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Brycen H
Series 65
Bethlehem, PA
O'Hagan Group, Inc.
Brycen Holland is a financial advisor at O'Hagan Group, Inc. with four years of industry experience. He holds a Series 65 designation and previously worked at Accenture and Baker Tilly. His career also includes four years at Cornell University. O’Hagan Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, focusing on a growth-and-value investment approach that emphasizes companies with strong balance sheets. The firm manages portfolios on a discretionary basis with continuous monitoring and formal reviews, serving clients with a range of assets including retirement accounts and variable life contracts.
Angela C
Series 65
Bethlehem, PA
O'Hagan Group, Inc.
Angela Cougle is a financial advisor at O’Hagan Group, Inc. with 13 years of industry experience. She holds a Series 65 designation and has worked at Arbor Point Advisors and Kms Financial Services, Inc. prior to joining O’Hagan Group. Outside of her advisory role, she is a notary public. O’Hagan Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, with a focus on retirement account decisions and management of assets held outside primary custodians. The firm’s investment approach combines fundamental quarterly company analysis with a growth-and-value orientation, managing portfolios on a discretionary basis with continuous monitoring and at least annual formal reviews.
Patrick B
Series 65
Bethlehem, PA
O'Hagan Group, Inc.
Patrick Burke is a financial advisor with O'Hagan Group, Inc., holding a Series 65 designation and 14 years of industry experience. He has worked at O'Hagan Group since 2021 and previously held roles at Arbor Point Advisors and Kms Financial Services, with a prior 35-year career at Continental - United Airlines. O'Hagan Group serves individual investors, trusts, and estates with wealth management and financial planning, focusing on discretionary portfolio management driven by fundamental, bottom-up analysis. The firm emphasizes resilient large-cap equities and ETFs, constructing portfolios for long-term holdings and actively repositioning based on market conditions.
Gabriel K
Series 63, Series 65
Bethlehem, PA
O'Hagan Group, Inc.
Gabriel Karslo is a financial advisor at O'Hagan Group, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments and ThinkEquity. O'Hagan Group serves individual investors, trusts, and estates, offering comprehensive wealth management and financial planning, including discretionary portfolio management and consulting. The firm emphasizes fundamental, bottom-up analysis and primarily constructs portfolios with individual equities and ETFs for long-term holdings.
John F
Series 65
Bethlehem, PA
O'Hagan Group, Inc.
John Fontana is a financial advisor at O'Hagan Group, Inc. with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Arbor Point Advisors and KMS Financial Services. In addition to his advisory role, he has been employed at Ingersoll Rand since 1986. O'Hagan Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, with a focus on retirement account decisions and management of assets held outside primary custodians. The firm uses a growth-and-value investment approach centered on fundamental analysis and manages portfolios on a discretionary basis with continuous monitoring.
John O
Series 63, Series 66
Bethlehem, PA
O'Hagan Group, Inc.
John O’Hagan is a financial advisor with O’Hagan Group, Inc. in Bethlehem, PA, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, Arbor Point Advisors, Securities America, and KMS Financial Services. Outside of his advisory work, he is the owner and president of Create A Path 1st, a nonprofit organization that supports local food shelters and youth programs. O’Hagan Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, including retirement account decisions and management of assets outside primary custodians. The firm uses a growth-and-value investment approach with fundamental quarterly company analysis and manages portfolios on a discretionary basis with continuous monitoring and at least annual reviews.
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