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CAREERS GWS is looking for someone like YOU . Here's why you should be looking at GWS. ​ Our employees drive our firm’s success and allow us to deliver excellent service to our clients. At Gatewood Wealth Solutions, we are driven by purpose. We are giving purpose to the industry, our clients, and our employees. When you join us, you become part of an elite team of highly credentialed professionals who are united in financial planning and wealth management to put our clients' futures first. As a growing firm, we support various positions, including Partners & Leadership, Client Service, Marketing, Human Resources, Investment Management, Business Development, Operations, and Planning. If you are ready to start an exciting career and make a difference browse our job openings below. Browse Job Openings See all open positions at Gatewood Wealth Solutions. Research Analyst Wealth Coordinator Or are you an advisor looking to continue your legacy of client care? Check out our For Advisors page to see why transitioning your clients to GWS will give the next stage of your life peace of mind. At Gatewood Wealth Solutions we offer two types of Succession Planning: ​ Succession Solutions & Exit Planning Are you looking to retire in the next three years? We have a systemized approach for a succession solution that is essential to carrying on your client care legacy. Learn More > ​ Contingent Succession Planning Do you need a plan in place for your clients and family in your absence? We are here to help you create the right plan for you on your timeline! Learn More > Barron's Top 1200 Advisors is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. ​

