Broker Check

Our Team

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's on FINRA’s BrokerCheck

Akron, Ohio

Brandon Morgan

Brandon Morgan

Financial Professional

330.668.9065

330.668.9066

Brett Sarver

Brett Sarver

Chief Operating Officer

330.668.9065

330.668.9066

Connie Hotchkiss*

Connie Hotchkiss*

Executive Assistant | OSJ Operations Associate

330.668.9065

330.668.9066

Jacquie Gauder

Jacquie Gauder

Director of New Business

330.668.9065

330.666.9403

Joe Dazey CFP, CLU, ChFC, CASL*

Joe Dazey CFP, CLU, ChFC, CASL*

Executive VP of Investments

330.670.8185

330.668.9066

Joseph Pilla*

Joseph Pilla*

Vice President Advanced Strategies

216.545.1780

216.450.1266

Kelly Dolan

Kelly Dolan

Director of Talent Acquisition

330.668.9065

330.668.9066

Kevin Beyer

Kevin Beyer

Financial Professional

330.668.9065

330.668.9066

Kyle  Kolarik

Kyle Kolarik

Financial Professional

330.668.9065

330.668.9066

Madison  Escareno

Madison Escareno

Director of First Impressions

330.668.9065

330.668.9066

Matthew Slain*

Matthew Slain*

Financial Professional

216.545.1780

216.450.1266

Michael Greene*

Michael Greene*

Financial Professional

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 Professional

330.668.9065

330.668.9066

Patrick Perkins

Patrick Perkins

Financial Professional

330.668.9065

330.668.9066

Steven Goodman*

Steven Goodman*

Financial Adviser

330.668.9065

330.668.9066

Travis Wilson

Travis Wilson

Financial Professional

330.668.9065

330.668.9066

Pittsburgh, Pennsylvania

Benjamin Rovee, MBA

Benjamin Rovee, MBA

Chief Information Officer, LEAP Ambassador

412.733.4003

412.733.4039

C. Cletis Vanscoy*

C. Cletis Vanscoy*

Financial Professional

304.903.8320

304.903.8321

Edward  Cehelsky*

Edward Cehelsky*

Financial Adviser

412.733.4016

412.733.4070

Nicole Morrison

Nicole Morrison

Executive Administrative Assistant | Advisor Support

412.733.4000

412.733.4070

Columbus, Ohio

Chicago, IL

Robert Bockel

Lead Strategist

773.3808342

rtbockel@bxyfinnet.com

Bob grew up in Orland Park, Illinois and graduated from Marist High School in 1989. He the went to the University of Iowa as a pre-med major. The intention was to follow his father into medicine. After it became clear that medicine was...

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Rochester, NY

Gregory Herbison, MBA

Financial Advisor

585.899.1200

gherbison@xxiadvisors.com

Greg Herbison is a lifelong resident of the Rochester area, graduating from Pittsford Mendon High School and then St. John Fisher College with a degree in financial planning and a MBA. Greg currently carries the life, accident, and...
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James Fischer

Financial Advisor

585.899.1237

jfischer@centrafinancialgroup.com

Jim began his financial services career in 1990 in Southern California as a group health specialist for a major insurance company. The following year, he relocated his family to Rochester, New York where he began his practice with...

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Jeremy Laursen

Financial Professional

jlaursen@xxiadvisors.com

Schedule A Meeting

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West Chester, Ohio

Vincent B. Waln CLU, CFS

Financial Adviser

513.755.8666

513.755.9564

vwaln@htk.com

7185 Liberty Centre Drive Suite C West Chester, OH 45069

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