- David Ryan JD Bowen Financial Group 2020 Highway A1A Suite 104 Indian Harbour Beach, FL 32937
- Kristen Smigelski, CFP®, RICP®, ChSNC® Forest Financial Planning Group, LLC 4440 PGA Boulevard Ste. 600 Palm Beach Gardens, FL 33410
- Sheri Hazeltine Sheri L. Hazeltine & Associates, P.A. 631 Lucerne Avenue, Suite 104 Lake Worth, FL 33460
JD Bowen Financial Group
David is the Vice President of the JD Bowen Financial Group and a Registered Representative of LPL Financial. He holds over 15 years of experience in finance and currently holds his Series 66 and Series 7 License with LPL Financial, Florida Insurance License, and is a CERTIFIED FINANCIAL PLANNER ™ Professional....
Forest Financial Planning Group, LLC
Kristen founded Forest Financial Planning Group, LLC in 2019 after over 20 years in the financial services industry. She is a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner and a Retirement Income Certified Professional® (RICP®), certifications that allow her to provide holistic planning t...