Portside Wealth Group, LLC

Russell Slack is a CFP® with nine years of industry experience, currently serving as an advisor at Portside Wealth Group, LLC. His prior roles include positions at Capital Asset Advisory Services, LLC, Strategic Wealth Concepts, and Cetera Advisors LLC. In addition to his advisory work, he manages office operations and life insurance underwriting and sales at Guided Seasons Wealth Advisors. Portside Wealth Group provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on tailored discretionary management using model portfolios, sub-advisers, and third-party money managers, primarily recommending ETFs, equities, and mutual funds.

Christopher Cox is a financial advisor with Portside Wealth Group, LLC in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Brightside Wealth Management, Baker Tilly US and Wealth Management, Allworth Financial, and Siena Wealth Management. Outside of advisory work, he owns an online retail T-shirt business and is a limited partner in a professional referral group comprising CPAs, financial advisors, and attorneys. Portside Wealth Group provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs tailored, discretionary management through model portfolios, sub-advisers, and third-party money managers, primarily recommending ETFs, equities, and mutual funds, and distinguishes itself by offering optional accounting and legal services through licensed associated persons.

Paul Ewell is a financial advisor at Portside Wealth Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Townsquare Capital LLC and ARS Investment Advisors, Inc. Outside of his advisory work, he is a musician performing with the Andy Brown Band. Portside Wealth Group provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers tailored discretionary portfolio management and financial planning, utilizing model portfolios, sub-advisers, and third-party money managers, with a focus on ETFs, equities, and mutual funds.

Jason Jones is a CFP® professional with 25 years of industry experience, currently serving at Portside Wealth Group, LLC. His work history includes roles at The Leaders Group Inc, Dfpg Investments, Inc, Townsquare Capital, LLC, and Allegis Investment Services, LLC. Outside of his advisory work, he is involved in merchant processing through National Card Payments and manages tax advising and insurance services via JRJ Financial Services Inc. Portside Wealth Group, LLC provides advisory services to individuals, pension plans, charitable organizations, and businesses, focusing on discretionary portfolio management and financial planning. The firm employs a tailored investment approach using model portfolios and third-party managers, primarily recommending ETFs, equities, and mutual funds.

Kimberly Doleman is a financial advisor at Portside Wealth Group, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Concorde Investment Services, DFPG Investments, and Allegis Investment Services. Outside of finance, she serves as Chair of the Accountability Committee for Littleton Prep Charter School and works as a registered nurse at Advent Health. Portside Wealth Group provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, emphasizing tailored management using model portfolios, sub-advisers, and third-party money managers.

Sean Heney is a financial advisor with Portside Wealth Group, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Suncrest Advisors, TownSquare Capital, and MassMutual Life Insurance Company. Heney is also a partner and financial planner at Allegis Advisors and Suncrest Advisors, where he is involved in insurance-related business activities. Portside Wealth Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, financial planning, and pension consulting, emphasizing tailored management through model portfolios, sub-advisers, and third-party money managers.

Jeremy Johnston is a financial advisor at Portside Wealth Group, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group Inc, DFPG Investments, Inc, Townsquare Capital LLC, and Allegis Investment Services. Johnston is also the managing member of Oxford Portfolio Management and continues to operate JohnstonRogers Financial Advisors, where he provides life insurance and annuity services. Portside Wealth Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and pension consulting. The firm emphasizes tailored management through model portfolios, sub-advisers, and third-party money managers, primarily recommending ETFs, equities, and mutual funds.

Joshua Thayne is a financial advisor at Portside Wealth Group, LLC in Provo, UT, holding a Series 65 credential with one year of industry experience. His prior work includes roles at GreenStreet Mortgage and Johnston Rogers LLC. Outside of advisory work, he is an owner and member of Pinewood LLC, a personal business entity. Portside Wealth Group provides advisory services to individuals, pension plans, charitable organizations, and businesses, focusing on tailored discretionary portfolio management using model portfolios, sub-advisers, and third-party money managers. The firm is notable for employing professionals licensed as CPAs and attorneys who offer separate accounting and legal services.

Brent Christensen is a financial advisor with Portside Wealth Group, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at TownSquare Capital, Aventus Wealth, and Fidelity Investments. Outside of his advisory role, he is an independent life insurance and annuity sales agent through BC Consulting LLC. Portside Wealth Group provides advisory services to individuals, pension plans, charitable organizations, and businesses, focusing on tailored discretionary portfolio management using model portfolios, sub-advisers, and third-party money managers. The firm is notable for employing professionals with accounting and legal licenses who offer those services separately and for its use of registered third-party promoters.

Mark Mckell is a financial advisor at Portside Wealth Group, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Townsquare Capital LLC. Outside of advisory work, he is the owner and president of McKell Partners, offering fixed life and annuity products, and serves as a non-voting advisory board member for American Bus Group while managing its 401(k) plan. Portside Wealth Group provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on tailored discretionary management using model portfolios, sub-advisers, and third-party money managers, primarily recommending ETFs, equities, and mutual funds.

Jacob Rust is a financial advisor at Portside Wealth Group, LLC in Provo, UT, holding the CFP® and ChFC® designations with 16 years of industry experience. His prior roles include positions at Concorde Investment Services, DFPG Investments, Townsquare Capital, and Northwestern Mutual. Outside of his advisory work, he owns and manages Freewater Rare Coin Co, a retail business specializing in buying and selling coins, gold, silver, and paper money. Portside Wealth Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management and financial planning. The firm uses model portfolios, sub-advisers, and third-party money managers, primarily recommending ETFs, equities, and mutual funds, and is notable for having associated professionals licensed as CPAs and attorneys who provide optional separate services.

Charles Dunn is a financial advisor with Portside Wealth Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at TownSquare Capital, Allegis Investment Services and Advisors, Park Ave Securities, and Guardian. In addition to his advisory work, he has been a professor at Weber State University since 2015, teaching undergraduate courses in lifespan development and family diversity. Portside Wealth Group serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on tailored, discretionary portfolio management using model portfolios and third-party managers, primarily recommending ETFs, equities, and mutual funds, and is noted for offering optional accounting and legal services through separately licensed associated persons.

Robert Huett III is a financial advisor at Portside Wealth Group, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Portside Wealth Group in 2026, he spent 11 years at Edward Jones. Outside of his advisory work, he is involved in property management through Huett Property Management. Portside Wealth Group serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a multi-method investment approach using both in-house and third-party managers, catering to a range of client objectives.

Adam Mc Kell is a financial advisor at Portside Wealth Group, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Townsquare Capital, LLC and OneAmerica Securities. In addition to his advisory role, he operates McKell Partners, focusing on non-variable insurance sales. Portside Wealth Group serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management and financial planning. The firm employs tailored management strategies using model portfolios and third-party managers while providing separate accounting and legal services through associated professionals.

Melinda Perez is a financial advisor at Portside Wealth Group, LLC with six years of industry experience. She holds a Series 65 designation and has previously worked at TownSquare Capital and Smart Financial. In addition to her advisory role, she is a licensed insurance agent involved in financial planning. Portside Wealth Group provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management and financial planning. The firm emphasizes tailored management using model portfolios and third-party money managers, and is notable for having associated persons licensed as CPAs and attorneys who offer separate accounting and legal services.