Ethos Financial Group, LLC

Jacob Stull is a financial advisor at Ethos Financial Group, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Almanack Investment Partners. Outside of advising, he serves as a law special agent involved in investigations and physical protection. Ethos Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and municipal entities. The firm emphasizes diversified, risk-conscious portfolio construction using quantitative and fundamental research, and offers financial planning, estate planning support, and insurance recommendations through licensed agents.

Alan Baca is a financial advisor at Ethos Financial Group, LLC with 12 years of industry experience. He previously worked at Bernstein Global Wealth Management for 11 years. In addition to his advisory role, he is involved as a managing partner in private equity investment partnerships. Ethos Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and municipal entities. The firm uses diversified, risk-conscious model portfolios and combines quantitative and fundamental research, offering a range of services including portfolio management, financial and estate planning, insurance recommendations, and support for other investment advisers.

Robert Cawley is a financial advisor at Ethos Financial Group, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including BCJL Management LLC and MassMutual Investors Services. Outside of advisory work, he is involved in insurance sales and business consulting through his roles at Tritium Private Wealth Strategies, LLC. Ethos Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and municipal entities. The firm employs diversified, risk-conscious portfolio models and combines quantitative and fundamental research, offering a range of services including financial planning, estate planning support, and insurance recommendations through licensed agents.

Dania Tanguis is a financial advisor at Ethos Financial Group, LLC with 34 years of industry experience. She holds a Series 63 designation and has worked at firms including Mercap Securities, Almanack Investment Partners, Peters Wealth Advisors, and Dominion Investor Services. In addition to her advisory role, she is licensed as an insurance agent and sells various insurance products such as life insurance and annuities. Ethos Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and municipal entities. The firm uses a diversified, risk-conscious investment approach combining quantitative and fundamental research, and offers services including portfolio management, financial and estate planning, insurance recommendations, and support for other investment advisers.

Michael Malone is a financial advisor at Ethos Financial Group, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Almanack Investment Partners, MerCap Advisors, and Swarthmore Investment Management. Malone also operates his own investment advisory business. Ethos Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and municipal entities. The firm emphasizes diversified, risk-conscious portfolio management using both quantitative and fundamental research, and offers additional services such as financial and estate planning, insurance recommendations, and compliance support.

John Marsini is a financial advisor with Ethos Financial Group, LLC, holding a Series 63 designation and 21 years of industry experience. His prior roles include positions at Innovation Partners LLC, MML Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. In addition to his financial advisory work, Marsini maintains a legal practice as an attorney. Ethos Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and municipal entities. The firm uses a diversified, risk-conscious investment approach combining quantitative and fundamental research and offers a range of services including portfolio management, financial and estate planning, insurance recommendations, and compliance support.

Christopher Yoder is a financial advisor at Ethos Financial Group, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Almanack Investment Partners, JFS Wealth Advisors, LLC, and Ameriprise Financial Services, Inc. Ethos Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and municipal entities. The firm emphasizes diversified, risk-conscious portfolio allocations using a combination of quantitative and fundamental research, and offers services including financial planning, estate planning support, and insurance recommendations.

Alexander Nikpour is a CFP® professional with nine years of industry experience. He is currently with Ethos Financial Group, LLC and previously worked at Almanack Investment Partners and Wells Fargo Advisors. Outside of his advisory work, he serves as Chair of the Advisory Board for Limelight Intelligence, Inc. and is a member of the advisory board for a golf simulator community, providing marketing and financial strategy guidance. Ethos Financial Group offers investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and municipal entities. The firm emphasizes diversified, risk-conscious portfolio management using a combination of quantitative and fundamental research, independent managers, and model administration.

William Lane is a financial advisor at Ethos Financial Group, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Almanack Investment Partners and Wells Fargo Advisors. Outside of his advisory role, Lane is the founder and CEO of Praktikant, a software company based in Pennsylvania. Ethos Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and municipal entities. The firm employs diversified, risk-conscious portfolios using a combination of quantitative and fundamental research, and offers financial planning, estate support, insurance recommendations, and back-office compliance services.

Antonio Betancourt is a CFP® with 33 years of industry experience, currently serving at Ethos Financial Group, LLC since 2023. His prior experience includes roles at SagePoint Financial and SII Investments, Inc. He also operates as a sole proprietor, dedicating approximately 20% of his time to insurance agency activities. Ethos Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and municipal entities. The firm employs diversified, risk-conscious investment strategies and supports a network of advisers with portfolio management, financial planning, and compliance services.

James Judge is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Ethos Financial Group, LLC, where he has worked since 2022. His prior experience includes roles at Almanack Investment Partners and Gadsden. He serves as a volunteer committee member on an investment committee in Villanova, PA, involved in hiring paid advisors and oversight of investments. Ethos Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and municipal entities. The firm uses diversified, risk-conscious model portfolios combining quantitative and fundamental research, and offers a range of services including financial planning, estate support, and back-office compliance for its network of advisors.

Robert Bagonis is a financial advisor at Ethos Financial Group, LLC with four years of industry experience. He holds a Series 65 credential and has worked at Tritium Private Wealth since 2014. Outside of advisory work, he is a principal and owner of Tritium Private Wealth Strategies, focusing on estate, business succession, and insurance planning, and serves as CFO and owner of Trestle Beer Company LLC, a craft brewing business. Ethos Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and municipal entities. The firm uses diversified, risk-conscious model portfolios combined with quantitative and fundamental research, and offers financial planning, estate planning support, insurance recommendations, and back-office services to its network of investment adviser representatives.

Jeffrey Wrabel is a financial advisor at Ethos Financial Group, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Almanack Investment Partners, The Prudential Insurance Company of America, and PRUCO Securities, LLC. Outside of his advisory role, he serves as treasurer for the Knights of Columbus charitable organization. Ethos Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and municipal entities. The firm employs diversified, risk-conscious portfolio strategies incorporating quantitative and fundamental research, and offers services such as financial and estate planning, insurance recommendations, and support for other investment advisers through sub-advisory and consulting engagements.

H Clark Gaines Jr is a financial advisor at Ethos Financial Group, LLC with 13 years of industry experience. He previously worked at Almanack Investment Partners for nine years. Gaines serves as a general partner for private investment funds, managing capital and investment pools. Ethos Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and municipal entities. The firm emphasizes diversified, risk-conscious portfolio allocations using quantitative and fundamental research and offers services including financial planning, estate planning support, insurance recommendations, and back-office compliance to its network of advisors.

Dustin Dowling is a financial advisor at Ethos Financial Group, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Almanack Investment Partners, Dominion Investor Services, Inc., and Peters Wealth Advisors, LLC. In addition to his advisory role, he is licensed as an insurance agent and sells various insurance products including life, disability, and long-term care insurance. Ethos Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and municipal entities. The firm uses diversified, risk-conscious model portfolios and combines quantitative and fundamental research, offering a range of services including financial planning, estate planning support, and insurance recommendations through licensed agents.