Dominion Portfolio Management, Inc.

Stephanie Acosta is a financial advisor with Dominion Portfolio Management, Inc. and holds a Series 66 designation. She has six years of industry experience and has been with Dominion Portfolio Management since 2020. Prior to this, she was associated with Dominion Investor Services, Inc. and Calton & Associates, Inc. Outside of her advisory role, she is involved as a licensed insurance agent with the Texas Financial Center and participates as a partner in a real estate lending venture serving clients unable to obtain conventional mortgage loans. Dominion Portfolio Management serves individual, high-net-worth, and business clients with fee-based portfolio management on discretionary and non-discretionary bases. The firm employs a variety of investment strategies tailored to client goals and risk tolerances, utilizing individual securities, ETFs, mutual funds, and third-party money managers.

Joyce Briskin is a financial advisor with Dominion Portfolio Management, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has been with Dominion Portfolio Management since 2006 and previously worked at Dominion Investor Services, Inc. from 1995 to 2023. Outside of her advisory role, she serves as treasurer for the Bexar Audubon Society, a local nonprofit organization. Dominion Portfolio Management serves individual, high-net-worth, and business clients, offering fee-based portfolio management with strategies tailored to client goals, risk tolerance, and time horizons. The firm employs a mix of fundamental, technical, charting, and economic analysis across various asset classes and is affiliated with Calton & Associates, Inc. and PeakShares LLC.

Randall Smith is a financial advisor at Dominion Portfolio Management, Inc. with 28 years of industry experience. He holds a Series 66 designation and has been with Dominion Portfolio Management since 2011, previously working at Dominion Investor Services, Inc. and currently involved in ranching operations at Circle R Ranch. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, providing fee-based portfolio management through customized strategies that incorporate fundamental, technical, and economic analysis across a range of asset classes. The firm offers both discretionary and non-discretionary services and is affiliated with Calton & Associates, Inc. and other related entities.

Thomas Brister is a CFP® with 56 years of experience in the financial industry. He has been with Dominion Portfolio Management, Inc. since 2006 and is also associated with Calton & Associates, Inc. since 2023. In addition to his advisory roles, he provides non-fee financial planning services and offers clients opportunities to purchase precious metals, coins, and gems. Dominion Portfolio Management serves individual, high-net-worth clients, and businesses with fee-based portfolio management on discretionary and non-discretionary bases. The firm employs a range of investment strategies using equities, fixed income, options, and specialty ETFs, tailoring approaches to clients’ goals, time horizons, and risk tolerance.

Rix Smith is a financial advisor at Dominion Portfolio Management, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dominion Portfolio Management and related firms since 1991. He is president of Dominion Financial Services, Inc. and GQO Investment Advisors, Inc. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses. The firm offers discretionary and non-discretionary management primarily through long-term trading and periodic rebalancing, tailoring investment advice to clients’ goals, time horizons, and risk tolerance.

Charles Maraggia is a financial advisor at Dominion Portfolio Management, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dominion Portfolio Management since 2021. Prior to his advisory career, he served in law enforcement with the Frisco and Grand Prairie Police Departments and was a member of the U.S. Army Reserves. Outside of advisory work, he is also an agent for New Era Life Insurance Company, focusing on fixed annuities and life insurance. Dominion Portfolio Management serves individual, high-net-worth, and business clients with fee-based portfolio management tailored to investor profiles. The firm employs a range of investment strategies using individual securities, ETFs, mutual funds, and third-party managers, and is affiliated with Calton & Associates, Inc. and PeakShares LLC.

Lauren Jason is a financial advisor with Dominion Portfolio Management, Inc., holding a Series 66 designation and 12 years of industry experience. Her career includes roles at Calton & Associates, Inc., Dominion Investor Services, Inc., and Summit Brokerage Services, among others. Outside of financial advising, she is a licensed CPA engaged in accounting and tax preparation and serves on the board of directors for Canton Little Dribblers. Dominion Portfolio Management serves individual, high-net-worth clients, and businesses with fee-based portfolio management tailored to investor profiles. The firm employs a range of strategies using equities, fixed income, options, and specialty ETFs, and offers both discretionary and non-discretionary management.

