Roshelle Limoncelli is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA. She holds Series 65, 63, and 66 licenses and has 21 years of industry experience. Her prior roles include positions at LPL Financial and Wetsel Financial. Van Hulzen Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, small business owners, foundations, and charitable organizations. The firm offers wealth management, financial planning, and asset management across multiple strategies, combining technical, fundamental, and cyclical analysis with discretionary rebalancing and ongoing monitoring.

Nicole Zetouna is a financial advisor at Van Hulzen Financial Advisors with 25 years of industry experience. She has been with Van Hulzen Asset Management, LLC since 2011. Zetouna holds Series 63 and Series 66 licenses. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, small business owners, foundations, charitable organizations, private investment vehicles, and corporations. The firm provides wealth management, financial planning, and asset management across various strategies, employing technical, fundamental, and cyclical analysis along with discretionary portfolio rebalancing and ongoing monitoring.

Justin Waisner is a Series 65-licensed financial advisor at Statheros Financial Solutions, Inc. with three years of industry experience. Before joining the firm in 2022, he held positions at Azusa Pacific University and Nugget Market and worked in education at Folsom Lake College and Oak Ridge High School. Statheros Financial Solutions provides personalized investment management and financial planning to individuals, pension plans, trusts, charitable organizations, and small businesses. The firm uses a proprietary Portfolio Builder tool to construct globally diversified portfolios primarily with mutual funds and ETFs, offering both discretionary and non-discretionary account management.

Michael Knittel is a financial advisor at Arrowroot Family Office, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Fortune Financial Services, Lagunitas Asset Management, and RBC Capital Markets. Knittel is also a minority partner in Winning Streak Ventures, GP, holding a 21% non-controlling stake. Arrowroot Family Office provides investment advisory and multi-family office services to a range of clients including individuals, families, retirement plans, and charitable organizations. The firm focuses on customized asset allocation using analytical tools and offers both discretionary and non-discretionary asset management, alongside administrative and financial planning services.

Stefanus Ten Brink is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA. He holds a Series 65 designation and has 15 years of industry experience, all with Van Hulzen Asset Management since 2011. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and various organizations. The firm offers wealth management, financial planning, and asset management across multiple strategies, combining technical, fundamental, and cyclical analysis with discretionary rebalancing and ongoing portfolio monitoring.

Trevor Parsons is a financial advisor at Statheros Financial Solutions, Inc. He holds a Series 65 designation and has been in the industry for one year. His prior experience includes roles at Charles Schwab, Brighton Jones, and work in education at Grand Canyon University and Cuesta College. Statheros Financial Solutions, Inc. provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a proprietary Portfolio Builder tool with diversified, generally long-term strategies primarily involving mutual funds and ETFs.

John Pearce is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Van Hulzen Asset Management, LLC since 2011. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm provides wealth management, financial planning, and asset management across multiple strategies, combining technical, fundamental, and cyclical analysis with ongoing portfolio monitoring.

Daniel Gutierrez is a financial advisor at Statheros Financial Solutions, Inc. with 25 years of industry experience. He has been with the firm and its predecessor since 2002. Statheros Financial Solutions provides personalized investment management and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses globally diversified, long-term strategies primarily involving mutual funds and ETFs, supported by proprietary tools and third-party administrative and actuarial consulting services.

Jacob Parsons is a financial advisor at Statheros Financial Solutions, Inc. with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations. His prior work includes roles at Carrier Landing Consultants, PGR Solutions LLC, and service in the US Navy Reserve. Statheros Financial Solutions provides personalized investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs globally diversified, generally long-term strategies primarily using mutual funds and ETFs and offers retirement-plan advisory, actuarial consulting, and administrative support services.

Amber Adams is a financial advisor at Van Hulzen Financial Advisors with five years of industry experience. She holds a Series 65 credential and has been with Van Hulzen Asset Management since 2014. Outside of her advisory role, she serves as the Production Manager on the Board of Directors for the Volcano Theatre Company, assisting with play production and licensing. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and foundations, offering wealth management, financial planning, and discretionary and non-discretionary asset management. The firm employs a combination of technical, fundamental, and cyclical analysis and provides specialized services such as private fund advisory and portfolio management for pooled vehicles.

