David Whitmore Jr. is a CFP® professional with 23 years of industry experience. He is currently with Strategic Blueprint, LLC and The Strategic Financial Alliance, Inc., and previously worked at Buckman Buckman for 18 years. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies including portfolio management, financial planning, retirement plan consulting, and educational seminars, delivering both discretionary and non-discretionary management through a network of independent Advisory Representatives.

Brett Dysart is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked with Strategic Blueprint since 2019 and has been associated with Cornerstone Wealth Management, LLC and The Strategic Financial Alliance, Inc. since 2008. Outside of his advisory roles, Dysart owns Cameo Design, LLC, a real estate remodeling and consulting business. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement plan consulting, family office services, and a subscription advisory program, with a distinctive emphasis on client education and a formal flat-fee subscription advisory model.

Coleman Benko is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 credential and 18 years of industry experience. Prior to joining Strategic Blueprint in 2020, he worked at Oconee State Bank and LPL Financial. He serves on the board of St. Mary’s Health Care System – Highland Hills, a community providing independent living, assisted living, and memory care services. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies and a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars.

Gregory Garcia is a financial advisor with Strategic Blueprint, LLC, holding a Series 65 credential and one year of industry experience. He has worked at Garcia & Associates, ATTYs since 1982. Outside of advisory work, he is managing partner of Research Partners Inc, a real estate corporation, and a managing member of Athens Arches, LLC, a real estate limited liability company. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management and financial planning services through a network of independent advisory representatives, featuring a formal Subscription Advisory Services program and a focus on client education.

Bryson Hutchings is a financial advisor at Strategic Blueprint, LLC with 17 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including optionsXpress and The Strategic Financial Alliance, Inc. He is also a partner at Life Income, where he assists clients in designing and implementing financial plans. Strategic Blueprint, LLC serves individuals, pension plans, trusts, charitable organizations, and business entities through a network of independent advisors offering customized, goal-based investment strategies, financial planning, and a subscription advisory program. The firm emphasizes ongoing client education and provides both discretionary and non-discretionary management across various advisory services.

Julie Sullivan is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 66 licenses and over 39 years of industry experience. She has been associated with The Strategic Financial Alliance, Inc. and related entities since 2011. Outside of advisory work, she is a member of PIGS FLY LLC, a family-formed business opportunity venture. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management and financial planning through independent advisory representatives, emphasizing client education and a formal subscription advisory services program.

Brandon Haines is a CFP® professional with 24 years of industry experience, currently affiliated with Strategic Blueprint, LLC. His prior experience includes roles at The Strategic Financial Alliance, Inc., OSAIC, Triad Hybrid Solutions, and Triad Advisors, Inc. He manages Haines Financial, LLC, which supports other advisors and markets financial services under The Wealth Plan Company brand, and serves as a trustee for multiple trusts. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through asset allocation, portfolio design, manager selection, and ongoing monitoring, with both discretionary and non-discretionary management options across a range of advisory programs.

David Whitmore is a Series 65-licensed financial advisor with Strategic Blueprint, LLC, based in Brookhaven, GA. He has three years of industry experience, including prior roles at Merrill and The Strategic Financial Alliance, Inc. Whitmore currently works at Strategic Blueprint, where he has been since 2022. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through various investment management and financial planning services, including a subscription advisory program and client education through seminars and conferences.

Cole Hickman is a financial advisor at Strategic Blueprint, LLC with five years of industry experience. He holds a Series 66 designation and has worked at The Strategic Financial Alliance, Inc. since 2020. Hickman has also served as an insurance agent specializing in life insurance. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, including high-net-worth clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and educational seminars, with a focus on customized, goal-based strategies and an uncommon annual flat-fee Subscription Advisory Services program.

William Helms is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. Prior to joining Strategic Blueprint in 2024, he worked at Ardmore Advisory & Planning, Capital Investment Advisory Services, LLC, and Capital Investment Group, Inc. He serves as trustee for a family trust. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement plan consulting, family office services, and educational seminars, operating both discretionary and non-discretionary management programs.

