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.

Greg Medalie, Esq.; Medalie & Medalie, P.A.; Chair of the Professional Advisors Council

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.

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.

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.

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

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.

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

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

Steven H. Woods, CPA
Keefe, McCullough & Co., LLP

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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Resources for Professional Advisors are made possible through the generosity of The William R. Watts Foundation.

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