Riley S. Crosbie Advisory, LLC

Jaeden May is a CFP® and holds a Series 65 license, with experience in financial advisory roles since 2018. He has worked at multiple firms, including Adams Wealth Management, LLC and BFS Partners, before joining Riley S. Crosbie Advisory, LLC dba Crosbie Financial. Prior to his advisory career, he spent time in education with the Cache County School District and in gymnastics instruction at Airbound Gymnastics. Crosbie Financial manages pooled and institutional-style accounts with an investment approach that combines cyclical and fundamental analysis alongside modern portfolio theory. The firm primarily employs long-term trading strategies using mutual funds, fixed-income securities, ETFs, and other financial products, providing discretionary portfolio management and financial planning services.

Riley Crosbie is a CFP® with 10 years of industry experience, currently leading Riley S. Crosbie Advisory, LLC dba Crosbie Financial. Prior to founding his firm in 2025, he worked at Adams Wealth Management, LLC for eight years and Allegis Investment Advisors for two years. He is the owner of CacheTech, a technology company that supports RIAs. Crosbie Financial primarily manages pooled and institutional-style accounts, providing ongoing portfolio management alongside financial planning. The firm combines cyclical and fundamental analysis with modern portfolio theory and quantitative methods, employing long-term trading strategies across a range of securities, and maintains an explicit affiliation with the insurance industry through a licensed insurance agent within the firm.

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.