Your Financial Team

Riley S. Crosbie, CFP®, CPA

Partner, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER®

Riley brings a deep understanding of financial planning and a heartfelt commitment to helping others. Locally raised, Riley values the relationships built within the community and takes pride in providing personalized, client-centered guidance. As a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA), Riley combines expertise with a genuine passion for empowering individuals and families. Through thoughtful strategies and dedicated care, Riley helps clients achieve financial security and long-term success.

Recognized for excellence and leadership in financial planning, Riley has been honored as an Investment News 2025 Top Advisor and a Utah Business 40 Under 40 recipient. These prestigious awards reflect Riley’s dedication to guiding clients toward financial success while upholding the highest standards of professionalism. With a deep commitment to innovation and client-centered strategies, Riley continues to make a lasting impact in the industry, earning well-deserved recognition among top professionals.

Riley received his master’s degree in Accounting with an emphasis in Personal Financial Planning from the Jon M. Huntsman School of Business at Utah State University. He graduated Magna Cum Laude and served in leadership positions for the Financial Planning Association student chapter.

Riley takes immense pride in his marriage and his title as #girldad. He and his wife, Whitney, are busy raising four active daughters. Riley is grateful for their unwavering support and the strength they give him to continue making a meaningful impact in the lives of his clients and community.

Jaeden May, CFP®, CPA

Partner, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER®

Jaeden believes the strongest financial plans are built on trust, meaningful relationships, and a deep understanding of each client’s story. Her passion for financial planning began early while growing up in a family-owned small business, where she witnessed firsthand the financial decisions, risks, and opportunities that shape both businesses and families. With deep roots in Cache Valley, she cares deeply about the people and community she serves. Helping clients feel confident, supported, and understood throughout their financial journeys is the most rewarding part of her work.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Certified Public Accountant (CPA), Jaeden brings an integrated perspective to financial planning. She also holds the Certified Private Wealth Advisor® (CPWA®) designation, earned through the Investments & Wealth Institute in collaboration with the University of Chicago Booth School of Business. This advanced credential enhances her ability to guide high-net-worth clients through complex wealth planning, tax strategy, and legacy considerations. She is the only woman in Utah to hold all three of these distinguished certifications.

Jaeden earned both her bachelor’s and master’s degrees in accounting, with an emphasis in Personal Financial Planning, from Utah State University. She remains committed to lifelong learning and continually expands her expertise in service of her clients.

Her leadership and impact have been recognized statewide, including being named one of Utah Business Magazine’s 2023 30 Women to Watch, honoring women making a meaningful impact in their industries.
Outside of work, Jaeden enjoys traveling, attending concerts, and skiing with her husband, Carson.

Jordan Castleton

Private Wealth Advisor

Jordan supports clients through tailored financial planning, portfolio strategy, and relationship management. His approach is rooted in integrity, shaped during his time in the Huntsman Scholar Program at Utah State University, where he was inspired by Jon Huntsman’s example of principled leadership. As a recipient of the Transformative Peer Mentor Award, Jordan was recognized for his commitment to helping others succeed.

Prior to joining Crosbie Financial, Jordan gained industry experience as a Summer Analyst at Goldman Sachs and through internships with local investment firms while attending Utah State University. He graduated Magna Cum Laude with a degree in Finance and minors in Accounting and Personal Financial Planning. These early experiences shaped his commitment to providing thoughtful, client-centered advice—something he continues to refine as he works toward becoming a CERTIFIED FINANCIAL PLANNER™ (CFP®).

Whether it’s skiing fresh powder, casting a line, or hiking new trails, Jordan is happiest outdoors and in good company. He also has a soft spot for golf and will never turn down a round (as long as his wife approves).

Megan Miller

Client Experience & Operations

Megan brings warmth, organization, and a people-first mindset to her role at Crosbie Financial. Before joining the firm, she dedicated 15 years to raising her four children and managing a busy household—an experience that refined her skills in leadership, organization, and multitasking.

Megan earned her bachelor’s degree in Family, Consumer, and Human Development with a Deaf Education emphasis from Utah State University. Her academic background and life experience combine to create a thoughtful, empathetic approach to client service, where understanding individual needs is at the heart of everything she does.

