Shirley Burrows is a financial advisor at Van Hulzen Financial Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Van Hulzen Asset Management in 2019, she worked at Rising Sun Montessori for four years. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides wealth management and financial planning, utilizing a combination of technical, fundamental, and cyclical analysis across multiple investment strategies.

Caleb Hilliker is a financial advisor at Statheros Financial Solutions, Inc. with three years of industry experience. He holds a Series 65 designation and has prior work experience that includes roles at Azusa Pacific University and as a California Notary Public. Statheros Financial Solutions, Inc. 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, generally long-term strategies using mutual funds and ETFs, supported by a proprietary Portfolio Builder tool to tailor allocations based on client tax status, financial need, and risk tolerance.

Emilie Andres is a CFP® professional at Statheros Financial Solutions, Inc. with eight years of industry experience. She has previously worked at Braziel & Associates, LLC, NPB Financial Group, LLC, and Gibson Capital Management. Emilie holds a Series 65 license and is based in El Dorado Hills, CA. Statheros Financial Solutions, Inc. provides personalized investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a proprietary Portfolio Builder tool with globally diversified, long-term strategies primarily composed of mutual funds and ETFs, and offers additional services such as retirement-plan advisory and actuarial consulting.

Rhett Beal is a financial advisor at Van Hulzen Financial Advisors with 11 years of industry experience. He holds a Series 65 credential and has worked with Van Hulzen Asset Management since 2012. Outside of his advisory role, he serves as Vice President and Licensed Agent at Citadel Family Insurance Solutions LLC. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers wealth management, financial planning, and asset management through strategies such as covered-call, fixed income, and global equity, combining technical, fundamental, and cyclical analysis in their portfolio management.

Roshelle Limoncelli is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. Her work history includes roles at Van Hulzen Asset Management since 2017, LPL Financial, Wetsel Financial, and Wells Fargo Clearing. 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 through various strategies, combining technical, fundamental, and cyclical analysis with ongoing monitoring and discretionary rebalancing.

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 worked at firms including Fortune Financial Services, Lagunitas Asset Management, and RBC Capital Markets. In addition to his advisory role, Knittel is a minority partner in Winning Streak Ventures, GP, holding a 21% non-controlling stake. Arrowroot Family Office serves individuals and families, as well as various institutional clients, offering discretionary and non-discretionary wealth management, comprehensive financial planning, and multi-family office services. The firm emphasizes asset allocation using quantitative analytics and manages portfolios primarily with ETFs and mutual funds, while also sponsoring private funds and providing specialized client offerings.

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.

Craig Vanhulzen is a financial advisor at Van Hulzen Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Van Hulzen Asset Management since 1998. Van Hulzen Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, small business owners, foundations, charitable organizations, private investment vehicles, and corporations. The firm offers wealth management, financial planning, and asset management across various strategies, combining technical, fundamental, and cyclical analysis with discretionary portfolio management and consulting services.

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.

Jarrod Jacobi is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at MW Investment Strategy, Wells Fargo Clearing, WELLS FARGO Advisors, and Waddell & Reed. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering wealth management, financial planning, and both discretionary and non-discretionary asset management. The firm employs a combination of technical, fundamental, and cyclical analysis to manage model portfolios and also provides consulting and sub-advisory services.

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.

Rick Healy is a CFP® with 43 years of industry experience, currently serving at Southland Equity Partners, LLC since 2024. He previously worked at Osaic Wealth, Inc. and FSC Securities Corporation. Healy is co-president of the Amador Flyfishers club, a local community organization. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, providing financial planning, direct asset management, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis to manage mostly discretionary portfolios and evaluates third-party managers for specific asset classes.

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.