Casey Slemmons is a CFP®-certified financial advisor with 16 years of industry experience. He has worked at Avalan, LLC since 2019 and previously spent 11 years with Gwfs Equities Inc/Great West Life & Annuity Ins Co. Avalan, LLC provides investment management, financial planning, and consulting services for individuals, trusts, retirement plans, and business clients. The firm offers tailored portfolios and continuous account supervision, employing a variety of investment strategies and occasionally delegating management to independent sub-advisors.

Jeffrey Jagard is a financial advisor at Avalan, LLC with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Avalan since 2021. His prior roles include positions at Miracle Mile Advisors, BNY Mellon, and AllianceBernstein. Outside of his advisory role, Jagard serves as a board member and strategic advisor for RLG Capital Private Equity. Avalan, LLC provides asset management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm offers tailored portfolio management using a range of securities and employs fundamental, technical, and cyclical analysis alongside varied investment strategies, including the management of a private fund with interests in the insurance sector.

Sean Madlem is a financial advisor at Avalan, LLC in Santa Barbara, CA, holding a Series 65 designation with three years of industry experience. His work history includes roles at multiple wineries and a cruise-related business prior to joining Avalan in 2020. Avalan, LLC provides investment management, financial planning, and consulting services to individuals, trusts, retirement plans, and business clients. The firm manages customized portfolios using a variety of securities and employs fundamental, technical, and cyclical analysis, with regular account reviews and rebalancing.

Rick Weber is a financial advisor at Avalan, LLC in Santa Barbara, CA, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at Motecito Bank and Trust for two years and spent twelve years at P. Schoenfeld Asset Management. Avalan, LLC provides asset management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm offers tailored portfolio management using a range of securities and employs various investment strategies, frequently utilizing independent sub-advisors and managing a private fund that holds interests in the insurance sector.

Jeffrey Hall is a financial advisor with Avalan, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Green Hills Software, Inc. since 1998. Avalan, LLC provides investment management, financial planning, and consulting services to individuals, trusts, retirement plans, and business clients. The firm offers tailored portfolio management using a variety of securities and employs fundamental, technical, and cyclical analysis, while also serving as adviser to a private fund with interests in an insurance agency.

Richard Schuette Jr. is a CFP® professional with 21 years of industry experience, currently serving at Avalan, LLC since 2011. He previously worked at Girard Securities, Inc. from 2005 to 2014. Schuette holds Series 63 and Series 65 licenses and has held roles including treasurer for a church endowment and president of Ensemble Theatre. Avalan, LLC provides asset management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm constructs diversified portfolios using a variety of securities and employs both fundamental and technical analysis, often engaging independent sub-advisors and managing a private fund with interests in the insurance sector.

Peter Madlem is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Avalan, LLC since 2021. Prior to joining Avalan, he worked for nine years at Montecito Bank & Trust. Avalan, LLC offers investment management, financial planning, and consulting services for individuals, trusts, retirement plans, and business clients, emphasizing individualized account supervision and a diversified portfolio approach that includes stocks, bonds, ETFs, options, mutual funds, and private securities. The firm also manages a private fund with unique ownership interests and employs both in-house and independent sub-advisors as part of its investment strategy.

Kathryn Courain is a financial advisor at Avalan, LLC with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Avalan since 2016, following six years at The J R Baker Group. Outside of advisory work, she serves as an operations manager for FFR Financial & Insurance Services, LLC. Avalan, LLC provides asset management, financial planning, consulting, and referrals to independent money managers for individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm employs a range of portfolio construction strategies, including fundamental, technical, and cyclical analysis, and manages a private fund with interests in the insurance sector.

Elizabeth Saghi is a Certified Financial Planner® with 10 years of industry experience. She has worked at Avalan, LLC since 2017 and is also the president and investment advisor representative of InAlliance Financial Planning, where she dedicates a majority of her time. Avalan, LLC provides asset management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm constructs portfolios using a variety of securities and employs multiple investment strategies, including discretionary and non-discretionary management, frequently utilizing independent sub-advisors or third-party money managers.

Valeria Chepilev is a financial advisor at Avalan, LLC in Santa Barbara, CA, holding a Series 65 credential. She has been with Avalan Wealth since 2025 and has prior experience at firms including Aviso Wealth and Vivid Money. Outside of her advisory work, she operates Lera Gallery, an art business. Avalan, LLC provides investment management, financial planning, and consulting services to individuals, trusts, retirement plans, and business clients. The firm offers tailored portfolios and continuous account supervision, utilizing a variety of investment strategies and occasionally delegating management to independent sub-advisors.

Jeffery Thompson is a CFP® professional with 13 years of industry experience. He has worked at Avalan, LLC since 2021 and previously held roles at Miracle Mile Advisors, LLC and Fidelity Investments. Avalan, LLC provides investment management, financial planning, and consulting services to individuals, trusts, retirement plans, and business clients. The firm offers tailored portfolios using a range of securities, conducts quarterly account reviews, and serves as adviser to a private fund with interests in an insurance agency.