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:
—
You made it to The Business Journal’s YouTube channel. We’re happy you found us, because there are endless new opportunities on the rise in our five-county region of Northeast Ohio and Western Pennsylvania.
Locally owned and operated by the Youngstown Publishing Company, Inc., The Business Journal
( is the definitive record of market transformation. We are a multi-media publishing company delivering news, strategies, and resources to our audience of business and community leaders.
The mission of The Business Journal is to promote the growth of business, industry and quality of life in our region. We serve as a catalyst, resource, and point-of-contact for today’s business leaders in Mahoning, Trumbull, Columbiana, Mercer and Lawrence counties as well as a liaison to their communities.
Thank you for watching our video. Your input is invaluable as we strive to maintain our position as the No. 1 source for business news in the five-county region. Please take a moment to subscribe and leave your feedback.
—
The Business Journal also publishes two emails per day, updating our audience on the latest news, financial services, business services, real estate, lifestyle and entertainment.
► Click the LINK to get our Daily News Headlines here:
—
You can find us here:
BusinessJournalDaily.com
Daily Buzz
3 Minutes With
Flashback
The Business Journal Roundtable Series
40 Years of The Business Journal
Family Business
After Hours
Repopulation & Workforce Development
Constructing a Legacy
Doing Business Globally
On the Road to EVs
Getting Ahead
What’s In a Name?
Content Partners
Subscribe
—
Connect with us:
Facebook:
LinkedIn:
Twitter:
Website:
source