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IMPORTANT DISCLOSURE INFORMATION LPL Financial registered representative with Gatewood Wealth Solutions ("GWS") are located in Saint Louis, MO. GWS and its representatives comply with the current filing requirements imposed upon LPL Financial by those states in which GWS maintains clients. GWS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. GWS's website is limited to disseminating general information about its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of GWS's website on the Internet should not be construed by any consumer and/or prospective client as GWS's solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet. Any subsequent direct communication by GWS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information about the registration status of GWS, please contact LPL Financial or the state securities regulators for those states in which GWS maintains a notice filing. A copy of GWS's current written disclosure statement discussing GWS's business operations, services, and fees are available from GWS upon written request. GWS does not make any representations or warranties about the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the GWS website or incorporated herein and takes no responsibility therefore. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly. ​ Certain portions of GWS's website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of and/or provide access to GWS (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer reflect current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from GWS or any other investment professional. GWS is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting, or tax advice. ​ A client or prospective client should not construe rankings and/or recognition by unaffiliated rating services and/or publications as a guarantee that he/she will experience a certain level of results if GWS is engaged or continues to be involved in providing investment advisory services, nor should it be construed as a current or past endorsement of GWS by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. GWS never pays a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings. ​ Securities and advisory services are offered through LPL Financial, a registered investment advisor, Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Barron's Top 1,200 State by State (2020) ​ Disclosure: "Barron's - Top 1,200 State by State is based on Assets Under Management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work." ​ The Financial Times FT400 Top Financial Advisers (2020) ​ Disclosure: "Financial Times 400 Top Financial Adviser minimum criteria: Financial advisors managing at least $300 million in assets and more than 10 years' experience. Selected based on six criteria including: assets under management, asset growth, compliance record, experience, credentials, and online accessibility." ​ SmartAsset Certified SmartAsset St. Louis Advisor (2021) ​ Disclosure: " SmartAsset.com IS NOT INTENDED TO PROVIDE LEGAL, TAX OR FINANCIAL ADVICE. SmartAsset IS NOT A FINANCIAL PLANNER, BROKER OR TAX ADVISOR. The Service is intended only to assist you in your understanding of financial organization and decision-making and is broad in scope. Your personal financial situation is unique, and any information and investing strategies obtained through SmartAsset.com may not be appropriate for your situation. Accordingly, before making any final decisions or implementing any financial strategy, you should consider obtaining additional information and advice from your accountant or other financial advisers who is fully aware of your individual circumstances. We'll say this: We don't expect you pay us a share of your gains when we put you onto a good investment. SIMILARLY, WE ARE NOT LIABLE FOR ANY ACTION YOU TAKE OR FAIL TO TAKE BASED UPON INFORMATION YOU RECEIVED THROUGH THE SITE, APPS OR SERVICES AND SPECIFICALLY WE ARE NOT LIABLE FOR ANY LOSSES YOU SUFFER AS A RESULT OF ANY SUCH ACTION OR INACTION. The Site, Apps and Services are provided as a convenience and is not intended to be used to replace any other decisioning method or tool that you use and should not be used to provided financial services to third parties, such as clients or customers." ​

PLANNING TEAM Lauren Goeddel, CFP® Wealth Planner Manager Charles Scheipeter Wealth Coordinator Melissa Sims, CLU® Wealth Coordinator Manager Christina Shockley, JD, CFP® Partner, Chief Planning Officer & Wealth Advisor Muhammad "Mo" Khalid, MSF Wealth Coordinator Back to Team Page Brandon Laxton, CFP® Wealth Coordinator Nina Breen , CFP®, RICP® Wealth Planner Jared Freese, CFP®, CLU® , CEPA, ChFC® Wealth Advisor Cole Milam, CFP® Wealth Planner Annie Erickson, CPA, MAcc Wealth Coordinator Clint Clemons, CFP® Wealth Planner Micah Alsobrook, MBA Retirement Plan Relationship Manager

