Billygram Simonet is a CFP®-certified financial advisor with 15 years of industry experience. He is the principal owner of Simonet Financial Group, LLC, where he has worked since 2016. Outside of advising, Simonet also provides business consulting services focused on professional resource coordination and business planning. Simonet Financial Group is a registered investment adviser serving individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans. The firm offers portfolio management, comprehensive financial planning, retirement-plan advisory, and bookkeeping services, utilizing fundamental analysis and modern portfolio theory alongside a variety of specialty planning and client service options.

Max Diefenthaler is a financial advisor at Simonet Financial Group, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Giron Consulting LLC and Goodwin Management, among others. Simonet Financial Group LLC provides portfolio management and financial planning to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses fundamental analysis and Modern Portfolio Theory to construct diversified portfolios and offers both discretionary and non-discretionary ERISA fiduciary services, as well as bookkeeping and retirement-plan advisory.