Larry Deyoung is a financial advisor at Blueprint Financial Advisors with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Blueprint Financial Advisors since 2022, following prior roles at Bluegrass Capital Advisors, LLC and Private Client Services. He serves as a trustee for the Village of South Holland, Illinois, overseeing economic development and code enforcement departments. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities, using a strategic-and-tactical investment framework focused on diversified global portfolios.

Shepard Ottaway is a financial advisor at Blueprint Financial Advisors with Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Securities America, Inc., among other firms. Outside of his advisory role, he volunteers as an assistant track and field coach for High Point Christian Academy. Blueprint Financial Advisors is a multi-advisor SEC-registered firm managing approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofits, employing a globally diversified investment approach that incorporates a proprietary strategic-and-tactical framework to adjust asset-class allocations based on price-driven trend-following and momentum rules.

Eric Warren is a financial advisor at Blueprint Financial Advisors with six years of industry experience. He holds a Series 65 designation and has previously worked at Spartan Planning & Wealth Management, the Henderson County Tax Department, and Kilpatrick Land Surveying. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets, offering diversified portfolios and incorporating a proprietary strategic-and-tactical framework that emphasizes trend-following and momentum across multiple asset classes.

Marvin Morse is a CFA® charterholder with 29 years of experience in the financial industry. He currently works at Blueprint Financial Advisors and has previously held roles at Morse Capital Partners, Cary Street Partners, and Ernst & Young Investment Advisers. Blueprint Financial Advisors is a multi-advisor SEC-registered firm managing approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, offering portfolio management, comprehensive financial planning, and retirement plan consulting. Blueprint employs a proprietary strategic-and-tactical investment approach across diversified asset classes and provides access to private placements and other illiquid investments.

Richard Westover Jr. is a financial advisor with Blueprint Financial Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Securities America Advisors and OSAIC. Outside of his advisory work, he serves as a deacon on the leadership board of Westover Church, coordinates the Financial Peace University personal finance course, and teaches a finance course at The Covenant School in Greensboro, NC. Blueprint Financial Advisors is a multi-advisor SEC-registered firm managing approximately $1.4 billion in assets, providing portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm employs a proprietary, rule-based investment approach that combines strategic and tactical asset allocation across diverse asset classes, aiming to improve after-tax results.

Noel Cajigas is a financial advisor at Blueprint Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including NorthPointe Investment Partners and Diamond Wealth Management. In addition to his advisory role, he spends approximately 10% of his time as an insurance agent. Blueprint Financial Advisors is a multi-advisor firm that provides portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages about $1.4 billion in client assets and employs a proprietary strategic-and-tactical investment framework that combines diversified asset allocation with price-driven trend-following and momentum rules.

Hunter Boyd is a financial advisor at Blueprint Financial Advisors with seven years of industry experience. He holds a Series 66 credential and has previously worked at Keystone Financial Group, LPL Financial, MML Investors Services, and MassMutual. Outside of his advisory role, Boyd has entrepreneurial experience with Boyd Orchards and Cheetah Clean Auto Wash. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets and employs a proprietary strategic-and-tactical investment framework that emphasizes price-driven trend-following and momentum rules across diversified global portfolios.

Robert Freeman Jr. is a CFP® and ChFC® with 24 years of industry experience. He is currently with Blueprint Financial Advisors, where he has worked since 2025. His prior roles include positions at Morse Capital Partners, CapGroup Advisors, and Capital Advisory Group. Blueprint Financial Advisors is a multi-advisor firm offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofits. The firm manages approximately $1.4 billion in assets and employs a proprietary strategic-and-tactical investment framework that integrates global diversification with price-driven trend-following across multiple asset classes.

Lori Haddock is a CFP®-certified financial advisor with 26 years of experience, currently with Blueprint Financial Advisors in Charlotte, NC. Her prior work includes roles at Securities America and OSAIC. Haddock serves as chair of the investment committee at Kintura and is a trustee at Daystar Christian Fellowship. She is also a member of the Greensboro Rotary Club. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in assets, offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm employs a strategic-and-tactical investment approach using price-driven trend-following and momentum rules across diversified asset classes.

William Smith is a financial advisor with Blueprint Financial Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes nearly a decade at Securities America Advisors and Securities America Inc. Outside of his advisory role, Smith serves as the chairman of a church board and is involved in nonprofit activities, including serving on the board of a ministry and acting as treasurer for a youth basketball program. Blueprint Financial Advisors is a multi-advisor, SEC-registered firm managing approximately $1.4 billion in client assets. The firm offers portfolio management, financial planning, and retirement consulting for individuals, trusts, pension plans, and nonprofits, utilizing a proprietary investment strategy that combines diversified asset allocation with price-driven trend-following and momentum rules.

