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.