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Justin J
Series 65
Remote
BG Investment Services, LLC
Justin Johnson is a financial advisor at BG Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at ASC Trust, LLC and Goody's Sporting Goods. BG Investment Services provides portfolio management and financial planning to individuals, trusts, pension and profit-sharing plans, corporations, and government or charitable entities. The firm employs a variety of analytical methods and strategies tailored to client objectives and is affiliated with ASC Trust, LLC, offering additional banking and trust services.
Maree S
CFP®, Series 66
Remote
BG Investment Services, LLC
Maree Sgro is a CFP® and holds a Series 66 license with 16 years of experience in the financial services industry. She has been with BG Investment Services, LLC since 2019, following a tenure at Raymond James and Associates from 2015 to 2018 and a one-year sabbatical. BG Investment Services, LLC is a team-based firm managing approximately $868 million in assets, serving individuals, trusts, pension and profit-sharing plans, corporations, and charitable entities. The firm employs a mix of analytical methods and investment strategies tailored to client objectives, with ongoing portfolio monitoring and annual reviews.
Melanie M
Series 65, Series 66
Remote
BG Investment Services, LLC
Melanie Mendiola is a financial advisor at BG Investment Services, LLC with Series 65 and Series 66 licenses and three years of industry experience. Prior to joining BG Investment Services in 2025, she worked at the Guam Economic Development Authority and the University of Guam Endowment Foundation. Outside of her advisory role, she has been involved with Farm to Table-Guam. BG Investment Services provides portfolio management and financial planning to individuals, trusts, pension and profit-sharing plans, corporations, and government or charitable entities. The firm manages approximately $868 million in assets and employs a range of analytical methods and strategies tailored to client objectives.
Paul M
CFA®, Series 66, Series 63
North Attleboro, MA
BG Investment Services, LLC
Paul Ma is a financial advisor at BG Investment Services, LLC with 12 years of industry experience. He holds the CFA® designation along with Series 66 and Series 63 licenses. Before joining BG Investment Services in 2026, he worked for Fidelity Investments for 11 years. BG Investment Services provides portfolio management and financial planning to a wide range of clients, including high-net-worth individuals, trusts, pension plans, corporations, and charitable entities. The firm employs a variety of analytical methods and investment strategies, offers ongoing portfolio monitoring, and uniquely integrates banking and trust services through its affiliation with BankGuam Holding Company, Inc.
Justin N
Series 65
Remote
BG Investment Services, LLC
Justin Naito is a financial advisor with BG Investment Services, LLC, holding a Series 65 designation. He has experience working at BG Investment Services since 2024 and previously held roles at ASC Trust, LLC, GESI, Mai Market, and New York Life. BG Investment Services provides portfolio management and financial planning to individuals, trusts, pension plans, corporations, and charitable entities. The firm uses a combination of analytical methods and strategies tailored to client objectives, managing approximately $868 million in assets and operating with an affiliation to BankGuam Holding Company, Inc.
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