exclusive advisors-only live online event

“The Wealth & Health Connection: The Holistic Advisor's Growth Blueprint”

Complimentary LIVE Online Event
Tuesday, January 20, 2026 | Noon (ET) / 9 AM (PT)

Mark E. McKell, CPA
Presenting Speaker

Here's Just Some of What You'll Discover...

Discover the system that generates 12-15 monthly appointments with qualified, motivated prospects—without dinner seminars or cold outreach.
Find out what the #1 Wealth & Health concern of affluent retirees is — and how addressing it opens the door to trust and engagement (...only 16% of advisors raise this topic with their clients. Ignore it at your peril.)
Learn how to leverage a done-for-you turnkey marketing database of ideal prospects that grows automatically over time.
Hear directly from a CPA and fiduciary who has used this "Blue Ocean Strategy" to add significant growth to AUM and fixed business in 6 months using this strategy.

About Your Host

Mark E. McKell, CPA, has a B.S. in Accounting from Brigham Young University, Provo, UT. He started his career with Ernst & Young, a top-tier public accounting firm, and then served as a corporate financial professional, financial controller, CFO, and CEO for various firms. For nearly 25 years, he has acted as a personal CFO for pre- and post-retirees, helping them make their golden years truly golden.

Mark is the founder of Docere Advisors, a national group of financial professionals who help pre- and post-retirees combat the many risks associated with retirement life, including the economic threat of a chronic illness. Mark is also the managing partner of McKell Partners, a comprehensive wealth management practice. Their mission is to “Help individuals and families experience financial peace so they can focus their lives on what matters most.”

McKell Partners is a leader in developing comprehensive financial strategies for pre- and post-retirees. Mark is often acknowledged by clients for his consultative style and as a preferred partner by other service professionals such as CPAs and attorneys.

Mark has conducted hundreds of public workshops on financial planning topics that matter most to people, such as his national webinar series Financial Peace for Pre- and Post-Retirees and Don’t Go Broke in a Nursing Home. He has published over one hundred educational articles extolling a range of financial planning principles. Mark is a “go-to” person at industry conferences, providing training to financial professionals on helping individuals and families experience financial peace.

Away from work, Mark is a dedicated family man and committed to his faith, country and community. He and his wife, Susan, have been married for more than forty years and have four married children and twelve grandchildren.

Investment Advisory Representatives of, and Investment Advisory Services through Portside Wealth Group, LLC an SEC Registered Investment Advisor. Portside Wealth Group, LLC and their representatives do not provide tax or legal advice. Each firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level of skill or ability.

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