Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar

Lauren J

Series 66

Canton, TX

Dominion Portfolio Management, Inc.

Lauren Jason is a financial advisor with Dominion Portfolio Management, Inc. holding a Series 66 license and 13 years of industry experience. She has worked at several related firms, including Calton & Associates and Dominion Investor Services. Outside of her advisory role, Jason is a CPA and is involved in accounting, tax preparation, and real estate services, as well as serving on the board of a local youth sports organization. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, offering discretionary and non-discretionary management focused on individual securities, ETFs, and mutual funds. The firm uses a range of analytical techniques and tailors investment advice to client goals, operating as a fiduciary for retirement rollovers while allowing for investment restrictions and household account aggregation.

Annuities
user avatar

William H

Series 63, Series 65

Canton, TX

Dominion Portfolio Management, Inc.

William Hester is a financial advisor at Dominion Portfolio Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Calton & Associates, Inc., Dominion Investor Services, Inc., and Summit Brokerage Services. Outside of his advisory role, he is involved in accounting and tax services through Hester & Company, PC and operates a ranching business. Dominion Portfolio Management provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses. The firm offers discretionary and non-discretionary investment management with a focus on long-term trading and periodic rebalancing, tailoring strategies based on clients’ goals, time horizons, and risk tolerance.

Annuities
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)