Max Hockenberry is a CFP® and ChFC® with 40 years of industry experience. He has worked at OSAIC since 2018 and previously spent over three decades at Signator Investors, Inc. In addition to his advisory role, he is the managing partner of Maxworth Consulting Group, LLC, where he provides consulting services related to healthcare staffing assessments. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing proprietary tools and third-party platforms to manage portfolios across multiple asset classes.

Steve Worthy is a financial advisor at OSAIC based in Charlotte, NC, holding CFP® and ChFC® designations with 46 years of industry experience. He has worked at Signator Investors, Inc. for 38 years and has been involved with Maxworth Consulting Group, LLC since 2006, where he manages consulting services related to compensation strategies for emergency department medical staff. Worthy has also worked in fixed insurance since 2018. OSAIC serves a diverse range of clients, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through an extensive network of financial advisors. The firm employs proprietary asset-allocation tools and supports a variety of investment products and managed account solutions.

Kyle Worthy is a financial advisor at Osaic Wealth, Inc. based in Charlotte, NC, with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Signator Investors Inc for 13 years before joining Osaic in 2018. Outside of advisory work, Kyle is a photographer and owner of Kyle Worthy Photography. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering integrated brokerage and investment advisory services with a broad selection of portfolio construction tools and third-party managed account solutions.