Louisville, KY North Hurstbourne Parkway Office

Susan Claywell serves as a Branch Leader at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as a Planning Consultant at Fidelity Investments from 2023 to 2025. Her experience also includes positions as Assistant Vice President and Investment Executive at Fifth Third Securities between 2022 and 2023, and as a Wealth Management Advisor at TIAA from 2016 to 2020. In her leadership role, Susan focuses on fostering a collaborative and transparent culture that supports both client service and team development. She emphasizes the importance of integrity and a growth mindset in building a motivated and trustworthy team environment. Outside of her professional endeavors, Susan's interests include food, gardening, outdoor adventures, pets, photography, and scuba diving.

Jason Ogle is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. He previously worked at New York Life and NYLIFE Securities LLC and has held roles in various other companies including WCB and Steel Technologies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including multi-manager funds and fund-of-funds, and employs systematic methodologies alongside oversight of sub-advisers and share class evaluations.

Jenn Czubak is a Financial Consultant at Fidelity Investments since 2022. She partners with individuals and families to help them understand their options and build goal-oriented financial plans aimed at supporting their pursuit of a fulfilling life. Her areas of focus include retirement planning, income strategies, risk management, protection strategies, and estate planning considerations. In her role, Jenn applies her expertise to develop financial strategies tailored to her clients' unique goals and circumstances. She works closely with clients to navigate complex financial decisions and supports them in achieving long-term financial security. Outside of her professional work, Jenn enjoys activities such as Barre, hiking, horseback riding, Pilates, outdoor adventures, and traveling.

Kaiz Freeman is currently the Vice President, Wealth Planner at Fidelity Investments, where he has been serving since 2025. He has multiple years of experience in the financial services sector, holding various roles including Financial Consultant and Investment Consultant at Fidelity Investments, Financial Planning Specialist at Northwestern Mutual, and Territory Consultant at Jefferson National. Mr. Freeman attained his CERTIFIED FINANCIAL PLANNER™ designation in 2019. His professional focus is on helping individuals understand their financial situations and building long-term relationships to support their financial security. Outside of his professional career, Mr. Freeman has interests that include football, golf, hiking, military service, motorcycles, and traveling.

Cole Driver is a Planning Consultant at Fidelity Investments, where he partners with clients and their Financial Consultants to build, maintain, and update financial plans tailored to clients' evolving needs during preparations for retirement, the transition into retirement, and throughout retirement. He aims to help clients have confidence in their financial futures by utilizing the tools and resources provided by Fidelity. Cole has been with Fidelity Investments since 2021, progressing through roles including Financial Representative from 2021 to 2022, Relationship Manager from 2022 to 2024, and currently serving as a Planning Consultant since 2024. Prior to joining Fidelity, he worked as a Financial Wellness Consultant at KeyBank from 2020 to 2021. Outside of his professional responsibilities, Cole has interests in fitness, food, football, golf, outdoor adventures, and pets.

John Bullock is a Financial Consultant at Fidelity Investments, where he partners with clients to develop comprehensive financial plans tailored to their individual goals and preferences. He works collaboratively with clients to build, implement, monitor, and adjust their financial plans as their situations evolve, helping them anticipate common retirement challenges. His practice is supported by the resources and tools available through Fidelity, enabling him to provide a consistent and trustworthy client experience. John has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Client Management Representative, Portfolio Specialist, and Senior Portfolio Specialist before assuming his current position. This extensive experience has provided him with a broad understanding of portfolio management and client service within the financial industry.

Christian Raccippio is an Investment Consultant with Fidelity Investments. In his role, he partners with clients to ensure their investments are aligned with their financial goals, aiming to provide clarity and confidence in their financial future. He has held several positions at Fidelity Investments since 2021, including Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate. Prior to this, he worked as a Financial Representative at Northwestern Mutual from 2020 to 2021. Outside of his professional work, Christian has interests in fitness, football, movies, outdoor adventures, reading, and snowboarding.

