Leadership

Dan Zagata is the Managing Director of Evershore Financial Group, an independent comprehensive financial services fi rm 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 fi rms 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 with Evershore Financial Group, as an independent comprehensive financial services firm with offices in Orlando, Palm Beach Gardens, Boca Raton and The Villages. I have served as a financial professional for the past 10 years beginning my career as a bank teller while still studying Applied Economics at Florida State University. After completing my Bachelor of Science in 2011, I was accepted into a specialty banking program with PNC Bank where I moved to Columbus, Ohio to complete a year long rotation program learning the many areas of banking as well as obtaining the licenses required to be a Financial Advisor. I currently hold the FINRA Series 7 General Securities License, the FINRA Series 66 State Securities Law License, and the Florida Life, Health & Variable Insurance License.

As my career has progressed I have been in roles as a private banker as well as the benefits advisor to the University of Central Florida’s faculty & staff participating in the Florida Retirement System. I pride myself on being a comprehensive advisor that continues to educate myself on the needs of my clients. Over the last five years I have worked to master the financial planning software eMoney, providing my clients with not only a tool to create and monitor their financial plans, but a way to provide custom recommendations based on their unique needs.

Since joining Evershore Financial Group my network of clients has continued to grow and with the expansion of technology, I am now serving as the advisor for multiple families across the country. I currently have close relationships with client’s in not only the Central Florida area but in Georgia, Ohio, Massachusetts, & Arizona. The wonderful part of being an independent financial services firm is that we have the ability to help solve our client’s financial needs regardless of their location.

Growing up in the Central Florida area and in an effort to give back to our community, I am currently serving as a member of the Central Florida Junior Achievement Leadership Council as well as going into the classroom to teach financial literacy to middle & high school students in Orange, Seminole and Osceola County.

Greg Abdalla 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. 1900 Summit Tower Blvd, Suite 550, Orlando, FL 32810. www.evershore.com. DOFU 04.2019 2484605

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. 1900 Summit Tower Blvd, Suite 550, Orlando, FL 32810. 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 where we are awaiting the birth of our first child.

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 Bech Gardens, FL 33410. www.evershore.com. 3.2019 2480995

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 100, 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. 1900 Summit Tower Blvd, Suite 550, Orlando, FL 32810. 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 100, Palm Bech Gardens, FL 33410. www.evershore.com. 3.2019 2463060

Christian Rasband is an experienced and knowledgeable financial services advisor with Evershore Financial Group, an independent comprehensive financial services firm with locations in Orlando, Boca Raton, Palm Beach Gardens, and The Villages. Christian has more than ten years of experience working with physicians, professionals, businesses, families, and individuals. Financial advising is something Christian is passionate about. He believes in the importance of what he does and strives diligently to help his clients feel comfortable and secure in both the process and their financial future. Christian loves working with and for his clients, helping guide them through the five phases of their financial life: 1) Accumulation, 2) Growth, 3) Preservation,      4) Distribution, 5) Transfer and Legacy. Christian is an experienced professional and specializes in putting together a financial strategy that helps to ensure his clients and their families are prepared for whatever life throws at them.

Christian earned a BA in Economics from Brigham Young University and a certified SmartVestor Pro with Dave Ramsey.* He has a background in banking, where for years he helped families work through debt and other financial strategies and solutions.

Christian served a full-time, two-year mission in Russia, Kazakhstan, and Belarus. He speaks English, Russian, and some Spanish. Christian has a diverse background having lived in Utah, New York, Germany, England, Russia, Kazakhstan, and Belarus. He currently serves as President of the Golden Triangle BNI Chapter in Eustis, FL., President and Chapter Chair for the Orlando BYU Alumni Group, and is an active member of the LDS Philanthropies’ Gift Planning Leadership Council.

Christian and his wife Monica reside in Mount Dora, Florida with their six children and three family canines. In his spare time he enjoys playing tennis, is actively involved in church and community service, loves to travel, and spend time with his family.

*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.

Specialties: Some of the products and services which may be involved in the development of a financial strategy would be: Life Insurance, Investments, Disability Insurance, Long-Term Insurance, Retirement Plan Design, Employee Benefits, AFLAC products, Health Insurance, Annuities, Asset Protection, Buy/Sell Arrangements, Group Products, Budgeting, and Networking with other Professionals throughout Orlando. DOFU 6.2018 2168866

I started in this business in 1987 with Neuberger & Berman in New York City as an Associate Portfolio Manager. I went on to work at DLJ as a Steel Analyst at a time when the mini mill industry was created. From there I became a Sr. VP at Southeast Research Partners, worked as a Financial Advisor at Smith-Barney/Morgan Stanley and Wells Fargo before joining Evershore Financial Group in September of 2016.

