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​ ​ ​ 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

INVESTMENT COMMITTEE Christopher Arends, CFA ®, CMT ®, CAIA® Chief Investment Officer Aaron Tuttle, CFA®, CFP®, CLU®, ChFC® Chief Executive Officer | Partner Hongzhe "Jerry" Pan, MSA Investment Operations Assistant Back to Team Page

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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 19:27 Monthly Market Insights from Gatewood Wealth Solutions | April 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 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 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

Aaron Tuttle, CFA®, CFP®,CLU ®, ChFC ® Chief Executive Officer, Partner Office: 314.924.5101 aaron.tuttle@gatewoodwealth.com EDUCATION Washington University - Religious Studies, Legal Studies, Greek (Cum Laude) ​ PROFESSIONAL Aaron’s journey into the finance sector took a distinctive route. After high school, Aaron served in the United States Marine Corps, which instilled in him a robust discipline and leadership acumen — values he subsequently brought to his studies at Washington University. Upon graduation, he joined the Gatewood Wealth Solutions team, resolute in his mission to help clients realize their financial aspirations. As Aaron assumed greater leadership roles to foster the firm’s expansion, his proven success and distinctive leadership style paved the way for his elevation to partnership in the company. This progression ultimately culminated in him succeeding the firm’s founder, John Gatewood, stepping into the pivotal position of CEO. In his role, Aaron guides the strategic direction of the firm. His responsibilities encompass defining the company’s vision, setting operational goals, and overseeing all business activities to ensure they align with the firm’s mission. Leading with a client-centric approach, Aaron ensures that all initiatives prioritize clients’ financial health and long-term goals. He fosters an innovative culture that seeks to stay ahead of market trends, adapt to evolving clients’ needs, and offer superior wealth management services. Aaron continually mentors and inspires the team, creating a work environment that encourages collaboration, continuous learning, and professional growth. Aaron holds the Chartered Financial Analyst (CFA®) designation, which is globally recognized and given by the CFA Institute, validating an individual’s competence and integrity in investment management. This certification indicates the holder’s advanced understanding of investment analysis and portfolio management skills. Aaron’s Certified Financial Planner (CFP®) designation demonstrates his proficiency in financial planning, risk management, investment, tax efficiency, retirement, and estate planning advising. He also holds his Chartered Life Underwriter (CLU®) designation, a testament to his deep understanding of insurance’s advanced applications in estate and business planning. Aaron maintains his Series 6, 7 & 63 securities registrations with LPL Financial, as well as his Life and Health license. ​ PERSO NAL Residing in Webster Groves, Aaron shares his life with his wife Lindsey, their son, Ira, and two daughters, Shelby, and Cecilia. A strong proponent of an active lifestyle, Aaron enjoys fitness activities, outdoor pursuits, and Taekwondo sessions with his son. Beyond physical activities, Aaron’s passion for reading keeps him engrossed in a broad array of literary works. Aaron’s faith is a fundamental cornerstone of his life. A church elder of his local Churchouse congregation, Aaron is also advancing his spiritual knowledge and leadership through seminary education. Back to Team Page

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Muhammad “Mo” Khalid, MSF Wealth Coordinator mo.khalid @gatewoodwealth.com EDUCATION Northeastern University (Boston, MA) - Bachelor of Science in Business Administration, Finance & Business Analytics ​ Washington University in St. Louis (St. Louis, MO) - Specialized Master of Finance, Wealth & Asset Management PROFESSIONAL After gaining valuable experience in Boston at two of the world’s largest global asset management firms, Mo took on a pivotal role at Goldman Sachs in its well-established Private Wealth Management division. While there, he provided exceptional service to ultra-high net worth clients as a Financial Analyst. In 2020, Mo continued his academic journey at Washington University in St. Louis, earning a Master’s Degree in Finance focused on Wealth & Asset Management. Demonstrating exceptional commitment and leadership, he was elected President of the Wealth & Asset Management Club. In this capacity, Mo played a crucial part in the professional and academic development of 132 members of the Olin Business School community. In May 2023, Mo joined Gatewood Wealth Solutions on the advisor career path, marking a new chapter in his professional journey. As a Wealth Coordinator, he is an integral part of our advisor team, delivering comprehensive financial planning and wealth management solutions for clients. Mo’s meticulous approach ensures our clients experience seamless, top-tier service. PERSO NAL Mo was born and raised in the cosmopolitan city of Dubai, UAE, home to more than 200 nationalities. Thanks to this multicultural upbringing, Mo fluently speaks five languages. A sports enthusiast from a young age, he demonstrated his athletic abilities on his high school soccer team. Mo’s extended family lives in St. Louis, which he now calls home. Outside of his professional endeavors, Mo possesses a diverse range of interests. He enjoys scuba diving and wakeboarding, the strategic challenges of chess, and the intellectual pursuit of learning new languages. His dynamic interests underscore his well-rounded personality, reflecting his ability to balance dedication to work with personal passions. Back to Team Page

