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In this episode of In The Suite, Tina Powell sits down with Rachel Cameron, Managing Director of Partnerships at Nitrogen, the advisor growth platform formerly known as Riskalyze.

Rachel is a dynamic connector in the wealthtech ecosystem, helping advisors and fintech firms build powerful partnerships that drive real growth. At Nitrogen, she works at the intersection of advisor technology, AI innovation, and strategic collaboration, helping advisors move from simply managing risk to actively growing their businesses.

Rachel shares how Nitrogen’s platform is evolving into a specialized planning and growth engine designed to help advisors “swivel the monitor, not the chair” during client meetings — using powerful visuals, automated insights, and AI-driven tools that elevate the client experience.

• How Nitrogen is evolving from Riskalyze into a comprehensive advisor growth platform
• Practical ways AI is improving advisor meetings and client preparation
• The Hotshot Rule productivity strategy for accelerating momentum
• What makes a successful fintech partnership
• Why advisors should rethink their technology stack
• How conferences like the Fearless Investing Summit help shape the future of wealth management

Nitrogen Wealth Platform: https://nitrogenwealth.com
Fearless Investing Summit: https://nitrogenwealth.com/fearless-investing-summit
Kat Cole (Creator of the “Hotshot Rule”): https://www.linkedin.com/in/katcole/
Michael Kitces Advisor Technology Map: https://www.kitces.com/fintech-map/

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For the 100th episode of In The Suite, I’m sitting down with the woman who made the very first power move in my life — my mother, Joanne Sutera.

Long before there were downloads in over 133 countries, before sponsors, before a microphone ever turned on, there was one listener. Her. She believed in this work before there was proof it mattered.

Joanne’s life is a masterclass in reinvention. She grew up the oldest of nine children in a chaotic household and went on welfare as a teenager. At 18, she left home. At 19, she boarded a bus to New York with $30 in her pocket and no clear roadmap. She became a single mother and sole provider, put herself through nursing school, and later returned to earn her bachelor’s degree as an adult student determined to see the world through an educated lens.

Over the decades, she built careers in healthcare, entrepreneurship, and international business. She worked inside small, privately held companies, ran operations in a high-end salon, handled international sales, and later taught computer classes aboard an international cruise line. Retirement didn’t slow her down. It marked another reinvention — this time as a published poet and longtime docent at Grounds For Sculpture.

This conversation is about education as an exit strategy, reinvention at every stage of life, and the courage to leave situations that no longer serve you. It’s about resilience as a daily practice, not a personality trait. And it’s also about walking through one of the hardest chapters of our lives together as I navigate lung cancer, choosing to stay engaged, creative, and present in the middle of uncertainty.

If you are navigating change, considering a bold move, or wondering whether it’s too late to start again, this episode is for you.

Thank you for being here for 100 episodes.

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I’m joined by Ryan Goldenhar and Jackie Lewis, the powerhouse duo behind Wealth with Options, a San Diego–based firm helping tech professionals make sense of equity compensation, major liquidity events, and the emotional decisions that come with sudden or complex wealth.

Ryan and Jackie bring a rare combination of technical rigor and humanity to financial planning—meeting clients not just where the numbers are, but where their values, fears, ambitions, and life transitions live.

Together, we unpack what equity compensation really means, why money decisions are never “just spreadsheets,” and how true wealth is ultimately about freedom, clarity, and choice.

This conversation is especially relevant for tech executives navigating RSUs, ISOs, IPOs, job transitions, or the question many silently ask: “What is all this money actually for?”

Important Disclosures:
Jackie Lewis and Ryan Goldenhar offer investment advisory services through Mariner Platform Solutions, LLC (“MPS”), an SEC-registered investment adviser. Wealth With Options and MPS are separate, unaffiliated entities. For additional information about MPS, including fees and services, please refer to Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.

This podcast episode includes statements by Tina Powell of Intention.ly. Intention.ly is a marketing firm that is compensated by Wealth With Options to provide marketing and related services. This compensation creates a conflict of interest, as Intention.ly has a financial incentive to promote Wealth With Options and its services. Statements made by Intention.ly should not be construed as independent or unbiased. This endorsement is not a guarantee of future results or client experience.

Discussion of careers in technology companies and equity-based compensation, including stock options, is provided for general informational purposes only. Stock options and other forms of equity compensation do not guarantee wealth creation. Outcomes vary significantly based on company performance, market conditions, vesting terms, concentration risk, tax considerations, and individual circumstances.

Any examples or scenarios discussed are illustrative only and should not be interpreted as indicative of typical or expected results. Nothing discussed should be construed as individualized investment, tax, legal, or employment advice, or as a recommendation to pursue any particular employment or compensation structure. Any opinions expressed herein are subject to change without notice.

There is no assurance that any investment, plan, or strategy will be successful. Investing involves risk, including the

🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!

❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/

📧 Want to get in touch? Email me at tina@growintentionally.com