Leadership

Dan Zagata is the Managing Partner of Evershore Financial Group, an independent comprehensive financial services firm located in Orlando, The Villages, Palm Beach Gardens, and Boca Raton. Dan brings a high level of experience, education, and financial know how to the industry and his clients. He brings over 15 years of experience working with professionals, businesses, and non-profits to help them realize their financial potential and goals.

Dan earned a BA in Economics and an MBA in Finance from Bentley University in Boston, MA. Almost a decade later, Dan earned his Doctor of Business Administration in Finance and Risk Management from the International School of Management in Paris, France. He also holds a graduate certificate of Financial Planning from the University of Miami in Coral Gables, FL. As a commitment to his clients, Dan has earned the Certified Financial Planner (CFP®) designation, the Chartered Financial Consultant (ChFC) designation from the American College, and is a Chartered Life Underwriter (CLU). He is also an Accredited Investment Fiduciary (AIF®).

From the financial industry’s perspective, Dan is Platinum Frontline Leader, and was awarded the Diamond Managing Director award from Securian Financial in 2012, 2013 and 2016 as the number one managing director within the Securian Financial Network, a broad financial network with firms across the United States.

Currently, Dan is involved in teaching and mentoring individuals and business owners from simple to very complex financial matters. He teaches retirement and investment courses for lifelong learning at Rollins College and Stetson University. He also has returned to his alma mater to teach graduate courses in corporate finance, risk management, and business negotiations.

Personally, Dan is an avid international traveler and a licensed pilot. He strongly believes that education, transparency and the human element are the ingredients to good financial planning. Bettering the experience of our clients and their family is the driving force behind his work.

Awards and club membership are based primarily on commissions, premiums, and fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or fi rm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Dan Zagata is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 1750 N. Maitland Avenue, Maitland, FL 32751. www.evershore.com. 1829539 6.2017

I am a Financial Advisor, Field Director, and Vice President with Evershore Financial Group, an independent comprehensive financial services firm with locations in Orlando, Boca Raton, Palm Beach Gardens, and The Villages. I believe in the importance of what I do and strive diligently to help my clients feel comfortable and secure with the process of planning their financial future. I am passionate about working with and for my clients, helping guide them through the five phases of their financial life: 1) Accumulation, 2) Growth, 3) Preservation, 4) Distribution, 5) Transfer and Legacy. I have more than 10 years' experience working with individuals, families, physicians, professionals, and businesses. I specialize in putting together a financial strategy that helps to ensure my client and their family are prepared for whatever life may throw at them.

I earned a BA in Economics from Brigham Young University and am a SmartVestor Pro.* My background is in banking, where for years I helped families work through debt and other financial strategies and solutions.

I served a full-time, two-year mission in Russia, Kazakhstan, and Belarus. I speak English, Russian, and some Spanish. I have a diverse background having lived in Utah, New York, Germany, England, Russia, Kazakhstan, and Belarus. I currently serve as President and Chapter Chair for the Orlando BYU Alumni Group. I also serve as an active member of the LDS Philanthropies' Gift Planning Leadership Council, and in leadership with my church at the local level.

Personally, I enjoy playing tennis in my spare time, and am actively involved with my church and community. I love to travel and spend time with my family. My wife Monica and I reside in Mount Dora, Florida with our six children and three family canines.

*Neither Christian Rasband, nor Securian Financial Services are affiliated with Dave Ramsey Solutions. Securian Financial Services, Inc. does not endorse Dave Ramsey. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Securities and investment advisory services are offered through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. Christian Rasband is a registered representative and investment advisor representative of Securian Financial Services, Inc. [Evershore Financial Group 1750 N. Maitland Ave., Maitland, FL 32751. www.evershore.com] 2776093 DOFU 10/22

Over the last 20 plus years, I have helped individuals, families, business owners and large corporations pursue their financial goals by designing and implementing a financial strategy that is specific to their ultimate financial objective. As a Financial Professional with Evershore Financial Group, I have relationships with many well-known providers of products and services, which gives me the ability to customize the specific solution for each client.

Evershore Financial Group offers comprehensive financial solutions, including the most basic forms of wealth protection strategies to more complex financial strategies, depending on the unique financial needs of our clients. Evershore Financial Group represents most of the major companies in the industry, allowing our advisors to provide our clients with tailored financial solutions that meet their unique financial needs or concerns.

Our firm has also developed a large referral network with other professionals such as Estate Planning Attorneys and CPAs who can provide added value to the services we provide our clients.

Evershore Financial Group is headquartered Palm Beach Gardens, FL and is under the leadership of President, Robert D. Barboni, CFP®. The firm operates in four locations, including Boca Raton, Palm Beach Gardens, Orlando and The Villages. Our advisors serve clients throughout the state of Florida and beyond.

