Jason Jones is a CFP® with 25 years of industry experience, currently serving as an advisor at Portside Wealth Group, LLC since 2023. His prior experience includes roles at Dfpg Investments, Inc., Townsquare Capital, LLC, Allegis Investment Services, LLC, and Cache Financial, where he has also been a managing member involved in tax advising and insurance services. In addition to his advisory work, he holds a sales associate role at a merchant processing company. Portside Wealth Group is an SEC-registered, multi-advisor wealth management firm that serves individuals, including high-net-worth clients, retirement and pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management and financial planning, utilizing tailored mandates with a blend of fundamental, technical, and modern portfolio theory approaches, alongside affiliated legal and accounting services.

Paul Saunders is a financial advisor at Portside Wealth Group, LLC with 14 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining Portside in 2023, Saunders worked at Townsquare Capital LLC and Allegis Investment Services, LLC. He is also president of Saunders, Nydegger P.C., a CPA firm that provides financial and tax services to individuals and businesses. Portside Wealth Group is a multi-advisor wealth management firm offering discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, charitable organizations, and corporations. The firm uses tailored discretionary mandates and a blend of investment approaches, including fundamental, technical, and modern portfolio theory, with additional legal and accounting services provided by affiliated professionals.