John Boyd is a financial advisor at Dominion Portfolio Management, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dominion Portfolio Management since 2011, as well as at affiliated firms including Dominion Investor Services and Calton & Associates. Outside of his advisory role, Boyd holds a minority ownership interest in an indoor shooting range in Amarillo, TX. Dominion Portfolio Management serves individual and high-net-worth clients and businesses, providing fee-based portfolio management with strategies tailored to client goals, time horizons, and risk tolerance. The firm employs a combination of fundamental, technical, and economic analysis across various asset classes and offers both discretionary and non-discretionary services.

Bryan Clemmons is a financial advisor with Dominion Portfolio Management, Inc. in Athens, TX, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Edward Jones and Dominion Investor Services, Inc., and he currently operates a separate investment-related business under the name Clemmons Investments. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, offering fee-based portfolio management tailored to client goals, time horizons, and risk tolerance through a combination of fundamental, technical, and economic analysis.

Robert Werr is a financial advisor with Dominion Portfolio Management, Inc. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. His work history includes roles at Dominion Portfolio Management, Dominion Investor Services, Xceed Capital Management, National Life, and Equity Services. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, providing fee-based portfolio management with strategies tailored to client goals and risk tolerance. The firm employs a combination of fundamental, technical, charting, and economic analysis across various asset types and offers both discretionary and non-discretionary services.

Doug Graumann is a financial advisor with Dominion Portfolio Management, Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior work includes roles at KMS Financial Services, Inc. and Dominion Investor Services, Inc. Dominion Portfolio Management serves individual, high-net-worth clients, and businesses with fee-based portfolio management on discretionary and non-discretionary bases. The firm customizes investment strategies using fundamental, technical, charting, and economic analysis, managing portfolios that may include individual securities, ETFs, mutual funds, and third-party money managers.

Joseph St George is a financial advisor with Dominion Portfolio Management, Inc. based in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His work history includes roles at Calton & Associates, Inc., TIAA-Cref Individual & Institutional Services, LLC, and GWFS Equities, Inc. He also operates STG Financial, a financial consulting business. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, providing fee-based portfolio management with customized strategies based on client goals, time horizons, and risk tolerance. The firm employs a range of investment approaches including fundamental and technical analysis and manages portfolios using individual securities, ETFs, mutual funds, and third-party money managers.

William Hester is a financial advisor with Dominion Portfolio Management, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at multiple firms, including Dominion Portfolio Management since 2017 and Calton & Associates since 2023. Outside of his advisory work, he is involved in accounting and tax services through Hester & Company, PC, and leads a ranching operation as president of R4HR Inc. Dominion Portfolio Management serves individual and high-net-worth clients, as well as businesses, providing fee-based portfolio management tailored to client goals, risk tolerance, and time horizons. The firm employs a range of investment strategies using individual securities, ETFs, mutual funds, and third-party money managers.

Joy Lawrence is a financial advisor at Dominion Portfolio Management, Inc. with 20 years of industry experience. She holds the Series 66 designation and has been with Dominion Portfolio Management since 2013, also working at Calton & Associates, Inc. since 2023. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, offering fee-based portfolio management that includes individual securities, ETFs, mutual funds, and third-party money managers. The firm customizes investment strategies based on client profiles and employs a combination of fundamental, technical, charting, and economic analysis.

Drew Nixon is a financial advisor with Dominion Portfolio Management, Inc., holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Dominion Portfolio Management since 2017 and has held prior roles at several firms including Summit Financial Group and VSR Advisory Services. Outside of advisory work, Nixon is a partner in a CPA firm and is involved in several non-investment-related business ventures, including an events rental company and a ranch partnership. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, providing fee-based portfolio management on discretionary and non-discretionary bases. The firm customizes investment strategies using a combination of fundamental, technical, and economic analysis, offering a range of approaches from long-term allocations to shorter-term trading across various asset classes.