Peter Anderson, MBA. Veritas Wealth Advisors ... Andrea L. Darlow, MBA. Nova Southeastern University ... Joel N. Goren.
CO-CHAIRS Gary L. Rudolf, Esq. Rudolf & Hoffman, P.A.
Jeffrey Saster UBS Financial Services, Inc.
Michael D. Wild, Esq. Wild Felice & Partners, P.A.
STEERING COMMITTEE Peter Anderson, MBA Veritas Wealth Advisors
Marjorie Gelbwaks-Schaefer, MDRT, CLTC Gelbwaks Executive Marketing Corp.
Elissa Mogilefsky Non Profit Consultant
David S. Appel CPA/PFS Marcum, LLP
Scott L. Goldberger, J.D. Kaufman Rossin & Co.
Leif Novie, CPA, J.D. Morrison, Brown, Argiz & Farra, LLC
Martin E. Basson, Esq. Consultant
Joshua Goldglantz, J.D., LL.M. Berger Singerman
Peter M. Palin Philanthropros, LLP
Rick D. Bazzani, CPA Berkowitz Pollack Brant Advisors and Accountants
Claudia Gonzalez Raymond James Trust, N.A.
Zvi Rafilovich, CPA, MST, CGMA Zvi Rafilovich, CPA, P.A.
Joel N. Goren City National Bank
C. Scott Rassler, J.D., CLU, ChFC Rassler Financial Strategies
Ed Grimpe, CRPC, CFM BB&T Scott & Stringfellow
Suzannah L. Richards, CLU, ChFC New York Life Insurance Company
Philip Herzberg, CFP®, CTFA, AEP®, MSF The Lubitz Financial Group
Jennifer J. Robinson, Esq. The Northern Trust Company
Douglas F. Hoffman, Esq. Rudolf & Hoffman, P.A.
Jack N. Rosenberg, CPA GSK Wealth Advisors, Inc.
Thomas O. Katz, Esq. Katz Baskies, LLC
Debbie Savage, RN, BSN Responsive Home Health
Jared Kornfeld GSK Wealth Advisors, Inc.
Sheri F. Schultz, CPA, ABV, CFF Fiske & Company
Mark A. Krill BB&T Bank
David M. Scully, Esq. Loving Scully Law Group, PLLC
David P. Kron, Esq. Greenspoon Marder Law
Richard L. Shapiro, CPA, CFP® Associated Financial Services, LLC
Denise A. Lettau, J.D. Wells Fargo Private Bank
David A. Shulman, Esq. Ginsberg Shulman, PL
Marc Lowell, CLU, ChFC A.I.D. Wealth Management Advisors Insurance Direct
Jason L. Steinman, Esq. Law Offices of Sandler Sandler & Steinman
Kenneth B. Bierman BNY Mellon Wealth Management Penelope Blair U.S. Trust, Bank of America Private Wealth Management Terry Breitbord,CLU, ChFC, MSFS, AEP, CFP®
New York Life Insurance Company Alan B. Cohn, Esq. Greenspoon Marder Andrea L. Darlow, MBA Nova Southeastern University James B. Davis, Esq. Gunster
Mary E. Davis, J.D. SunTrust Private Wealth Management Barbara A,. Doll, TO U.S. Trust, Bank of America Private Wealth Management Samuel Eppy The Eppy Group Dr. Abraham S. Fischler President Emeritus Nova Southeastern University
Douglas A. Martin, CLU Executive Financial Services
Randy S. Friedlander, CIMA®, CPWA® The Friedlander Group, Morgan Stanley
Paul B. McCawley, Esq. Greenberg Traurig
Olga I. Galanter, J.D., LL.M. Snyder & Snyder, P.A.
Patrick L. McCraw New York Life Insurance Company
Kevin Gale South Florida Business & Wealth Magazine
Gregory R. Tait, CPA, PFS Cherry Bekaert LLP Sandra B. Traxler, AVP, Trust Advisor Regions Private Wealth Management JoAnn M. Venuto, CPA Templeton & Company, LLP Kurt D. Zimmerman, Esq. Zimmerman & Associates