The Gatewood Difference Many advisors simply sell products that masquerade as partnerships. You and your family deserve integrity, advocacy, and care. That’s where we come in. I need help with… Retirement Planning → Business Services → Execu tive Services → Wealth A ccumulation → Employer-Sponsored Retirement Plans → For Financial A dvisors → What Our Clients Say Testimonials Our Commitment We are on a mission to share our expertise with families, helping them become and remain financially self-reliant so that they can give purpose to their money. Your family deserves the best, which is why we are committed to providing an unparalleled, enduring level of care to our clients at all times. Play Video Facebook Twitter Pinterest Tumblr Copy Link Link Copied Barron's Top 1,200 State by State 2022, 2023 >99% Client Retention 2019-2024 *Important Disclosure Information About Our Industry Recognition COMPREHENSIVE WEALTH PLANNING In order to mitigate risk, we take a 360-degree view of your financial life to ensure that you will be covered from all angles, checking in regularly to monitor your progress toward reaching your goals. Learn More → INTEGRATED ENABLING TECHNOLOGY U nlike our competitors that hide from transparency, our app, the GWS Portal , allows our clients to easily view their investment performanc e net of fees, their detailed benchmarks, and fees paid to our firm. Learn More → FINANCIAL BEHAVIOR COACHING Wealth is inherently dependent on the choices we make. We provide financial behavior coaching to help you feel confident about your financial decisions, guiding you towards growing and preserving your wealth over time. Learn More → Insights Play Video Play Video 19:39 LIVE! | April 17, 2024 | Monthly Market Insights from Gatewood Wealth Solutions Schedule a call or send us a note using this link: https://www.gatewoodwealth.com/requestameeting Don't forget to subscribe to our channel for more market insights, a look behind the scenes at GWS, and the occasional laugh! #investing #recession #bearmarket #wealthmanagement #taxplanning #gatewoodwealth #taxes #stocks #stockmarket #economy #Fed #Inflation #Correction #Rate #RateHike #usdollar #thecompound #federalreserve #marketcorrection Play Video Play Video 18:33 Monthly Market Insights from Gatewood Wealth Solutions | March 24, 2024 Schedule a call or send us a note using this link: https://www.gatewoodwealth.com/requestameeting Don't forget to subscribe to our channel for more market insights, a look behind the scenes at GWS, and the occasional laugh! #investing #recession #bearmarket #wealthmanagement #taxplanning #gatewoodwealth #taxes #stocks #stockmarket #economy #Fed #Inflation #Correction #Rate #RateHike #usdollar #thecompound #federalreserve #marketcorrection Play Video Play Video 18:33 LIVE! | March 20, 2024 | Monthly Market Insights from Gatewood Wealth Solutions Schedule a call or send us a note using this link: https://www.gatewoodwealth.com/requestameeting Don't forget to subscribe to our channel for more market insights, a look behind the scenes at GWS, and the occasional laugh! #investing #recession #bearmarket #wealthmanagement #taxplanning #gatewoodwealth #taxes #stocks #stockmarket #economy #Fed #Inflation #Correction #Rate #RateHike #usdollar #thecompound #federalreserve #marketcorrection Play Video Play Video 30:13 LIVE! | February 21, 2024 | Monthly Market Insights from Gatewood Wealth Solutions Schedule a call or send us a note using this link: https://www.gatewoodwealth.com/requestameeting Don't forget to subscribe to our channel for more market insights, a look behind the scenes at GWS, and the occasional laugh! #investing #recession #bearmarket #wealthmanagement #taxplanning #gatewoodwealth #taxes #stocks #stockmarket #economy #Fed #Inflation #Correction #Rate #RateHike #usdollar #thecompound #federalreserve #marketcorrection Play Video Play Video 26:54 Monthly Market Insights from Gatewood Wealth Solutions | January 17, 2024 Schedule a call or send us a note using this link: https://www.gatewoodwealth.com/requestameeting Don't forget to subscribe to our channel for more market insights, a look behind the scenes at GWS, and the occasional laugh! #investing #recession #bearmarket #wealthmanagement #taxplanning #gatewoodwealth #taxes #stocks #stockmarket #economy #Fed #Inflation #Correction #Rate #RateHike #usdollar #thecompound #federalreserve #marketcorrection Play Video Play Video 26:54 LIVE! | January 17, 2024 | Monthly Market Insights from Gatewood Wealth Solutions Schedule a call or send us a note using this link: https://www.gatewoodwealth.com/requestameeting Don't forget to subscribe to our channel for more market insights, a look behind the scenes at GWS, and the occasional laugh! #investing #recession #bearmarket #wealthmanagement #taxplanning #gatewoodwealth #taxes #stocks #stockmarket #economy #Fed #Inflation #Correction #Rate #RateHike #usdollar #thecompound #federalreserve #marketcorrection Play Video Play Video 25:18 LIVE! | December 20, 2023 | Monthly Market Insights from Gatewood Wealth Solutions Schedule a call or send us a note using this link: https://www.gatewoodwealth.com/requestameeting Don't forget to subscribe to our channel for more market insights, a look behind the scenes at GWS, and the occasional laugh! #investing #recession #bearmarket #wealthmanagement #taxplanning #gatewoodwealth #taxes #stocks #stockmarket #economy #Fed #Inflation #Correction #Rate #RateHike #usdollar #thecompound #federalreserve #marketcorrection Play Video Play Video 22:58 Monthly Market Insights from Gatewood Wealth Solutions | November 15, 2023 Schedule a call or send us a note using this link: https://www.gatewoodwealth.com/requestameeting Don't forget to subscribe to our channel for more market insights, a look behind the scenes at GWS, and the occasional laugh! #investing #recession #bearmarket #wealthmanagement #taxplanning #gatewoodwealth #taxes #stocks #stockmarket #economy #Fed #Inflation #Correction #Rate #RateHike #usdollar #thecompound #federalreserve #marketcorrection 4 min The GWS Planning Foundation - CFA® Goals Based Planning for Portfolio Management Christopher Arends, CFA®, CMT® CAIA® Chief Investment Officer INTRODUCTION – CFA® - A Hallmark of Excellence Are you familiar with the... 3 min Stepping Up to the Plate: Four Baseball Money Lessons Baseball and financial management can have more in common than meets the eye. Below, we discuss four key lessons that investors—and everyone 3 min The Essential Shield: Life Insurance in Business Continuity A well-designed life insurance plan can offer a solution to these worries, providing a safety net that ensures continuity and security. Contact Us Mon - Fri: 8:00 AM - 5:00 PM 1401 South Brentwood Blvd., Ste. 400 St. Louis, MO 63144 Tel: 314.924.5100 Enter Your Name Enter Your Email Enter Your Subject Submit Address 1401 S Brentwood Blvd Ste 400, Brentwood, MO 63144 Phone 314-924-5100 Email gws@gatewoodwealth.com Connect

