Jaeden May is a CFP® with five years of industry experience, currently advising at Riley S. Crosbie Advisory, LLC. His work history includes roles at BFS Partners and Adams Wealth Management, LLC. Prior to his financial services career, he worked in education and athletics, including a position with Cache County School District and Airbound Gymnastics. Riley S. Crosbie Advisory, LLC provides portfolio management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm utilizes a combination of cyclical and fundamental analysis along with quantitative methods and modern portfolio theory to develop long-term, model-based investment strategies tailored to client risk profiles.

Riley Crosbie is a CFP® with 11 years of industry experience, currently serving as an advisor at Riley S. Crosbie Advisory, LLC. He previously worked at Adams Wealth Management, LLC for eight years and Allegis Investment Advisors for two years. Outside of advising, he oversees CacheTech, a technology firm supporting RIAs. Riley S. Crosbie Advisory, LLC provides portfolio management and integrated financial planning primarily to individual and high-net-worth clients. The firm uses a combination of cyclical and fundamental analysis with quantitative methods and modern portfolio theory to create long-term, model-based allocations tailored to client risk tolerance.

Jordan Castleton is a financial advisor at Riley S. Crosbie Advisory, LLC dba Crosbie Financial, holding a Series 65 designation. He has one year of industry experience, including prior roles at Adams Wealth Advisors and Goldman Sachs. Riley S. Crosbie Advisory principally manages pooled and institutional-style accounts with ongoing portfolio management and complementary financial planning. The firm employs a combination of cyclical and fundamental analysis alongside modern portfolio theory and quantitative methods to construct long-term portfolios consisting of mutual funds, fixed income, ETFs, equities, and insurance products.