Blueprint Financial Advisors

Larry Deyoung is a financial advisor at Blueprint Financial Advisors with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Private Client Services and Bluegrass Capital Advisors, LLC. He serves as a trustee for the Village of South Holland, overseeing economic development and code enforcement departments. Blueprint Financial Advisors serves individuals, trusts, pension and ERISA plans, foundations, and endowments by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a globally diversified investment approach that combines strategic asset allocation with tactical adjustments based on proprietary momentum and trend-following signals.

Shepard Ottaway is a financial advisor at Blueprint Financial Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America, Inc., Osaic Wealth, Inc., and other firms. Ottaway volunteers as an assistant track and field coach for High Point Christian Academy. Blueprint Financial Advisors serves individuals, trusts, pension and ERISA plans, foundations, and endowments, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a globally diversified investment approach combining strategic and tactical allocations based on proprietary trend-following and momentum signals.

Eric Warren is a financial advisor at Blueprint Financial Advisors with six years of industry experience. He holds a Series 65 designation and has worked previously at Spartan Planning & Wealth Management, Henderson County Tax Department, and Kilpatrick Land Surveying. Blueprint Financial Advisors serves individuals, trusts, pension and ERISA plans, foundations, and endowments, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a globally diversified investment approach combining strategic and tactical allocations based on proprietary Trend Following and momentum-based signals.

Richard Westover is a financial advisor at Blueprint Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at Maplewood Investments, Osaic Wealth, Securities America Advisors, and Brad Smith Investment Group. Outside of his advisory work, Westover teaches a finance course at The Covenant School and serves as a deacon on the board of Westover Church. Blueprint Financial Advisors serves individuals, trusts, pension and ERISA plans, foundations, and endowments by providing portfolio management, financial planning, and retirement consulting. The firm employs a globally diversified investment strategy that combines static strategic allocations with tactical adjustments based on proprietary trend-following and momentum signals.

Hunter Boyd is a financial advisor with Blueprint Financial Advisors in Lexington, KY, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Keystone Financial Group, LPL Financial, MassMutual, and MML Investors Services. Outside of his advisory work, he previously operated Boyd Orchards for nine years. Blueprint Financial Advisors serves a diverse client base including individuals, trusts, pension and ERISA plans, foundations, and endowments. The firm employs a globally diversified investment approach combining strategic and tactical allocation components guided by proprietary trend following and momentum-based signals.

Robert Freeman is a CFP® and ChFC® with 23 years of industry experience. He has worked at Morse Capital Partners since 2011 and joined Blueprint Financial Advisors in 2025. Blueprint Financial Advisors serves individuals, trusts, pension and ERISA plans, foundations, and endowments, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a globally diversified investment framework with a strategic and tactical approach, utilizing proprietary trend-following and momentum-based signals to manage asset allocations.

Lori Haddock is a CFP® with 25 years of experience in financial advising, currently serving at Blueprint Financial Advisors in Greensboro, NC. Her career includes roles at Securities America Advisors and Osaic Wealth, Inc. She is active in community organizations, including the Greensboro Rotary Club and serves as a trustee for Daystar Christian Fellowship. Additionally, she chairs the Investment Committee for Kintura, overseeing foundation and corporate investments. Blueprint Financial Advisors provides portfolio management, financial planning, and retirement consulting to individuals, trusts, pension plans, and endowments. The firm employs a globally diversified investment approach that combines strategic and tactical asset allocations guided by proprietary trend-following signals.

William Smith is a financial advisor at Blueprint Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Osaic Wealth, Inc. Smith serves as chairman of the board for The Fellowship church and is a board member of the nonprofit M.O.V.E. Men of Vision and Excellence. He also acts as treasurer for the NC Heat Basketball program, a nonprofit home school basketball organization. Blueprint Financial Advisors serves individuals, trusts, pension and ERISA plans, foundations, and endowments by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a globally diversified investment approach combining strategic and tactical components, using proprietary trend-following and momentum-based signals to adjust asset allocations.

