Professional Advisors Council

The Professional Advisors Council of the Community Foundation of Broward is composed of legal, wealth management, accounting and insurance professionals who work with the Community Foundation to help their clients achieve philanthropic goals. Membership is by invitation only and exclusive to professionals who have successfully referred a client to the Community Foundation.

Members share their expertise with fellow professional advisors on how to effectively integrate philanthropy into conversations with clients. The Council also advises the Foundation about the changing needs of professional advisors and helps broaden the circle of advisors who recommend the Foundation to their clients. As a result, we help all of Broward County by connecting donor visions with community needs.

Through the Council, professional advisors attend education sessions, receive monthly updates about Foundation activities and philanthropic services, receive special reports and are featured in Foundation publications.

These are just some of the opportunities for Professional Advisors Council members, who help the Foundation build a stronger community. In return, the Foundation helps advisors accomplish their clients’ philanthropy goals, which deepens the relationships between clients and advisors.

To learn more, contact the Foundation at 954.761.9503.  Together, we can make Broward County an even better place to live.

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

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.
Vice Chair of the Professional Advisors Council


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.
Kathleen M. Casey, PLLC

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
BNY Mellon Wealth Management

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.

John P. Friedrich, Esq.
Friedrich & Friedrich, P.A.

Jill R. Ginsberg, Esq.

GinsbergShulman


Adam S. Goldberg, Esq.
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
The Northern Trust Company

Douglas F. Hoffman, Esq.
Rudolf & Hoffman, P.A.

Andrew L. Jimenez, Esq.
Jimenez Law Offices, P.A.


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

Kristen M. Lynch, Esq.

Lubell & Rosen

Anne B. MacLean, Esq.

MacLean & Ema, P.A.

Mark R. Maller

Wells Fargo Advisors

Patricia Anne Martinez, MBA, LUTCF, CLTC

Coastal Wealth

Donald B. Medalie, Esq.

Medalie & Medalie, P.A.

Greg Medalie, Esq.

Medalie & Medalie, P.A.

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.

Reyes Law Group, P.A.

Jennifer J. Robinson, Esq.

The Northern Trust Company

Charles D. Rubin, Esq.

Gutter Chaves Josepher

Rubin Forman Fleisher Miller, P.A.






Gary L. Rudolf, Esq.
Rudolf & Hoffman, 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

William A. Snyder, Esq.
Snyder & Snyder, P.A.

Karen J. Spigler, CPA, Esq.
Law Firm of Karen Spigler, LLC

William F. Sullivan, Esq.
Portley and Sullivan

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.

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.
Chairman of the Professional Advisors Council

*retired

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