Brian Whitfield is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2011. In this role, he collaborates with clients to conduct thorough financial analyses and develop detailed financial plans tailored to their experience, goals, and risk tolerance. These plans are regularly evaluated and adjusted as needed to address clients' changing financial circumstances. Prior to his current role, Brian worked as a Financial Consultant at Charles Schwab from 2009 to 2011, a Financial Advisor at JP Morgan Chase from 2008 to 2009, and an Investment Consultant at Fidelity Investments from 2000 to 2008. He holds a California Insurance License.

Montrel Simmons is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he focuses on creating a consistent and collaborative planning experience for clients, serving as a steady point of support as they navigate retirement and other key financial moments. He prioritizes understanding what matters most to each client and encourages conversations that keep their goals central to the planning process. Prior to his current role, Montrel worked as a Relationship Manager at Fidelity Investments from 2023 to 2026 and as a Financial Representative at the same firm from 2022 to 2023. He began his career as an Associate Retirement Services Representative at ADP from 2021 to 2022.

Brandy Bailey is a Financial Consultant at Fidelity Investments, a role she has held since 2016. She employs a collaborative approach to financial planning, working closely with clients to create actionable strategies tailored to their financial goals. Her process emphasizes clarity and adaptability, aiming to develop plans that can evolve alongside her clients and their families. Her professional experience spans multiple positions within Fidelity Investments, including Investment Consultant, Retirement Services Representative, Investments Representative, and Trading. Prior to joining Fidelity, Brandy worked as an Agent at New York Life from 2009 to 2011, and earlier held the position of Director of Marketing and Customer Service at WWW Internet Fund between 1998 and 2000. Outside of her professional responsibilities, Brandy has interests in baseball, music, and traveling.

Rachel Gast is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In her position, she provides support, guidance, and education to clients and their families, working alongside Financial Consultants to address client needs and goals. Rachel approaches client interactions with the intent to simplify complex financial situations and build confidence in clients' financial and life decisions. She draws on her expertise to assist clients in navigating their financial planning journeys. Outside of her professional work, Rachel enjoys camping, cooking and baking, fitness activities, hiking, kayaking, and spending time with her pets.

John Greely is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He joined Fidelity in 2006 and has held various roles including Investment Consultant, Retirement Solutions Representative, Investment Representative, Full Trader, and 401k Consultant. Prior to joining Fidelity, he worked as a Customer Service Representative at Fifth Third Bank from 2004 to 2006. John's career has been focused on retirement planning, driven by his personal motivation to help clients avoid common pitfalls as they approach retirement. His roles have provided him with experience across investment services and retirement solutions, enabling him to offer comprehensive financial consulting to his clients.

Alex Cartwright is a Financial Consultant at Fidelity Investments, a role held since 2022. Prior to this, Alex has held several positions within Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, with continuous service at the company since 2019. Alex collaborates with clients to identify priorities in their personal and financial lives, aiming to build long-lasting relationships based on mutual respect and trust. The approach focuses on understanding clients' goals and objectives to develop financial plans that work towards providing peace of mind.

Cody Covert is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2015, progressing through positions including Relationship Manager, Financial Representative, and High Net Worth Associate. Cody focuses on connecting with clients personally to understand their needs and assist them in working towards their retirement goals. He collaborates with his team to deliver the expected level of service and to develop plans that clients feel comfortable with. Outside of his professional work, Cody engages in family activities and enjoys fitness, golf, and soccer.

Heather Sparks is a Financial Consultant at Fidelity Investments, where she has been working since 2020. In her role, she prioritizes her clients' goals and objectives to help them achieve clarity and confidence in their financial futures. Heather aims to build trust with her clients to the extent that they feel comfortable referring their close family and friends to her. Her approach centers on aligning financial strategies with the specific needs of each client. Outside of her professional work, Heather is interested in family activities, spending time with pets, and reading.