Tri-Star Advisors, Inc.

Jon Vaughan is a CFA® charterholder with 31 years of industry experience. He is a partner at Tri-Star Advisors, Inc. and has worked there since 2009, also holding roles at Calton & Associates, Inc. since 2014 and Tri Star Financial since 1994. Outside of his advisory work, Vaughan is involved as an officer in a securities marketing business. Tri-Star Advisors is a small registered investment adviser managing approximately $56.7 million across about 69 client accounts. The firm provides discretionary portfolio management for individuals, corporations, charitable organizations, and insurance company clients, using diversified asset-allocation strategies supported by multiple analysis methods and conducting regular portfolio reviews.

William Payne is a financial advisor at Tri-Star Advisors, Inc. in Houston, TX, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Calton & Associates, Inc. and Media 59. Outside of his advisory work, he is a limited partner in an airplane rental business. Tri-Star Advisors manages approximately $56.7 million across about 69 client accounts, providing discretionary portfolio management for individuals, corporations, charitable organizations, and insurance company clients. The firm employs diversified asset-allocation strategies and conducts quarterly portfolio reviews, utilizing multiple analysis methods and outside resources for fixed-income analysis and trade execution.