CONTINGENT SUCCESSION SOLUTIONS This page is intended for financial professionals only. We understand how difficult it can be for to find the right home for your clients. We have developed a dedicated, systematized approach to the creation of a personalized contingent succession plan for your practice that has been honed from more than 20 years of experience managing these situations. Our goal is to make the process as seamless as possible for you and your clients, all on your timeline. Just as you help clients conduct financial planning to prepare for premature death or disability, we can help you do the same for your family and your clients, so you can feel confident that they will be in good hands in the event of the unexpected. We can help you preserve your service legacy for your clients and capture the value of your practice for your surviving family and heirs. RESOURCES FOR EVERY STEP OF THE WAY Our in-house marketing team can support you with all the written and video resources you need to communicate your succession plan to your clients. Watch the video below for an example of a recent announcement we developed for Bill Chamberlin, founder of Chamberlin Financial Services, so that his clients could understand the value of his contingent succession plan. ​ Play Video Facebook Twitter Pinterest Tumblr Copy Link Link Copied "Partnering with GWS gave me peace of mind that if something happened to me, my clients would be left in good hands." ​ – Bill Chamberlin, Chamberlin Financial Services Client-Centered Approach Clients will be delivered a personalized experience with large firm resources while receiving exceptional client service. Learn More > Highly Credentialed Team Our unique structure is designed to ensure that every client receives knowledgeable advice, responsive service, and frequent communications. Learn More > In-House Investment Management Our approach is versatile and suitable for a broad range of investors, and client portfolios are integrated into a carefully constructed financial plan targeted toward their goals. Learn More > Comprehensive Financial Planning We have access to resources that accommodate a broad spectrum of clients' needs across a lifetime, supported by integrated technology and financial planning. Learn More > CONTACT A GWS PARTNER With a contingent succession plan that transitions your clients to us, you can be confident that they will be well cared for by our highly accredited team. Our average advisor age is under 40, so you’ll have peace of mind knowing that we can provide a continuity of care for many years and generations to come. Request a meeting with a GWS partner to learn more about our firm and our succession solutions, or visit our FAQ page for more information. Daniel Goeddel, MBA Chief Operating Officer & Partner Request a Meeting

​ ​ ​ Virginia 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, all while protecting our clients' privacy. After facing the heartbreaking loss of her lifelong partner, Virginia finds herself at an unexpected crossroads. Alone with a vast estate she and her husband built together, she grapples with memories of joint dreams and shared financial plans. Suddenly, decisions once made by two hands are hers alone. A combination of profound grief and the immediate necessity of handling complex financial matters makes every step feel both daunting and emotionally charged. ​ VIRGINIA'S CHALLENGES Coming to terms with her loss while juggling financial matters is extremely draining for Virginia. Virginia wasn’t deeply involved in financial matters while her husband was alive, and taking them over now seems incredibly daunting. Still, Virginia wants to keep her financial future stable, given her new circumstances. She knows she is in a vulnerable state and is worried about finding trustworthy support. MEET VIRGINIA, A RECENT WIDOW LOOKING TO MANAGE HER WEALTH. ​ GWS: GUIDANCE WITH COMPASSION AND EXPERTISE At Gatewood Wealth Solutions, we have helped many widows and widowers get their finances in order after the passing of their spouses. Here’s how we help Virginia and others like her address these concerns. ​ Empathetic Guidance. Our advisors offer not just financial expertise, but also genuine empathy, for Virginia's situation. Virginia's best interests are our priority, and we pride ourselves on providing genuine, transparent advice. ​ Holistic Asset Review and Recommendations. We provide a clear, comprehensive snapshot of all Virginia’s assets, making the management process transparent and straightforward. Next, our advisors craft strategies focused on Virginia's financial stability and growth, so she can enjoy her wealth without worrying. ​ Estate Planning Revisions. Our advisors work closely with Virginia to redefine her estate plans, striving to ensure her wishes are met and future generations are well cared for. ​ Tax Consultation. Our team conducts a thorough review to understand potential tax implications and identify beneficial strategies tailored to Virginia's changed circumstances. ​ If Virginia’s story resonates with you, we’d love to connect and discuss how we can help, bringing both compassion and expertise to your situation. Back to Who We Serve Page Contact Us

