Wilmington, NC Office

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.

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.

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.

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.

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.