William Elliott is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 1750 N. Maitland Avenue, Maitland, FL 32751. www.evershore.com. DOFU 03.2019 2471748

I am here to help you achieve the financial future you and your family deserve. My name is Jeffrey Finlayson and I was born and raised in Sugar Land, Texas. Growing up I observed a lot of the “Wild West” mentality of that great state. Yes, many millionaires were made overnight through the wealth of oil, gas, and ranching. However, I was taught at a young age to be successful you must have a realistic plan in place.

I began my career in the financial services industry in 2013. Before joining Evershore I worked as a Private Client Relationship Manager. I assisted my clients with many things including basic banking and credit needs to more comprehensive retirement and estate planning. I have extensive experience across the board in multiple areas of money management

My greatest strength is connecting with my clients and building a well-rounded financial strategy. I believe everyone can benefit from my sincere guidance and concern regardless of their current financial status. Unique as individuals we all have the potential to leave a wonderful legacy behind for our children and grandchildren. My focus is on providing the best possible financial foundation for you, your family and the next generations to come.

On a personal note, I enjoy traveling, playing golf and the occasional fishing trip in Islamorada. My wife and I reside in Fort Lauderdale with our son.

My commitment to you is hard work, perseverance and honesty. I will treat your unique situation as if it were my own. Together we will assess what can and needs to be accomplished in a time frame that fits your lifestyle.

Your financial security is my greatest priority. I look forward to working with you and sharing in your success as your financial life unfolds with great rewards.

Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. Jeff Finlayson is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 3300 PGA Blvd, Suite 100, Palm Beach Gardens, FL 33410. www.evershore.com. 3/2020 2955045 

I am a Financial Advisor with Evershore Financial Group, an independent financial services firm in Orlando, Florida. With offices in Orlando, Palm Beach Gardens, Boca Raton, and The Villages, Evershore offers comprehensive financial solutions based each client’s individual needs.

I have lived all over the United States in addition to Japan and Germany. Moving so often gave me a great perspective and ability to adapt to change. I graduated from Florida State University in 2012 with a double major in economics and history and continued on to get my M.B.A. in 2013.

I began my career on the corporate side, working for over five years in finance operations. While in corporate America, I learned many sides of the finance industry; however, I always had the desire to help people more than a corporate position allowed.

Because of that desire, I pivoted careers to personal finance where I can use my passion and expertise to help people grow and protect their money. Growing up in a military family where change comes abruptly, I learned how one size does not fit all. I know that each individual is different and requires unique solutions to best achieve their goals and obtain a secure future.

Personally, I enjoy spending my time exercising, traveling, sports, reading, the outdoors, and spending time with my family and friends.

Daniel Garland is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 1750 N Maitland Avenue, Maitland, FL 32751. www.evershore.com. DOFU 09.2019 2722456

I am a motivated financial professional, wife and mother of two children.

My mission is to provide trusted financial strategies and assist my clients in reaching their financial goals while establishing a real and sustainable social impact within the community.

I am driven to build personal and professional relationships with individuals, families, business owners and industry professionals to help them identify their financial goals for long term financial security.

I currently enjoy working with many various individuals in the public sector. I utilize financial strategies designed to help maximize your retirement savings and minimize risk in order to protect your family.

Before you can feel comfortable sharing your financial goals, I want you to know my qualifications and experience that have led me to be passionate about the type of work I do with insurance and investments.

I am qualified financial professional with a Series 7, 63 registrations and Life, Health and Annuity license. I am experienced in creating and maintaining positive relationships with clients while assisting with strategies designed to achieve financial goals.

I have 4 years previous experience in money management, asset allocation and market trend research. I am goal oriented and personally motivated to establish positive communication. Before we can speak intelligently about the products and services that might be appropriate for you and your family, I need to get to know you. I pride myself on developing relationships and providing what is in the BEST interest of the client.

I provide assistance with asset protection, planning for retirement and developing a customized financial strategy to protect families / individuals and their income through tax efficient savings vehicles.

Monique Heinz is a Registered Representative with Securian Financial Services, Inc. Evershore Financial Group offers securities through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 3300 PGA Blvd, Suite 990, Palm Beach Gardens, FL 33410. www.evershore.com. 3.2019 2461232

I am an experienced and knowledgeable financial services advisor with Evershore Financial Group,. Evershore is an independent comprehensive financial services firm with locations in Orlando, Boca Raton, Palm Beach Gardens and The Villages. I have more than ten years of experience working with individuals and businesses with their long term and short-term goals through educational preparation. Educating clients is something I am passionate about. I believe in the importance of what I do and strive diligently to help my clients feel comfortable and secure in both the process and their financial future. I love working with and for my clients, helping guide them through the financial strategic process to reach their goals. I am an experienced professional and specialize in putting together a financial strategy that helps to ensure my clients and their families are prepared for whatever life throws at them.

