Lewis Race is a financial advisor with Ameriprise in Seattle, WA, holding CFP®, Series 63, and Series 66 designations and bringing 30 years of industry experience. His prior work includes nearly a decade at Northwestern Mutual Wealth Management Company and associated entities. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gregg Quinn is a financial advisor with Ameriprise in Sammamish, WA, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.