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Lauren Goeddel, CFP ® Wealth Planner Manager Office: 314.924.5109 lauren.goeddel@gatewoodwealth.com Schedule an Appointment EDUCATION University of Kentucky – Finance & Accounting ​ PROFESSIONAL Lauren began her professional career in financial services with Gatewood Wealth Solutions right after graduating from the University of Kentucky. Since then, Lauren has steadily honed her skills and expanded her expertise. As a Wealth Planner, Lauren is responsible for creating and proactively monitoring clients’ personalized financial plans. She collaborates with each client’s Client Care team of professionals, guiding families through critical financial decisions and life events. Her ultimate aim is to help them achieve the firm’s mission: to become and remain financially self-reliant. Her meticulous approach ensures that all recommended solutions are tailored to meet their specific needs. Lauren’s unwavering commitment to client satisfaction propelled her into her additional role as Wealth Planner Manager at Gatewood Wealth Solutions. In this position, she leads the team of Wealth Planners, guiding them in providing exceptional service to our clients. Lauren 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. As a CFP®, Lauren exemplifies the utmost professionalism and ethical standards in the financial planning industry. Lauren holds her Series 7 & 65 securities registrations with LPL Financial, alongside her Life and Health licenses. ​ PERSO NAL Originally from Belleville, Illinois, Lauren now resides in Chesterfield, Missouri with her husband, Dan Goeddel, whom she met at GWS. Together, they are proud parents to their son, Greyson, and mini goldendoodles, Chewie and Zubie. As a family, the Goeddels enjoy spending time outdoors, going on walks, and spending quality time together. Back to Team Page

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

ENABLING TECHNOLOGY Unlike our competitors that hide from transparency, our app, the GWS Portal , allows our clients to easily view their investment performance net of fees, their detailed benchmarks, and fees paid to our firm. We believe this simple transparency strengthens trust with the families we serve and, surprisingly, allows us to stand out in the wealth management field. It was developed with industry-leading technology from Black Diamond. In particular, our best-in-class Portfolio Dashboard facilitates a phenomenal digital experience for the families we serve. ​ View the video below for a demo of how our app works or request a more personalized in-depth demo. Play Video Facebook Twitter Pinterest Tumblr Copy Link Link Copied Request a Demo Another way we've embraced technology is the launch of our firm's YouTube channel 2020. Our clients asked for more frequent updates on the economy and market impact, and we answered! Follow us on YouTube so you never miss an update!

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

INVESTMENT PHILOSOPHY Having a financial plan (or "Goals Analysis") is key to setting yourself up for a successful financial future. But a goal is only as good as the ability to execute on it. That's where our investment strategy comes in. The GWS Investment Committee puts in hours every day staying on top of the latest market research, methods, and trends, so we help put your money to work for you. View the video below to hear from our CEO, Aaron Tuttle, about what sets the GWS Investment philosophy apart. Play Video Facebook Twitter Pinterest Tumblr Copy Link Link Copied As you heard in the video, GWS takes a highly data-driven, research-based approach to working toward maximizing your returns. Below are the core tenets our investment committee follows, as well as what that means for your money. Don't Fight the Fed When the Federal Reserve is supporting the market, it’s wise to stay in it long-term. Don't Confuse the Market with the Economy Even when the economy is hurting, remember that the market is forward-looking. It’s going to turn before anything else. Momentum works on the Downside, too Relative to the market, our goal is to go up more quickly and down more slowly. By accurately defining momentum (as excess return, not simply beta), we can measure that effect and move to those assets. Go for Growth with Preservation There are growth companies out there that still have solid, quickly-growing earnings. Just because a young company’s profits are low now doesn’t mean future earnings are levered to current economic risks. High Prices don't Solve High Prices To make investors question the price, there must be a catalyst. Something fundamental has to change. Otherwise prices will continue to go up (think Bitcoin). Rebalancing is like Watering your Weeds and Trimming your Flowers Momentum, which says whatever's done well is likely to continue to do well, is a well-known phenomenon within Modern Portfolio Theory. We use our proprietary GWS measurement tools to determine how that price action is changing. Rational Optimism Long-term investing requires keeping fear in check and grounding your optimism in rationality. The standard of living for people worldwide is rapidly increasing as billions enter the global middle class and emerge from poverty. There is a lot to be hopeful about in our future! It is not all doom and gloom. ​ Embrace Innovation We are living amid a tremendous age of technological revolution. Embracing this era's opportunities is essential: Deep Learning, Artificial Intelligence, Virtual Worlds, Digital Wallets, Electric & Autonomous Vehicles, Automation, Drones, Privatization of Space, 3D Printing, Genomic Research, and Therapeutic Breakthroughs, and more! ​ To learn more about our investment philosophy at GWS, be sure to subscribe to our YouTube channel !

