Strategic Blueprint, LLC

FAMILY OFFICE SERVICES Form ADV Part 2A Disclosure Brochure This Disclosure Brochure provides information about the qualifications and business practices of Strategic Blueprint, LLC (“Strategic Blueprint”), and describes the GenCrest Capital Partners Family Offices Services. If you have any questions about the contents of this Brochure or would like more information about other services offered through Strategic Blueprint, please contact us at 678.954.4130. The information in this Brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities Authority. Strategic Blueprint is a registered investment adviser. Registration of an Investment Adviser does not imply any level of skill or training. Additional information about Strategic Blueprint (CRD #284840) also is available on the SEC’s website at www.adviserinfo.sec.gov. Strategic Blueprint LLC 2200 Century Parkway, Suite 500 Atlanta, Georgia 30345 (678) 954-4130 www.StrategicBlueprint.net March 20, 2026 i  ITEM 2 – MATERIAL CHANGES The Strategic Blueprint, LLC (“Strategic Blueprint”) published its annual update of the Brochures on March 20, 2026. There were no material revisions since the last annual update on March 28, 2025. Annual Update We will provide you with a Summary of Material Changes to this and subsequent Brochures within 120 days of the close of our business fiscal year (December 31). We may provide other ongoing disclosure information about material changes as necessary. Brochure Availability We will provide our most current Brochure upon request at any time, without charge. Our Brochure may be requested by contacting our Chief Compliance Officer at (678) 954-4130. Additional information about Strategic Blueprint (CRD #284840) and its Advisory Representatives is available on the SEC’s website at www.adviserinfo.sec.gov. (Changes Rev. 03.20.2026) ii  ITEM 3 – TABLE OF CONTENTS ITEM 2 – MATERIAL CHANGES ................................................................................................................................... ii ITEM 3 – TABLE OF CONTENTS ................................................................................................................................ iii ITEM 4 – ADVISORY BUSINESS .................................................................................................................................. 1 DESCRIPTION OF BUSINESS, PRINCIPALS, AND TYPES OF SERVICES .......................................................... 1 FAMILY OFFICES SERVICES ....................................................................................................... 1 CLIENT TAILORED SERVICES AND CLIENT IMPOSED RESTRICTIONS ............................................................ 2 ITEM 5 – FEES AND COMPENSATION........................................................................................................................ 2 FAMILY OFFICE SERVICES FEES AND COMPENSATION .................................................................................... 2 ADDITIONAL FEES, COMPENSATION AND EXPENSES ....................................................................................... 3 NEGOTIATION OF FEES AND COMPENSATION ................................................................................................... 3 POTENTIAL CONFLICTS OF INTEREST ................................................................................................................. 3 ITEM 6 – PERFORMANCE-BASED FEES AND SIDE-BY-SIDE MANAGEMENT ........................................................ 5 ITEM 7 – TYPES OF CLIENTS ...................................................................................................................................... 5 ITEM 8 – METHODS OF ANALYSIS, INVESTMENT STRATEGIES, AND RISK OF LOSS ......................................... 5 ITEM 9 – DISCIPLINARY INFORMATION..................................................................................................................... 6 ITEM 10 – OTHER FINANCIAL INDUSTRY ACTIVITIES AND AFFILIATIONS ............................................................ 6 ITEM 11 – CODE OF ETHICS ....................................................................................................................................... 8 ITEM 12 – BROKERAGE PRACTICES ......................................................................................................................... 9 ITEM 13 – REVIEW OF ACCOUNTS .......................................................................................................................... 10 ITEM 14 – CLIENT REFERRALS AND OTHER COMPENSATION ............................................................................ 11 OTHER COMPENSATION .......................................................................................................... 11 CLIENT REFERRALS ................................................................................................................ 12 ITEM 15 – CUSTODY .................................................................................................................................................. 13 ITEM 16 – INVESTMENT DISCRETION ..................................................................................................................... 13 ITEM 17 – VOTING CLIENT SECURITIES.................................................................................................................. 14 ITEM 18 – FINANCIAL INFORMATION ....................................................................................................................... 