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FINANCIAL PLANNING PROCESS Play Video Facebook Twitter Pinterest Tumblr Copy Link Link Copied To best meet our client's needs, we took traditional, tried-and-true financial planning principles. We tailored them to create a proprietary process that helps clients work toward their goals quickly and efficiently. Our Chief Planning Officer, Christina Shockley, walks through our approach and commitment to an unmatched client experience in the video above. ​ From day one, we work with you to understand your goals and how you envision your life in the future. We want to get to know you: what makes you tick, what keeps you up at night, and what matters most to you. Then, we take the information you've shared with us and craft a comprehensive financial plan, what we call your goals analysis, and map out your path to reaching your goals. Like any good plan, it has enough structure to keep you on track and help us measure your progress but enough flexibility to evolve and grow with you as your life changes. ​ We specialize in four key areas to help clients address their financial goals. Learn more about each below, and feel free to reach out for a free consultation to see if we might be a good fit. Retirement Planning Executive Services Business Services Wealth Accumulation

Christina Shockley, JD, CFP® Partner, Chief Planning Officer & Wealth Advisor Office: 314.924.5104 christina.shockley@gatewoodwealth.com EDUCATION University of Missouri-Columbia - Marketing (Cum Laude) St. Louis University Law School - Juris Doctor & Taxation ​ PROFESSIONAL Christina embarked on her journey with Gatewood Wealth Solutions in 2011, shortly after graduating from college. Determined to provide comprehensive guidance to clients for complex matters, she specialized in estate, tax, and business planning. Simultaneously juggling her full-time responsibilities at GWS and her academic pursuits, Christina achieved a significant milestone early in her career – earning her law degree. In recognition of her outstanding client service, Christina was honored with a National Commitment to Excellence award. Her expertise in planning software, process improvement, and CRM development made her an instrumental figure in constructing Gatewood Wealth Solutions’ financial planning process and Client Care service models. Today, Christina holds the positions of Chief Planning Officer, Wealth Advisor, and Partner in the firm. As Chief Planning Officer, Christina is responsible for designing and delivering bespoke client care services that provide top-tier comprehensive care for clients. As clients’ assets grow, so does the need for higher levels of expertise, increasingly sophisticated financial strategies, and coordinated execution. Christina ensures that the firm’s Client Care team members are comprehensively trained and well-equipped to navigate these varying degrees of complexity. In her role, Christina ensures advisors’ proficiency extends beyond standard financial services. Not only do they offer typical financial planning, risk management, investment guidance, tax efficiency strategies, retirement, and estate planning advice, but they also possess expertise in more complex areas. This includes advising on intricate trust arrangements, estate transfer, legacy planning, wealth preservation, asset protection, and charitable giving. Christina also continues to excel in her role as Wealth Advisor, where she serves as a client relationship manager. She ensures clients receive excellent care, especially when making crucial or complex life decisions. Christina is an attorney (JD) and Certified Financial Panner CFP® Professional, a designation that demonstrates her proficiency in financial planning, risk management, investment, tax efficiency, retirement, and estate planning advising. She holds her Series 7 & 63 securities registrations with LPL Financial, along with her Life and Health licenses. ​ PERSO NAL A St. Louis native, Christina is deeply rooted in a successful multigenerational family business, which gives her personal insight into her business owner clients’ experiences. Christina shares her life with her husband, Kyle Shockley, and their two pairs of twin daughters, Camille, Chloe, Karsyn, and Kennedy. A fervent supporter of the St. Louis Cardinals’ baseball team, Christina’s passion extends beyond just watching the games. She played an instrumental role in organizing the Cardinals Wives-for-Wishes event, which benefits the Make-A-Wish Foundation, demonstrating her commitment to community outreach and philanthropy. Back to Team Page

