Song Shim is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Cetera Investment Services LLC and First National Bank of Pennsylvania. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services including financial planning, ERISA plan services, and access to alternative investments through the CAIS platform. The firm operates primarily with non-discretionary assets and maintains extensive relationships with banks and credit unions to deliver customized financial solutions.

Julie Bramlitt is a CFP® professional with 19 years of experience in the financial services industry. She is currently with OSAIC Institutions, INC. and has previously worked at Infinex Investments, Inc., Mid Penn Bank, Smoker Wealth Management, LLC, and various Cetera entities. Outside of her advisory role, she serves as a licensed agent with MediPlan Connect and participates in trust management referrals through Mid Penn Trust Department. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services including financial planning, ERISA plan services, and access to alternative investments. The firm’s advisory network employs both fundamental and technical analysis and maintains a predominantly non-discretionary asset base.

Sofia Kaldes is an investment advisor at OSAIC Institutions, INC. with Series 65 and Series 63 licenses and 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. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser and broker-dealer model with both discretionary and non-discretionary account management.