BDH WEALTH ADVISORS: WILLIAM DUNCAN, MANAGING DIRECTOR; RYAN DUNDON, ASSOCIATE VICE PRESIDENT; TODD BAUMAN, MANAGING DIRECTOR; DAVID HELFAND, MANAGING DIRECTOR

As Managing Director, William Duncan helps to set the overall strategy for BDH Wealth Advisors and managing client portfolios. As a Private Wealth Advisor, he helps clients with financial planning and keeps them informed about the markets, economic conditions, and portfolio performance. Duncan has been helping clients to achieve their goals for more than 26 years. He co-founded BDH Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC in 2020. He holds a bachelor’s degree from the University of Wisconsin, Madison and is a Chartered Retirement Planning Counselor. Duncan has been recognized by Ameriprise as Chairman’s Advisory Council, 2016, 2021, Forbes Best-in-State Wealth Advisors, 2019-2020, 2022-2024 and is a member of the Million Dollar Round Table. As Associate Vice President, Ryan Dundon helps to build customized financial plans that help each of BDH’s clients reach their life goals. As a Financial Advisor, he helps clients with everything from investing, wealth preservation, and education planning to retirement planning, insurance, and wealth transfer strategies. Dundon has been helping clients to achieve their goals for more than five years. He joined BDH Wealth Advisors in Dundon holds a bachelor’s degree from The Ohio State University. He has also earned the CERTIFIED FINANCIAL PLANNERTM practitioner designation and is a Chartered Retirement Planning CounselorTM. Todd Bauman helps to build and manage the investment portfolios for all BDH Wealth Advisors’ managed accounts. As a Financial Advisor, he takes a holistic approach to financial planning and asset management. He works closely with each client to understand their distinct needs and acts as their financial “quarterback,” managing financial decisions with BDH’s network of professionals. As Managing Directors, both David Helfand and Bauman co-founded BDH Wealth Advisors with Duncan in 2020. Bauman has been helping clients to achieve their financial objectives for more than 25 years—all of it with Ameriprise. Bauman holds a bachelor’s degree in finance from Western Illinois University. Helfand helps to research and identify potential investment opportunities, as well as building and managing the investment portfolios for all BDH Wealth Advisors’ managed accounts. As a Financial Advisor, he works closely with his clients to build customized wealth plans to help make their objectives a reality. Helfand has been helping clients to achieve their financial objectives for more than 27 years. He has been named to the Ameriprise Circle of Success, 2006-2009 and 2012-2017. He earned his bachelor’s degree in economics from the University of Illinois and is a licensed Certified Public Accountant.

For more information, visit ameripriseadvisors.com/team/bdh-wealth-advisors.

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Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial cannot guarantee future financial results.

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Million Dollar Round Table (MDRT) is an independent association of the world’s leading life insurance and financial services professionals. Membership in MDRT is based on minimum commission and gross business generated within a year. MDRT status designations are granted for one year, and members must apply annually to continue their affiliation with MDRT. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation of a financial advisor.