Send us a text Today, I’m thrilled to welcome a powerhouse in fintech and leadership In The Suite : Gene Farrell, President and CEO of Vanilla. If you think estate planning is confusing, costly, or only for the ultra-wealthy—this episode is going to flip that belief on its head. Gene joins us to talk about how Vanilla is on a mission to reimagine and radically simplify estate planning, making it accessible, human, and empowering for advisors and families alike. This conversation is especially me...
Jun 10, 2025•53 min•Season 3Ep. 97
Send us a text Today, I’m thrilled to welcome two powerhouse leaders in financial services and events: Dan Rubinetti and Shannon Rosic of Informa. If you’ve spent any time in the wealth management industry, you know their names are synonymous with top-tier industry conferences, innovative programming, and—most importantly—community building. Dan Rubinetti, who helped launch Edge just four years ago, has been a driving force in transforming WealthManagement.com’s approach to advisor-centric event...
May 05, 2025•50 min•Season 3Ep. 96
Send us a text Today, I’m thrilled to welcome Vickie Lewin, Chief Growth Officer at Amplify , a fast-growing wealthtech platform purpose-built to simplify operations and accelerate growth for wealth management firms. Amplify’s unified, all-in-one technology is helping RIAs and enterprises streamline their tech stacks, reduce inefficiencies, and scale smarter—all while focusing on what matters most: serving clients. Since joining Amplify, Vickie has been instrumental in driving the firm’s strateg...
Apr 20, 2025•45 min•Season 3Ep. 95
Send us a text In this debut episode of the Don’t Do That podcast, host Kelly Waltrich—CEO and Co-Founder of Intention.ly—sits down with her friend, partner, and colleague Tina Powell for a candid, behind-the-scenes conversation about building businesses, leading with heart, and the hard-won lessons that fuel long-term growth. Kelly shares how her unconventional path—from selling to her grandmother as a kid to running marketing at two of fintech’s fastest-growing firms—shaped her vision for Inte...
Apr 03, 2025•34 min•Season 3Ep. 94
Send us a text In this episode of WealthTech on Deck , host Jack Sharry sits down with marketing powerhouse Tina Powell , Partner and Chief of Community at Intention.ly. Tina is not only a trailblazer in the digital marketing and fintech space but also a fierce advocate for cancer awareness, bringing resilience and purpose to everything she does. Together, Jack and Tina dive into the intersection of WealthTech, marketing, and community building, exploring how Intention.ly is shaping the future o...
Mar 10, 2025•38 min•Season 3Ep. 93
Send us a text Today, I'm thrilled to introduce Topaz Morrison, Chief Growth and Chief Operations Officer at Independent Advisor Alliance, a leading hybrid firm strategically focused on empowering financial advisors to succeed as independent business owners by providing services that align with each advisor's unique needs and challenges. Since joining IAA in August 2023, Topaz has been at the forefront of shaping growth strategies, overseeing sales and consulting teams, and driving advisor adopt...
Jan 03, 2025•45 min
Send us a text I’m absolutely thrilled and honored to welcome the incredible Christine Benz In the Suite. Christine, director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. is an absolute trailblazer in personal finance and a trusted voice in retirement planning, portfolio management, and financial literacy. For over three decades strong, Christine doesn’t just explain personal finance—she redefines it. As co-host of Morningstar’s podcast Th...
Dec 09, 2024•55 min•Season 3Ep. 91
Send us a text Today, we’re thrilled to welcome the incredible Carolyn Armitage I n the Suite. Carolyn is a force in wealth management—a true pioneer with a career that’s redefined advisory, consulting, and executive leadership. As the Founder and CEO of RIA Circle , she’s not just building a network; she’s igniting a movement. Within RIA Circle, Carolyn is shaping a vibrant, purpose-driven community where advisors gather to connect, grow, and empower each other, one meaningful connection at a t...
Nov 18, 2024•54 min•Season 3Ep. 90
Send us a text Today, we are thrilled to welcome the visionary Kristin Hull In The Suite . As the founder of Nia Impact Capital, Kristin is a true trailblazer in gender lens investing. In 2013, she launched Nia Global Solutions, fusing activism with impact investing in the public markets. Kristin crafted Nia’s six solutions-focused investment themes, expertly weaving a gender lens into every aspect of the investment process. Her forward-thinking leadership led to the launch of the Nia Growth and...
Oct 20, 2024•44 min•Season 3Ep. 89
Send us a text Today, we’re honored to have the extraordinary Casey Whalen in the suite—Managing Director, Head, and Chief Investment Officer at Lazard Family Office Partners, a global powerhouse in financial advisory and asset management. Lazard’s influence spans continents, from the Americas to Europe, the Middle East, Asia, and beyond. In this episode, we dive deep into themes of resilience, risk-taking, and seizing pivotal opportunities. Casey’s story is about mentorship, grit, and knowing w...
