Our Company - BG Wealth Advisory, LLC

Our Financial & Insurance Professionals

BG Wealth Advisory, LLC serves Kansas City, MO, Temple, TX and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at BG Wealth Advisory, LLC.

We provide investors custom-tailored strategies to meet short- and long-term needs. Our goal is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.

Barb Gulin

President & Owner

Originally from Chicago, Barbara spent most of her childhood living throughout the US while her parents were Civil Service employees. Kansas City became her adopted home, where she was fortunate enough to attend college and raise two daughters. Although she studied electrical engineering in college, she knew she was destined to choose another career path. She eventually found her calling in the financial services industry, where she has had the privilege of helping other federal employees like her parents and others create their version of a successful retirement. Her ability to take complex financial concepts and explain them in down-to-earth language puts her clients at ease.

To Barbara, clients become like family. When she isn’t helping others achieve their financial dreams, you can find her with her nose in a book, spending time outdoors with friends and family, or cooking a meal (or dessert) to share. Her dog and cat keep her amused at home, and she loves serving at her local church.

Kristina Shewmaker

Office Manager and Paraplanner

Kristina Shewmaker, a licensed agent, is our Office Manager and Paraplanner. Rooted in the heart of the Kansas City metro area, she started her career in the financial industry at the age of 18. Kristina later took a 12-year hiatus to be a devoted stay-at-home mom to her two children. As a married mother of two kids actively involved in sports, she has reentered the industry with a renewed mission – not only to build her own retirement but to assist others in catching up for a comfortable retirement. Beyond her financial expertise, Kristina is often found playing chauffeur to her kids and cherishing family time with her husband. With a relatable understanding of the challenges families face, Kristina Shewmaker is your dedicated ally in working towards securing a prosperous financial future.

Adriana Cruz

New Business Coordinator

Adriana Cruz is our new business coordinator with exceptional communication skills and a keen attention to detail. Before transitioning to the financial industry, she earned a degree in veterinary technology which honed her precision and care in all aspects of her work. Outside of her professional life, she cherishes time spent with family – especially her role as a doting aunt to her four nieces.

Strategic Partners

As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 35 years of industry experience, including prior roles managing multi-billion-dollar portfolios for an institutional asset manager. Michael is a CFA® charter holder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal

Keith joined Gradient Investments in 2018 and has more than 30 years of industry experience. Prior roles include senior portfolio manager for a large institutional asset management firm, managing a multi-billion-dollar portfolio. Keith is a CFA® charter holder, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.

Tyler is a Senior Portfolio Manager at Gradient Investments, where he focuses on portfolio management, asset allocation, and investment research across multiple asset classes. He provides market insight and portfolio strategy to support client investment decisions. Tyler is a CFA® charterholder and has been featured in media outlets including Schwab Network, Reuters, and The Wall Street Journal.

This endorsement of Gradient Investments, LLC, (GI) and its portfolio management services is provided by the firm. The firm refers clients to GI for portfolio management services. GI does not pay separate compensation to the firm in relation to its endorsement or any promotional services. However, the firm receives a portion of the advisory fees paid by clients who utilize the portfolio management services of GI. The firm also shares in the revenue of GI via quarterly payments based on the amount of total assets the firm places with GI. This endorsement incentivizes the firm in increasing the assets placed with GI, and therefore the compensation received by the firm. The firm and its investment advisor representatives are not supervised by GI. While these conflicts of interest exist, the firm and its investment advisor representatives are subject to fiduciary duty and must act in the best interests of their clients. The firm and their clients are not required to use GI and may select other investment managers.