Strategic blueprint, LLC

David Whitmore Jr. is a CFP® with 22 years of industry experience, currently serving as an advisor at Strategic Blueprint, LLC since 2021. Prior to his current role, he worked for Buckman Buckman from 2003 to 2021. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides customized, goal-based strategies through various portfolio management and financial planning services, including a flat-fee Subscription Advisory Services program and educational seminars.

Brett Dysart is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 designation and 16 years of industry experience. He has been affiliated with Strategic Blueprint since 2019 and has prior experience with Cornerstone Wealth Management, LLC and The Strategic Financial Alliance, Inc., where he has worked since 2008. Outside of his advisory roles, he is involved with Cameo Design, LLC, a business that provides consulting related to home remodeling and pre-sale homes. 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, and educational seminars, utilizing both discretionary and non-discretionary management approaches.

Coleman Benko is a Series 66-licensed financial advisor at Strategic Blueprint, LLC with 18 years of industry experience. He has worked at Strategic Blueprint and The Strategic Financial Alliance since 2020 and previously held positions at Oconee State Bank and LPL Financial from 2014 to 2020. Benko serves on the Board of Directors for St. Mary's Health Care System - Highland Hills, a community offering Independent Living, Assisted Living, and Memory Care. 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 independent advisory representatives, emphasizing client education and a formal subscription advisory program with flat-fee ongoing planning.

Gregory Garcia is a Series 65-licensed advisor at Strategic Blueprint, LLC with one year of experience in financial advising. He has over four decades of experience as an attorney with Garcia & Associates, ATTYs. Outside of his advisory role, he manages real estate entities, including Athens Arches, LLC and Research Partners Inc, both involved in owning and operating commercial and mixed-use properties. 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 advisors, emphasizing client education and a formal Subscription Advisory Services program with ongoing planning on a flat-fee basis.

Bryson Hutchings is a financial advisor at Strategic Blueprint, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at optionsXpress, The Strategic Financial Alliance, Inc., and currently with Life Income, where he assists clients in designing and implementing financial plans. 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 various investment management and financial planning services, including a unique Subscription Advisory Services program and a focus on client education.

Julie Sullivan is a financial advisor with Strategic Blueprint, LLC in Atlanta, GA, holding the Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has been affiliated with The Strategic Financial Alliance, Inc. since 2011 and holds roles at SFA Holdings, Inc. and Timbrel Capital, LLC. Outside of her advisory work, she is a member of Pigs Fly LLC, an entity formed for potential business opportunities. 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, family office services, and educational seminars, with an emphasis on customized, goal-based strategies and client education.

Brandon Haines is a CFP® professional with 24 years of industry experience. He is currently with Strategic Blueprint, LLC and The Strategic Financial Alliance, Inc., having previously worked at OSAIC and Triad Hybrid Solutions. Haines also manages Haines Financial, LLC, which supports advisors and markets financial services under The Wealth Plan Company, and acts as a trustee for a private family trust. 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 customized, goal-based strategies through various management programs and emphasizes client education and subscription advisory services.

David Whitmore is a financial advisor with Strategic Blueprint, LLC. He holds the Series 65 designation and has three years of industry experience, including prior roles at Merrill and The Strategic Financial Alliance, Inc. 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, family office services, and a subscription advisory program with an emphasis on customized, goal-based strategies and client education.

Cole Hickman is a Series 66 licensed advisor with Strategic Blueprint, LLC, based in Greensboro, NC. He has five years of industry experience and has worked at The Strategic Financial Alliance, Inc. since 2020. Outside of his advisory work, he has experience as a life insurance agent. Strategic Blueprint, LLC serves a range of clients including individuals, pension plans, trusts, and charitable organizations, providing customized portfolio management, financial planning, and retirement consulting through a network of independent advisory representatives. The firm emphasizes goal-based strategies and offers a distinctive subscription advisory program alongside educational seminars.

William Helms is a financial advisor at Strategic Blueprint, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Ardmore Advisory & Planning and Capital Investment Advisory Services, LLC. He is also a trustee for the Vicki V Helms Trust. 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 with services including portfolio management, financial planning, retirement plan consulting, and educational seminars.

Robert Wheeler Jr. is a financial advisor at Strategic Blueprint, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Triad Advisors, Inc. and Triad Hybrid Solutions, LLC. Outside of advising, he is president of Wheeler Financial Management, Inc., a bookkeeping business. Strategic Blueprint, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities through a network of independent advisory representatives. The firm offers customized, goal-based investment strategies with discretionary and non-discretionary management, financial planning, and a subscription advisory program that features ongoing flat-fee planning and client education.

Adam Rosier is a financial advisor at Strategic Blueprint, LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2021. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, and educational seminars, featuring a formal Subscription Advisory Services program and a curated alternative investment platform.

Matthew Goodwin is a financial advisor at Strategic Blueprint, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Peachtree Capital Tax and Advisory and Peachtree Capital Corporation. In addition to advising, he is also involved in fixed insurance sales, including life, disability, and long-term care insurance. Strategic Blueprint, LLC serves individuals, pension plans, trusts, charitable organizations, and businesses through a network of independent advisors. The firm offers customized, goal-based investment strategies and a range of services including portfolio management, financial planning, retirement consulting, and a subscription advisory program with an emphasis on client education and alternative investments.

David Armbruster is a Series 65-licensed advisor at Strategic Blueprint, LLC with 17 years of industry experience. He has held roles at Investment Advisor Alliance and the Investment Advisor Group prior to joining Strategic Blueprint in 2022. Additionally, he is a partner at Cornerstone Wealth & Tax Advisory Group and co-owner of a Pure Barre fitness franchise with 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 provides customized, goal-based strategies through asset allocation, portfolio design, manager selection, and ongoing monitoring, offering both discretionary and non-discretionary management alongside financial planning and a subscription advisory program.

Caroline Ainsworth is a financial advisor with Strategic Blueprint, LLC in Charleston, SC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at The Strategic Financial Alliance, Inc., Wells Fargo Clearing Services, and The Vanguard Group. 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 both discretionary and non-discretionary management, financial planning, and a subscription advisory program.