Oct 05, 2024•49 min•Season 3Ep. 88
Send us a text Evan Simonoff, a titan in financial journalism and a name synonymous with financial advisors and the industry at large. Evan is editor-in-chief of Financial Advisor magazine and the editorial director of Private Wealth magazine. With over three decades of experience. Evan’s career has spanned some of the most tumultuous and transformative periods in financial history, from the 1987 crash to the Coronavirus pandemic, and most recently, the rise of AI. As Editor-in-Chief of Financia...
Sep 27, 2024•53 min•Season 3Ep. 87
Send us a text Navigating the tech world easily, John O'Connell transformed himself from a Programmer to an Entrepreneur and masterfully led a company to its first IPO. Today, As the CEO and Founder of The Oasis Group, John spearheads growth, guiding firms in wealth management, fintech, and financial services to transcend limits and rejuvenate their growth trajectories. In this not-to-be-missed episode, recorded live from Schwab IMPACT, John and I delve deep into the mind of a visionary who's no...
Feb 09, 2024•17 min•Season 3Ep. 86
Send us a text When it comes to solving the problems of asset management, there’s one disruptor that stands out and is in a class by himself. That name is Devon Drew. With a career spanning over 17 years at prominent asset management institutions like Vanguard and J.P. Morgan Chase, Devon's stroke of genius is shaping the future of asset management in unprecedented ways. Devon is the founder and CEO of AssetLink (formerly DFD Partners), a data-driven distribution platform to help smaller, demogr...
Jan 17, 2024•17 min•Season 3Ep. 85
Send us a text Are you ready for a life-changing story? In this episode, In The Suite host, Tina Powell shares her incredible story of survival and strength that will leave you inspired. Tina's journey took an unexpected turn when she was diagnosed with non-small cell lung cancer. She underwent a life-saving robotic lobectomy procedure and shares her mental healing process, remarkable resilience, and faith. Tina Talks is more than just a cancer story. Tina dives deeper into wellness, good health...
Oct 24, 2023•58 min•Season 3Ep. 84
Send us a text Today, we're taking you on an exciting journey to the Aria Hotel in Las Vegas for the highly anticipated second annual Jolt Financial Advisor Marketing Conference by Snappy Kraken, from May 3 - 5, 2023. This episode is extra special because it's divided into two parts. In the first half, we'll treat you to a series of live, on-the-spot interviews from the conference's opening party, co-sponsored by Intention.ly , a growth marketing consultancy for Fintech and Fiserv companies. The...
Jun 22, 2023•1 hr 4 min•Season 3Ep. 83
Send us a text Today, we're taking you on an exclusive journey behind the scenes of one of the industry's most coveted events: the MarketCounsel Summit. We spent an entire day recording 18 back-to-back podcast interviews. It was a marathon, but we couldn't have done it without the help of some truly amazing people. A huge thank you goes out to Brian Hamburger and Ryan Marcus from MarketCounsel, who helped make this episode possible. Erica Ellis, Conference and Event Manager from Intention.ly, wa...
Mar 20, 2023•37 min•Season 3Ep. 82
Send us a text Taking a seat in the suite for an inspiring episode is the unstoppable Tricia Rothschild , a powerhouse in the world of FinTech. With a career spanning over 30 years and an impressive portfolio of success, Tricia is the epitome of excellence in wealth tech. From serving as the President of Apex Fintech Solutions to her nearly 26 years at Morningstar, where she held positions as Chief Product Officer and Co-Head of Global Markets, managing a $700M portfolio of global software, data...
Feb 08, 2023•48 min•Season 3Ep. 81
Send us a text Today we take a seat in the suite, live from Orion Fuse Park City Utah, with the one and only Dr. Daniel Crosby . Daniel is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. He is the Chief Behavioral Officer at Orion Advisor Solutions , Orion is a tech powerhouse , designed to bring together leading-edge technology and wealth management. Through a most-in-one advisor platform, Orion powers the success of growth-f...
Jan 28, 2023•1 hr 5 min•Season 3Ep. 80
Send us a text In today’s episode of In The Suite , we’re honored to welcome Shruti Joshi. Shruti is the COO of Facet Wealth , one of the fastest-growing FinTech firms in America, empowering people to live more enriched lives through a no-minimum, flat-fee model. Shruti is different from your typical leader in wealth management. She is a former consumer tech founder and a proven Fortune 15 executive with a track record of driving efficient and rapid growth across multiple B2C and B2B businesses....
Jan 19, 2023•46 min•Season 3Ep. 79
Send us a text In this amazing conversation, live from Excell, my guest cohost Vanessa Martinez and I sit down with Dana Wilson, Founder & CEO of CHIP (Changing How Individuals Prosper), a B2B financial services marketplace that makes it easy to find Black and Latinx financial professionals. Dana is a diversity and inclusion award winner named "One To Watch" in Fintech from Money 20/20 and a 2021 Trailblazer from Black Women In Media. Dana is also the co-founder of The BRIEF, a quarterly dig...