Adam Scherer is a CFP® professional with five years of industry experience, currently serving at Blueprint Financial Advisors. He has previously worked at Greenbeat Financial LLC and has been involved with the Boston Institute of Finance since 2020 as a VP of Product Development and CFP instructor. Outside of financial advising, he holds treasurer roles at two nonprofit organizations, The Farm School and Charter Oak Academy PTO Corp. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm managing approximately $1.4 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting for individuals, trusts, pension and ERISA plans, and nonprofits, utilizing a proprietary strategic-and-tactical investment framework across diverse asset classes.

Richard Flanders is a CFP® with 47 years of industry experience, currently serving at Blueprint Financial Advisors since 2026. He previously worked for Capital Investment Group, Inc. for 30 years and has been associated with Strategic Planning Corp. since 1986. Outside of advising, he holds a real estate broker license and operates as a sole proprietor in residential real estate sales. Blueprint Financial Advisors is an SEC-registered multi-advisor firm managing approximately $1.4 billion in client assets. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a global diversification strategy with a proprietary strategic-and-tactical asset allocation framework.

Adam Carey is a financial advisor at Blueprint Financial Advisors with six years of industry experience. He holds a Series 65 credential and has worked previously at firms including International Assets Investment Management and The Dantas Advisory Group. Outside of advisory services, he is a licensed insurance agent offering fixed insurance products. Blueprint Financial Advisors is a multi-advisor SEC-registered firm that provides portfolio management, financial planning, and retirement consulting to a diverse client base including individuals, trusts, pension plans, and nonprofits. The firm manages approximately $1.4 billion in assets using a proprietary strategic-and-tactical framework that incorporates trend-following and momentum rules to guide asset allocation.

Christopher Watts is a financial advisor at Blueprint Financial Advisors in Lexington, KY, holding Series 63 and Series 65 credentials with 19 years of industry experience. His prior roles include positions at Maplewood Investments, Keystone Financial Group, and LPL Financial. Blueprint Financial Advisors is a multi-advisor firm providing portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in client assets using a proprietary strategic-and-tactical framework that integrates global diversification and trend-following investment rules.

Leah Williams is a financial advisor at Blueprint Financial Advisors with 10 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Blueprint, she worked at firms including Hornor, Townsend & Kent LLC, Eagle Strategies LLC, and New York Life. Outside of her advisory role, Leah co-owns Empower-Her, a networking group focused on supporting women through events and motivational speaking, and co-hosts a podcast that highlights local female business owners and nonprofits in Fort Mill, SC. Blueprint Financial Advisors is an SEC-registered multi-advisor firm offering portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm employs a proprietary strategic-and-tactical investment approach that utilizes price-driven trend-following and momentum rules across multiple asset classes to manage approximately $1.4 billion in client assets.

Ronald Sperry is a financial advisor with Blueprint Financial Advisors in Alpine, UT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Diamond Wealth Management, Ashton Thomas Private Wealth, and Charles Schwab. Outside of advising, he contributes as a health researcher for Bateman Home Center. Blueprint Financial Advisors is a multi-advisor firm serving individuals, trusts, pension plans, and nonprofits with portfolio management, financial planning, and retirement consulting. The firm manages approximately $1.4 billion in assets, employing a strategic-and-tactical investment approach that utilizes trend-following and momentum rules to manage globally diversified portfolios.

Steven Mrozek is a financial advisor at Blueprint Financial Advisors with 28 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Maplewood Investments, BFC Planning, Berthel Fisher & Company Financial Services, Fragasso Wealth Advisors, Mid Atlantic Financial Management, and Gateway Financial Wealth Management. Outside of his advisory work, he serves as treasurer for the Neshannock Lions Club, a nonprofit organization. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm managing approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a globally diversified investment approach that integrates strategic and tactical asset allocation using price-driven trend-following and momentum rules.

Jonathan Gardner Jr. is a financial advisor at Blueprint Financial Advisors in Tucson, AZ, with seven years of industry experience. He holds Series 65 and Series 66 registrations and previously worked at Diamond Wealth Management and Raytheon. Outside of his advisory role, Gardner serves as PTA president for Cedar Ridge. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in assets for individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm employs a proprietary strategic-and-tactical investment framework across diversified asset classes and offers access to private placements and illiquid investments through its affiliated entities.

