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.

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.

Nina Zuckerman Chepp, Esq.
Wintter Law

Lowell J. Chick, CPA, MBA
Chick and Karo, CPA’s, P.A.

Christina M. Cleveland, FA
Merrill Lynch Wealth Management

John Clidas, CPA, CFP

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

Gerard Danzi, CFP, CLU
UBS Financial Services

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

Erin Farrington Finlen, Esq.
The Kelley Law Firm

Ralph L. Focaracci, CPA
Ralph L. Focaracci, P.A.

Trevor Fried, CFP, CPM, ChFC
Morgan Stanley Wealth Management

John P. Friedrich, Esq.*

Michael A. Garcia, Esq.
Northwestern Mutual

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.

Ron Holt, CFA
Channing Global Advisors

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.

George Lange, JD, CTFA, TEP
Slick Rock Capital Partners

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

Lance Lvovsky, CPA
CBIZ

Anne B. MacLean, Esq.*

Mark R. Maller
Wells Fargo Advisors

Patricia Anne Martinez, MBA, LUTCF, CLTC
Coastal Wealth, a Mass Mutual firm

Todd Masnicki
Northern Trust

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

Holly E. Moody, Esq.
Holly Eakin Moody 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

Romney C. Rogers, Jr.
Rogers, Morris & Ziegler LLP

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

Mary Shaw-Lieberman, CPA
Michlou Consulting

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

PROFESSIONAL ADVISORS COUNCIL

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