CANFIELD, Ohio – In this final excerpt from The Business Journal Roundtable Series featuring wealth building, panelists emphasized the enduring importance of financial planning, accountability, and education across generations. Tim Petrey of HD Growth Partners likened financial advisors to personal trainers—professionals who help clients stay on track toward long-term goals. Linda Carey of Farmers Investments highlighted the growing role of technology in personal finance, while cautioning against a purely DIY approach.
Jonathan Lapine of Tolmiros Financial underscored the value of financial planning in unlocking life’s possibilities earlier, not just preventing financial shortfalls later. Others, including Brian Hostettler of Hawthorn Family Wealth and Sid Jones of Merrill Lynch, stressed the role of financial education, not only for clients but for their families and communities.
Stephen VanSuch of Stifel Financial advocated for clarity of purpose, consistent monitoring and flexibility in investment strategies. Rounding out the discussion, Stephen Daprile of Gem Young Wealth Advisors urged the next generation to seek out credible financial news sources, warning of the consequences of misinformation in an era of digital noise.
Watch the full discussion HERE.
Read the full transcript HERE.