I earned my MBA and a bachelor’s degree in psychology from the University of Phoenix. I have a background in education, where for 10 years I helped families work through debt and other financial strategies and solutions as they planned and prepared for their future.

I have had the pleasure of living in many areas of the country, namely Arizona, Nevada, Missouri and Florida.

My wife Vanessa and I reside in Fruitland Park, Florida with our four children. In my spare time I enjoy playing soccer, golf and other outdoor recreational activities. I am actively involved in church and community service, I love to travel, and spend time with my family.

Jordan LaMarca is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 1750 N. Maitland Avenue, Maitland, FL 32751. www.evershore.com. DOFU 04.2019 2482403

Brad is a Financial Advisor with Evershore Financial Group and has been in the financial services industry since 2002. As a Financial Advisor, Brad enjoys helping clients with many aspects of their financial lives including Investments, Wealth Accumulation/Preservation, Retirement Solutions, Life and Long Term Care Insurance, Annuities, etc. Brad’s clients are located throughout the U.S. and include all age groups with many approaching retirement or recently retired needing assistance in building Portfolios designed to help them achieve their respective goals and objectives while minimizing risk.

Before entering the Financial Services Industry, Brad worked 22 years for Fortune 50 companies Coca-Cola, Pepsi and Procter & Gamble holding numerous multi-state senior management positions across the country. As Regional V.P. & General Manager he had overall responsibility encompassing organizations as large as 2,000 employees with over $350 million in annual sales and having all functions and departments reporting to him.

Brad has a Bachelor of Science in History & Political Science from High Point University where he was a three-year starter for the University’s nationally ranked baseball team and is #2 all-time in both single season (39) & career stolen bases (77) at the University. Brad lives in Boynton Beach with his wife of 42 years and enjoys playing golf, working out and spending time with his 10 grandchildren.

Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. Brad Loucks is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 3300 PGA Blvd, Suite 990, Palm Bech Gardens, FL 33410. www.evershore.com. 3.2019 2463060

I began my professional career with John Hancock in 1975 and joined Evershore Financial Group in 2008. With over 40 years of experience in the insurance and financial services industry, my clients have come to think of me as their personal navigator. Many of them consider me a part of their family.

I have specialized in employee benefits which include, group health insurance, dental, life, disability, pensions, 401(k) plans, 401(a) plans, 457 plans, etc. I am the advisor of record for several cities in Florida and assist them with their employee benefits packages. I consider the employees my base for selling life insurance and annuities outside of their workplace, including their families, which include their spouses, children and their parents.

Another area that I have had very positive results from, for many years, is from multi-generational selling. I have many older clients, especially those that do not have family living near them, who know that they can call me at any time to help them whenever the need arises.

I am a Life and Qualifying Member of the MDRT and have achieved their highest awards by being Top of the Table and Court of the Table qualifier through the years.

Gloria Rosen is a registered representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 3300 PGA Blvd, Suite 990, Palm Beach Gardens, FL 33410 www.evershore.com. 8.2018 2195277

I have the heart of a teacher. When I meet with clients, my objective is to empower them to make decisions for themselves and to support them along the way.

My name is Michael Speed. I was born in Pensacola, Florida but grew up in Houston, Texas. I moved back to Florida in 2011 to work for a firm that manages money for institutions and high- net worth individuals. I left the firm to work with people of all types who share a commonality: they seek a trustworthy advisor who they know they can turn to for sound financial advice.

I began my career in the financial services industry in 2009 when I served as a credit ratings analyst. In layman’s terms, this means I made recommendations to an official credit committee on the scoring of public debt. When school districts, counties, cities, or other local districts wanted to borrow money, I represented investors to understand what level of risk they were taking when buying bonds from these issuers.

Next, I came to Florida and provided the same service for owners of mutual funds investing in municipalities, states, hospitals, foundations, higher education institutions, airports, highway authorities, and others. I provided value by keeping our portfolio managers up-to-date on holdings in our mutual funds and making recommendations to buy, sell, or hold municipal bond transactions.

My experience as a bond analyst is applicable to everything I do. When conducting comprehensive financial planning, each step relates to skills I obtained while working as an analyst. First, I gather data to understand my client’s background, goals, risk tolerance, and account objectives. Second, I evaluate the information obtained to understand how to best serve the needs and interests of my client. Third, I make recommendations based on my analysis and offer a plan to implement those recommendations. Based on the impressions of my client, we decide on the recommendations to implement and a frequency with which to monitor the plan. Communication, listening, and working together are the skills most frequently employed.

