Max Hockenberry is a financial advisor with OSAIC in Charlotte, NC, holding CFP® and ChFC® designations, and has 40 years of industry experience. His prior roles include over three decades at Signator Investors, Inc., and he is a managing partner of Maxworth Consulting Group, LLC, where he works on consulting engagements related to assessing on-call burdens for hospital emergency departments. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization supported by various tools and offers discretionary and advisor-managed strategies alongside third-party manager options.

Steve Worthy is a CFP® and ChFC® with 46 years of industry experience. He is currently with OSAIC and has held roles at Maxworth Consulting Group, LLC since 2006 and Signator Investors, Inc. from 1980 to 2018. Worthy also serves as managing partner of Maxworth Consulting Group, where he develops compensation strategies for hospital emergency department medical staff. OSAIC is a multi-advisor platform serving retail and institutional clients, offering a range of brokerage and advisory services including comprehensive financial planning and managed portfolios. The firm uses model-based asset allocation and portfolio optimization tools and supports a diverse client base including high-net-worth individuals, retirement plans, charities, and corporate clients.

Kyle Worthy is a financial advisor at Osaic Wealth in Charlotte, NC, with 21 years of industry experience. He has held roles at Osaic since 2018 and previously worked for Signator Investors Inc for 13 years. Outside of his advisory work, Worthy owns and operates a photography business. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment approach includes model-based asset allocation and portfolio optimization, supporting various managed account programs and third-party money managers.