Neil Allerton

Jobeth Souza is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career in the securities industry in 1993 and joined Merrill Lynch in 1997 as a Registered Client Associate. In 2007, she transitioned to a Financial Advisor role and currently serves as a Senior Vice President and Senior Portfolio Advisor. Jobeth's team focuses on meeting the financial and investment needs of high net worth individuals and businesses, emphasizing a long-term investment approach and comprehensive wealth planning services. She holds a Bachelor's Degree from Wake Forest University, graduating with Honors in 1992. Jobeth has earned several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her expertise spans areas such as college education planning, family wealth management strategies, retirement income, tax minimization, and special needs planning. Outside of her professional work, Jobeth volunteers with The XLH Network, Inc., an organization related to her daughter's rare disease. She enjoys dancing, playing piano, running, and spending time with her family. Jobeth resides in North Carolina with her two children.

Kayley Coyle is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2025. She is also a Certified Financial Planner, committed to educating and empowering clients and their families to build financial plans aligned with their goals and preferences. Kayley has extensive experience within Fidelity Investments, having held multiple roles since 2016, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, Customer Relationship Advocate, and Financial Associate-Defined Contribution. This progression reflects her broad expertise in financial planning and client relationship management. Outside of her professional work, Kayley has interests in baseball, cooking and baking, music, pets, softball, and traveling.

Dan Craver is a Financial Consultant at Fidelity Investments, where he assists clients in developing financial plans aligned with their personal goals. He has been with Fidelity Investments since 2015, holding various roles including Workplace Planning & Guidance Consultant, Relationship Manager, Investment Consultant, and currently Financial Consultant. Throughout his tenure at Fidelity, Dan has gained experience in financial consulting and relationship management, contributing to his expertise in building financial strategies for clients. His career progression within the company reflects a sustained commitment to client service and financial planning. Outside of his professional role, Dan has interests in fitness, golf, running, soccer, and tennis.