was involved with Soccer Master for three years. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations, with a focus on multi-asset, multi-style portfolio construction and continuous personal consultation. The firm offers specialized turnkey wealth management and family office services, including coordinated estate and accounting support and public financial-education programs.

W Clifford Aque is a CFA® charterholder with over 20 years of experience in the financial industry. He is currently with Brand Asset Management Group, Inc., where he has worked since 2022. His prior experience includes roles at Nuveen, Calamos Financial Services, Calamos Wealth Management, and William Blair & Company. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a multi-asset, multi-style, multi-manager approach with a focus on continuous personal consultation and strategic asset allocation.

Timothy Egart is a financial advisor at Brand Asset Management Group, Inc. in Chesterfield, MO, holding CFP® and Series 65 credentials with 10 years of industry experience. He has been with Brand Asset Management Group since 2015. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations, emphasizing a multi-asset, multi-style approach to portfolio construction. The firm offers specialized services including Mosaic Wealth Management© turnkey programs and family office services, along with financial-education presentations and custom projects.

Samuel Hunsicker is a CFP® and Series 65 licensed advisor with Brand Asset Management Group, Inc., where he has worked since 2023. He has two years of industry experience, including prior roles at Moneta Group and Stifel Financial Corp. Before entering the financial industry, he worked in education at Samford University and Westminster Christian Academy. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a multi-asset, multi-style investment approach and offers specialized services such as Mosaic Wealth Management© and Brand Family Office solutions for high net worth clients.

Ryan Green is a CFP® professional with 16 years of experience in financial advisory services. He has been with Brand Asset Management Group, Inc. since 2009. Brand Asset Management Group provides discretionary investment advisory services to high net worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a multi-asset, multi-style investment approach and specialized services such as the Mosaic Wealth Management© turnkey program and Brand Family Office solutions.

James Blake is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Brand Asset Management Group since 2019 and previously was employed at Thrivent Financial and Elite Orthopedics LLC. Blake serves on the Board of Directors for St. Paul's Lutheran Church Des Peres, a nonprofit organization. Brand Asset Management Group provides discretionary investment advisory services to a range of clients including individuals, trusts, pension plans, and charitable organizations. The firm employs a multi-asset, multi-style investment approach and offers specialized services such as the Mosaic Wealth Management© turnkey program and family office solutions for high net worth clients.

Mason Davitt is a financial advisor at Brand Asset Management Group, Inc. with one year of industry experience. He holds a Series 65 credential and previously worked at KPMG and Joseph A Banks. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm emphasizes a multi-asset, multi-style approach to portfolio construction and offers specialized services including turnkey programs and family-office support.