Jan 03, 2023•45 min•Season 3Ep. 78
Send us a text Today’s episode is the first of its kind. I’ve invited my first guest host and shero Stephanie Foster, In The Suite - to interview the multi-talented Tucker Bryant, Poet & Keynote Speaker at this year's Carson Excell conference in Las Vegas. Stephanie is a startup executive and advisor, an ETA (electronic transactions association 40 under 40 honoree), and a previous guest. Tucker is an award-winning poet and storyteller who left his full-time job as a Product Marketing Manager...
Dec 19, 2022•39 min•Season 3Ep. 77
Send us a text I’m honored to welcome Yemi Penn In The Suite! Yemi is a transformational thought leader, author, documentary producer, TEDx speaker, and global advocate for equality and equity in STEM fields. Yemi is a British-born Nigerian living in Sydney who is an engineer by profession, an entrepreneur by passion, and a transformational mindset coach by mission. A mother of two with a rebellious curiosity for life and business, Yemi is working towards her lifelong goal of a Ph.D. Her first b...
Dec 03, 2022•46 min•Season 3Ep. 76
Send us a text Today’s conversation in the suite is about extraordinary journeys with Megan Gorman. Megan is the Founder and Managing Partner at Chequers Financial Management, a female-owned high-net-worth tax and financial planning firm in San Francisco, California, that started nearly 8 years ago. Megan’s financial career began when she took her first tax class at Rutgers Law School after earning a B.S. in history from Bryn Mawr College and studying in London. Her insatiable curiosity and pass...
Nov 07, 2022•52 min•Season 3Ep. 75
Send us a text Today In The Suite, we visit with Eunicia Peret, CEO and Founder of the Empowered Financial Planner. With over 17 years of financial strategy consulting experience, Eunicia focuses on delivering bottom-line value to corporate executives and successful business owners across multiple industries. Eunicia is passionate about helping people optimize their wealth, take control of their money, and minimize taxes. She specializes in helping motivated individuals get the answers to the co...
Oct 18, 2022•57 min•Season 3Ep. 74
Send us a text Today I’m ecstatic to welcome the first Chief Compliance Officer In The Suite , Jessica Sexton, from Independent Advisor Alliance (IAA). Based in Charlotte, NC, Independent Advisor Alliance provides comprehensive solutions to allow financial advisors to move into private practice. When founder and CEO Robert Russo started the firm in 2013, he did it with only seven advisors. At this release, the firm has grown to over 215 partners across 23 states. And Jessica is part of the team ...
Sep 19, 2022•47 min•Season 3Ep. 73
Send us a text Joel Bruckenstein is widely recognized as one of the most influential financial technology journalists and consultants in fintech. Known as @FinTechie on Twitter, and regularly featured in Barron’s, Financial Planning, RIABiz, InvestmentNews, and WealthMangement.com, for his expertise, Joel is an industry powerhouse and a leading authority on breaking news on emerging technology. Joel is also the producer of the annual T3 Advisor Conference , the premier technology conference for ...
Sep 06, 2022•1 hr 50 min•Season 3Ep. 72
Send us a text Today we welcome Jess Bost In The Suite, Vice President of Brand Partnerships at Alpha Architect and part-time CrossFit coach. Today's podcast begins with Jess explaining how she got into CrossFit. While Jess graduated with a Bachelor of Science in Psychology degree from Berry College, she found CrossFit during a traumatic time in her life. She was forty pounds overweight, and running in her asthmatic condition wasn't helping her get out of her depressive phase. When she joined Cr...
Sep 03, 2022•1 hr 27 min•Season 3Ep. 71
Send us a text Recorded live from ExchangeETFs, today we are joined by the inspiring Nicole Casperson, Founder of WTFintech? & Content Creator at Workweek! Workweek is an innovative, new kind of media company and is a growing collective of industry experts who are changing the world of business. Over the past several years, Nicole has covered niche financial markets. With this, she realized that traditional media lacks female perspectives and storytellers— and Nicole has brought her A-game t...
Aug 22, 2022•55 min•Season 3Ep. 70
Send us a text Joining us today In The Suite is Danika Waddell. Danika is the President and Founder of Xena Financial Planning, a fee-only financial planning firm working with women in the tech industry and receiving equity compensation, typically in the early to mid-career stages. In 2020, Danika Waddell felt called to make a bold move. She founded Xena Financial Planning, a fiduciary financial planning firm in Seattle, Washington, focused on helping them to take control of their financial live...
Aug 12, 2022•52 min•Season 3Ep. 69
Send us a text We are so honored and excited to have the iconic Dr. Karen Altfest In the Suite ! Karen is a Principal Adviser and executive vice president at Altfest Personal Wealth Management, a fee-only financial planning and investment management boutique firm in New York. Altfest Personal Wealth Management is a company she runs with her husband Lew and their son Andrew. Her team manages over a billion dollars in client assets. Throughout her 30-year career, Karen has blazed a trail in fee-on...
Aug 07, 2022•51 min•Season 3Ep. 68