CONTINUING YOUR LEGACY OF CLIENT CARE This page is intended for financial professionals only. Your practice is your life’s work – it represents years of dedication and accomplishment on behalf of your clients and a source of well-earned pride. When it’s time to retire, you want to feel confident that your clients will be in good hands and that your legacy of service will be preserved. Gatewood Wealth Solutions is prepared to meet those challenges. We are a national fee-based firm founded on Midwest values, and it shows in our work ethic and commitment to client service. Our Founder and CEO, John Gatewood, shares the experience you and your clients can expect from GWS Succession Solutions in the video below. Play Video Facebook Twitter Pinterest Tumblr Copy Link Link Copied Our retention rate is measured on an annual basis by the number of clients that leave the firm combined with those assets that we lose from lost clients. GWS SUCCESSION SOLUTIONS Although the average financial advisor is 57 years old, only 25% of advisors have a succession plan in place for their clients ( Financial Planning Association ) . At Gatewood Wealth Solutions, we have a detailed and systemized approach to walk you and your clients through each step of the transition process to provide a timely and seamless experience on your preferred timeline. We understand the complexities of this delicate process and have successfully solved for these issues for more than two decades. ​ Whether you are planning for your retirement or simply want to line up a succession plan to prepare for the unexpected, we have an established process for you, so you can enjoy the next stage of your life with peace of mind that we will care for your clients’ wealth management and lifestyle needs. ​ Click below to learn more about the GWS Succession Solution that best fits your situation and goals. Succession Solutions & Exit Planning My goal is to retire in the next three years. Contingent Succession Solutions I want to have a plan in place for my clients and family in my absence. WHY GWS? Gatewood Wealth Solutions is a team of highly credentialed professionals united in our financial planning and wealth management approach. As financial advisors, we hold ourselves to a fiduciary standard and are committed to making all decisions in clients’ best interests. Using quality technology, financial behavior coaching, and an active investment strategy as tools, we help guide clients on their paths to financial self-reliance and ultimately to the deeper purpose for their wealth. Mobile App The GWS app allows clients and advisors to message directly from a smart device. Learn More > Proven Track Record Our portfolio management approach has a consistent record of success. Learn More > Tax Benefits By transitioning to us, you will be able to report long-term capital gains versus ordinary income. Client Services We offer a wide range of services, from essential planning to concierge-style services. Learn more about how we do business at GWS directly from our leadership team in the videos below. Play Video Facebook Twitter Pinterest Tumblr Copy Link Link Copied John Gatewood founded Gatewood Wealth Solutions in 1981 after learning the business from his father, a pioneer of comprehensive financial planning. John's commitment to a client-first approach lives on today in the firm, where we hold excellence, structure, leadership, integrity, and positivity as core pillars of our culture. In this video, John walks through his experience founding and growing GWS and his vision for the its future. John Gatewood, CFP®, CLU® Founder | Business Development Officer Play Video Facebook Twitter Pinterest Tumblr Copy Link Link Copied To best meet our clients' needs, we took traditional, tried-and-true financial planning principles and tailored them to create a proprietary process that helps clients work toward their goals quickly and efficiently. Here, Chief Planning Officer Christina Shockley walks through our approach and commitment to an unmatched client experience. Christina Shockley, JD, CFP® Partner | Chief Planning Officer | Wealth Advisor Play Video Facebook Twitter Pinterest Tumblr Copy Link Link Copied The GWS Investment Committee puts in hours every day staying on top of the latest market research, strategies, and trends, so we help put your money to work for you. View the video to hear Chief Executive Officer, Aaron Tuttle, discuss what sets the GWS Investment philosophy apart from other financial firms. Aaron Tuttle, CFA®, CFP®, CLU®, ChFC ® Partner | Chief Executive Officer

