Broker Check
 

Our Associates

21st Century Financial, Inc., provides wealth management and financial planning* solutions for its valued clients. These planning solutions include, but are not limited to; estate planning and protection, wealth management and retirement strategies, business advisory solutions, accounting/tax advisory solutions, employee benefits and educational funding alternatives.


Check the background of these investment professional on FINRA’s BrokerCheck

Akron, Ohio

Kevin Beyer*

Kevin Beyer*

Vice President of Sales Development - Financial Advisor

330.668.9065

330.668.9066

Joe Brunello*

Joe Brunello*

Executive VP Adviser Development

330.668.9065

330.668.9066

Jeff Clegg*

Jeff Clegg*

Financial Adviser

330.668.9065

330.668.9066

Kelly Dolan

Kelly Dolan

Director of Talent Acquisition

330.668.9065

330.668.9066

Mario Dolciato, LUTCF*

Mario Dolciato, LUTCF*

Retirement Plan Specialist

330.668.9065

330.668.9066

Matthew Furgiuele

Financial Representative

330.668.9065

330.668.9066

Jaquan X Gamble

Financial Representative

330.668.9065

330.668.9066

Jacquie Gauder

Jacquie Gauder

Director of New Business

330.668.9065

330.666.9403

Steven Goodman*

Steven Goodman*

Financial Adviser

330.668.9065

330.668.9066

Michael Greene*

Michael Greene*

Financial Adviser

330.668.9065

330.668.9066

Vicky Greene*

Vicky Greene*

Financial Adviser

330.668.9065

330.668.9066

Connie Hotchkiss*

Connie Hotchkiss*

Executive Assistant

330.668.9065

330.668.9066

Julie January*

Julie January*

Field Supervision Specialist

330.668.9065

330.668.9066

Nathan Long

Nathan Long

Financial Representative

330.668.9065

330.668.9066

John Montisano*

John Montisano*

Financial Adviser

330.697.9363

330.668.9066

Patrick Perkins

Patrick Perkins

Financial Representative

330.668.9065

330.668.9066

Joseph Pilla*

Joseph Pilla*

Vice President Advanced Strategies

216.545.1780

216.450.1266

Gary Pugh*

Gary Pugh*

Financial Adviser

330.668.9065

330.668.9066

Brett Sarver*

Brett Sarver*

Chief Operating Officer - Financial Adviser

330.668.9065

330.668.9066

Michael Sidoti*

Michael Sidoti*

Vice President of Sales - Financial Adviser

330.668.9065

330.668.9066

Nick Solitario*

Nick Solitario*

Financial Adviser

330.668.9065

330.668.9066

Michael Tannous

Michael Tannous

Financial Representative

330.668.9066

330.668.9066

Patrick Weigel*

Financial Adviser

330.668.9065

330.668.9066

Todd Zets*

Todd Zets*

Financial Adviser

330.668.9065

330.668.9066

Anthony Caserio

Financial Representative

330.668.9065

330.668.9066

Columbus, Ohio

Dan Bartholomew

Dan Bartholomew

Financial Representative

Jonathan Berniger*

Jonathan Berniger*

Vice President of Sales, Financial Advocate

614.534.1750 x1754

614.534.1751

Mark Blumenthal*

Mark Blumenthal*

Senior Vice President of Marketing and Advanced Sales

614.534.1750

614.534.1754

Richard Galzarano*

Richard Galzarano*

Financial Adviser / Marketing Director

614.534.1762

614.534.1751

Jameson Lett*

Jameson Lett*

Financial Adviser

614.534.1750

614.534.1754

George McCloy Sr.*

George McCloy Sr.*

Executive Consultant

614.534.1752

614.534.1754

James Pfeifer

Financial Representative

614.534.1750

614.534.1751

Gary Vandia*

Financial Adviser

614.534.1750

614.534.1751

Casey McCoart

Casey McCoart

Financial Representative

614.534.1774

614.534.1751

George Aucreman

Financial Adviser

614.534.1750

614.534.1754

Judith Ramsey

Judith Ramsey

Financial Adviser

614.534.1750

614.534.1751

Robert Fichter

Robert Fichter

Senior Vice President

614.534.1750

614.534.1751

West Chester, Ohio

Pittsburgh, Pennsylvania

Christine Barker

Christine Barker

Life New Business Director

412.733.4000

412.733.4070

Nils Nolan*

Financial Adviser

412.733.4000

412.733.4070

Nicole Rice

Nicole Rice

Administrative Assistant

412.733.4000

412.733.4070

Benjamin Rovee, MBA*

Benjamin Rovee, MBA*

Chief Information Officer, LEAP Ambassador

412.733.4003

412.733.4039

Josh Valentic*

Josh Valentic*

Financial Adviser

412.733.4000

412.733.4070

Marty Valentic*

Marty Valentic*

Chief Marketing Officer

412.733.4000

412.733.4070

Andrew Marra

Financial Representative

412.733.4000

412.733.4070

Betsa Siso

Financial Representative

412.733.4000

412.733.4070

Sean Dorian

Financial Representative

412.733.4000

412.733.4070

Hays, Kansas