Michael Komara is a ChFC® credentialed financial advisor at Blueprint Financial Advisors with 32 years of industry experience. His prior roles include positions at Solas Wealth, The Prudential Insurance Company of America, and Merrill. He serves as treasurer and board member for Grow Holdings, an affiliate of Grow Church, where he oversees investment alignment with the church's policy statement. Blueprint Financial Advisors is an SEC-registered multi-advisor firm managing approximately $1.4 billion in client assets. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a strategic-and-tactical investment framework that emphasizes trend-following and momentum across diversified asset classes.

David Hill is a CFP® professional with 26 years of industry experience, currently serving at Blueprint Financial Advisors. His prior roles include positions at Diamond Wealth Management, LLC, and Capital Guardian Wealth Management, LLC. Outside of his advisory work, he is involved as an insurance agent with Silverhill Life, LLC and operates as an independent insurance agent. Blueprint Financial Advisors is an SEC-registered multi-advisor firm managing approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a proprietary strategic-and-tactical investment framework that incorporates global diversification and trend-following rules to guide portfolio adjustments.

Christopher Kemper is a financial advisor with Blueprint Financial Advisors in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Kingswood Capital Partners and Cambridge Investment Research Advisors. Outside of advisory roles, he is a fitness instructor at Fitness Connection and serves as president of Fulcrum Wealth Advisors, a firm involved in life insurance and long-term care sales. Blueprint Financial Advisors is a multi-advisor firm that provides portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets, employing a proprietary strategic-and-tactical framework to build globally diversified portfolios across multiple asset classes.

Graham Jones is a CFP® professional with nine years of industry experience, currently advising at Blueprint Financial Advisors in Charlotte, NC. Prior to joining Blueprint, he worked at Maplewood Investments Inc. and Securities America Advisors, among other firms. Outside of his advisory role, he serves as a foster parent through a private agency affiliated with the local Department of Social Services. Blueprint Financial Advisors is an SEC-registered multi-advisor firm managing approximately $1.4 billion in assets. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities, utilizing a proprietary strategic-and-tactical investment framework with a focus on global diversification and trend-driven asset allocation.

Dwain Gullion is a financial advisor with Blueprint Financial Advisors holding a Series 65 designation and 15 years of industry experience. His prior work includes roles at Securities America Advisors, Inc., Deep River Capital Advisors, LLC, and Robinson-Langley Capital Management, LLC. He serves as a board member for Bethesda Family Ministries and holds leadership roles with The Abba Fund, Inc. and Gullion's CSC, Inc. Blueprint Financial Advisors is an SEC-registered multi-advisor firm that provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm employs a strategic, multi-team approach with a proprietary framework that adjusts asset allocations using price-driven trend-following and momentum rules.

Bradley Nagel is a financial advisor with Blueprint Financial Advisors in Green Bay, WI, holding Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at Navigen Wealth Management for 17 years and Banc One Securities Corporation for two years before joining Blueprint in 2025. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in assets, offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm employs a proprietary strategic-and-tactical investment framework that uses trend-following and momentum rules to adjust asset allocations across diversified global portfolios.

Jeffrey Phillips is a financial advisor with Blueprint Financial Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes nearly a decade at Securities America Advisors and Securities America Inc, followed by roles at OSAIC and Maplewood Investments Inc. He serves as a board member for two elementary charter schools affiliated with National Heritage Academies. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in assets, offering portfolio management, financial planning, and retirement consulting services to individuals, trusts, pension plans, and nonprofit organizations. The firm employs a strategic-and-tactical investment approach that integrates trend-following and momentum rules across diversified asset classes.

John Panter is a financial advisor at Blueprint Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Plan to Invest Capital Management and CIM Securities. Outside of financial advising, he has a 25% ownership in a farm rental and production business and also works as an independent insurance agent. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in client assets. It serves individuals, trusts, pension and ERISA plans, and nonprofit entities, utilizing a proprietary strategic-and-tactical investment framework across diversified asset classes.

Richard Simons is a financial advisor with Blueprint Financial Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at Fortius Wealth Management, Diamond Wealth Management, and Capital Guardian Wealth Management. Outside of finance, he is the owner and manager of Northern Peaks Soccer Club LLC. Blueprint Financial Advisors is a multi-advisor firm offering portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets and employs a proprietary strategic-and-tactical investment approach based on price-driven trend-following and momentum rules.

David Rogers is a CFP®-designated financial advisor with 16 years of industry experience, currently serving at Blueprint Financial Advisors since 2024. His prior roles include positions at Edward Jones, BB&T Securities, BB&T Bank, Cetera, and Regions Bank. Additionally, he is a licensed insurance agent associated with Blueprint Insurance Services. Blueprint Financial Advisors is an SEC-registered multi-advisor firm managing approximately $1.4 billion in client assets. The firm provides portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities, utilizing a proprietary strategic-and-tactical investment approach that incorporates global diversification and price-driven trend-following rules.

