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 the Series 65 designation and two years of industry experience. His work history includes roles at Giron Consulting LLC and Goodwin Management. Simonet Financial Group is a registered investment adviser serving individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans. The firm uses fundamental analysis and modern portfolio theory in its investment process and offers a range of services including portfolio management, financial planning, retirement-plan advisory, and bookkeeping.