DESCRIPTION OF BUSINESS, PRINCIPALS, AND TYPES OF SERVICES Strategic Blueprint, LLC (“Strategic Blueprint”) is an Investment Adviser registered with the Securities and Exchange Commission (“SEC”). Strategic Blueprint is an Atlanta-based, Georgia corporation, formed in July 2016, and a wholly owned subsidiary of SFA Holdings, Inc. (“SFAH”). Strategic Blueprint is under common control with The Strategic Financial Alliance, Inc., SFA Insurance Services, Inc., Green Creek Resources, Inc., and Timbrel Capital LLC. Please refer to Item 10 of this Brochure for additional information about our affiliated companies. Through its network of independent Advisory Representatives, Strategic Blueprint offers a range of advisory and wealth management services as described below, including:
• Portfolio Management Programs
• Selection of and Referral to Third-Party Asset Managers
• Financial Planning
• Retirement Planning
• College Education Planning
• Family Wealth Planning
• Financial Consulting
• Education Events Advisory Representatives will market their services under doing-business-as names (“DBAs”), as disclosed in their respective ADV Part 2B Supplements. They will use these DBAs and their respective logos in their marketing, reporting and communications. As of December 31, 2023, Strategic Blueprint managed assets valued at approximately $2.17 billion, with approximately $2.11 billion on a discretionary basis and approximately $62 million on a non-discretionary basis. PORTFOLIO MANAGEMENT PROGRAMS Strategic Blueprint offers a customized approach to implementing individualized investment strategies designed with the goal of meeting your investment objectives through asset allocation, portfolio design, portfolio monitoring, and consolidated reporting. In order to participate in the portfolio management programs, Advisory Representatives must be properly registered, and have at least five years of experience in the financial services industry (or equivalent experience as determined by Strategic Blueprint). Disclosure Brochure (Rev. 03262024) Page 2 Through its Strategic Blueprint Advisor Directed Program, you may select an all-inclusive program (“wrap fee program”) in which the asset-based fee includes our advisory fee as well as transaction costs. Alternatively, you may choose a program in which you pay transaction fees in addition to our asset-based advisory fee. The amount of your advisory fee is negotiated with your Advisory Representative, based on the program’s published fee schedule. This program is described in the Strategic Blueprint Advisor Directed Program Brochure. Management of Participant Directed Accounts. Strategic Blueprint engages an unaffiliated third- party order management system to facilitate management of participant directed accounts, e.g., your 401(k) or 403(b) account. This service is available for most, but not all, participant directed plans. Strategic Blueprint will not have custody of your funds or access to your personal log-in credentials. Management fees will be deducted from a separate non-qualified managed account specified by you. You will receive a link to connect your participant directed account to the platform which will then authorize your Advisory Representative to have access to your account. Your Advisory Representative will review the current allocations and will rebalance and/or reallocate consistent with your stated investment goals and risk tolerance and in accordance with the Investment Management Agreement. An account may be terminated with written notice at least 30 calendar days in advance. SUB-ADVISER MANAGER SELECTION PROGRAMS Strategic Blueprint evaluates asset managers for selection to participate as portfolio managers in the programs (“Managers”). Strategic Blueprint, through your Advisory Representative, will assist you in reviewing the participating portfolio managers. Your Advisory Representative may recommend managers, strategists, or model portfolios to manage all or a portion of your portfolio in a manner consistent with your stated financial objectives, risk tolerance and investment horizon. The selected portfolio manager or managers will, typically, exercise discretionary authority in the account relative to the assets allocated to that strategy. Your Advisory Representative will monitor your account and its performance, meet with you periodically and may recommend changing managers based on your needs and objectives. You may grant discretionary authority to your Advisory Representative to reallocate among and/or replace Managers, consistent with your stated objectives, risk tolerance, and time horizon. You will generally be required to grant trading authority in writing to the sub-adviser through the sub-adviser’s or custodian’s related documents. This service is offered as part of the Strategic Blueprint Advisor Directed Program. The individual manager programs, including managers, fees and expenses, are more fully described in the respective ADV Part 2A and Appendix 1 Disclosure Brochures, which will be provided to you prior to entering into an advisory agreement. These Brochures are also available upon request. Disclosure Brochure (Rev. 03262024) Page 3 THIRD-PARTY MANAGED SEPARATELY MANAGED ACCOUNTS (“SMAs”) Separately managed accounts, or SMAs, are portfolios of individual securities managed by an investment adviser. When you invest in an SMA, you directly own all securities in the account. There are SMAs managed by third party asset managers available through the custodians which do not require a separate agreement between the asset manager and Strategic Blueprint in order for Advisory Representatives to recommend them. When your Advisory Representative recommends one of these SMAs, you will receive the asset manager’s Form ADV, complete the respective asset manager’s application, and grant trading authorization to that manager. ENDORSEMENTS OF THIRD-PARTY ASSET MANAGERS (REFERRAL or PROMOTER ARRANGEMENTS) Strategic Blueprint and certain of its Advisory Representatives can endorse, or recommend, third-party asset managers (“TPAMs”) whose management style and strategies are consistent with your objectives and financial profile. You will enter into an advisory agreement with the TPAM. Neither Strategic Blueprint nor your Advisory Representative will exercise discretion or make investment choices or recommendations in the account. These programs will include asset allocation models, model portfolios, market timing strategies or other strategies for mutual funds and variable annuity sub-accounts. In these referral (also called “promoter”) arrangements, Strategic Blueprint through your Advisory Representative typically gathers information about your financial situation, investment objectives, and reasonable restrictions you wish imposed upon the management of your account; periodically reviews reports provided to you; contacts you at least annually to update your financial information and review the account, its performance and the services of the TPAM; and, communicates changes in your information to the TPAM as warranted. It is important to notify your Advisory Representative of any changes in your financial situation, investment objectives, or account restrictions. You will receive the TPAM’s Disclosure Brochure and a Disclosure Statement, which will describe the relationship between TPAM and Strategic Blueprint,

