Portside Wealth Group, LLC

Teig Jewett is a financial advisor at Portside Wealth Group, LLC with a Series 65 designation and no prior industry experience. He is also involved with several other businesses, including Illustrate LLC, Truest Law, and ANATTA Sound, LLC. Portside Wealth Group is a multi-advisor wealth management firm that provides discretionary portfolio management, financial planning, pension consulting, co-advisory services, and client education to individuals, retirement plans, charitable organizations, and corporate clients. The firm uses tailored discretionary mandates and a blend of fundamental, technical, and modern portfolio theory in its investment analysis and offers legal and accounting services through affiliated professionals.

Russell Slack is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. He is currently with Portside Wealth Group, LLC and Guided Seasons Wealth Advisors, where he handles office operations as well as life insurance underwriting and sales. His prior experience includes roles at Capital Asset Advisory Services, Strategic Wealth Concepts, and Cetera Advisors. Slack also serves as an insurance agent specializing in fixed life and disability insurance. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management and financial planning, utilizing a blend of fundamental, technical, and modern portfolio theory approaches, and offers affiliated legal and accounting services alongside its advisory practices.

Christopher Cox is a financial advisor at Portside Wealth Group, LLC in San Jose, CA, with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Brightside Wealth Management, Baker Tilly US, Baker Tilly Wealth Management, Allworth Financial, and Siena Wealth Management. Outside of his advisory role, he owns an online retail T-shirt business and is a limited partner in a professional referral group of CPAs, financial advisors, and attorneys. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, pension consulting, and client education, employing a mix of fundamental, technical, and modern portfolio theory in its investment approach.

Paul Ewell is a financial advisor with Portside Wealth Group, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Townsquare Capital LLC, ARS Investment Advisors, Inc., and Vantage Point Investments. Outside of finance, he is a musician in the Andy Brown Band. Portside Wealth Group is a multi-advisor firm offering discretionary portfolio management, financial planning, pension consulting, and related services to individuals, retirement plans, charitable organizations, and corporations. The firm uses tailored investment mandates with a blend of fundamental, technical, and modern portfolio theory approaches and provides additional legal and accounting services through affiliated professionals.

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.

Kimberly Doleman is a financial advisor with Portside Wealth Group, LLC, holding a Series 66 designation and 14 years of industry experience. Her prior experience includes roles at Concorde Investment Services, DFPG Investments, and Doleman Wealth Management, where she serves as president. Outside of financial advising, she is the chair of the accountability committee for Littleton Prep Charter School, a nonprofit organization. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial planning, and co-advisory services, employing a blend of fundamental, technical, and modern portfolio theory in its investment approach.

Sean Heney is a financial advisor with Portside Wealth Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has previously worked at firms including Northwestern Mutual and MassMutual, and currently serves as a partner and financial planner with Allegis Advisors and Suncrest Advisors alongside his role at Portside. Portside Wealth Group is a multi-advisor wealth management firm that provides discretionary portfolio management, financial planning, pension consulting, and co-advisory services for individuals—including high-net-worth clients—retirement and pension plans, charitable organizations, and corporate entities. The firm uses tailored discretionary mandates with investment analysis that combines fundamental, technical, and modern portfolio theory approaches.

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 DFPG Investments, Townsquare Capital, Allegis Investment Services, and JohnstonRogers Financial Advisors, which he has been associated with since 1995. Johnston is also a managing member of Oxford Portfolio Management, focusing on portfolio design and management. Portside Wealth Group is a multi-advisor wealth management firm providing discretionary portfolio management, financial planning, pension consulting, and client education to individuals, retirement plans, charitable organizations, and corporate entities. The firm employs tailored discretionary mandates and integrates legal and accounting services through affiliated professionals.

Joshua Thayne is a financial advisor at Portside Wealth Group, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at GreenStreet Mortgage and Johnston Rogers LLC. Outside of his advisory work, he is an owner/member of Pinewood LLC, a personal business entity. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, pension consulting, and other services, utilizing tailored investment approaches that combine fundamental, technical, and modern portfolio theory.

Brent Christensen is a financial advisor at Portside Wealth Group, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TownSquare Capital, Aventus Wealth, and Fidelity Investments. He is also an independent life insurance and annuity sales agent through BC Consulting LLC. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning using tailored mandates and a blend of investment approaches, alongside affiliated legal and accounting expertise.

Mark Mckell is a financial advisor at Portside Wealth Group, LLC in Provo, UT, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at Townsquare Capital LLC for three years and has been the owner and president of McKell Partners, offering fixed life and annuity products, since 2001. Outside of advising, he serves as a non-voting advisory board member for a construction company and manages its 401(k) plan. Portside Wealth Group is an SEC-registered multi-advisor firm providing discretionary portfolio management, financial planning, pension consulting, and co-advisory services to individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm employs a blend of fundamental, technical, and modern portfolio theory in its investment analysis and offers related legal and accounting services through affiliated professionals.

Jacob Rust is a financial advisor at Portside Wealth Group, LLC with 16 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Northwestern Mutual and Townsquare Capital. Outside of advisory services, he owns and manages a rare coin retail business and participates in exit planning consulting. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charities, and corporate clients. The firm provides discretionary portfolio management, financial planning, and pension consulting using a blend of fundamental, technical, and portfolio theory-based investment approaches.

Charles Dunn is a financial advisor with Portside Wealth Group, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at TownSquare Capital, LLC and Allegis Investment Advisors, and has served as a professor at Weber State University since 2015, teaching undergraduate courses in lifespan development and family diversity. Portside Wealth Group is a multi-advisor wealth management firm offering discretionary portfolio management, financial planning, pension consulting, and other services to individuals, retirement plans, charitable organizations, and corporate entities. The firm employs a blend of fundamental, technical, and modern portfolio theory in its investment approach and has affiliated professionals providing legal and accounting services alongside advisory offerings.

Robert Huett III is a ChFC® and holds a Series 66 license, with 10 years of experience in the financial industry. He currently works at Portside Wealth Group, LLC and previously spent 11 years at Edward Jones. Outside of his financial advisory role, he has been involved in property management since 2013. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management and financial planning, employing a blend of investment approaches and offering related legal and accounting services through affiliated professionals.

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 worked at firms including TownSquare Capital, LLC and OneAmerica Securities. In addition to his advisory role, he is involved with McKell Partners, where he engages in fixed life and fixed annuities sales. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, pension consulting, and related services, combining fundamental, technical, and modern portfolio theory in its investment approach.