Robert Wheeler Jr. is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 66 licenses and over 26 years of industry experience. His prior work includes roles at Triad Advisors, Inc., LPL Financial, and Edward Jones. Outside of his advisory work, he serves as president of Wheeler Financial Management, Inc., which focuses on bookkeeping services. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement plan consulting, and educational seminars, providing both discretionary and non-discretionary management.

Adam Rosier is a financial advisor with Strategic Blueprint, LLC in Northville, MI, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 16 years before joining Strategic Blueprint in 2021. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management, financial planning, and consulting services through a network of independent advisory representatives.

Matthew Goodwin is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He previously worked at Peachtree Capital Tax and Advisory and Peachtree Capital Corporation from 2015 to 2022. Additionally, he is involved in fixed insurance sales, including life, disability, long-term care insurance, and annuities. Strategic Blueprint, LLC serves individuals, pension plans, trusts, charitable organizations, and business entities through customized, goal-based investment strategies and financial planning. The firm offers a formal Subscription Advisory Services program, client education seminars, and access to alternative investments across its multi-team advisory platform.

David Armbruster is a Series 65-licensed financial advisor with 18 years of industry experience, currently serving at Strategic Blueprint, LLC since 2022. He previously worked at Investment Advisor Alliance for 14 years and Investment Advisor Group for one year. Outside of his advisory work, he is co-owner of a fitness franchise, Pure Barre, which is operated by his wife. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and family office services, with an emphasis on customized, goal-based strategies and client education.

Caroline Ainsworth is a financial advisor at Strategic Blueprint, LLC with four years of industry experience. She holds the Series 66 designation and has worked at firms including The Strategic Financial Alliance, Inc. and Wells Fargo Clearing Services LLC. Prior to her advisory career, she held multiple roles at the University of South Carolina. Strategic Blueprint, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities through a network of independent advisors. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars, with an emphasis on customized, goal-based strategies and a formal Subscription Advisory Services program.

Jason Harris is a financial advisor with Strategic Blueprint, LLC in Raleigh, NC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Strategic Blueprint since 2019 and has also been associated with The Strategic Financial Alliance Inc. and Cornerstone Wealth Management for over a decade. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management and financial planning services through a network of independent advisory representatives, with notable features including a subscription advisory program and a focus on client education.

Mason Bachelor is a CFP® certificant and holds a Series 65 license with four years of industry experience. He is currently with Strategic Blueprint, LLC and has prior experience at Benko Financial Services and Northwestern Mutual. Mason also worked at the University of Georgia and Union Grove High School before entering the financial advisory field. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies alongside financial planning, retirement consulting, and educational seminars through a network of independent advisors.

Karen Walsh is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at firms including Triad Advisors, Inc. and Haines Financial, LLC, where she remains active in client service and administrative roles. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies through portfolio management, financial planning, and a distinctive Subscription Advisory Services program featuring flat-fee ongoing planning and client education.

Terry Buskirk is a CFP® with 41 years of industry experience, currently affiliated with Strategic Blueprint, LLC. He has held positions at The Strategic Financial Alliance, Inc., USAdvisors Wealth Management, and Securities America, Inc. Buskirk is also a partner in First Nebraska Solar, LLC, a business that sells solar arrays to commercial and residential clients. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies and financial planning services, including a notable subscription advisory program that provides ongoing flat-fee planning alongside traditional asset-based management.

Roger Woodruff is a ChFC® credentialed advisor with 48 years of industry experience, currently with Strategic Blueprint, LLC since 2020. His prior experience includes roles at Commonwealth Financial Services, LLC, LPL Financial, Inc., Arbor Point Advisors, and Securities America, Inc. Woodruff is also the owner of Life Income, a financial services practice management business. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through asset allocation, portfolio design, and manager selection, with services including financial planning, retirement consulting, family office services, and an uncommon flat-fee Subscription Advisory Program for ongoing planning.

Barry Shapiro is a financial advisor at Strategic Blueprint, LLC with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes positions at Commonwealth Financial Network and operating his own firm, Bshapiro Financial. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies and a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars through a network of independent advisory representatives.

Jonathan Denton is a financial advisor at Strategic Blueprint, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Cornerstone Wealth Management and The Strategic Financial Alliance, Inc. since 2014. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm delivers customized, goal-based strategies through asset allocation, portfolio design, and manager selection, offering both discretionary and non-discretionary management along with financial planning and educational programs.