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

​ Alex is one 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. Alex has poured his soul into growing his business. As a testament to his commitment to his team, he's established a 401(k) & Profit-Sharing plan. But, like many business owners, Alex and his CFO struggle to keep up with the myriad of responsibilities these plans demand. New ERISA regulations have introduced potential fines for non-compliance, and the threat of employee lawsuits adds another layer of complexity. ​ PAIN POINTS FOR BUSINESS OWNERS LIKE ALEX Alex needs to prepare for forthcoming ERISA regulations, including understanding the role and implications of a being an investment fiduciary. He also currently lacks retirement plan education for his participants, as well as payroll integration. Plus, with all his other duties, it’s difficult for Alex to maintain an updated and compliant Investment Policy Statement (IPS) or to share necessary notices and policy information with participants. MEET ALEX, A BUSINESS OWNER WITH AN EMPLOYER-SPONSORED RETIREMENT PLAN. ​ GWS: THE AN SWER FOR ALEX'S EMPLOYER-SPONSORED RETIREMENT PLAN At GWS, we serve many business owner clients that struggle with the same issues as Alex. We help manage risk and fiduciary responsibilities, monitor costs, design tailored plans, provide participant education and advice, and offer institutional money management. Here’s how we help solve business owners' pain points and create a solid foundation for Employer-Sponsored Retirement Plans. ​ 3(38) Fiduciary Guidance. As a plan sponsor, you, the business owner, are the fiduciary on the plan. By hiring us, our responsibilities as 3(38) fiduciaries under ERISA are clear: to act prudently in the plan participant's best interests, follow the terms of the plan documents, diversify investments, and ensure reasonable plan expenses. ​ Tailored Education Programs and System Integrations. We create customized education sessions for participants, enhancing their understanding and engagement in the plan. We also assure systems seamlessly align with payroll processes, eliminating potential errors and ensuring timely contributions. Our team ensures that managing your retirement plan is straightforward and efficient. ​ IPS and Compliance Review. Our specialists will review, update, or create an IPS that aligns with your company's goals and regulatory demands. We also help evaluate and secure the appropriate fidelity bond, ensuring your plan is compliant and participants are protected. Finally, we ensure that you never miss an ERISA notice deadline. ​ Consistent Advisor Communication. At GWS, we believe in proactive engagement. Our advisors schedule regular check-ins, ensuring you're always in the loop about your plan's status and performance. We prioritize open dialogue, so you're never left wondering about the status of your plan. ​ Does Alex’s story sound familiar? We’d love to hear from you if so. We can help you manage the complexities of your employer-sponsored retirement plan, so you can channel your energy into what you do best — growing your business. Back to Who We Serve Page Contact Us

​ ​ ​ Emma is one 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. Emma, a dynamic and aspiring young professional, is busy climbing the corporate ladder, earning a high income, and hoping to secure her financial future. She’s ready to start investing her money but struggles with managing her budget, paying off lingering student loan debt, and understanding investment opportunities. Engulfed in a demanding career, she finds little time to navigate the financial services labyrinth. She strives to balance enjoying life with securing her future. ​ EMMA'S CHALLENGES ​ Balancing a demanding career and finances tends to overwhelm Emma, so she’s put off making financial decisions for her future. Plus, complex financial jargon and concepts make it hard for her to educate herself. Emma wants to find a happy medium of enjoying her life now while also knowing she’s setting herself up for future financial success — but she doesn’t know where to start. MEET EMMA, A HIGH-EARNING, ASPIRING YOUNG PROFESSIONAL. ​ GWS: YOUR PARTNER IN HOLISTIC WEALTH MANAGEMENT At Gatewood Wealth Solutions, we work with many young, high earners who struggle with these same issues. Here’s how we help set up Emma and other young professionals for future financial success. ​ Personalized Financial Planning. We start by crafting a tailor-made financial plan that aligns with Emma's goals and lifestyle. By understanding her total financial picture, we streamline her financial plan so it aligns with both her current and future goals. ​ Jargon-Free Investment Guidance. Our advisory team guides Emma through the investment landscape, so her money can work as hard as she does! We provide education every step of the way, ensuring she feels prepared to make informed decisions. ​ Consistent Communication. Our relationship-centric approach meets Emma’s unique needs and aspirations, all while maintaining continuous communication. We also schedule regular check-ins to keep her in the loop on her financial plan progress and investment performance. ​ If Emma’s story resonates with you, we’d love to chat. Contact us to learn how we can help address the unique needs and challenges faced by high earning, aspiring young professionals like you. Back to Who We Serve Page Contact Us