CULTURE Learn it. Live it. Defend it. ​ ​ Culture is nuanced and can be hard to define. But, at its core, culture is the feeling you get walking into work each day. It is what motivates you, keeps you engaged, and empowers you to reach your personal and professional goals. At Gatewood Wealth Solutions, we are driven by culture. We fiercely defend it, because we want our people to truly enjoy coming to work. GWS is a place where you are happy, where you feel empowered and respected, and where you can positively impact colleagues and clients. Our employees drive our firm’s success and allow us to deliver excellent service to clients through our five pillars: Excellence We strive to be the best at what we do, whether we're calculating a cash target, trading funds, or advising clients. Structure We systematize processes to ensure every client receives the consistent, high-touch experience he or she deserves. Leadership Our leaders maintain an open-door policy for the entire firm and are committed to facilitating our team's long-term growth. Integrity Our team stands by our Midwestern values, grounding ourselves in a commitment to always do the right thing and put our clients' interests first. Positivity Our goal is to radiate genuine happiness. We believe that when people are supported and empowered to bring their best selves to work each day, this happens naturally! At GWS, we live by our five pillars to maximize the quality of service we deliver to each client. ​ We do things differently than other investment firms to make a difference for our clients and put them first, so they become and remain financially self-reliant to give purpose to their money. We value diversity and inclusion and seek those who aren't afraid to go the extra mile. Barron's Top 1200 Advisors is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. ​

EMPLOYER-SPONSORED RETIREMENT PLANS Not all employer-sponsored retirement plans are created equally. If you believe your employees could be getting more out of your current plan, let's talk! At Ga tewood Wealth Solutions, we specialize in acting as a 3(38) fiduciary for employer-sponsored retirement plan s — bringing our same commitment to superior client service to bu sinesses with these plans. ​ Watch the video below to learn how we are held to the highest standards of fiduciary compliance while helping create and manage your investment strategy. Play Video Facebook Twitter Pinterest Tumblr Copy Link Link Copied Disclosure: This information was developed as a general guide to educate plan sponsors but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations. As mentioned in the video, fiduciary responsibilities under ERISA include: ​ Act in the plan participants’ best interests Diversify investments Ensure reasonable plan expenses Diligently follow the terms of the plan documents ​ We're here as your partner to guide you through critical responsibilities related to your retirement plan's investment offerings, including selection, monitoring, management, and benchmarking. ​ Selection: We carefully assess a range of retirement plan options available in the market to identify one that suits your organization's needs. Our rigorous, proprietary selection process aims to keep your plan aligned with employees' financial goals, while also staying compliant with regulatory requirements. ​ Monitoring: Our Investment Committee continuously monitors the performance and health of your retirement plan. We keep a close eye on investment options, fund performance, and participant engagement, so we can quickly identify any potential issues and make necessary adjustments to optimize plan outcomes. ​ Management: We take an active role in managing your retirement plan assets. Our strategies aim to maximize returns while minimizing risks, so your employees' savings can work efficiently towards their retirement goals. Benchmarking: We regularly benchmark your retirement plan against industry standards to keep it competitive and cost-effective. This, in turn, helps you stay attract and retain top talent by offering a competitive retirement benefit. ​ For more about our Employer-Sponsored Retirement Plan Services, please schedule a meeting. We welcome the chance to work together! ​ Let's Talk Jared Freese, CFP®, CLU®, CEPA, ChFC® Wealth Advisor Request a Meeting Disclosures: This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations. The target date is the approximate date when investors plan to start withdrawing their money. The principal value of a target fund is not guaranteed at any time, including at the target date. Investing involves risks, including possible loss of principal. No investment strategy assures a profit or protects against loss.

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