Todd Walker is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Hutchinson Private Wealth, LLC, Strategic Financial Alliance, and Gencrest Capital Partners. Outside of his advisory roles, he serves as an officer for the Petty Family Foundation. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through a network of independent advisory representatives, providing services including portfolio management, financial planning, retirement plan consulting, and educational seminars.

Martin Sergi Jr. is a CFP® professional with five years of experience currently with Strategic Blueprint, LLC. He has worked with several firms, including Cornerstone Wealth Advisory Group and Phoenix Recycling Group, where he holds roles involving financial and tax planning, insurance, and consulting. In addition to his advisory work, he is involved in managing a recycling firm and provides tax and accounting planning services. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers a range of customized, goal-based strategies through portfolio management, financial planning, and consulting services, along with a flat-fee Subscription Advisory Services program and an emphasis on client education.

Kathryn Oswald is a CFP® certificant with 25 years of industry experience, currently serving as an advisor at Strategic Blueprint, LLC. Her prior work includes roles at OSAIC, Osaic Advisory Services, and Triad Advisors, Inc. Outside of her advisory work, she operates The Wealth Plan Company, focusing on client financial planning, investment management, and marketing. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement plan consulting, and a flat-fee Subscription Advisory Services program, along with an emphasis on client education and a curated alternative investment platform.

Nicholas Stevens is a financial advisor with Strategic Blueprint, LLC in Fairfax, VA, holding Series 63 and Series 65 credentials with one year of industry experience. His prior work includes roles at Ivory Homes, Model Match, Inc., Stance, and Deloitte & Touche, LLC. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, and consulting services, with an emphasis on client education and a formal subscription advisory program featuring an annual flat-fee model.

Abigayle Loblein is a Series 65-licensed financial advisor with two years of industry experience. She is currently with Strategic Blueprint, LLC and also affiliated with Bee Street Advisory Group. Prior to this, she held roles at Northwestern Mutual and worked in education for over a decade. Outside of her advisory work, she owns an insurance business focused on health and life insurance products. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, pension plans, trusts, charitable organizations, and business entities through a network of independent advisory representatives. The firm offers customized, goal-based strategies involving portfolio management, financial planning, and a formal subscription advisory program, with an emphasis on client education and a curated alternative investment platform.

Sean Baker is a financial advisor at Strategic Blueprint, LLC with two years of industry experience. He holds the Series 66 designation. Prior to his current role, he spent eight years at The Tiger Sports Shop and ten years with The Strategic Financial Alliance, Inc. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, family office services, and a subscription advisory program, emphasizing customized, goal-based strategies and client education.

Tammy Sartain is a financial advisor at Strategic Blueprint, LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at The Baker Financial Group, LLC and The Sartain Company CPAs, LLC. Outside of her advisory role, she serves as incorporator and treasurer on the board of a nonprofit memorial foundation and volunteers as commodore for her community HOA, managing the neighborhood dock. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through various portfolio management and financial planning services, including a unique Subscription Advisory Services program and an emphasis on client education.

Matthew Stephens is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Strategic Blueprint, LLC since 2025. He previously worked at Osaic Advisory Services, LLC for 11 years. Outside of his advisory role, Stephens is involved as an owner and sole proprietor of AdvicePoint, LLC, which handles management and bookkeeping services, and he holds officer and partner roles in several local business entities and community organizations. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies through a range of services including portfolio management, financial planning, retirement plan consulting, family office services, and a subscription advisory program, with an emphasis on client education and a curated alternative investments platform.

Ashley Madden is a CFP® professional with 18 years of industry experience, currently affiliated with Strategic Blueprint, LLC. She has previously worked at GenCrest Capital Partners, Hutchinson Family Offices, and Davenport, Marvin, Joyce & Co, LLP among others. Madden serves as a board member for the Community Foundation of Greater Greensboro and provides business owner exit planning and divorce expert services outside her advisory role. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through asset allocation, portfolio design, and manager selection, alongside financial planning, retirement consulting, family office services, and a subscription advisory program.

