Daniel Joseph Kruse

Valerie Ehler is a financial advisor at O'Brien and Associates, Inc. with 27 years of industry experience. She has been with O'Brien and Associates since 1999. O'Brien and Associates provides personalized, fee-only investment management to individuals, trusts, and charitable organizations, serving both high-net-worth and non-high-net-worth clients. The firm offers portfolio management and ongoing supervision tailored to clients’ financial goals, tax situations, and investment preferences, primarily recommending mutual funds and ETFs through a combination of fundamental and technical analysis.

Bruce Ehler is a financial advisor at O'Brien and Associates, Inc. with five years of industry experience. Prior to his advisory role, he worked for North Fayette Valley Community School District for 24 years. O'Brien and Associates provides personalized, fee-only investment management to individuals, trusts, and charitable organizations, serving both high-net-worth and non-high-net-worth clients. The firm uses a combination of fundamental and technical analysis along with quantitative data and a computerized portfolio model to guide asset selection, offering services on a non-discretionary basis with regular portfolio reviews and rebalancing.

Christine Reierson is a financial advisor at Capital Analysts with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Lincoln Investment since 2011 and with Allen Knox Associates since 2001. Reierson serves as Chair of the North Fayette Valley Community Coalition Executive Team, a group that supports youth programs in her community. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and in-house investment management.

Jared Kremer is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior work includes roles at FSB Premier Wealth Management, Avantax Advisory Services, and Avantax Investment Services. He is also involved in entrepreneurial ventures through Kremer Kehe Properties LLC and Kremer Kehe Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Travis Jensen is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and four years of industry experience. He has previously worked at Edward Jones and has owned Jensen Complete Wealth, LLC, which facilitates securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform that includes discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody/clearing services.

Brian Jensen is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and currently in his first year in the industry. His prior experience includes entrepreneurship in several small businesses such as Jensen Floorcare and Iowa Digital Signage, as well as roles at Iowa State University and the USDA-NRCS. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and their individual and institutional clients, offering a range of managed-account programs, third-party asset manager access, and retirement consulting. The firm provides both discretionary and nondiscretionary portfolio management supported by an extensive back-office platform.