Dominion Portfolio Management, Inc.

Stephanie Acosta is a financial advisor at Dominion Portfolio Management, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Dominion Portfolio Management since 2020. In addition to her advisory role, she is a licensed insurance agent and has been involved in mortgage lending activities serving clients who have difficulty obtaining conventional loans. Dominion Portfolio Management, Inc. provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses, utilizing fundamental, technical, charting, and economic analysis. The firm offers both discretionary and non-discretionary management primarily through long-term trading and periodic rebalancing, with tailored investment strategies based on clients’ goals, time horizons, and risk tolerances.

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.

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 previously worked at Calton & Associates, Inc., Dominion Investor Services, Inc., and served in law enforcement and the U.S. Army Reserves. He is also an agent for New Era Life Insurance Company, focusing on fixed annuities and life insurance. Dominion Portfolio Management, Inc. offers fee-based portfolio management to individuals, high-net-worth clients, and businesses, utilizing both discretionary and non-discretionary strategies. The firm employs a mix of fundamental, technical, charting, and economic analyses, with investment advice tailored to clients’ goals, time horizons, and risk tolerances.

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.

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., holding Series 63 and Series 66 credentials and possessing 33 years of industry experience. His career includes roles at Calton & Associates, Dominion Investor Services, Xceed Capital Management, National Life, and Equity Services. Outside of advisory work, he is an agent for several insurance companies selling life, disability, and health insurance. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, offering both discretionary and non-discretionary services primarily in individual securities, ETFs, and mutual funds. The firm uses multiple analytical approaches and allows account aggregation and third-party money managers as part of its service model.

Joseph St George is a financial advisor with Dominion Portfolio Management, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career history includes roles at Calton & Associates, Inc., Dominion Investor Services, Inc., and TIAA-CREF. He is also the owner and sole proprietor of STG Financial, a financial consulting business. 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 employs a variety of analytical approaches and delivers tailored investment advice with ongoing account monitoring and options for household aggregation and third-party money managers.

Anthony Arnett is a financial advisor with Dominion Portfolio Management, Inc. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining Dominion, he worked in various roles including at Crowe LLP and Kepler Consulting. Dominion Portfolio Management, Inc. offers fee-based portfolio management services to individuals, high-net-worth clients, and businesses, specializing in discretionary and non-discretionary management of accounts invested in individual securities, ETFs, and mutual funds. The firm employs multiple analysis techniques and provides ongoing account monitoring with options for household aggregation and third-party money managers.

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.

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. His career includes roles at Dominion Portfolio Management, Dominion Investor Services, Summit Brokerage Services, and VSR Advisory Services, along with operating his own CPA firm since 1985. Outside of financial advising, he is a partner and president in several non-investment related businesses, including a CPA firm, an events rental company, and a ranch operation. Dominion Portfolio Management provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses, utilizing a mix of fundamental, technical, charting, and economic analyses. The firm offers discretionary and non-discretionary management primarily through long-term trading and periodic rebalancing, with options for household account aggregation and third-party money managers.

Reynaldo Batista Jr. is a financial advisor with Dominion Portfolio Management, Inc. and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Edward Jones and Dominion Investor Services. In addition to his advisory work, Batista is an independent insurance agent providing financial portfolio reviews and estate planning services. Dominion Portfolio Management, Inc. offers fee-based portfolio management to individuals, high-net-worth clients, and businesses, using a combination of fundamental, technical, and economic analyses to guide long-term trading and periodic rebalancing. The firm provides both discretionary and non-discretionary management and incorporates household account aggregation and third-party money managers as part of its service model.