any compensation paid to Strategic Blueprint, and conflicts of interest created by the arrangement. FINANCIAL PLANNING SERVICES and FINANCIAL CONSULTING Financial Planning Disclosure Brochure (Rev. 03262024) Page 4 Your Advisory Representative will work with you to prepare (1) a comprehensive, written financial plan designed to help you achieve your financial goals and investment objectives or (2) a plan limited in scope to a particular area. Preparation of a plan requires that you provide your Advisory Representative with personal data such as family records, employment records, budgeting, assets, liabilities, estate information, and tax information. Financial planning is a process that will address any or all of the following topics as you may request:
• asset protection
• tax planning
• business succession
• cash flow
• education planning
• estate planning multi-generational planning
• insurance planning
• asset allocation
• risk management
• retirement planning
• wealth transfer
• charitable gifting
• long-term care and disability planning Should you choose to implement the recommendations in your financial plan, we encourage you to work closely with your attorney, accountant, insurance agent, and other professional advisors. Certain Advisory Representatives are also registered representatives of The Strategic Financial Alliance, Inc. (“SFA”), an affiliated broker/dealer, and/or licensed as insurance agents. Although you may choose to implement the recommendations made in your financial plan through SFA or your Advisory Representative in his or her capacity as a registered representative or as an insurance agent, you are free to employ the services of any advisor, registered representative, or insurance agent of your choice, regardless of whether or not that person is associated with SFA. Financial Consulting We offer investment consulting services that are limited to the specific areas you identify. These services are not considered financial planning services because we will not perform a comprehensive analysis of your financial position and will not prepare a written report documenting our review. The consulting services our Advisory Representatives provide may include (but are not limited to):
• Assisting you in the preparation of an investment policy statement;
• Reviewing and recommending changes to an existing investment policy statement (or similar guidelines, policies, and/or investment allocation that you are employing);
• Reviewing existing contracts you have with service providers such as managers and consultants, and making recommendations for changes; Disclosure Brochure (Rev. 03262024) Page 5
• Assisting you in renegotiating the fees you pay to service providers and/or assisting you in conducting a search for new service providers;
• Analyzing the performance of your current investment manager;
• Advising you regarding the manner in which your investment account is being managed and, at your request, assisting you in searching for a new investment manager;
• Advising you on the purchase and sale of particular individual investments;
• Monitoring your transaction costs; and
• Monitoring compliance by your investment managers with your investment policy statement. Retirement Plan Consulting We offer consulting services to retirement plans to employer sponsored qualified retirement plans. These services may be fiduciary services under ERISA Section 3(21)(A)(ii). Strategic Blueprint and your advisory representative will act with the diligence, care, and skill that a prudent person rendering similar services would exercise under similar circumstances. Other services may be offered on a non-fiduciary basis. Services will be described in the Retirement Plan Consulting Agreement.
• All services are offered in conformity with the Adviser’s ADV Part 2A Disclosure Brochure and Part 2A Appendix 1, which Client acknowledges having received, and the Agreement entered into between Client and Adviser.
• Adviser does not provide legal, tax or accounting advice.
• Adviser does not provide recordkeeping services.
• Adviser will not advise any investment contract, fund or entity in which the Plan has an equity interest.
• Adviser does not recommend or render advice to utilize any affiliated investment options. Services include but are not limited to:
• Participant education
• Enrollment meetings
• Reviewing investment options
• Investment monitoring
• Generating and evaluating service provider requests for proposals
• Service provider transitions
• Review of service providers, including investment managers
• Rebalancing model portfolios Services may be provided to individual participants only through separate agreements with the individual for services and/or advice related, for example, to assets held outside the plan or a rollover to an individual retirement account. Disclosure Brochure (Rev. 03262024) Page 6 SUBSCRIPTION ADVISORY SERVICES The Subscription Advisory Services Program (Subscription Program) offers an array of financial planning and wealth management services selected by you for an annual flat fee, provided on an on-going basis to help you adhere to your plan and achieve stated goals and objectives. The Subscription Program services can include retirement, education, estate, and legacy planning; wealth management, advice related to accounts held away from the Firm, tax strategies, and asset allocation. With your authorization, your Advisory Representative will collaborate with your other advisors, including tax and legal advisors. The nature and frequency of reporting, meetings, written plans, and other specific services are described and agreed upon in the Subscription Program Agreement. Investment Management is not offered through the Subscription Program. FAMILY OFFICES SERVICES Please refer to the HFO Family Offices Services Brochure for more information. These services are offered through Strategic Blueprint on a limited basis by certain Advisory Representatives, as described in the respective brochure. LECTURES AND SEMINARS Strategic Blueprint sponsors lectures, seminars, or speeches of an educational and generic nature. A broad range of topics may be included in each seminar including, but not limited to, asset allocation, retirement planning, risk, tax planning, long-term care and estate planning. CLIENT TAILORED SERVICES AND CLIENT IMPOSED RESTRICTIONS Your Advisory Representative develops and recommends a strategy based on the information you provide about your financial profile using his or her knowledge and experience. It is very important that you communicate changes in your information so your Advisory Representative can make recommendations and manage your account in a manner that is consistent with your objectives, risk tolerance, and time horizon. You may impose reasonable restrictions on the manner in which your account is managed, such as limiting investments in certain types of securities or asset classes, in accordance with your values or beliefs. Regardless of the services you choose, we strongly encourage you to notify your Advisory Representative promptly if there are any changes in your personal circumstances, financial situation, investment objectives, or risk tolerance.