Provo, UT N University Ave Office

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.

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.

Melinda Perez is a financial advisor at Portside Wealth Group, LLC with six years of industry experience. She holds a Series 65 designation and previously worked at TownSquare Capital and Smart Financial. In addition to her advisory role, Perez is a licensed insurance agent and operates a personal LLC for tax purposes. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm employs tailored discretionary portfolio management and incorporates fundamental, technical, and modern portfolio theory in its investment analysis.

Bret Bryce is a financial advisor at Portside Wealth Group, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Portside Wealth Group since 2023, previously spending four years at Townsquare Capital LLC. In addition to his advisory work, Bryce operates a law office focusing on local estate planning and is a licensed fixed insurance agent offering life and annuity products. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm employs tailored discretionary mandates and combines fundamental, technical, and modern portfolio theory approaches in its investment management.

Treyton Walker is a financial advisor at Portside Wealth Group, LLC in Provo, UT, holding a Series 65 credential. He has one year of industry experience and previously worked in aviation roles at FedEx Express, SkyWest Airlines, and TransPac Aviation. Portside Wealth Group is a multi-advisor firm that offers discretionary portfolio management, financial planning, pension consulting, and related services to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs various investment approaches and integrates related legal and accounting expertise through affiliated professionals.

Staci Compagno is a financial advisor with Portside Wealth Group, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at DFPG Investments, LLC, Townsquare Capital LLC, and Allegis Investment Services. She is also a member of SJ Metal Designs LLC, an enterprise that creates and sells metal artwork, where she handles accounting for the business development. 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 with a blended investment analysis approach and provides integrated legal and accounting services through affiliated professionals.

Warren Judd is a financial advisor at Portside Wealth Group, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Townsquare Capital LLC and Capital Asset Advisory Services. Outside of his advisory role, Judd is the CEO of Smart Financial, an investment-related business he has operated since 2001, and is a licensed insurance agent. Portside Wealth Group is a multi-advisor wealth management firm offering discretionary portfolio management, financial planning, pension consulting, and client education to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a variety of investment approaches and provides related legal and accounting services through affiliated professionals.

David Gallman is a CFP® and Series 66 licensed advisor at Portside Wealth Group, LLC with 21 years of industry experience. He has worked with multiple firms, including Townsquare Capital LLC, Lone Peak Advisors, and Zeiders Inc. Outside of his advisory role, Gallman provides budget and financing guidance through the Gallman Group and also works with clients on fixed life insurance solutions. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers tailored discretionary portfolio management and integrates various investment approaches, while also providing related legal and accounting services through affiliated professionals.

Jacob Cazier is a financial advisor with Portside Wealth Group, LLC in Provo, UT, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at several firms including Canyon Strategic Wealth, Wealth Navigation Advisors, and J.W. Cole Financial. In addition to his advisory role, Cazier is a Certified Divorce Financial Analyst and operates a B2B software business called The Cazier Group, LLC (dba Arrow Suite). 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, employing a blended investment approach with fundamental, technical, and modern portfolio theory.

Eric Stuart is a financial advisor with Portside Wealth Group, LLC, holding Series 65 and Series 66 credentials and 24 years of industry experience. He has worked at multiple firms, including The Leaders Group Inc, DFPG Investments, Inc., and Townsquare Capital. Outside of advisory roles, he has experience as an independent insurance agent and has served as a consultant on insurance-related business matters. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate entities with discretionary portfolio management, financial planning, pension consulting, and client education. The firm utilizes tailored discretionary mandates and combines fundamental, technical, and modern portfolio theory in its investment analysis.

Dennis Mcmillan is a financial advisor with Portside Wealth Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Portside Wealth Group since 2024 and previously at Arete Wealth Advisors LLC, Arete Wealth Management LLC, Wealth Navigation, LLC, and First Frontier Financial. Outside of advisory work, he is the owner of First Frontier Financial, an independent insurance agency specializing in fixed life, annuity, and health 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 using tailored investment mandates, blending fundamental, technical, and modern portfolio theory approaches, and offers affiliated legal and accounting services.