BG Wealth Advisory, LLC

Barbara Gulin is a financial advisor with BG Wealth Advisory, LLC, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been affiliated with BG Wealth Advisory and its related entities since 2014. Outside of advisory services, she is involved in insurance services as a managing member and insurance agent for BG Wealth Management, LLC. BG Wealth Advisory, LLC provides financial planning and consulting primarily to individuals, including high-net-worth clients, and refers clients to a single third-party money manager for portfolio implementation. The firm delivers written financial plans on a fixed-fee basis and offers public seminars on investment topics, while portfolio management and trading authority remain with the third-party manager.

Michael Porembski is a financial advisor at BG Wealth Advisory, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at BG Wealth Advisory since 2017. Prior to his advisory career, he spent 16 years at Superior VendAll Inc. and over two decades with the Unified Government of Wyandotte County. He is also involved in an affiliated insurance business through MRP Investment Advisory Services, LLC. BG Wealth Advisory provides financial planning and consulting primarily to individuals, including high-net-worth clients, and refers clients to a third-party money manager for investment implementation. The firm offers fixed-fee written plans and educational seminars, while portfolio management and trading authority remain with the external manager.

Walter Meierarend III is a financial advisor at BG Wealth Advisory, LLC with two years of industry experience. He holds a Series 65 designation and has been with BG Wealth Advisory since 2023. Outside of his advisory role, Meierarend serves as a firefighter and EMT for the Unified Government of Wyandotte County and owns a seasonal lighting installation business, Hook and Ladder Lighting LLC. BG Wealth Advisory provides financial planning and consulting primarily to individuals, including high-net-worth clients, and refers clients to a third-party money manager for investment management. The firm offers written financial plans on a fixed-fee basis and conducts public seminars on investment topics, while portfolio execution is handled by the third-party manager.