Brenda Bagonis Cooke is a financial advisor at OSAIC with 36 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Royal Alliance Associates and Signator Investors. Outside of her advisory role, she operates a short-term rental business called Gettysburg Getaway. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and efficient frontier analysis.

Anthony Bagonis Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Royal Alliance Associates since 2018 and previously spent two years at Signator Investors. Outside of advisory roles, he is a commissioned Notary Public in Pennsylvania. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with various portfolio management options and supports both retail and institutional clients.