Brian Baker is a financial advisor at Strategic Blueprint, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked concurrently at The Baker Financial Group and The Strategic Financial Alliance, Inc. Baker serves as an officer and volunteer at Fort Hill Presbyterian Church and is a partner in a commercial property management business. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through asset allocation, portfolio design, and manager selection, providing both discretionary and non-discretionary management along with financial planning and educational programs across a network of independent advisory representatives.

Robert Hamm is a financial advisor with Strategic Blueprint, LLC who holds the Series 66 designation and has 10 years of industry experience. He has worked at Clarity Financial Advisors and Triad Advisors, Inc., among others. Hamm also provides retirement education to NEA members in multiple school districts as part of his work with Clarity Financial Advisors. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement plan consulting, and educational programs, including a distinctive annual flat-fee subscription advisory service.

Justin Kizer is a CFP® with three years of experience in financial advising. He is currently with Strategic Blueprint, LLC and has held roles at Bee Street Advisory Group and The Strategic Financial Alliance, Inc. Outside of advising, he has experience managing client relations and financial planning at Bee Street Advisory Group. Strategic Blueprint, LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies alongside financial planning and education through a network of independent advisors.

Kelsey Oltmans is a financial advisor at Strategic Blueprint, LLC in Raleigh, NC, holding a Series 66 designation with nine years of industry experience. She has worked at Strategic Blueprint since 2019 and has been involved with The Strategic Financial Alliance and Cornerstone Wealth Management for over a decade. She is also a partner and director of operations at Cornerstone Wealth Management, where she manages systems and finance. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement consulting, and educational programs, including a formal Subscription Advisory Services program with a flat-fee model.

Nafees Alam is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He is currently an advisor at Strategic Blueprint, LLC and has previously worked at FamilyWealth Advisers, LLC, Wells Fargo Advisors, LLC, and Regions. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars, using customized, goal-based strategies and a formal Subscription Advisory Services program that provides ongoing planning for a flat annual fee.

Salvatore Picciallo is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 designation and 17 years of industry experience. He has previously worked at J.P. Morgan Securities and LPL Financial, LLC. Outside of his advisory role, he owns and operates a fixed insurance business focused on fixed annuities and insurance products. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies across a range of portfolio management and financial planning services, including a formal Subscription Advisory Services program and client education initiatives.

John Edmonds Jr. is a Series 65 licensed advisor at Strategic Blueprint, LLC with one year of industry experience. His prior work includes roles at Bee Street Advisory Group, Alpha Omega Wealth Management, and Ivy Asset Group. Outside of financial advising, he has experience working with Tidal Wave Water Sports. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers customized, goal-based strategies through various portfolio management services, financial planning, and educational programs, including a formal Subscription Advisory Services program with an annual flat-fee model.

Timothy Conrad is a CFP® with three years of industry experience currently serving as an advisor at Strategic Blueprint, LLC. His prior roles include positions at The Strategic Financial Alliance, Inc., Cornerstone Wealth Management, and Monsour Advisory Services. He is also licensed as an insurance agent with Tucker Insurance Services, where he refers clients to a colleague. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management and financial planning services, including a formal Subscription Advisory Services program and a focus on client education through seminars and conferences.

Nathan Oltmans is a CFP® professional with 18 years of industry experience. He is currently with Strategic Blueprint, LLC and has prior experience at Cornerstone Wealth Management and The Strategic Financial Alliance, Inc. Outside of his advisory roles, he is also involved as an agent with Tucker Insurance Services, specializing in fixed life insurance referrals. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through a variety of services including portfolio management, financial planning, retirement consulting, and educational seminars.

Gregory Hanft is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has previously worked at Brightworth LLC and Mass Mutual Investors Services. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through asset allocation, portfolio design, and manager selection, along with a formal Subscription Advisory Services program and a focus on client education through seminars and conferences.

Neel Patel is a financial advisor at Strategic Blueprint, LLC with three years of industry experience. He holds a Series 65 designation and has prior experience at Elwood and Goetz, as well as operating ABC123 Consulting, a personal S-Corporation used for residual income. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through a network of independent advisors, providing portfolio management, financial planning, retirement plan consulting, and educational seminars.