CANFIELD, Ohio – The roundtable on wealth building was conducted May 19 at the Courtyard by Marriott. Seven panelists talked about strategies for building wealth, preparing for retirement and educating young people.
Participants were Stephen VanSuch, managing director of investments/branch manager, Stifel Financial; Sid Jones, managing director, Jones Wealth Management, Merrill Lynch; Brian Hostettler, senior vice president and senior relationship strategist at Hawthorn Family Wealth, PNC; Jonathan Lapine, CEO, Tolmiros Financial; Linda Carey, senior investment adviser, Farmers Investments; Tim Petrey, CEO of HD Growth Partners; and Stephen Daprile, president of Gem Young Wealth Advisors.
George Nelson, Business Journal associate editor, led the discussion.
Read the full transcript HERE.