FAQs Are you ready to experience the difference it makes having someone on your side of the table? Read below for answers to frequently asked questions on how we operate or if you have a specific question—please feel free to contact a GWS partner. We’re happy to answer any questions you have. What is your client retention rate? We have maintained a >99% client retention rate since 2019, even during the pandemic. We take immense pride in this metric! How many families are serviced at GWS? We serve over 450 families throughout the country. How much money do you manage? As of 1/1/2024, GWS has $1,000,494,267.64 in Assets Under Guidance. What is your fee structure? As an extension of our deep commitment to providing tremendous value to the families we serve, we introduced our Dynamic Tiered Billing process so that you can automatically pay lower fee rates each quarter as your portfolio grows and you contribute more funds to your Advisory accounts. Here is our current tiered schedule, which operates like tax brackets: We conduct billing from Advisory accounts on a quarterly basis. What is the minimum for working with GWS? There is no minimum; based on our fee structure, it usually makes the most sense for clients with $1,000,000 and above of investable assets to work with us. Our average client has a portfolio of roughly $2,200,000, and our average annual fee is about 0.72%. Are employees involved in the investment decision process? Absolutely. We have a designated internal Investment Committee, headed by our Chief Investment Officer, Chris Arends, that works daily to manage our model investment strategies, stay up-to-date on market trends, and much more. As rules-based investors, it is essential to our firm to ensure we are using favorable and the most current data to inform our daily investment decisions. The GWS Investment Committee has 100% control over the investment decisions. We have no conflicts of interest with any asset management or fund company. Who holds my money? Our asset custodian is LPL Financial. They are a partner and truly live up to their mission “we take care of our advisors, so they can take care of their clients.” Do you work with only local clients? No — We work with clients throughout the country in over 30 states and are constantly growing! What is a Fee-Based Advisory Services Firm? "Fee-based" means that we are compensated based on a percentage of the assets we manage for you. Essentially, we both win when your investments perform well. Thanks to this aligned and transparent compensation model, you don't have to worry about us trying to "sell" you on outside products. Plus, as fiduciary-focused advisors, we are legally bound to make decisions only in your best interests. Our goal is to put your mind at ease through industry-leading transparency. Am I able to access my funds in my portfolio in case of an emergency? Yes, is the short answer. Depending on how they are invested, it may take several days for trades to settle, but your funds are always liquid and available to you. We do not hold any illiquid private investments in our clients' advisory portfolios. What makes you different than other advisors? We intentionally keep our firm at a sweet spot of size and strategy. Because we only serve 450 families, we know their circumstances like our own. We can dig deep into everything from their investments to detailed cash management. Yet, we still maintain strong resources from both a human capital and technology standpoint. It's a suitable intersection of a high-touch client service model, with all the competitive technology, specialization, and talent clients could expect from an elite, specialized firm. Additionally, we make it a point to keep creative and strategic control in all aspects of our business. We don't need to outsource essential resources and departments from specialized knowledge to in-house CFA® charterholders. Finally, unlike our competitors that hide from transparency, we created an app, the GWS Portal, which enables our clients to easily view their investment performance net of fees, their benchmark, and fees. We believe this simple transparency strengthens trust. Our best-in-class Portfolio Dashboard facilitates a phenomenal digital experience for the families we serve. How do you get paid? We are not obligated to limit our investment decisions to any investment management, holding, or fund company. We want our trading tools and proprietary processes to drive our trading decisions. That means the only person paying us is you, based on a percentage of your assets under management with us. Every GWS client can know the exact fees they have paid us with two clicks in our app. Is there a fee for terminating my relationship? No, there is no fee. We do not make our clients sign any sort of contractual lockups. How would you invest my assets? GWS takes a highly data-driven, research-based approach to working toward maximizing your returns. For more detail on our process and to hear directly from our CIO, visit our Investment Philosophy page or check out our deep library of content on our YouTube channel. What can I expect in a relationship if I became a client? We hold our Midwestern values — including honesty, hard work, and kindness — close to our hearts at GWS. We don't believe in trying to intimidate or prove ourselves to clients through the jargon. Every client has the right to understand and learn, know what they have in their portfolio, how their plan is working, and what we're doing for them to help them work toward their goals and financial dreams. We would love the opportunity to earn your trust and serve you and your family. Do you prepare legal documents and/or file tax returns? No, we do not currently offer these services. We do work very closely coordinating our clients' affairs with all of their professional services team members. Consider us your "financial quarterback." Can you work with my children to help them manage their financial lives as well? Absolutely. Managing and building intergenerational wealth is something at which we are well-practiced. We believe in bringing families together to whatever extent you're comfortable, so everyone can be in the same room to discuss important financial matters and decisions. Then, we provide guidance and accountability every step of the way. What is the relationship between Gatewood Wealth Solutions and LPL Financial? LPL is the broker dealer of Gatewood Wealth Solutions. Gatewood also uses LPL as a custodian. Definition of a broker dealer: https://www.investopedia.com/articles/active-trading/082715/independent-brokerdealers-what-you-should-know.asp Definition of custodian: https://www.investopedia.com/terms/c/custodian.asp Why is your firm "fee-based" instead of "fee only"? Gatewood Wealth Solutions has a managed asset platform and a brokerage platform. Majority of our clients engage with us through the managed platform. On the managed platform, we charge an asset-based fee and have discretion over the accounts. There are no commissions on trades on the platform. A small number of clients will engage us through our brokerage platform. Those clients do not pay an asset-based fee, they pay a commission on a sell or purchase. We only have a handful of those clients, but out of transparency we want to disclose that we can and have operated in this capacity. Some clients also just hold cash in their brokerage account for financial planning purposes, and we do not want to charge a fee on those assets.

