CO-CHAIRS STEERING COMMITTEE

Peter Anderson, MBA. Veritas Wealth Advisors ... Andrea L. Darlow, MBA. Nova Southeastern University ... Joel N. Goren. City National Bank. Ed Grimpe, CRPC ...
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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