Adam Scherer is a CFP® professional with five years of industry experience, currently with Blueprint Financial Advisors. He has held roles at Blueprint Financial Advisors since 2022 and is the owner and director of Greenbeat Financial LLC, a tax preparation and planning firm. Scherer also serves as treasurer for two nonprofit organizations, The Farm School and Charter Oak Academy PTO Corp, and is a VP of Product Development and CFP instructor at the Boston Institute of Finance. Blueprint Financial Advisors serves a diverse client base including individuals, trusts, pension and ERISA plans, foundations, and endowments. The firm employs a globally diversified investment approach that combines strategic asset allocation with tactical adjustments based on proprietary trend-following and momentum signals.

Christopher Watts is a financial advisor at Blueprint Financial Advisors in Lexington, KY, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Keystone Financial Group, LLC, and LPL Financial, LLC. Watts has been with Blueprint and Maplewood Investments since 2025. Blueprint Financial Advisors serves individuals, trusts, pension and ERISA plans, foundations, and endowments, providing discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs a globally diversified investment approach that combines strategic and tactical asset allocation using proprietary trend-following and momentum-based signals.

Leah Williams is a financial advisor at Blueprint Financial Advisors in Charlotte, NC, holding the ChFC® designation with nine years of industry experience. She has previously worked at firms including Hornor, Townsend & Kent LLC and NYLIFE Securities LLC. Outside of her advisory role, Williams co-hosts a weekly podcast that highlights female business owners and nonprofits in her local community and is co-owner of Empower-Her, a networking group focused on motivational speaking and event planning. Blueprint Financial Advisors serves a diverse client base, including individuals, trusts, pension and ERISA plans, foundations, and endowments. The firm employs a globally diversified investment approach combining strategic and tactical asset allocation based on proprietary trend-following and momentum signals.

Steven Mrozek is a financial advisor at Blueprint Financial Advisors with 28 years of industry experience. He holds a Series 66 designation and has worked previously at Maplewood Investments Inc, Bfc Planning, Inc, and Berthel Fisher & Company Financial Services, Inc. Outside of his advisory role, he serves as treasurer of the Neshannock Lions Club, a nonprofit organization. Blueprint Financial Advisors serves individuals, trusts, pension and ERISA plans, foundations, and endowments, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a globally diversified investment approach that combines strategic and tactical asset allocation using proprietary trend-following and momentum-based signals.

Michael Komara is a ChFC® credentialed financial advisor with over 31 years of industry experience. He currently works at Blueprint Financial Advisors and has held roles at Solas Wealth, The Prudential Insurance Company of America, and MKD Wealth Coaches, LLC. Komara serves as treasurer and board member for Grow Holdings, an affiliate of Grow Church, where he reviews investment accounts to ensure alignment with the church's investment policy. Blueprint Financial Advisors provides portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, foundations, and endowments. The firm employs a globally diversified investment approach combining strategic asset allocation with tactical adjustments based on proprietary trend-following and momentum signals.

Christopher Kemper is a financial advisor with Blueprint Financial Advisors, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Kingswood Capital Partners and Cambridge Investment Research. Outside of his advisory work, he is a fitness instructor at Fitness Connection. Blueprint Financial Advisors serves a diverse client base including individuals, trusts, pension and ERISA plans, foundations, and endowments. The firm employs a globally diversified investment framework combining strategic and tactical asset allocations guided by proprietary trend-following and momentum-based signals.

Graham Jones is a CFP® professional with eight years of industry experience, currently serving at Blueprint Financial Advisors. His prior roles include positions at Securities America Advisors and Deep River Capital Advisors. Outside of his advisory work, he is a foster parent through the Baptist Children's Home, providing care for children placed by the Department of Social Services. Blueprint Financial Advisors serves a diverse client base including individuals, trusts, pension and ERISA plans, foundations, and endowments. The firm employs a globally diversified investment approach that combines strategic and tactical portfolio components, utilizing proprietary trend following and momentum-based signals to manage asset allocations.