14 iii  ITEM 4 – ADVISORY BUSINESS 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”). Clive Slovin is the President and CEO of SFAH. Strategic Blueprint is under common control with The Strategic Financial Alliance, Inc., SFA Insurance Services, Inc., Green Creek Resources, Inc., Curated Equities, LLC, 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, which are more fully described in the ADV Part 2A Disclosure Brochure and Appendix 1 Advisor Directed Program Brochure. These services include: • 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, 2025, Strategic Blueprint managed assets valued at approximately $2.54 billion, with approximately $2.52 billion on a discretionary basis and approximately $12 million on a non-discretionary basis. FAMILY OFFICES SERVICES Advisory Representatives, through Strategic Blueprint, doing business as GenCrest Capital Partners, offer an array of wealth management services to a small number of affluent families in a manner designed to simplify your complex financial lives. Strategic Blueprint LLC – GenCrest Capital Partners Family Offices Services Disclosure Brochure (Rev. 03202026) Page 1  The Advisory Representatives who conduct business as GenCrest Capital Partners (individually and collectively, “Advisory Representative”) work as a team to understand your family’s current circumstances, goals, and unique needs through interviews, collection of information through financial profiles, review of tax returns and discussions with your tax and legal advisors. Strategies are designed and implemented to help preserve and potentially grow your wealth, with special attention tax considerations and tactics. Services that are designed to help affluent families include the following: • Wealth Preservation Strategies • Multi-generational wealth planning and education • Private foundation structuring • Philanthropic planning • Private accounting and tax services • Preparation of Financial Statements • Non-Custodial Bill Paying • Estate planning • Asset acquisition • Risk management Investment management will be provided through a separate Investment Management Agreement. Please refer to the Appendix 1 Advisor Directed Program Brochure. Advisory Representative will collaborate with your professional tax, legal and other advisors, with your authorization. The nature and frequency of reporting, meetings, written plans and other specific services are described and agreed upon in the Family Offices Agreement. Strategic Blueprint does not provide tax advice or tax preparation. However, GenCrest Capital Partners has employed professionals, including Certified Public Accountants, who perform those services for Family Offices Services clients. CLIENT TAILORED SERVICES AND CLIENT IMPOSED RESTRICTIONS Your Advisory Representative develops and recommends strategies and services based on the information you provide 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 deliver services in a manner that is consistent with your financial and planning objectives. ITEM 5 – FEES AND COMPENSATION FAMILY OFFICE SERVICES FEES AND COMPENSATION The Annual Flat Fee is negotiable and is based on the complexity and scope of your financial situation, including but not limited to your net worth, income, total investable assets, tax situation, number of accounts and account types, employment (i.e., self-employed or W2 Strategic Blueprint LLC – GenCrest Capital Partners Family Offices Services Disclosure Brochure (Rev. 03202026) Page 2  employee), number of family members, trusts, current transitions, and any additional factors that are determined to add to the complexity of your financial life. The annual flat fee is billed monthly or quarterly, as specified in your Advisory Agreement, in advance and assessed pro rata depending on when services commence. An initial negotiated fee of up to $5,000 (separate from and in addition to the flat fee) may be assessed for the establishment of the services, including account openings, document review and an initial plan. This initial fee may be waived at the discretion of the Firm. The initial fee and monthly fee will be invoiced or, with your authorization, deducted from a cash account established at the custodian. Fees will be reviewed annually and may increase, or decrease based on certain factors such as the complexity of your financial situation. No fee increase will be effective until you sign a new or amended advisory agreement fee schedule. Services can be terminated upon written notice to Strategic Blueprint. Any unearned fees will be promptly returned. For complete fee details related to other services offered through Strategic Blueprint, please refer to the ADV Part 2A Disclosure Brochure and the Appendix 1 Strategic Blueprint Advisor Directed Program Brochure. ADDITIONAL FEES, COMPENSATION AND EXPENSES The Family Office Fee does not include the costs associated with asset management, legal fees, insurance, due diligence on private investments, or implementing recommendations and strategies. Those services will be provided through agreements specific to the service with the respective service provider, or through product applications. NEGOTIATION OF FEES AND COMPENSATION The Annual Flat Fee is negotiated on a case-by-case basis as stated above. Please note that the same or similar services to those described above may be available to you elsewhere, or separately, at a lower cost. Your Advisory Representative may negotiate a fee that is more or less than fees negotiated by other Strategic Blueprint Advisory Representatives for similar services. the POTENTIAL CONFLICTS OF INTEREST In addition to providing Family Offices Services, Advisory Representatives can offer other advisory services (including investment management) as well as securities products and other investment and insurance products in their capacities as registered representatives of the Strategic Financial Alliance, Inc. (SFA) and as licensed insurance agents. SFA, and its registered representatives, will receive compensation in connection with this activity and the amount of compensation will depend on type of product purchased. Advisory Representatives who are also registered representatives can have a greater financial incentive to recommend certain products as opposed to others. Your Advisory Representative will make Strategic Blueprint LLC – GenCrest Capital Partners Family Offices Services Disclosure Brochure (Rev. 03202026) Page 3  recommendations based on your stated investment objectives, risk tolerance, and time horizon. Security transactions executed through SFA are reviewed for suitability by a designated supervisor. No commissions or 12b-1 fees are paid to Strategic Blueprint or your Advisory Representative on those securities recommended and purchased inside your Strategic Blueprint accounts. Certain third-party asset managers with which Strategic Blueprint has entered into sub-advisory, co-advisory and/or promoter’s agreements provide marketing support to Strategic Blueprint and its Advisory Representatives