Michael Allison is a financial advisor at Blueprint Financial Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms including LPL Financial, NewEdge Advisors, Mass Mutual, and Wells Fargo Advisors. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm managing approximately $1.4 billion in client assets. The firm offers portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities, using a strategic-and-tactical investment approach that incorporates global diversification and price-driven trend-following rules.

Patrick Galvin is a CFP® and ChFC® with seven years of industry experience, currently serving as a financial advisor at Blueprint Financial Advisors in Charlotte, NC. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Hornor, Townsend & Kent LLC. Outside of his advisory work, he owns and manages a vehicle rental business in Charlotte. Blueprint Financial Advisors is a multi-advisor firm that provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in client assets and employs a proprietary strategic-and-tactical investment approach that incorporates price-driven trend-following and momentum rules to manage globally diversified portfolios across multiple asset classes.

Andrea Swope is a financial advisor at Blueprint Financial Advisors with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms including Maplewood Investments, Kingswood Capital Partners, and Quint Capital. In addition to her advisory role, she owns and operates Emerson Cress, a real estate consulting firm. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets and employs a strategic-and-tactical investment approach using price-driven trend-following and momentum rules across diversified global portfolios.

Nicholas Davis is a Series 66 credentialed advisor at Blueprint Financial Advisors with 13 years of industry experience. His prior roles include positions at Hemlock Creek Wealth Management, Raymond James Financial Services, and Edward Jones. Outside of financial advising, he is a partner in Anxiety Guys LLC, a coaching business focused on reducing PTSD and anxiety for individuals and corporations. Blueprint Financial Advisors is a multi-advisor firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets and employs a proprietary strategic-and-tactical investment framework across diversified asset classes to manage client portfolios.

Sarah Davis is a financial advisor with Blueprint Financial Advisors and holds a Series 66 designation. She has seven years of industry experience, including roles at Edward Jones and Raymond James Financial Services. In addition to her advisory duties, she is a licensed insurance agent with Blueprint Insurance Services. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm that manages approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a proprietary strategic-and-tactical investment framework across diversified asset classes.

Philip Corson is a financial advisor at Blueprint Financial Advisors with 14 years of industry experience. He holds the CFP® designation along with Series 65 and Series 66 licenses. Prior to joining Blueprint, he worked at firms including Matson Money, Efficient Advisors, and Sowell Management. Outside of advisory work, Corson is a practicing attorney and member of Legacy Law Firm, LLC. Blueprint Financial Advisors is a multi-advisor SEC-registered firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets using a proprietary strategic-and-tactical investment approach focused on globally diversified portfolios and price-driven trend-following rules.

Jacob Nagel is a financial advisor at Blueprint Financial Advisors in Green Bay, WI, holding a Series 65 credential. He joined the firm in 2026 and has prior work experience in healthcare and academic institutions, including Marshfield Medical Center and the University of Wisconsin-Green Bay. Blueprint Financial Advisors is a multi-advisor, SEC-registered firm managing approximately $1.4 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and ERISA plans, and nonprofits, utilizing a globally diversified investment approach with a proprietary strategic-and-tactical framework.

Bryan Woodell Sr. is a financial advisor at Blueprint Financial Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Penn Mutual Life Insurance and Hornor Townsend & Kent. He also operates Emerald Financial Group, providing brokerage and advisory services along with multi-line insurance products. Blueprint Financial Advisors is a multi-advisor firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities with portfolio management, financial planning, and retirement consulting. The firm manages approximately $1.4 billion in assets and employs a strategic, trend-following approach to global diversified portfolios.

Brian Versey is a financial advisor at Blueprint Financial Advisors with 18 years of industry experience. He has previously worked at Navigen Wealth Management and Main Street Investment Management, LLC. Outside of his advisory role, Versey is co-owner of Vital Safety Systems, a company specializing in security cameras and controlled access entry, and owns a storage unit rental facility. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a globally diversified, trend-following investment approach that integrates equities, fixed income, real estate, and alternatives.

Luis Dieguez is a financial advisor at Blueprint Financial Advisors in Charlotte, NC, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Hornor, Townsend, & Kent LLC and Penn Mutual Life Insurance Company. Outside of his advisory role, Luis coaches his son’s 9U baseball team. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm that serves individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in client assets using a globally diversified, strategic-and-tactical investment approach that emphasizes trend-following and momentum rules across multiple timeframes.