Kinetic Investment Management, Inc.

Luke Brown is a financial advisor at Kinetic Investment Management, Inc. in Bowling Green, KY, holding a Series 65 designation with one year of industry experience. Prior to his current role, he worked with Biggs Financial Services and spent four years with the Pittsburgh Pirates. He also prepares and files individual tax returns for the IRS on a commission basis. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets across 1,250 client relationships with a team of 20 advisors. The firm offers portfolio management, financial planning, sub-advisory, and back-office services, using a mix of analytical methods with a primary long-term trading orientation.

Jason Provost is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Kinetic Investment Management, Inc. since 2021. He previously worked at Brokers International Financial Services for 12 years and has operated Provost Financial Services, an insurance services company, since 2008, where he also holds a licensed insurance agent designation. Kinetic Investment Management is a registered investment adviser managing approximately $348 million in assets for individuals, pension plans, and business entities. The firm employs a multi-method investment approach with a primary long-term trading orientation and offers portfolio management, financial planning, and sub-advisory services through a 20-advisor team.

Leila Parvaneh is a financial advisor at Kinetic Investment Management, Inc. with four years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at JPMorgan Chase Bank and JPMorgan Securities. Parvaneh is also an insurance agent with Kanani Financial & Insurance Services, where she provides advice and services related to insurance products. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm offers a range of investment approaches, including discretionary management that integrates various analytical methods and may include higher-risk, potentially illiquid investments when appropriate.

Jonathan Di Gerolamo is a financial advisor at Kinetic Investment Management, Inc. with a Series 65 designation and six years of industry experience, including prior roles at Finish Strong Financial Services and his family insurance business. He is based in Los Angeles, CA. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a multi-method investment approach with a long-term focus and offers educational seminars for clients.

Joel Silloway is a financial advisor at Kinetic Investment Management, Inc. in Manchester, NH. He holds the Series 66 designation and has two years of industry experience. Prior to joining Kinetic, he worked at several firms including Terra Firma Financial Advisory, Arcadia Wealth Management, and Commonwealth Financial Network. Outside of his advising role, Joel performs as a musician and DJ at concerts and weddings. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach using various analytical methods and may allocate client portfolios to higher-risk, potentially illiquid investments when appropriate.

Mark Biggs is a financial advisor with Kinetic Investment Management, Inc. He holds a Series 65 credential and has four years of industry experience. Prior to joining Kinetic, he worked at Simplicity Wealth and Magnolia Wealth Management LLC. Outside of his advisory role, he owns and operates Biggs Financial Services, LLC, a firm that prepares tax returns and offers insurance services. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a long-term, discretionary investment approach using various analytical methods and offers exposure to a broad range of asset types including real estate and non-traded real estate investments.

Deana Jackson is a financial advisor at Kinetic Investment Management, Inc. with over 18 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at 300 Financial Group and Open Financial Solution. She also provides annuities and life insurance products through 300 Financial Group. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities by offering portfolio management, financial planning, and sub-advisory services. The firm employs a long-term investment approach incorporating multiple analytical methods and may allocate portfolios to higher-risk, potentially illiquid investments when appropriate.

Cody Kelley is a financial advisor at Kinetic Investment Management, Inc. with a ChFC® designation and over 16 years of industry experience, including prior roles at Terra Firma Financial Advisory and Tonopalo. Kinetic Investment Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and sub-advisory services. The firm uses a variety of analytical methods and a primarily long-term trading approach while occasionally allocating to higher-risk investments and supporting other RIAs through sub-advisory and administrative services.

James Foley is a financial advisor at Kinetic Investment Management, Inc. in Princeton, NJ, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including AE Wealth Management and Questar Asset Management. Foley is also a licensed insurance agent focusing on annuities and life insurance. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities by offering portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach using various analytical methods and may allocate portions of client portfolios to higher-risk, potentially illiquid investments when appropriate.

Jaynie Ozment is a CFP® professional with four years of industry experience, currently serving as an advisor at Kinetic Investment Management, Inc. since 2021. She also holds the position of Vice President at Ozment Agency, an investment-related business. Kinetic Investment Management is a registered investment adviser with a 20-advisor team managing approximately $348 million in assets for individuals, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, sub-advisory, and back-office services, employing a range of analytical methods with a primary focus on long-term trading strategies.

Paul Digerolamo is a financial advisor at Kinetic Investment Management, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Madison Avenue Securities, Parkland Securities, and operated the Digerolamo Family Insurance business for 24 years. He is also involved in insurance sales through FS2 Financial Services. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm employs a mix of analytical methods with a primary long-term trading orientation and offers portfolio management, financial planning, sub-advisory, and back-office services through a 20-advisor team.

Jessie Jo Lucas is a financial advisor at Kinetic Investment Management, Inc. with a Series 65 designation and five years of industry experience. Her professional background includes roles at Lucas Wealth and Retirement, Woodforest Wealth Strategies, Amerilife, and prior experience outside the financial industry with Tesla-Solar and PVH - Tommy Hilfiger. Kinetic Investment Management serves individuals—including high-net-worth clients—pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach using multiple analytical methods and occasionally allocates to higher-risk investments such as non-traded REITs and energy MLPs.

Mitchell Dudley is a financial advisor with Kinetic Investment Management, Inc., holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Kinetic, he worked in various roles including sales consulting and positions at SWYFT Solutions and Tegus. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and sub-advisory services. The firm employs diverse analytical methods and a primarily long-term trading approach, offering access to a broad range of asset types, including higher-risk investments when appropriate.

Alex Zepkowski is a CFP® with 15 years of industry experience, currently serving at Kinetic Investment Management, Inc. He has held roles at several firms including Ridgemont Capital, Shuster Advisory Group LLC, and Lake Avenue Financial. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm uses a mix of analytical methods and a primarily long-term trading approach, offering investment options across various asset types including real estate and non-traded real estate investments.

Nicole Ockenden is a financial advisor at Kinetic Investment Management, Inc. She holds a Series 65 designation and has experience in financial services dating back to 2015, including ownership of ThriveRight Financial Group LLC. She is also a licensed insurance agent. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm employs a diverse mix of analytical methods with a long-term trading focus and offers services including portfolio management, financial planning, sub-advisory, and educational seminars.