Actively involved in her community, Megan volunteers in her children’s classrooms and supports local initiatives, strengthening her skills in communication, teamwork, and leadership.

Megan and her husband have been married for 17 years and love spending time together with their four children. Whether they’re traveling, hiking, or cheering on Aggie basketball, Megan finds joy in every season of family life.

Kenzie Quiggle

Client Service

Kenzie Quiggle joins Crosbie Financial with a passion for serving others and building meaningful relationships. Her background with the Cache County School District includes administrative support, classroom assistance, and teaching physical education at the elementary level, where she especially enjoyed encouraging and connecting with students each day.

As part of the Client Services team, Kenzie is dedicated to creating a welcoming experience for every client. She enjoys getting to know people, helping guide them through the onboarding process, supporting account operations, and building lasting relationships founded on trust and personal care.

Kenzie and her husband have been married for 25 years and have loved raising their three children. Outside of the office, she enjoys spending time with family, traveling, caring for her yard, and curling up with a good book. She is excited to be part of the Crosbie Financial team and looks forward to helping clients feel valued, supported, and at home.

Sydney Grigg

Operations & Compliance

Sydney believes that compliance, done right, is one of the most powerful ways to build lasting trust. Her approach centers on bringing people together, adding real value, and letting integrity lead the way.
Sydney brings over six years of experience in auditing and compliance to her role at Crosbie Financial.

She began her career as a Performance Auditor with the Utah State Legislature, partnering with state agencies across Utah. Later, she joined Goldman Sachs as a Compliance & Legal Internal Audit Associate. Each role reinforced her belief that great compliance work isn't about checking boxes. It's about building a culture people can be proud of.

Sydney holds a bachelor's degree in political science and an MBA from Utah State University. During her time there, she was elected Vice President of the Student Association, demonstrating the leadership and collaborative spirit she carries into her work today.

Raised in Blanding, Utah, Sydney has deep family ties to Cache Valley that eventually brought her back to put down roots. Outside of work, she enjoys daily walks with her family, creative home projects, and all kinds of crafts.

Sherry Crosbie

Medicare and Health Insurance

Sherry devoted more than 30 years to teaching business education in Cache Valley, where she influenced thousands of high school students. A magna cum laude graduate of Utah State University's College of Business, she specialized in accounting, personal finance, and Business English, equipping students with practical skills and a strong foundation for their futures.
Today, Sherry applies that same expertise and dedication to helping clients navigate the complexities of Medicare and health insurance. With compassion and a listening ear, she carefully guides individuals through their options and works to find the best possible solutions to these often confusing and important decisions.
Sherry is the proud mother of five children and grandmother to fourteen grandchildren. She and her husband, Richard, enjoy spending time with family, traveling, maintaining a beautiful home and yard, and working to improve their pickleball game together.

Cormac Murphy, CFA

Cormac Murphy brings a wealth of institutional investment expertise to our investment offerings at Crosbie Financial. Cormac has a proven track record in portfolio management, fixed income strategy, and quantitative research. Cormac advanced in the ranks at Charles Schwab and played a key role in managing over $4 billion in assets as part of the Schwab Managed Portfolios ETF team. At Schwab, he was responsible for implementing tactical asset allocation decisions, leading research initiatives across multiple asset classes, and producing in-depth risk analytics for investment committees. His deep understanding of financial markets and commitment to disciplined, research-driven investing help ensure our clients’ portfolios are thoughtfully constructed and resilient across market cycles.

Joshua Flade, CFA

Joshua is an investment committee member helping support Crosbie Financial. With more than a decade of institutional asset management experience, Josh brings incredible investment depth to the team.

Josh began his career at Goldman Sachs in the Credit Research Group before joining Ensign Peak Advisors, where he focused on fixed income and credit analysis. Josh helped build out an Outsourced Chief Investment Officer firm, called TownSquare, where he was the Deputy Chief Investment Officer. After selling to Orion Advisor Solutions, Josh stayed on for two years as the Deputy Chief Investment Officer for their $75bn investment platform. These experiences shaped his disciplined, research-driven approach to investing and his belief in thoughtful diversification as a foundation for long-term value.

