Theresa Bond is a financial advisor with Promontory Financial Planning, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. Her prior roles include positions at Goar Financial Services, Aegis Wealth Management, and Simple Financial, LLC. She is also involved with Bond Financial Inc., a business she has maintained since 2014. Promontory Financial Planning is a multi-advisor registered investment adviser serving individuals, trusts, small businesses, and nonprofit organizations. The firm manages approximately $319 million in client assets, employing a mix of no-load mutual funds, index funds, and ETFs, alongside fundamental and technical analysis to guide portfolio decisions.

David Goar is a financial advisor with Promontory Financial Planning, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Promontory since 2022 and also maintains his own advisory practice, Goar Financial Services, which he founded in 2018. Prior to these roles, he was associated with Purshe Kaplan Sterling Investments and Reutemann Financial Solutions. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations by providing comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm uses a multi-advisor approach combined with both fundamental and technical analysis and integrates insurance and accounting services within its advisory model.