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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. ​

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

Nina Breen, CFP®, RICP®, CPWA® Wealth Planner Office: 314.924.5111 nina.breen@gatewoodwealth.com Schedule an Appointment EDUCATION Missouri State University – Bachelor of Science in Business, Marketing Management ​ PROFESSIONAL Nina began her financial services career in 2013 with another prominent St. Louis firm before joining the Gatewood Wealth Solutions team in 2019. In her position as Wealth Planner, Nina is responsible for creating and proactively monitoring clients’ financial plans. She collaborates with each client’s Client Care team of professionals, guiding families through critical financial decisions and life events. Her goal is to help every client achieve the firm’s mission: to become and remain financially self-reliant. Nina is a Certified Financial Planner ®(CFP®) professional, a designation that demonstrates her proficiency in financial planning, risk management, investment, tax efficiency, retirement, and estate planning advising. She also holds her RICP® designation which stands for Retirement Income Certified Professional (RICP). The term refers to a financial professional who specializes in retirement income planning. The CPWA® certification is an advanced professional certification for advisors who serve high-net-worth clients. Nina maintains her Series 7 & 66 securities registrations with LPL Financial, as well as her Life, Health, and Long-Term Care insurance licenses. ​ PERSO NAL Nina and her husband, Ryan, reside in Ballwin with their adorable daughter, Avery, and loyal dog, Rufus. As devoted St. Louis sports enthusiasts, Nina and Ryan ardently support Cardinals baseball, Blues hockey, and the newly established St. Louis City Soccer teams. In her leisure time, Nina enjoys immersing herself in oil painting, exploring St. Louis’ vibrant food scene, traveling, and spending quality time with family and friends. Back to Team Page

REQUEST A MEETING Got a question? We're here to help answer any questions you might have. We look forward to hearing from you. Do You Want to Learn More? Are you interested in getting a behind-the-scenes look at Gatewood Wealth Solutions and what the investment team can do for your family? Schedule a Meeting Aaron Tuttle, CFA®, CFP®, CLU®, ChFC® Partner | Chief Investment Officer | Chief Operations Officer CONTACT US 1401 South Brentwood Blvd., Ste. 400 St. Louis, MO 63144 Tel: 314.924.5100 Mon-Fri: 8:00 A.M. - 5:00 P.M.

Charles Scheipeter Wealth Coordinator Office: 314.924.5112 charles.scheipeter@gatewoodwealth.com EDUCATION Spring Hill College - Bachelor of Science, Accounting ​ PROFESSIONAL After earning his degree from Spring Hill College, Charlie returned to his roots in St. Louis to begin his career in tax accountancy. It wasn’t long before he brought his talents to the Gatewood Wealth Solutions team, joining as an Operations Analyst. In his role at GWS, Charlie works closely with the Investment Committee and supports the Operations Department. His responsibilities include tracking and updating the GWS model investment portfolios, as well as attribution tracking. He uses software systems such as Morningstar, YCharts, and Alteryx to deliver optimal results. ​ PERSO NAL A St. Louis native, Charlie grew up in a family of three, sharing a close bond with his siblings, William and Madeline. A graduate of Webster Groves High School, he demonstrated exceptional athletic skills in golf and hockey. This passion earned him a golf scholarship to Spring Hill College, where he pursued his interest in accounting. Outside of work, Charlie enjoys a range of activities including skiing, fishing, and traveling to new places. A dedicated golfer, he never misses an opportunity to enjoy a round on the links. Back to Team Page

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 19:27 Play Video Monthly Market Insights from Gatewood Wealth Solutions | April 17, 2024 Now Playing 19:39 Play Video LIVE! | April 17, 2024 | Monthly Market Insights from Gatewood Wealth Solutions 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 Don't forget to subscribe to our GWS YouTube Channel , so you never miss an update!

STEP INTO THE GWS OFFICE Let us help you work toward financial freedom. Contact us today to learn how we can share our experience with you — helping you become and remain financially self-reliant so you can give purpose to your money. In the mean time c ome and explore the inside the halls of Gatewood Wealth Solutions below. Contact Us Online Call Us

Brian McGeehon, MAcc, CFA®, CLU® Partner, Chief Financial & Wealth Advisor Office: 314.924.5102 brian.mcgeehon@gatewoodwealth.com EDUCATION University of Missouri - Columbia Southeast Missouri State University - Finance & Economic (Cum Laude) ​ PROFESSIONAL Brian began his professional journey with Gatewood Wealth Solutions in 2008 as the firm’s third recruit among its current team. Rising from an intern role, he consistently demonstrated unwavering dedication, gradually assuming leadership positions within the firm. Brian contributed significantly to growing the firm’s advisory assets under management and propelling Gatewood Wealth Solutions to Barron’s recognition as one of the nation’s top 1,200 advisors. This award underscores GWS’ place as a premier financial planning and investment management firm. Today, Brian holds the positions of Chief Financial Officer, Wealth Advisor, and Partner in the firm. In his role as CFO, Brian is responsible for crafting financial operations and standard procedures to adeptly manage the company’s financial statements. He provides analytical models for benchmarking compensation, budgeting, forecasting P&L statements, evaluating valuations, and assessing profitability by product line. Brian also oversees and safeguards Gatewood Wealth Solutions’ key trading strategy, which was acquired as intellectual property to enhance model portfolio performance. His innovative and strategic approach has been instrumental in maintaining a Compound Annual Growth Rate (CAGR) of 25% over the last five years. ​ Brian excels in his other role as Wealth Advisor, where he serves as a client relationship manager. Brian ensures clients receive excellent care, especially during crucial or complex life decisions. His proficiency extends to asset allocation, security evaluation, portfolio rebalancing, tax-loss harvesting, tax-efficiency strategies, low basis and concentrated stock position exits, stock option and restricted stock unit analysis, wealth preservation and asset protection, and wealth transfer consultation. ​Brian 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. Brian also holds his Chartered Life Underwriter (CLU®) designation, a testament to his deep understanding of insurance’s advanced applications in estate and business planning. Brian maintains his Series 6, 7 & 63 securities registrations with LPL Financial, as well as his Life and Health license. PERSO NAL Brian and his wife, Ashley, reside in Winghaven Missouri, where they are raising their beautiful children, Ayla, Finn, Lucy, and Henrietta. As fervent supporters of local sports, Brian and Ashley often attend St. Louis Baseball Cardinals and Blues Hockey games. Brian is also an enthusiastic golfer and an avid runner, frequently participating in marathons to test his endurance and fitness prowess. Back to Team Page