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Melissa Sims, CLU® Wealth Coordinator M anager Office: 314.924.5110 melissa.sims@gatewoodwealth.com EDUCATION Lindenwood University - Psychology ​ PROFESSIONAL Melissa launched her career in the financial services industry as Operations Manager for a notable local firm prior to joining Gatewood Wealth Solutions in 2016. Since joining, she has undertaken a diverse range of roles within the company, fueled by her unwavering commitment to the company’s success and advancement. During her initial years at GWS, Melissa’s responsibilities included the positions of Executive Assistant to the firm’s founder, John Gatewood, and Office Manager. Later, Melissa’s responsibilities expanded to include insurance underwriting and services. Currently, as Wealth Coordinator Manager, Melissa remains a vital contributor to the firm, overseeing the team responsible for the administrative facets of client accounts. Melissa’s wide-ranging skills and deep-seated dedication to client service play a crucial role in reinforcing the high-quality standards that define Gatewood Wealth Solutions. Melissa holds her Chartered Life Underwriter (CLU®) designation and maintains her Life and Health licenses. PERSO NAL In her free time, Melissa enjoys relaxing by the lake in her home of Lake St. Louis. Other hobbies include making memories with her nieces and nephews, reading, and traveling. She’s also an ardent fan of the St. Louis Cardinals baseball team and can often be found at Busch Stadium cheering on her favorite team! Back to Team Page

Daniel Goeddel, MBA Partner, Chief Operating Officer & Wealth Advisor Office: 314.924.5107 daniel.goeddel@gatewoodwealth.com EDUCATION Washington University - Master of Business Administration Saint Louis University - Management (Cum Laude) ​ PROFESSIONAL Dan’s tenacity and expertise have driven his progressive advancement through diverse roles within Gatewood Wealth Solutions (GWS). His exemplary leadership, relentless commitment, and stellar performance culminated in his appointment to partnership in 2019. As Chief Operations Officer, Dan boosts the firm’s productivity, maintains high operational standards, and safeguards profitability while skillfully navigating the intricacies of risk management and compliance. Every initiative Dan undertakes aligns with his steadfast dedication to delivering exceptional client experience. Simultaneously, Dan continues to excel in his role as Wealth Advisor, where he serves as a client relationship manager. He ensures clients receive excellent care, especially during crucial or complex life decisions. A lifelong learner, Dan is an active member of Vistage, a nationwide organization dedicated to developing leadership among top executives. His involvement further demonstrates Dan’s dedication to continuous professional enhancement and industry excellence. Dan holds his Series 7, 65, & 63 securities registrations with LPL Financial. ​ PERSO NAL A proud native of St. Louis, Dan is deeply committed to the revitalization of the St. louis Metropolitan Area. He actively contributes to the community through his roles on CNB St. Louis Bank’s professional board and the Child Advocacy Center of Northeast Missouri's board. Dan also volunteers his time at Loyola Academy of St. Louis, teaching financial literacy to youth each fall. At home, Dan cherishes his life with his wife Lauren, a relationship that blossomed at GWS. They are proud parents of their son, Greyson, and share their home with two lovable mini Goldendoodles, Zubie and Chewie. Outside of his professional commitments and family time, Dan also has a passion for the culinary arts, particularly mastering the art of smoking meats with his Yoder smoker. Back to Team Page

BUSINESS SERVICES As a business owner, you spend all day making sure your business is operating smoothly. After investing so much time in keeping your company afloat, you likely have little bandwidth left to manage your finances. Plus, it can be challenging to shift your focus from a hyper-specialized industry to a global market. As a result of these obstacles, many business owners find themselves putting off their financial planning to keep their family financially stable. They have a company CFO and business plan but no personal financial plan. Financial planning is a task that is easy to relegate — but painful when forgotten. That’s where GWS comes in. We want you to feel comfortable delegating this portion of your life to us, just like you trust tasks every day in your business. Our goal is to get you to a place of financial independence, regardless of whether and how you ultimately decide to transition your business. That way, you’ll never be in a position to force the sale of your business. Instead, you will have the option to pass it on to future generations, work longer, sell to a third-party buyer, or any other transition option you choose. How do we get your family to that place of financial independence? We create and manage hub accounts based on your answers and review, analyze and make recommendations for you. Buy & Sell Agreements Operating Agreement Key Person Insurance Employee Benefits 401(k) Plans Along the way, we provide insight to you, so you can be assured you’re doing the right things to plan for your families future. We’ve worked with hundreds of business owners and are well-qualified to help you navigate these complexities, whether you plan to transition your business in two years or 10. We’ll help you keep just the right amount of cash on the sidelines, so you can be better positioned for a terrible recession if it were to happen while also investing the right amount of money in providing the lifestyle you desire now and in the future. Let's Talk Jared Freese, CFP®, CLU®, CEPA, ChFC® Wealth Advisor Request a Meeting

