Professional Advisors Council
The Professional Advisors Council is an elite group of tax and estate attorneys, accountants and financial advisors who understand the important role philanthropy plays in estate planning.
They collaborate with the Community Foundation to achieve their clients’ charitable goals.
Membership on the council is by invitation only and exclusive to professionals who have referred clients who create charitable funds at the Community Foundation.
Council Member Benefits
- Hear from leading from wealth, tax and estate planning experts at informative Community Foundation breakfasts and luncheons
- Earn continuing education credits through Community Foundation events
- Participate in exclusive networking opportunities
- Receive updates about Community Foundation activities and philanthropic services
- Provide feedback that helps guide philanthropy through the Community Foundation
Image: Greg Medalie, Esq.; Medalie & Medalie, P.A.; Chair of the Professional Advisors Council
Professional Advisors Council Members
Frank T. Adams, Esq.
Dunwody White & Landon, P.A.
Louis C. Anderson, Esq.
Louis C. Anderson Law Office, LLC
Peter Anderson, CFP®, CPFA, CEPA
Woodforest Wealth Strategies/Raymond James Financial Services
Adan A. Aulet, Jr., Esq.
MacLean & Ema, P.A.
Scott Bakal, Esq.
Greenberg Traurig
Kaley N. Barbera, J.D., LL.M.
Snyder & Snyder, P.A.
Jeffrey A. Baskies, Esq.
Katz Baskies & Wolf PLLC
Richard A. Berkowitz, JD, CPA
Berkowitz Pollack Brant Advisors and Accountants
Jeffrey N. Blaze, CFP
FDR Financial Group, Inc.
Judy B. Bonevac, Esq.
Judy Barringer Bonevac, P.A.
Tanya L. Bower, Esq.
Tripp Scott
Francis B. Brogan, Jr., Esq.*
Ralph M. Byer
Merrill Lynch Wealth Management
Cynthia Borders-Byrd, CPA
C. Borders-Byrd, CPA, LLC
John Cartledge
Aurora Private Wealth
Kathleen M. Casey, Esq.
Medalie & Medalie, P.A.
Lowell J. Chick, CPA, MBA
Chick and Karo, CPA’s, P.A.
Christina M. Cleveland, FA
Merrill Lynch Wealth Management
Alan B. Cohn, Esq.
Greenspoon Marder
Richard G. Coker, Jr., Esq.
Coker & Feiner, P.A.
Marinela Collado, CPA/PFS, CFP®
Tobias Financial Advisors
Joan K. Crain, TO
J. Crain Consulting
Lisa K. Crawford, Esq.
Lisa K. Crawford, Esq. PLLC
James B. Davis, Esq.
Gunster
David J. Diaz, CFP
Merrill Lynch Wealth Management
James M. Dolan, CPA
James M. Dolan, P.A.
Frank B. Dolph III
Frank B. Dolph III & Associates
Ralph L. Focaracci, CPA
Ralph L. Focaracci, P.A.
Trevor Fried, CFP, CPM, ChFC
Morgan Stanley Wealth Management
John P. Friedrich, Esq.*
Jill R. Ginsberg, Esq.
GinsbergShulman
Adam S. Goldberg, J.D.,LL.M,Ed.D
Revis, Hervas, & Goldberg. P.A.
Deborah P. Goodall, Esq.
Goldman Felcoski & Stone, P.A.
Katherine N. Guida, TO
The Northern Trust Company
Marie C. Hansen, TO*
Douglas F. Hoffman, Esq.
Rudolf & Hoffman, P.A.
Andrew L. Jimenez, Esq.
Jimenez Law Offices, P.A.
Renee E. Johnson, MBA
J.P. Morgan Private Bank
Jennifer W. Jones
Gunster
Robert B. Judd, Esq.
Olive Judd, P.A.
Thomas O. Katz, Esq.
Katz Baskies & Wolf PLLC
Robert L. King, Esq.
Robert L. King Law Office
Robin J. King, Esq.
King Law
Tracey Kinker, CPA
Tracey J. Kinker, CPA, P.A.
James B. LaBate, Jr.
Lake Management, LLC.
John Lacy, CPWA
The Lacy Wealth Management Group/ Merrill Lynch
Stephen J. LaForte
Fifth Third Private Bank
Christine L. Lambertus, Esq.
Lambertus & Lambertus, P.A.
Jody Leslie, Esq.
Leslie & McLaughlin, LLP
Vladimira Libansky, Esq.
Robert L. King Law Office
Beth E. Linzner, Esq.
Beth E. Linzner, P.A.
Jack R. Loving, Esq.
Loving Scully Law Group, PLLC
Anne B. MacLean, Esq.*
Mark R. Maller
Wells Fargo Advisors
Patricia Anne Martinez, MBA, LUTCF, CLTC
Coastal Wealth, a Mass Mutual firm
Paul McCawley
Greenberg Traurig, LLP
Donald B. Medalie, Esq.*
Greg Medalie, Esq.
Medalie & Medalie, P.A.
Chair, Professional Advisors Council
Kenneth R. Mikos, Esq.
Kenneth R. Mikos, P.A.
Leonard Miller, CPA
LerroSarbey
Barry Mukamal, CPA, PFS, ABV, CIRA, CFE, CFF
Kapila Mukamal CPAs
Cort A. Neimark, Esq. *
Raymond J. Powers
Powers & Disque, CPA, P.A.
David Ratcliffe *
Carlos J. Reyes, Esq.
Gray Robinson, P.A.
Jennifer J. Robinson, Esq.
The Northern Trust Company
Charles D. Rubin, Esq.
Gutter Chaves Josepher
Rubin Forman Fleisher Miller, P.A.
Gregory J. Schaeffer
Morgan Stanley
Barry S. Schinder, Esq.
Barry S. Schinder, P.A.
Ilene S. Schnall J.D., LL.M.
Ilene S. Schnall, P.A.
David M. Scully, Jr., Esq.
Loving Scully Law Group, PLLC
Jeffrey S. Selzer, Esq.
Selzer Law
Barbara A. Shore, Esq.
Barbara Ann Shore, P.A.
Jeffrey Shover
Ameriprise
Debra Slater, Esq.
Slater & Small, PLLC
Collett P. Small, Esq.,BCS
Slater & Small, PLLC
William A. Snyder, Esq.
Snyder & Snyder, P.A.
Karen J. Spigler, CPA, Esq.
Law Firm of Karen Spigler, LLC
William F. Sullivan, Esq.*
Eric W. Sulzberger, Esq.
Law Offices of Sulzberger & Sulzberger
Benjamin A. Tobias, CFP®, CPA/PFS, CIMA*
John Torregrosa
UBS Financial Services, Inc.
Emilie M. Tracy, Esq.
Emilie M. Tracy, P.A.
Philip M. Verde CFP, CTFA
Truist Wealth
Charles L. Verner
UBS Financial Services, Inc
Debra Vogel*
Patricia R. Voss, Esq.
Patricia R. Voss, P.A.
Misty Weinger, CPA/CFF, CVA
Kofsky Weinger, P.A.
Jerome L. Wolf, Esq.
Katz Baskies & Wolf PLLC
Christine Yates, Esq.
Tripp Scott
Charles D. Zalakar, CTFA
The Northern Trust Company
Kurt D. Zimmerman, Esq.
Zimmerman & Associates, P.A.
* retired
Let’s get started!
You know your client. We know philanthropy. Together we can help your client create a legacy of BOLD impact – and shape a brighter future for Broward. To get started, contact Mark Kotler, Senior Director of Philanthropic Services below.
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