Robyn Simons is a financial advisor at Promontory Financial Planning, LLC with 40 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Promontory since 2017, following prior roles at BFC Planning, Inc., Simons/Carrera, and Berthel Fisher & Company Financial Services, Inc. She is a committee member of the Museum of Clean, a nonprofit focused on the cleaning lifestyle and learning. Promontory Financial Planning is a multi-advisor registered investment adviser serving individuals, trusts, small businesses, and nonprofits. The firm manages approximately $319 million in client assets, using portfolios composed of no-load mutual funds, index funds, and ETFs, and employs both fundamental and technical analysis to guide discretionary trading and asset allocation decisions.

Ron Valentine is a financial advisor at Promontory Financial Planning, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Promontory since 2017, following prior roles at BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. Outside of his advisory work, Valentine owns an insurance sales business and serves as principal of a CPA firm specializing in tax preparation. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and event-driven consultation. The firm employs a multi-advisor team approach and integrates investment management with insurance and accounting services.