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.

Matthew Currie serves as the Resident Director and Wealth Management Advisor with ARH Wealth Management Group at Merrill in Athens, Georgia. Since joining the team in 2013, he has developed extensive expertise in retirement plans and is part of a select group of Merrill advisors qualified to assist business owners with employee benefit plan design and maintenance. In 2023, Matthew was appointed Resident Director, adding office management responsibilities to his advisory role. He was also recognized as a member of the ARH Wealth Management Group on the 2023 Forbes “Best in State Wealth Management Teams” list. Matthew’s areas of focus include executive compensation, family wealth management strategies, institutional and corporate benefit services, legacy planning, liquidity management, portfolio management services, and tax minimization. His professional designations include CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist™ (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a bachelor’s degree in Business Management from the University of Georgia. Outside of his professional work, Matthew is active in the Athens and Oconee County communities, coaching Little League baseball and youth basketball and serving on the board of Mercy Health Center. He resides in Oconee County with his wife, Sarah, and their three children. Matthew enjoys golfing, playing guitar, songwriting, running, and reading in his spare time.

Jeffrey Davis is a Vice President and Financial Consultant at Fidelity Investments. He has held various roles within the company since 2012, progressing from Financial Representative to his current position since 2022. His professional focus is on assisting clients in working toward their financial and retirement goals. Throughout his tenure at Fidelity Investments, Jeffrey has gained experience in financial consulting, investment consulting, and relationship management. His approach and business beliefs prioritize his clients' needs and objectives. Outside of work, Jeffrey's interests include beach activities, family activities, fitness, football, reading, and traveling.