Chairman Mark Koppelmann, CFP® FinancialConnex, LLC 592 Fairway Drive Woodstock, GA 30189 Phone: 888-605-0555 Fax: 888-605-0555 President Laura J. LaTourette, CFP® North Georgia Wealth Management Group 81 Crown Mtn. Place Building A Ste. 500 Dahlonega, GA 30533 Phone: 706-864-8631 Fax: 706-867-8667 President-Elect James Daniel, CFP® The Advisory Firm 12600 Deerfield Pkwy. Suite 100 Alpharetta, GA 30004 Phone: 678-566-3711 Secretary/Treasurer Matt Barber, CFP® Homrich Berg 3060 Peachtree Rd., Suite 830 Atlanta, GA 30305 Phone: 404-264-1400 Fax: 404-237-5114 Corporate Partnerships Robert J. Ostapower, Jr., CFP® Key Planning 5640 Millwick Drive Alpharetta, GA 30005 Phone: 770-455-0030 Membership Harlan Graiser  MBA, CFP® SignatureFD 600 Peachtree Street, NE Suite 2700 Atlanta, GA 30308 Phone: 404-253-7600 Government Affairs Linda M. Kuehn McCormack Financial Planning, Inc. 2002 Summit Blvd., Suite 1275 Atlanta, GA 30319 Phone: 404-236-7316 Fax: 404-843-3701 Government Affairs Chris Staples, CFP® Wealth 360, LLC 970 Peachtree Industrial Blvd. Suite 100 Suwanee, GA 30024 Phone: 678-392-1155 ext. 4CFP® NexGen Jamie McCusker, CFP® SignatureFD 600 Peachtree Street, NE Suite 2700 Atlanta, GA 30308 Phone: 404-253-7600 Education & Programs Christopher Kowa, CFP® Homrich Berg 3060 Peachtree Rd., Suite 830 Atlanta, GA 30305 Phone: 404-264-1400 Fax: 404-237-5114 Public Relations Marta Shen, JD, CPA, CFP®, CFP® Spring Street Financial 1100 Spring Street, NW, Suite 810 Atlanta, GA 30309 Phone: 404-564-9090 Fax: 404-564-9091 Education & Programs Maria Forbes Career Development Niv Persaud   Community Services Chris Hardy Chapter Administrator Jamie Grantham AESI 248 Creekstone Ridge Woodstock, GA 30188 Phone: 770-516-8322 Fax: 770-516-0236 Executive Director Gina Grantham, CAE AESI 248 Creekstone Ridge Woodstock, GA 30188 Phone: 770-516-8322 Fax: 770-516-0236

Organizational Chart