Gretchen Aubrey is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA. She holds a Series 65 designation and has six years of industry experience. Prior to joining Van Hulzen Asset Management in 2018, she worked at Wetsel Financial and held positions at Pepperdine University. Van Hulzen Financial Advisors serves a range of clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers wealth management, financial planning, and asset management using strategies such as covered-call, fixed income, and global equity, incorporating technical, fundamental, and cyclical analysis.

Douglas Davey is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Statheros Financial Solutions, Inc. since 2019 and previously worked at Pgr Solutions, LLC from 2008 to 2019. Statheros Financial Solutions, Inc. provides personalized investment management and financial planning services to individuals, pension plans, trusts, charitable organizations, and small businesses. The firm employs globally diversified, long-term strategies using mutual funds and ETFs and utilizes a proprietary Portfolio Builder tool that tailors allocations based on tax status, financial need, and risk tolerance.

Jason Wetsel is a financial advisor with Van Hulzen Financial Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Van Hulzen Asset Management since 2017 and previously spent six years with LPL Financial. Van Hulzen Financial Advisors serves a diverse client base including individuals, trusts, foundations, and corporations, offering wealth management, financial planning, and discretionary asset management across multiple strategies. The firm employs technical, fundamental, and cyclical analysis and provides consulting and sub-advisory services, with a range of portfolio programs and private fund advisory capabilities.

Michael Roberts is a financial advisor with Statheros Financial Solutions, Inc. in El Dorado Hills, CA, holding Series 63 and Series 65 registrations and bringing 17 years of industry experience. He previously worked at Pgr Solutions, LLC, which preceded his current firm. Roberts is also a licensed realtor, currently inactive but affiliated with Coldwell Banker in Los Gatos, CA. Statheros Financial Solutions provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm utilizes globally diversified, long-term investment strategies primarily through mutual funds and ETFs, supported by proprietary portfolio modeling and full-service administrative and consulting capabilities.

Sean Sowers is a financial advisor at Van Hulzen Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Van Hulzen Asset Management since 2017. His prior experience includes roles at LPL Financial, Aladino Financial Services, Aladino Insurance Services, and James Aladino Parenti, Attorney At Law. Van Hulzen Financial Advisors serves individuals, retirement plans, trusts, small business owners, and various organizations. The firm offers wealth management, financial planning, and asset management strategies, combining technical, fundamental, and cyclical analysis, with services that include discretionary rebalancing, consulting, and private fund advisory.

Christopher Schreur is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at Van Hulzen Asset Management, LLC since 2006. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers wealth management, financial planning, and asset management across multiple strategies, combining technical, fundamental, and cyclical analysis with discretionary portfolio management and consulting services.

Bryan Gutierrez is a financial advisor with Statheros Financial Solutions, Inc., holding a Series 65 designation and 14 years of industry experience. He has been with Statheros Financial Solutions since 2019 and previously worked with PGR Solutions, LLC from 2012 to 2019. Outside of his advisory role, he was involved with Narrow Gate Vineyards & Winery for 11 years. Statheros Financial Solutions provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs globally diversified, long-term strategies primarily using mutual funds and ETFs and utilizes a proprietary Portfolio Builder tool to tailor allocations based on client needs.

Brendan Drake is a financial advisor at Van Hulzen Financial Advisors with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Northwestern Mutual and Citadel Family Insurance Solutions. Van Hulzen Financial Advisors serves a range of clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers wealth management, financial planning, and both discretionary and non-discretionary asset management, utilizing strategies such as covered-call writing, fixed income, and global equity, along with consulting and sub-advisory services.

Nash Wylie is a financial advisor at Van Hulzen Financial Advisors in El Dorado Hills, CA, holding a Series 65 designation. He has been with Van Hulzen Asset Management since 2025 and has prior work experience in various industries including retail and golf course management. Van Hulzen Financial Advisors serves individuals, pension plans, trusts, and a range of institutional clients, offering wealth management, financial planning, and asset management services across multiple strategies. The firm integrates technical, fundamental, and cyclical analysis in its model portfolios and provides consulting and sub-advisory services.

Monica Mejia is a CFP® and ChFC® with one year of experience in financial advising, currently with Root Financial Partners. She previously worked at Golden Wealth Capital and Allworth Financial. In addition to her advisory role, Monica owns and operates a health and wellness coaching business focused on body image issues, disordered eating, and acne healing. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes diversified, passive investment strategies tailored to client objectives and offers educational programs and paid online academies.