Kristen Marsh is a financial advisor at Ethos Financial Group, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Chapwood Capital Investment Management, LLC since 2019. Prior to her advisory career, she spent time as a student and briefly worked with First Baptist Church Houston. Ethos Financial Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, providing investment management, financial planning, and consulting services. The firm uses model portfolios and a core allocation strategy combining index-based exposures to create diversified, risk-conscious portfolios, supplementing its process with third-party research and optional tax-overlay management.

Kim Sams is a financial advisor with Ethos Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Ethos in 2025, Sams worked at Chapwood CustomHedge Portfolio Advisory Services, LLC, Waterford Capital LLC, and Chapwood Capital Investment Management LLC. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering discretionary and non-discretionary investment management alongside financial planning and related consulting. The firm utilizes model portfolios and a Core Allocation strategy combining index-based exposures with diverse investment vehicles, supplemented by third-party research and tax-overlay management.

Edward Butowsky is a financial advisor with Ethos Financial Group, LLC, holding a Series 63 designation and 37 years of industry experience. He has held roles at multiple firms including Innovation Partners LLC, Chapwood Securities, and Waterford Capital, and has served as head of investment education at Champion Venture Partners. Ethos Financial Group provides investment management and consulting services to individuals, trusts, estates, municipalities, and charitable organizations. The firm employs a model portfolio approach focused on diversified, risk-conscious allocations using index-based exposures and third-party research, while also offering financial and estate planning services.