​ ​ ​ Brad and Barb are two of our Gatewood Wealth Solutions (GWS) profiles — fictitious clients whose features are based on real GWS client stories. Our goal is to highlight the type of services we provide clients in a variety of life stages and situations, while still protecting our clients' privacy. In the quiet moments, away from board meetings and business trips, Brad and Barb feel the weight of their wealth. Their concerns aren’t just about preserving their wealth, but also about skillfully maneuvering the complex maze it presents. Brad and Barb have achieved a level of financial success that many dream of, but it's come with unanticipated emotional and logistical challenges. Their wealth isn't just about numbers; it's intertwined with family hopes, dreams, aspirations, and the legacy they wish to leave behind. ​ BRAD AND BARB'S DEEP-ROOTED CONCERNS MEET BRAD AND BARB, A SUCCESSFUL COUPLE WITH COMPLEX WEALTH. ​ Brad and Barb's goal is to ensure their children's inheritance serves as a platform and not a pitfall, preserving work ethic and purpose, all while limiting tensions around family dynamics and disputes. They want to find a way to create a values-based legacy that transcends generations. ​ GWS: ADDRESSING THE COMPLEXITIES OF AFFLUENCE At GWS, we serve many high-net-worth couples who struggle with these same concerns. Here’s how we help get their financial lives in order — so they can be confident they’re preserving their wealth as well as leaving a legacy. ​ Integrated Estate & Asset Analysis. Beginning with an exhaustive review of a client’s estate, we review all assets, from real estate and private equity holdings to concentrated and diversified investments. This 360-degree perspective ensures our strategies consider every facet of the client’s wealth. ​ Tailored Estate Structures & Philanthropic Visioning. Beyond efficient tax structuring, we guide families in crystallizing their philanthropic aspirations, making certain their contributions are impactful, lasting, and aligned with their values. ​ Investment Management Excellence. Our investment acumen is tailored to balance the intricacies of liquid and illiquid assets. Recognizing the importance of liquidity, we employ strategies that optimize market investments while thoughtfully considering the role of illiquid or concentrated holdings. ​ Education & Family Collaboration. Wealth management is a collaborative endeavor. We prioritize family involvement and education, ensuring the next generation is equipped to navigate the family legacy. ​ If Brad and Barb’s story resonated with you, we’d love to hear from you. We can help manage the complexities of your wealth, so you can focus on enjoying your life now — with confidence that your family’s future is preserved. Back to Who We Serve Page Contact Us

PARTNERS Daniel Goeddel, MBA Partner, Chief Operating Officer & Wealth Advisor Brian McGeehon, MAcc, CFA®, CLU® Partner, Chief Financial Officer & Wealth Advisor Aaron Tuttle CFA®, CFP®, CLU®, ChFC® Back to Team Page Christina Shockley, JD, CFP® Partner, Chief Planning Officer & Wealth Advisor Aaron Tuttle, CFA®, CFP®, CLU®, ChFC® Partner, Chief Executive Officer

Market Insights from Gatewood Wealth Solutions At Gatewood Wealth Solutions, we are committed to separating the signal from the noise to get closer to the truth. Our video series, Market Insights from Gatewood Wealth Solutions , provides up-to-date information on the market and economy. Below you will find recent and past videos with information regarding investments and financial planning. Market Insights from Gatewood Wealth Solutions Market Insights from Gatewood Wealth Solutions Play Video Share Whole Channel This Video Facebook Twitter Pinterest Tumblr Copy Link Link Copied Now Playing 18:33 Play Video Monthly Market Insights from Gatewood Wealth Solutions | March 24, 2024 Now Playing 18:33 Play Video LIVE! | March 20, 2024 | Monthly Market Insights from Gatewood Wealth Solutions Now Playing 30:13 Play Video LIVE! | February 21, 2024 | Monthly Market Insights from Gatewood Wealth Solutions Now Playing 26:54 Play Video Monthly Market Insights from Gatewood Wealth Solutions | January 17, 2024 Don't forget to subscribe to our GWS YouTube Channel , so you never miss an update!