Chalfont, PA Office

Brenda Bagonis Cooke is a financial advisor at OSAIC with 35 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has worked previously at Royal Alliance Associates, Signator Investors, and B & B Associates. Outside of her advisory work, she owns and oversees a short-term rental property business through Gettysburg Getaway. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms, using asset-allocation tools and third-party managed account solutions.

Anthony Bagonis Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. He is also commissioned as a Notary Public in Pennsylvania. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio management using a variety of investment vehicles.