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

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

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

Kevin Beyer

Kevin Beyer

Financial Professional

330.668.9065

330.668.9066

Logan  Harding

Logan Harding

Financial Professional

3306069691

3306689066

Matthew Slain*

Matthew Slain*

Financial Professional

216.545.1780

216.450.1266

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

Steven Goodman*

Steven Goodman*

Financial Adviser

330.668.9065

330.668.9066

Travis Wilson

Travis Wilson

Financial Professional

330.668.9065

330.668.9066

Columbus, Ohio

Mark Blumenthal*

Mark Blumenthal*

Senior Vice President of Marketing and Advanced Sales

614.534.1750

614.534.1751

Cincinnati, Ohio

Chris Field

Financial Professional

513.241.6325

513.357.4293

chrisf@omegafinancialgroup.com

Chris Field was born and raised in Cincinnati, Ohio. He graduated from the University of Cincinnati in ­­2012 with a BS in Health Science. He worked at TriHealth as a Health and Fitness Specialist specializing in...
Read more

Robert Franklin

Executive VP of Sales

513.900.0513

rfranklin@xxiadvisors.com

Bob has extensive experience in insurance, financial services, & retirement planning. In the area of retirement planning, Bob has a focus on annuity income in retirement. He holds the RICP designation with the Series 6,7,24,26, & 63...

Read more

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

Nicole Morrison

Nicole Morrison

Executive Administrative Assistant | Advisor Support

412.733.4000

412.733.4070

Chicago, IL

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...
Read more

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...

Read more

Hays, Kansas

Have a Question?

Thank you!
Oops!