I have a full-service investment practice which includes working with high net worth individuals along with small businesses and incorporates retirement and insurance solutions. My business is based on client specific needs. I look to build relationships with my clients and their families to do multi-generational financial strategies.

Working with women is a specialty.

Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. Fran Rubinstein 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. 3.2019 2463055

I am passionate about helping people. Serving as a Financial Advisor provides me the opportunity to listen attentively to the particular interests and needs of my clients, and to then devise a strategy that is financially sound and comprehensive in nature.

I have been in the financial services industry for over 16 years working with firms of varying size and scope. My industry experience has opened my eyes to the need for non-biased advice that results from extensive data gathering and due diligence. This process helps to ensure solutions and recommendations that are well-aligned with client objectives.

My practice is focused on working with physicians and business owners throughout the country. I use a variety of tools, services, and solutions which are at my disposal to help my clients live life on their terms. One of my key objectives is to help create a sense of security for clients who are planning    for or entering into retirement. A sense of security is hard to quantify,  but  few would argue it is highly valuable.

A sound financial strategy may encompass some of the following: Life Insurance, Investments, Disability Insurance, Long-Term Care Insurance, Retirement Strategies, Employee Benefits, Annuities, Asset Protection, Buy/ Sell Strategies, Wealth Management.

My wife and I are long-time residents of Palm Beach Gardens, FL with our two school aged boys. It would be my pleasure to serve as a resource for any of your financial planning needs.

Contact me at bschwarz@evershore.com or 561-246-4888 to learn more.

Brian Schwarz is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc., Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Evershore is independently owned and operated. 3300 PGA Blvd., Suite 100, Palm Beach Gardens, FL 33410. DOFU 4.2019 2479116

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. 1900 Summit Tower Blvd, Suite 550, Orlando, FL 32810 3/2019 TN#2462481

Sean Williams is a Financial Advisor with Evershore Financial Group, an independent comprehensive financial services firm with locations in Orlando, The Villages, Palm Beach Gardens, and Boca Raton.

My motivation every day is to bring wide-ranging knowledge, fundamental financial philosophies, strategy and sense of security to help my clients and their families achieve their financial goals.

I earned my undergraduate degree from the University of Florida and an MBA from the University of Central Florida. This profession requires life long learning to an ever-changing financial environment and I dedicate myself to continue to learn each and every day.

I concentrate on creating a specific financial strategy for each client that is unique to their personal circumstance and life goals. I strongly believe in guiding clients through complex financial matters and implementing detailed financial strategies to grow and protect their assets. Education and the understanding of your money and the strategies in place will allow you to make informed decisions, help reduce financial stress and enhance your financial journey through life.

Personally, I am a native Floridian who enjoys traveling, staying active, attending sporting events, and spending time with my family.

Sean Williams 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. 1900 Summit Tower Blvd, Suite 550, Orlando, FL 32810. www.evershore.com. DOFU 03.2019 2469079

Jason is a Financial Advisor with Evershore Financial Group and has been with the firm since 2009. Originally from Upstate New York, he received his undergraduate degree from Penn State University in 1995. He relocated to South Florida in 1996 and now calls Florida home. In 2001, he earned his MBA from the University of Miami, furthering his formal education.

He enjoys helping clients with all aspects of their financial lives, with special emphasis on preparing for retirement and becoming financially independent. He prides himself in his analytical and thorough process, that involves and educates his clients along the way.

Jason is a big believer in networking and connecting with other professionals. He is actively involved in numerous business organizations and alumni groups across the South Florida community. When not working, he enjoys spending time with his wife and three children whose school, church, and sports events keep their calendar full.

As a Financial Advisor, I focus on helping individuals, families, and businesses meet their goals through insurance, investments, and sound financial strategies. I take pride in being able to help my clients navigate changes that affect their financial future.

I do this by looking first at your vision for the future. It says a lot about you. And, like you, your vision is unique. By listing your goals and objectives, and comparing what you have to what you want, I will work with you to define your vision of a secure financial future.

My office is located in Palm Beach Gardens, where I also offer tax preparation and accounting services through Legacy Financial Services, Inc.

To learn more about Legacy Financial Advisors, visit http://www.legacyfai.com. 

• Practicing tax preparer since 1989. 
• Introduced financial consulting into practice in 1998. 
• Currently hold a Series 6, Series 7, Series 66, and FL 2-15.

Jay Fischer is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc., Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax advisor regarding your own specific lax/legal situation. Evershore is independently owned and operated. 3300 PGA Blvd., Suite 100, Palm Beach Gardens, FL 33410. DOFU 4.2019 2516487