Song Shim is a financial advisor with OSAIC Institutions, Inc. in Harrisburg, PA, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Cetera Investment Services, First National Bank of PA, CUSO Financial Services, L.P., and J.P. Morgan Securities. Shim is also an owner of a rental property, which is unrelated to his client services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, including discretionary and non-discretionary management, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer model.

Julie Bramlitt is a CFP® with 20 years of experience in the financial industry. She currently works with OSAIC Institutions, INC. and has previously held roles at firms including Infinex Investments, Inc., Mid Penn Bank, and LPL Financial. Bramlitt is also involved as a licensed agent with MediPlan Connect, conducting joint seminars related to Medicare plans. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model that combines discretionary and non-discretionary management with third-party and lending platform solutions.

Sofia Kaldes is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 65 licenses and has two years of industry experience. Her prior work includes roles at Infinex Investments, Inc. and Mid Penn Bank/Mid Penn Financial Services. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services and financial planning, operating with a hybrid adviser/broker-dealer model that combines discretionary and non-discretionary management alongside access to alternative investments and lending solutions.