TBH Global Asset Management, LLC

Joshua Davis is a Series 65 credentialed financial advisor with 10 years of industry experience. He has been with TBH Global Asset Management, LLC since 2022 and previously worked at TBH Advisors, LLC from 2015 to 2022. TBH Global Asset Management provides investment management, financial planning, pension and retirement consulting, trustee services, bill-paying, and general consulting to individuals, retirement plans, and business entities. The firm employs a blended investment approach combining top-down macro, fundamental, and quantitative analysis and utilizes asset-allocation model portfolios alongside third-party tools and models.

Travis Anderson is a Series 65-licensed financial advisor with TBH Global Asset Management, LLC, where he has worked since 2008, accumulating 17 years of industry experience. He holds ownership stakes in several local businesses, including multiple restaurants and a juice bar, and serves on the boards of some of these companies. TBH Global Asset Management is a multi-advisor SEC-registered firm managing approximately $1.27 billion for nearly 1,000 clients, offering services such as discretionary portfolio management, financial planning, and pension consulting. The firm employs a combination of top-down macro analysis, fundamental and quantitative strategies, and integrates both in-house and third-party model solutions to create personalized portfolios.

David Singer is a financial advisor with TBH Global Asset Management, LLC, holding a Series 66 designation and bringing 16 years of industry experience. His career includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and Thrivent Investment Management prior to joining TBH Global in 2022. TBH Global Asset Management serves individuals, retirement plans, and business entities with investment management, financial planning, consulting, and trustee services. The firm employs a blend of top-down macro, fundamental, and quantitative analysis, using model portfolios and third-party tools to implement tailored investment strategies.

Samuel Davis is a CFP® professional with 18 years of experience and has been with TBH Global Asset Management, LLC since 2008. He holds Series 63 and Series 65 licenses. Outside of advisory work, he is a passive owner of a transportation business. TBH Global Asset Management offers investment management, financial planning, pension and retirement consulting, trustee services, bill-paying, and general consulting to individuals, retirement plans, and businesses. The firm employs a blend of top-down macro, fundamental, and quantitative analysis, utilizes asset-allocation models, and incorporates third-party tools such as JP Morgan’s tactical multi-asset models and automated tax-optimization strategies.

Katherine Yoho is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at TBH Global Asset Management, LLC since 2022. Prior to joining TBH, she worked for ten years at Wileybros Aintree Capital LLC. She volunteers as a supervisory committee member for Parthenon Federal Credit Union, participating in audits and board activities. TBH Global Asset Management is an SEC-registered multi-advisor firm managing approximately $1.27 billion for nearly 1,000 clients, including individuals, retirement plans, trusts, and businesses. The firm employs a combination of top-down macro analysis and fundamental and quantitative approaches to create personalized portfolios, utilizing both in-house management and third-party model solutions.

Andrew Hillis is a financial advisor at TBH Global Asset Management, LLC with seven years of industry experience. He holds a Series 65 designation and has been with TBH Global since 2018, following a one-year tenure at 7Twelve Advisors, Inc. TBH Global Asset Management is a multi-advisor SEC-registered firm managing approximately $1.27 billion across nearly 1,000 clients, including individuals, retirement plans, trusts, and businesses. The firm employs a combination of top-down macro analysis and quantitative strategies to create personalized portfolios, utilizing both in-house management and third-party models while offering a range of financial planning and advisory services.

Jones Warf is a CFP®-certified financial advisor with 12 years of industry experience. He has been with TBH Global Asset Management, LLC since 2015 and previously worked at Citigroup Global Markets. TBH Global Asset Management offers investment management, financial planning, pension and retirement consulting, trustee services, and bill-paying to individuals, retirement plans, and business entities. The firm employs a blend of top-down macro, fundamental, and quantitative analysis, incorporating third-party models and tax-optimization tools in its investment approach.

Jeffrey Littrell is a financial advisor at TBH Global Asset Management, LLC, with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors, Edward Jones, and Independence Capital Co. He is also involved with TBGlobal Advisors, an RIA. TBH Global Asset Management provides investment management, financial planning, pension and retirement consulting, trustee services, and general consulting to individuals, retirement plans, and business entities. The firm combines macroeconomic, fundamental, and quantitative analysis with model portfolios, using third-party tools and offering services such as trustee arrangements and tax optimization.

David Merrell is a financial advisor at TBH Global Asset Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TBH Global since 2007. Outside of his advisory role, Mr. Merrell serves as a director for SCC Bancshares, Inc., the holding company for St. Clair County State Bank in Missouri, and acts as a personal trustee for client trust accounts. TBH Global Asset Management is an SEC-registered, multi-advisor firm managing approximately $1.27 billion for nearly 1,000 clients, including individuals, retirement plans, trusts, and businesses. The firm employs a combination of top-down macro analysis with fundamental and quantitative methods to create personalized portfolios, utilizing both in-house management and third-party model solutions.

Chevonne Farler is a financial advisor with TBH Global Asset Management, LLC and holds a Series 66 designation. She has 20 years of industry experience, including prior roles at U.S. Bancorp Investments and Raymond James Financial. Farler is also an author and has worked with Rodan & Fields since 2016. TBH Global Asset Management provides investment management, financial planning, and consulting services to individuals, retirement plans, and business entities. The firm employs a blend of macro, fundamental, and quantitative analysis in its investment process and utilizes model portfolios and third-party solutions such as JP Morgan’s tactical multi-asset models and 55ip’s tax-optimization tools.

Brett Walters is a CFP® and Series 66-registered advisor with 16 years of industry experience. He has worked at TBH Global Asset Management, LLC since 2019 and previously at Trident Financial Planning LLC from 2016 to 2019. Walters is based in Venice, FL. TBH Global Asset Management serves individuals, retirement plans, and business entities by providing investment management, financial planning, pension consulting, trustee services, and general consulting. The firm employs a blended investment approach combining top-down macro, fundamental, and quantitative analysis and utilizes model portfolios along with third-party investment tools.

Phillip Reynolds is a CFP® with 17 years of experience, currently serving at TBH Global Asset Management, LLC since 2009. He previously worked with Banc of America Investment Services, Inc. and Bank of America, N.A. outside of his advisory role, he holds a 15% ownership stake in Endelogy, LLC, a farming and cultivation business, where he is involved in business development. TBH Global Asset Management offers investment management, financial planning, pension and retirement consulting, trustee services, and general consulting to individuals, retirement plans, and business entities. The firm utilizes a blend of top-down macro, fundamental, and quantitative analysis combined with asset-allocation model portfolios and leverages third-party models and trade implementation tools for tailored client solutions.

William Butler is a financial advisor with TBH Global Asset Management, LLC, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of advising, he has ownership interests in several local restaurants and is involved in restaurant development ventures. TBH Global Asset Management provides investment management, financial planning, pension and retirement consulting, trustee services, and general consulting to individuals, retirement plans, and business entities. The firm employs a blend of top-down macro, fundamental, and quantitative analysis using asset-allocation model portfolios and integrates third-party models and tax optimization tools in its investment process.