CLIENT SURVEY

Chelsy Schulte Marketing Associate Office: 314.924.5124 chelsy.schulte@gatewoodwealth.com PROFESSIONAL Prior to joining Gatewood Wealth Solutions, Chelsy worked for Complete Realty Solutions as Director of Property Management Operations. She began her career in real estate sales before being promoted to Director of Marketing & Transaction Coordinator. In her role, Chelsy was responsible for building a strategic marketing plan that could be integrated into the firm’s CRM and operational tech stack. Her marketing acumen and operational experience made Chelsy an excellent candidate to join the GWS marketing team as its first Marketing Associate. In her position at GWS, Chelsy plays a vital role in shaping the firm's outreach strategies and brand positioning. Leveraging her diverse skills and experience, she crafts compelling marketing campaigns aimed at fostering new client engagement and driving business growth. Her multifaceted background positions her with a unique perspective, allowing her to identify opportunities and navigate challenges in the ever-evolving landscape of wealth management, marketing strategies, digital engagement, and AI. Her passion for delivering value to clients fuels her determination to succeed in her role at Gatewood Wealth Solutions. PERSO NAL Outside of work, Chelsy enjoys finding new hobbies. Whether it’s gaming, crafting, or creating trivia challenges for her friends, Chelsy is an enthusiast for friendly competition. Her close-knit circle of family and friends mean the world to her, and she cherishes time with her cat, Goose. A fervent fan of movies and music, Chelsy enjoys attending local concerts and binge-watching the latest horror or thriller films. When she’s not enjoying down time at home, Chelsy is likely lifting weights at the gym, rollerblading in the park or “barcade” with friends, or out exploring new experiences. Back to Team Page

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

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

Micah Alsobrook, MBA Retirement Plan Relationship Manager Office: 314.924.5121 micah.alsobrook@gatewoodwealth.com EDUCATION Saint Louis University – Master of Business Administration Lindenwood University – Bachelor of Science in Accounting, Magna Cum Laude PROFESSIONAL Micah brings over a decade of experience to his role as a Retirement Plan Relationship Manager. Micah’s journey in the financial sector began as an Auditor with a St. Louis based accounting firm, Brown Smith Wallace. He then became a Retirement Plan Specialist for Benefit Plans Plus where his analytical skills and keen insights into retirement planning were first honed. Transitioning to Lockton Companies, Micah excelled as an Account Manager for Retirement Services, advising on the management of over $1 billion in retirement assets. His expertise in ERISA regulations, plan administration, and investment fiduciary principles significantly contributed to the clients he served. ​ In his role as Manager, Healthcare & Life Benefits and Senior Finance & Compliance Analyst at Ameren - St. Louis, MO, Micah oversaw the strategy, plan design, and administration of a comprehensive suite of benefits for both active co-workers and retirees. His role encompassed leadership in various areas, including healthcare and life benefits, ERISA benefit plan design and audits, SOX compliance, and 401(k) plan administration. Micah’s adeptness at navigating complex financial landscapes and his proactive approach to benefits management underscore his commitment to enhancing employee welfare and satisfaction. ​ As a Retirement Plan Relationship Manager at Gatewood Wealth Solutions, Micah continues to demonstrate his dedication to providing exceptional client service with the firm’s employer-sponsored retirement plan services. He plays a crucial role in the design and implementation of retirement plans, ensuring that each step of the process reflects the highest standards of service delivery. Micah’s extensive knowledge of qualified plans and ERISA regulations, combined with his experience as both administrator and consultant, position him as a key asset to both GWS and its business clients with Employer Sponsored Retirement Plans. PERSO NAL On a personal note, Micah resides in St. Louis, MO, with his wife, Michelle, and their two children, Everett and Jane. When he is not chasing his kids, his interests include all things fitness, the outdoors, college football (Boomer Sooner), soccer, drumming, golf, and exploring local restaurants. ​ His academic achievements, including the prestigious George C. Sibley Founders Award, reflect his dedication to scholarship, leadership, loyalty, and service. Beyond his professional endeavors, Micah’s faith is the foundation of his life. He is deeply committed to his local church community where he serves in various capacities. Back to Team Page