TBH Global Asset Management, LLC

Joshua Davis is a financial advisor at TBH Global Asset Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with TBH Advisors, LLC since 2015 and TBH Global since 2022. TBH Global Asset Management is a multi-advisor firm managing approximately $1.27 billion for nearly 1,000 clients, including individuals, retirement plans, trusts, and businesses. The firm uses a combination of top-down macro analysis and fundamental and quantitative approaches to create personalized portfolios, employing both in-house management and third-party models, while offering a range of services such as discretionary portfolio management, financial planning, and trustee services.

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 at TBH Global Asset Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors LLC. 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.

Samuel Davis is a CFP® with 17 years of industry experience, currently serving as an advisor at TBH Global Asset Management, LLC since 2008. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a passive owner of a transportation business. TBH Global Asset Management is a 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 quantitative methods to create personalized portfolios, offering discretionary management and financial planning services.

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® professional with 11 years of industry experience, currently serving as an advisor at TBH Global Asset Management, LLC since 2015. He holds Series 65 and Series 66 licenses. 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 combines top-down macro analysis with fundamental and quantitative approaches to build personalized portfolios, offering discretionary management, financial planning, and consulting services.

Jeffrey Littrell is a financial advisor with TBH Global Asset Management, LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. TBH Global Asset Management is a 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 quantitative methods to create personalized portfolios, offering discretionary management alongside third-party model solutions and tax optimization tools.

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, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at U.S. Bancorp Investments and Raymond James Financial Services. Outside of advising, she has been an author since 2016 and is involved in insurance sales, including fixed life, annuities, health, disability, and long-term care insurance. 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, fundamental and quantitative methods, and utilizes both in-house and third-party model solutions to create personalized, tax-aware portfolios, while offering a range of advisory and consulting services.

Brett Walters is a CFP® with 15 years of industry experience, currently serving as a financial advisor at TBH Global Asset Management, LLC since 2019. His prior experience includes roles at Trident Financial Planning LLC and Nfp Securities Inc. He holds the Series 66 designation. 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 quantitative methods to create personalized portfolios, utilizing both in-house and third-party models.

Phillip Reynolds is a CFP® professional with 16 years of industry 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. He is a 15% shareholder and business development lead at Endelogy, LLC, a farming and cultivation business. TBH Global Asset Management is a multi-advisor SEC-registered 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 and third-party model solutions.

William Butler is a financial advisor with TBH Global Asset Management, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he has ownership interests in several restaurant ventures, including Burger Up and Mojo's Tacos. TBH Global Asset Management is a multi-advisor firm managing approximately $1.27 billion for 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 and third-party model solutions.