Shallan Farmer

I am an Atlanta native and the founder and Co-Owner of Piece of Wealth Planning LLC. I have over 10 years of experience working in various accounting and financial planning roles. Piece of Wealth Planning LLC is a premier Atlanta-based CPA and Financial Planning firm serving clients across the US. My role entails providing accounting and tax services to small businesses and personal financial planning services to small business owners, medical professionals, and established professionals. I enjoy blending my passion for accounting and financial planning to help clients fulfill both their business and personal financial goals. In addition, I enjoy writing personal finance articles for Business Insider and teaching accounting courses part-time at Clark Atlanta University. When not working with clients, I can be found traveling, eating brunch, volunteering in the community, working out at the gym, or playing tennis.

Cornelius Clark is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding his clients' priorities and developing strategies to pursue their financial goals. He works with clients on a range of financial matters including general investing, retirement planning, and saving for unexpected events. Clark holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Kennesaw State University. He emphasizes ongoing advice and guidance, adapting to clients' changing needs through regular discussions about their goals and concerns.

Leta Maye is a Financial Consultant currently working at Fidelity Investments since 2025. She has extensive experience in financial consulting, having previously served as an Executive Services Relationship Manager at E*TRADE from Morgan Stanley from 2023 to 2025, and as a Financial Consultant at E*TRADE from Morgan Stanley from 2011 to 2023. Leta's approach to working with clients emphasizes trust, education, and empowerment, focusing on understanding each client's unique goals, values, and challenges. Her professional focus includes building wealth, managing risk, and planning for major financial milestones, with an emphasis on clear communication and maintaining a customer-focused perspective to ensure clients feel confident and in control of their financial journey. Outside of her professional role, Leta enjoys cooking and baking, exploring food as a foodie, attending social events with friends, listening to music, traveling, and volunteering.

Michael Cromer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2003 and began his financial advisory career in 2001 at UBS. Michael provides personalized strategy and guidance to clients across the United States, assisting a diverse clientele that includes corporate executives, professionals, business owners, and retirees. With more than two decades of experience, Michael focuses on building deep relationships to understand each client's unique situation. He helps clients address significant financial goals such as retirement planning, tax-efficient portfolio design, education funding, real estate purchasing, business succession planning, and intergenerational wealth transfer. His approach emphasizes alignment with clients' interests and a commitment to their financial well-being. Michael holds a bachelor's degree from the Bryan School of Business and Economics at the University of North Carolina at Greensboro and has earned the Chartered Retirement Planning Counselor (CRPC) designation as well as the Personal Investment Advisor (PIA) credential. Outside of work, he enjoys golfing—often with clients and friends—traveling, cooking, and spending time with his wife, Paige, in the mountains of North Carolina during the summer.