LEADERSHIP TEAM John Gatewood, CFP®, CLU® Founder & Business Development Officer Daniel Goeddel, MBA Partner, Chief Operating Officer & Wealth Advisor Brian McGeehon, MAcc, CFA®, CLU® Partner, Chief Financial Officer & Wealth Advisor Christina Shockley, JD, CFP® Partner, Chief Planning Officer & Wealth Advisor Aaron Tuttle, CFA®, CFP®, CLU®, ChFC® Chief Executive Officer, Partner Christopher Arends, CFA®, CMT®, CAIA® Chief Investment Officer Back to Team Page Clayton Feldman, CFA® Director of Operations

John Gatewood, CFP®, CLU® Founder & Business Development Officer Office: 314.924.5108 john.gatewood@gatewoodwealth.com EDUCATION Georgetown University - Political Philosophy Harvard University - Behavioral Economics (Executive Education) ​ PROFESSIONAL In 1981, following his move to Chicago, John founded the Gatewood Group, a comprehensive financial planning firm. In 1984, the company relocated to St. Louis. Under John’s leadership, it experienced consistent growth and transformation, culminating in what is now known as Gatewood Wealth Solutions. Today, the company is known as a premier financial planning firm, as recognized by Barron’s. In a significant transition in 2021, John confidently entrusted the company’s future to a team of highly skilled internal advisors by selling his business. Although he has stepped back from ownership, John continues to exemplify leadership and contribute to strategic decisions in his new role as Business Development Officer, ensuring the company’s continued growth and success. John is a Certified Financial Planner® (CFP®) and CLU®. ​ PERSO NAL A native of Washington, D.C., John grew up as one of thirteen children. A gifted athlete, John played for Northwestern University's soccer team and demonstrated leadership as a member of the Sigma Alpha Epsilon (SAE) Fraternity. John showcased his artistic side by playing guitar and performing at nightclubs in the D.C. area. John speaks fluent Spanish, having studied in Mexico at Centro Escolar Cedros during a student exchange program from 1970-1971. ​ Currently, John resides in Naples, Florida, sharing his life with his dear friend, Judy Smart. He cherishes the memory of his late wife, Annie, who tragically passed away from ALS. His daughter, Sophia, graduated from Texas Christian University, is fluent in Arabic, and is contracted through Booz Allen Hamilton to the State Department in Washington, D.C. His son, Anthony, a Lacrosse scholarship recipient, graduated from Tusculum University in Greeneville, Tennessee. Anthony is a successful entrepreneur who founded Qualify Window Wipers in 2021, a window cleaning and power washing company in St. Louis. ​ The driving force behind John's vision for the firm was to help individuals and families become and remain financially self-reliant. John believes that when his firm helps people grow and maintain their wealth, that they benefit society. Back to Team Page

Christopher Arends, CFA®, CMT®,CAIA® Chief Investment Officer Office: 314.924.5105 christopher.arends@gatewoodwealth.com EDUCATION Saint Louis University - Finance (Magna Cum Laude) ​ PROFESSIONAL Chris began his career managing the Operations Department at a Northwestern Mutual office, laying a strong foundation for his expertise in the financial sector. Subsequently, he joined Gatewood Wealth Solutions, first as a Financial Planner and then as a Portfolio Analyst within the Investment Department. In 2022, Chris was appointed Director of Investments, cementing his position as an integral member of the firm’s Leadership Team. He excels in his current role by meticulously monitoring portfolios, performing detailed security analysis, optimizing tax efficiency, and customizing portfolios to align with client objectives. With his comprehensive experience and substantial contributions, Chris is instrumental in the propelling the Investment Department’s growth and success. Chris holds prestigious designations of Chartered Financial Analyst (CFA®), CMT®, and CAIA® Charterholder. The CFA® is a globally recognized designation 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. Chris maintains his Series 65 & 7 securities registrations with LPL Financial and Life and Health licenses, showcasing his broad scope of financial experience. ​ PERSO NAL Born and raised in St. Louis, Chris is happily married to Claire, who is dedicated to raising their daughter, Ava. In his free time, Chris enjoys spending time with his family, playing golf, and reading economic literature. Back to Team Page