Brett Bauman is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Hungerford Financial LLC in Grand Rapids, MI and has previously worked at The Vanguard Group. Hungerford Financial serves individuals, charities, and employer retirement plans by providing financial planning, portfolio management, and retirement plan consulting. The firm’s investment strategy emphasizes strategic asset allocation with tactical adjustments, focusing on value, safety, quality, and risk control, supported by AI-enabled analytics alongside human oversight.

Thomas Price is a financial advisor at Hungerford Financial LLC in Grand Rapids, MI, with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Hungerford Financial since 2009. Price is also the owner of Genesis Financial, a non-public entity used for personal tax preparation. Hungerford Financial serves individuals, charities, and employer retirement plans by providing financial planning, portfolio management, and retirement plan consulting. The firm employs a strategic asset allocation approach enhanced by AI-enabled analytics and maintains human oversight for all investment decisions.

Connor Price is a financial advisor at Hungerford Financial LLC in Grand Rapids, MI, with six years of industry experience. He holds a Series 66 designation and is the owner of Red Elk Tax Services, a tax preparation and accounting business. Connor has worked with Hungerford Financial since 2020 and previously with United Planners Financial Services of America and SCI Advisors. Hungerford Financial serves individuals, including high-net-worth clients, charities, and employer retirement plans, providing financial planning, portfolio management, retirement plan consulting, and third-party advisor oversight. The firm applies a strategic asset allocation approach with tactical adjustments focused on value, safety, and risk control, utilizing AI-enabled analytics alongside human oversight.

Aaron Sal is a CFP® and holds a Series 66 license with four years of industry experience. He is currently a wealth advisor at Hungerford Financial LLC and has been a shareholder at Hungerford Nichols CPA's + Advisors since 2002. Sal serves on the board of the Byron Center Christian Schools Foundation. Hungerford Financial serves individuals, charities, and employer retirement plans, providing financial planning, portfolio management, retirement plan consulting, and third-party adviser oversight. The firm employs a strategic asset allocation approach enhanced by AI-enabled analytics and maintains human oversight of all investment decisions.

Nathaniel Bryers is a financial advisor at Hungerford Financial LLC in Grand Rapids, MI, holding the Series 66 designation with one year of industry experience. Prior to joining Hungerford Financial, he has held roles at United Planners Financial Services and Morgan Stanley. Hungerford Financial serves individuals, charities, and employer retirement plans by providing financial planning, portfolio management, retirement plan consulting, and third-party investment adviser selection and monitoring. The firm employs a strategic asset allocation approach enhanced by AI-enabled analytics, emphasizing value, safety, quality, and risk control.