ADVISOR RETIREMENT & EXIT PLANNING This page is intended for financial professionals only. If you're looking to retire within the next three years, you're in the right place! (Longer timeline? Visit our Contingent Succession Solutions page.) Whether you plan to sell your business, leave it to a talented employee, or pass it on to a family member, succession planning is essential to continue your client care legacy. At Gatewood Wealth Solutions, we have a dedicated and systematized approach to transitioning clients, honed from more than 20 years of experience managing these nuanced situations. If your clients transition to Gatewood Wealth Solutions, they can expect the same level of exceptional client service they experienced with you. Client-First Approach When your clients become a part of Gatewood Wealth Solutions, they are coming to a practice that delivers a boutique and personalized experience with a large firm's resources. Learn More > Highly Credentialed Team Every client works with a four-member team that includes a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Analyst (CFA ® ). Learn More > In-House Investment Management We integrate client portfolios into a carefully constructed financial plan targeted toward their goals. Our approach is versatile and suitable for a broad range of investors. Learn More > Comprehensive Financial Planning We have access to resources that accommodate a broad spectrum of clients' needs across a lifetime, supported by integrated technology and financial planning. Learn More > CONTACT A GWS PARTNER With a well-defined succession plan that transitions your clients to us, you can be confident that they will be well cared for by our highly accredited team. Request a meeting with a GWS partner to learn more about our firm and our succession solutions, or visit our FAQ page for more information. Daniel Goeddel, MBA Chief Operating Officer & Partner Request a Meeting

Brandon Laxton, CFP® Wealth Coordinator Office: 314.924.5119 brandon.laxton @gatewoodwealth.com EDUCATION University of Missouri - Bachelor of Science in Economics PROFESSIONAL Brandon began his career in wealth management and financial planning as a Wealth Advisor Intern at Morgan Stanley. After graduating from the University of Missouri, Brandon excelled as a Portfolio Trader with US Bank. He transitioned to Buckingham Strategic Wealth, where Brandon advanced from a Retirement Solutions Specialist, in which he contributed to 401(k) plan sponsor reviews and participant education, to a Client Relationship Specialist, managing client communications and data. As an Associate Wealth Advisor, Brandon's role in managing client assets and creating detailed financial plans showcase his expertise. His proficiency with tools like MoneyGuide Elite and Holistiplan highlight his ability to deliver comprehensive financial strategies. ​ In his role as Wealth Coordinator at GWS, Brandon continues to demonstrate his dedication to client service. He assists our team of advisors in managing the firm’s clients’ overall financial planning and performance, demonstrating his commitment to client-focused financial guidance. Brandon serves as an essential part of each Client Care team. As a Wealth Coordinator, he oversees the administrative details of client accounts with precision and timeliness, ensuring all requisite documentation are managed accurately and promptly. PERSO NAL On a personal note, Brandon enjoys life with his wife, Allison, and their two children, Charlotte and Jameson. ​ His interests include grilling, golf, and fly fishing—passions cultivated from his upbringing in Las Vegas before moving to St. Louis in 2010. His personal and professional life blend his commitment to family, enjoyment of the outdoors, and dedication to his clients' financial well-being. Back to Team Page

Retirement Planning for Centene Employees With decades of experience serving more than 20 Centene executives, we're here to help you navigate retirement planning — with a trained eye on Centene's retirement benefits package and executive compensation structures. Talk to an Advisor Experience Makes All the Difference When you speak with an advisor who is already familiar with your company's benefits packages, compensation structures, and professional practices for financial planning, you can have much more meaningful conversations about your own situation and goals within that framework. That means you get comprehensive financial planning personalized to your situation — all through the lens of someone who's worked with 20+ Centene executives. Get a Free Portfolio Review *View full list and award criteria here. What We Do Retirement Benefits Package Optimization We have a deep understanding of Centene's Long-Term Incentive Plan (LTIP), unique holding requirements for Restricted Stock Units (RSUs) and Performance Stock Units (PSUs), concentrated stock holdings, and other executive benefits. Income Stream Management When you retire, you'll likely want to continue your current lifestyle — which means you'll need a way to keep "paying yourself" an income from your retirement. We can help with that. Sophisticated Tax Strategies We'll guide you in planning around your LTIP and whether or not to use your deferred compensation plan. Our strategies may help you retain as much of your hard-earned money as possible — including through your charitable giving to United Way. Sign me up! I'd like a free review of my financial plan or portfolio. Please contact me! First Name Last Name Email Message Submit Thanks for submitting! An advisor will reach out to you shortly.