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

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

Columbus, Ohio

Bailey Thorpe

Bailey Thorpe

Executive Administrative Assistant / Talent Acquisition

614.534.1750

614.534.1751

Dennis Ku*

Dennis Ku*

Financial Adviser

614.534.1765

614.534.1751

Jesse Harlow

Jesse Harlow

Financial Professional

614.534.1761

614.534.1751

Jonathan Berniger*

Jonathan Berniger*

Executive VP Advisor Induction

614.595.4813

614.534.1751

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...
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R. Paul Wilson CRPC® 

President

866.432.6229

866.570.6906

paul@advancedcapitaladvisoryllc.com

R. Paul Wilson CRPC® is the President and Founding Member of Advanced Capital Advisory Group, LLC. He has provided comprehensive financial planning solutions to physicians and small business owners since 1999. He has been...
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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...

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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

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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