Theodore Lamp is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its related entities since 2002. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Richard Finco is a financial advisor with Ameriprise in Nekoosa, WI, holding Series 63 and Series 65 licenses and 25 years of industry experience. His career includes roles at BMO Harris Financial Advisors, M&I Insurance Services, and M&I Trust Company prior to joining Ameriprise. He serves as Treasurer on the Board of Directors for the Terrace VI Babcock National Condominium Organization Association. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations, primarily for clients holding assets in Ameriprise-managed accounts.