I currently help clients in the following ways:

• Build and manage wealth                                           • Protect their income
• Organize their finances                                               • Protect their families in the event of death
• Maximize after-tax net worth                                     • Prepare for an event of long-term care
• Plan for retirement                                                      • Protect their businesses
• Decide on an income strategy in retirement               • Compensate their employees
• Plan for their  estate transfer                                       • Prioritize their debt
• Distribute wealth efficiently                                       • Invest for their future selves

One of the ways I bring added value to my clients is by offering them an extended network of professionals whom they can contact if they are in need of services. I spend three hours each week networking with these individuals to enable me to make quality referrals when needed. This extended network consists of qualified professionals in industries such as estate planning, tax consulting, business and family law, real estate, and many others.

My wife and I reside in Longwood, Florida, and we are the blessed parents of seven children.  It would be my honor to serve you and your family as your comprehensive financial planner.

Michael E. Speed is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 1750 N. Maitland Avenue, Maitland, FL 32751. www.evershore.com. 8.2018 2206187

As a financial advisor I bring product knowledge experience and a caring concern for clients to offer what is best for each one. I help people make informed financial decisions to reach their life goals. I focus my knowledge and experience helping individuals, businesses, and municipalities help prepare for their future with financial strategies and implementation of retirement solutions, education funding strategies, investments, and insurance. I have worked for several established health and financial companies and has serviced the retirement plans of several local municipalities.

Throughout my twenty-one year career in the financial services industry, my main focus has been educating and encouraging women to take an active role concerning their finances and has significantly increased women’s participation in retirement plans since being involved with municipalities. I am licensed in Florida, Georgia, Alabama, Tennessee and New York, and holds the Series 7 and Series 66 registrations. I am also a Chartered Retirement Planning Counselor (CRPC). A CRPC covers the entire retirement planning process from meeting multiple financial objectives, retirement income, personal savings, employer sponsored retirement plans, retirement cash flow and income, asset management and more.

I offer my clients a wide array of financial solutions that can help them to be customized to their unique financial needs both before and after retirement.

I work with clients and business owners to analyze your current situation and  recommend clear, easy-to-understand financial strategies. I will also work with your tax and legal advisors to make sure that these strategies are appropriate for your situation. Finally, I help you implement your strategies using financial products and techniques that are suitable for you and your business.

I am dedicated to helping my clients with care and concern for their interests in   the best way possible with the highest professional standards. My core values are integrity, loyalty, and determination, all of which I use every day to help better my life and the lives of my clients.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Cindy Strickland is a Registered Representative and Investment Advisor Representatives with Securian Financial Services, Inc. Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 1750 N. Maitland Avenue, Maitland, FL 32751. 3/2019 TN#2462481

With more than 21 years of professional experience in the financial services industry, I have worked with banks, brokerage and insurance firms as a Financial Advisor and have clients in many states. I offer an unbiased, pro-active and detailed approach to creating sound financial strategies for my clients - customized through many well-established companies and platforms in the industry. I believe clear communication in explaining the details of a financial strategy is key so that clients can make the best decisions for their needs.

I have been recognized with the companies I have worked with, and attend financial conferences regularly to keep current with industry trends and education.

I am committed to my long-term client relationships and understand that each client has unique goals and needs. I am focused on personal service and am proud of the friendships I have formed with my clients and their families.

Personally, I love to travel and explore and learn about new places and people. I am passionate about classical and jazz music and attend concerts, musicals and plays whenever I can. I also enjoy playing a round of golf on the weekends.

Susan is a Financial Advisor with Evershore Financial Group and has been in the financial services industry with her CFP designation since 1992. Susan has an MBA in Finance from Nova Southeastern University. She takes pride in her line of work, helping individuals, families, and businesses grow wealth and achieve their financial goals.

Before entering the financial services industry, Susan debuted in her working life as a registered nurse. After learning that her parents were victims of a Ponzi scheme, Susan changed careers in order to help ensure that others don’t suffer the same fate.

Susan has spoken about personal finance to many groups including the Women’s Entrepreneur Network at Palm Beach State College, and the Palm Beach County Directors of Nursing Association. She also lectures on financial literacy to young adults through her volunteer role as a mentor for Women of Tomorrow and as a guest lecturer at Women in Distress.

Susan is the Past President of the South Florida Financial Planning Association and a member of the Greater Boca Raton Chamber of Commerce, the Greater Delray Beach Chamber of Commerce, the Coral Springs Chamber of Commerce, the American Business Women’s Association, Women For Excellence and the Boca Raton Estate Planning Council.

Susan loves to spend time in her garden reading a good book, watching football, big game fishing, and visiting her grown children. She lives in Boca Raton with her husband of 34 years, her elderly demented Chihuahua and her extremely fluffy cat.

Susan Weinblatt is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 3300 PGA Blvd, Suite 100, Palm Beach Gardens, FL 33410. www.evershore.com. 2978701 DOFU 3/2020