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.

Carter Osborne is a financial advisor at Planned Solutions, Inc. in Folsom, CA, holding a Series 65 credential. He has been with the firm since 2024 and has previous experience at California State University - Sacramento and CalHFA. Planned Solutions, Inc. provides discretionary portfolio management, financial planning, income tax preparation, and insurance implementation for a range of clients including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach emphasizes model asset-allocation portfolios with strategic and tactical asset allocation, supported by in-house tax expertise and formal capital markets valuation techniques.

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.

Joel Ransford is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Planned Solutions, Inc. He previously worked at Securities Service Network, Inc. for four years. In addition to advising, he is involved in tax preparation and planning services at Planned Solutions, where he also holds a shareholder and director role. Planned Solutions, Inc. provides discretionary portfolio management, financial planning, income tax preparation, and insurance implementation for individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes model asset-allocation portfolios guided by capital markets forecasts and technical analysis, with distinct in-house tax expertise integrated into its advisory approach.

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 with Van Hulzen Financial Advisors in El Dorado Hills, CA, holding a Series 65 credential and bringing 11 years of industry experience. He has worked with Van Hulzen Asset Management since 2012 and is also a Vice President and licensed agent at Citadel Family Insurance Solutions. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a range of investment strategies and provides wealth management, financial planning, and consulting services with a focus on technical, fundamental, and cyclical analysis.

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.

Matthew Young is a CFP® professional with one year of experience, currently serving as an advisor at Planned Solutions, Inc. He has previous work experience with Young Wealth Management and non-financial roles including time with the Sacramento River Cats and at Wok of Pane. Planned Solutions, Inc. is a team advisory firm that provides discretionary portfolio management, financial planning, income tax preparation, and insurance implementation for a broad range of clients including individuals, high-net-worth clients, and charitable organizations. The firm utilizes model asset-allocation portfolios guided by capital markets forecasts and econometric models, and offers in-house tax expertise through advisors holding CPA or Enrolled Agent credentials.

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.

Catherine Dunnam is a financial advisor with Planned Solutions, Inc., holding a Series 66 designation and 18 years of industry experience. She has worked at Planned Solutions since 2015 and previously spent 11 years with Securities Service Network, Inc. Dunnam also serves as a director at Planned Solutions and at Smith, Robertson & Johnson Insurance Services. Planned Solutions, Inc. offers discretionary portfolio management, financial planning, income tax preparation, and insurance implementation for a diverse client base, including individuals, high-net-worth clients, trusts, and business entities. The firm employs model portfolios guided by strategic and tactical asset allocation, supported by in-house tax expertise and a formal capital-markets valuation approach.

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 with Van Hulzen Financial Advisors in El Dorado Hills, CA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He 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 provides wealth management, financial planning, and both discretionary and non-discretionary asset management across a range of strategies, including covered-call, fixed income, US and global equity, ETFs, and alternative investments, utilizing a combination of technical, fundamental, and cyclical analysis.

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.

Joseph Hendrickson is a CFP® professional currently with PCM Encore, LLC. He has one year of experience at PCM Encore and previously worked at Berkshire Partners LLC, RSM US LLP, Apercen Partners LLC, and California Polytechnic State University. PCM Encore provides investment management, financial planning, family-office, and consulting services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages just over $2.0 billion in assets using a Modern Portfolio Theory-based approach with diversified, tax-aware portfolios and integrates family-office functions alongside outsourced CIO and retirement-plan consulting services.

I started in this industry in 2008. I'm so grateful to have experience supporting clients through the great recession. It taught me the value of a disciplined investment approach, using empirical data and math to manage portfolios and remove the emotions that cause us to make poor investment decisions. My framework for advice is goals focused. We figure out how you want to use your money during your lifetime, then work backwards to arrive at the best financial decisions to support your goals. This is our guiding light. I'm passionate about financial education and empowering clients to understand the "why" behind the "what to do". My personal journey includes: - Joining a fintech startup as the 4th employee, where I learned to pivot and adapt quickly. - Working with high-earning professionals, which taught me advanced tax-planning strategies. - Teaching financial education webinars, where I honed the ability to simplify complex concepts. I provide a white-glove service to support every financial decision and bring peace of mind. Every day, I’m grateful to serve people.

Jarrod Jacobi is a financial advisor at Van Hulzen Financial Advisors with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including MW Investment Strategy, Wells Fargo Advisors, and Waddell & Reed. 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 services utilizing a combination of technical, fundamental, and cyclical analysis, with specialized strategies such as covered-call and alternative investments.

Chase Armer is a CFP® with 24 years of industry experience, currently serving at Planned Solutions, Inc. since 2002. His prior experience includes 16 years with Securities Service Network Inc. He is active in the community as president of the Rancho Cordova Rotary Club Foundation and serves as treasurer of the Rancho Murieta Men's Golf Club. Planned Solutions, Inc. provides discretionary portfolio management, financial planning, income tax preparation, and insurance implementation for a range of clients including individuals, high-net-worth clients, and charitable organizations. The firm uses model asset-allocation portfolios combined with strategic and tactical asset allocation, supported by in-house tax expertise and formal capital-markets valuation techniques.