Blueprint Financial Advisors

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.