His investment philosophy centers on clarity, balance, and client outcomes — building portfolios that blend growth, income, and protection across traditional markets, private credit, real estate, and alternative strategies. Beyond investing, Josh is a dedicated mentor and community leader, having served as president of the CFA® Society Salt Lake and the BYU Management Society. He lives in Draper, Utah, with his wife and three children, guided by a simple purpose: to build frameworks that help people and communities thrive for generations.

Morgan Lemaitre, CFP®

Morgan is an investment committee member helping support Crosbie Financial. With more than a decade of experience in financial services, she’s known for her deep commitment to empowering clients, colleagues, and fellow advisors to align their wealth with what matters most.

Morgan’s journey into finance began in an unexpected place — on the golf course. As a professional golfer, conversations with financial advisors about helping families reach their goals sparked her own calling: to bring purpose, structure, and possibility to people’s financial lives.

A CERTIFIED FINANCIAL PLANNER™ and FINRA arbitrator, Morgan believes integrity, education, and collaboration are at the heart of great advising. She lives in Park City with her husband, Daniel, and their three children, including a spirited toddler named Poppy. Whether mentoring advisors, speaking at leadership retreats, or guiding clients, her north star remains constant: Don’t be pushed by your problems — be led by your dreams.

Chris Hedquist, CFA, CFP®

Over the past three decades, Chris has worked for a number of wealth management firms where he has focused on advising financial advisors and their clients on investment and wealth management strategies.

As a Senior Portfolio Strategist and Business Development Team Manager at Orion OCIO, Chris works directly with financial advisors and their clients in developing, implementing, and monitoring their investment portfolios.

Chris was a founding partner of TownSquare Capital which was acquired by Orion in 2022 and subsequently renamed Orion OCIO.

Chris also holds the Chartered Financial Analyst (CFA) and CFP® designations.

Tyson Walker

With a robust background in finance and investment, Tyson Walker is the Director of Investment Strategy at Orion
OCIO, where he oversees the portfolio strategy team and works within the Investment Committee on investment
philosophy, processes, and allocation decisions.

Tyson began his academic journey at the University of Utah, earning a Bachelor's degree in Economics. This
foundational knowledge set the stage for a dynamic career in finance, starting in the banking sector before transitioning
to a role at Fidelity Investments. As a trader on the international trade desk, Tyson specialized in trading foreign equities
and currencies, gaining extensive experience in global financial markets.

Following this, Tyson joined TownSquare Capital as an analyst, where he played a critical role in developing and
managing the investment analysis and portfolio allocation processes. His expertise in these areas contributed
significantly to the firm's strategic investment decisions.

In his current role as Director of Portfolio Strategy, Tyson applies a wealth of experience to lead the portfolio strategy
team, guiding investment philosophy and shaping processes that drive successful portfolio management and strategic
asset allocation.

Samantha Stoner, CFA

Samantha is a Senior Portfolio Manager at Orion OCIO. In this role, she is responsible for the trading and portfolio management of fixed income products in Separately Managed Accounts (SMAs), as well as the credit research of individual bond issuers. Her credit research is currently focused on the Consumer Discretionary and Consumer Staples sectors. She has five years of industry experience.

Samantha graduated with honors from Utah Valley University with a Bachelor of Science in economics and a minor in finance.

She is a CFA® charterholder and a member of CFA Society Salt Lake.

Arun Balasubramaniam, CFA

Arun Balasubramaniam brings deep expertise in portfolio management, investment research, and technology strategy. He previously led investment and technology efforts at Schwab’s high-net-worth advisory platform, overseeing $160 billion in assets under management. His background also includes senior roles in quantitative investing at Wellington Management and Acadian Asset Management. A CFA Charterholder, Arun holds an S.M. in Engineering and Management from MIT, with additional advanced degrees in Telecommunications and Electrical Engineering.

Tong Bai, CFA

Tong “T” Bai specializes in trade execution, automation, and market structure. His background includes roles at Charles Schwab, where he implemented system automations, and at TD Ameritrade, where he supported new client onboarding and financial planning. Originally from Hankou, China, T holds a degree in Agricultural Economics from the University of Nebraska–Lincoln and is a CFA Charterholder.