Jason Brustkern is a Series 65 licensed advisor with Kelley Investments in Del Mar, CA, where he has worked since 2026. He has over 25 years of experience, including a long-standing role with Scott & Cronin, LLP since 2001. Kelley Investments provides discretionary and non-discretionary wealth management, financial planning, and pension consulting to individuals, high-net-worth clients, families, trusts, and retirement plans. The firm manages approximately $238 million across roughly 216 client relationships, employing proprietary portfolio strategies focused on growth at a reasonable price with a buy-and-hold approach and moderate turnover.

Frank Scott is a financial advisor at Kelley Investments with 25 years of industry experience. He holds Series 66 and Series 65 designations and has been with Kelley Investments since 2006. Scott is also the owner of Scott & Cronin LLP, a CPA firm, and serves as an officer of the Baker Foundation, a charitable organization. Kelley Investments provides discretionary and non-discretionary wealth management, financial planning, and pension consulting to individuals, high-net-worth clients, families, trusts, and retirement plans. The firm manages approximately $238 million across about 216 client relationships, employing a growth-at-a-reasonable-price (GARP) investment approach with focused, concentrated portfolios and a buy-and-hold strategy.

Sean Ohara is a financial advisor at Kelley Investments with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Kelley Investments since 2000. Outside of his financial advisory work, he is a flight instructor. Kelley Investments provides discretionary and non-discretionary wealth management, financial planning, and pension consulting to individuals, families, trusts, and retirement plans. The firm manages approximately $238 million across about 216 client relationships, using proprietary portfolio strategies focused on growth at a reasonable price with a buy-and-hold approach.

Craig Kelley is a financial advisor at Kelley Investments with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kelley Investments since 1998, alongside a 15-year tenure at Ceros Financial Services. In addition to his advisory role, he is involved in insurance sales on a limited basis. Kelley Investments offers discretionary and non-discretionary wealth management, financial planning, and pension consulting to individuals, families, trusts, and retirement plans. The firm manages approximately $238 million across 216 client relationships using proprietary portfolio strategies focused on growth at a reasonable price through diversified equity and fixed income investments.