for meetings and other functions. They may also provide software and other tools to assist our Advisory Representatives in providing services to you. Sponsors and issuers of alternative investments and certain asset managers sponsor training and due diligence programs for Advisory Representatives. They may also provide marketing support to Strategic Blueprint, its affiliated companies, and Advisory Representatives for conferences, education, training and client appreciation events. You can obtain a list of those companies that provide marketing support by contacting the Chief Compliance Officer at 678.954.4130, or by emailing info@strategicblueprint.net. Your Advisory Representative may participate in conferences sponsored by SFAH affiliated companies. When attending such conferences, your Advisory Representative will receive non- cash compensation in the form of travel expenses, meals, and other services based on the amount of commissions and compensation earned through the SFAH affiliated companies. fees and expenses related to Please be aware that you are under no obligation to purchase products or services recommended by us or your Advisory Representative. Your Advisory Representative will answer any questions you have about the products recommended. Additionally, Strategic Blueprint has adopted a Code of Ethics, as described in Item 11 of this Brochure, which describes the standard of conduct required of our Advisory Representatives. If your Advisory Representative is also registered with SFA or is a licensed insurance agent, you are under no obligation to purchase securities and/or insurance products and services through him or her in that capacity. Neither are you obligated to purchase any products or services through SFAH affiliated companies. If a conflict of interest exists between an Advisory Representative, employee, or related entity and any client or client’s holdings, Advisory Representatives are responsible to disclose such conflicts to the Strategic Blueprint Compliance Department. The Compliance Department will determine the materiality of such conflicts. Material conflicts will be disclosed to you. You will be offered an opportunity to waive such conflicts, to work with another Advisory Representative, or to move your assets to another investment advisory firm. Strategic Blueprint LLC – GenCrest Capital Partners Family Offices Services Disclosure Brochure (Rev. 03202026) Page 4  Strategic Blueprint monitors potential conflicts of interest through reviews of client accounts and reviews of Advisory Representatives’ personal securities accounts and their outside business activities. Any Advisory Representative knowingly placing personal interest above that of a client will be subject to disciplinary action, up to and including termination. You will receive an ADV Part 2B Supplement with information about your Advisory Representative, including credentials, education and their specific conflicts of interest. ITEM 6 – PERFORMANCE-BASED FEES AND SIDE-BY-SIDE MANAGEMENT Strategic Blueprint does not charge any performance-based fees (fees based on a share of capital gains on or capital appreciation of the assets of a client). Certain third-party asset managers may assess a performance-based fee, which will be described in the respective manager’s disclosure brochure. A performance-based fee is deducted from your investment. In some cases, a portion of the performance fee may be shared with Strategic Blueprint and Advisory Representative(s) as a promoter’s fee. Any such arrangement will be described to you in a written Promoter’s Disclosure Statement. ITEM 7 – TYPES OF CLIENTS Family Offices Services are offered to high net worth individuals, families and their related, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Strategic Blueprint generally requires a minimum net worth of $5 million for Family Offices Services. This net worth threshold serves as a guideline, only. Strategic Blueprint, at its sole discretion, may waive this minimum net worth requirement. ITEM 8 – METHODS OF ANALYSIS, INVESTMENT STRATEGIES, AND RISK OF LOSS Strategic Blueprint’s Representatives will rely on various types of tools and methods to assist in recommending or selecting investment strategies to you, including asset allocation and various types of software. Strategic Blueprint’s methods of analysis include charting analysis, fundamental analysis, technical analysis, and cyclical analysis. The main sources of information used to formulate investment advice and/or manage assets includes financial newspapers and magazines, research materials prepared by others, corporate rating services, timing services, annual reports, prospectuses, fillings with the SEC, and company press releases. Strategic Blueprint LLC – GenCrest Capital Partners Family Offices Services Disclosure Brochure (Rev. 03202026) Page 5  Your Advisory Representative generally uses fundamental analysis (micro), fundamental analysis (macro), and technical analysis in determining which securities are appropriate for a client account. The risks inherent in using fundamental analysis (micro) include overlooking what is happening to the larger domestic or global economic environment. The risks inherent in using fundamental analysis (macro) include unforeseen price fluctuations of individual securities or industries that are not related to the overall domestic or global economic environment. The risks inherent in using technical analysis include relying on historical data to make predictions about future price movement which may not always follow historical patterns. Various types of risk are involved when investing in securities. Economic risk, market risk, currency risk, inflation risk, liquidity risk, and credit risk are examples of the types of risks your account may be subject to. You should not invest in any product or program if you are not prepared to bear a potential loss. Please refer to the Advisor Directed Program Brochure for more information about risks associated with certain investment types. ITEM 9 – DISCIPLINARY INFORMATION Strategic Blueprint has no reportable disciplinary information. Information about your Advisory Representative is available in his or her Supplement to this brochure, and at www.adviserinfo.sec.gov. ITEM 10 – OTHER FINANCIAL INDUSTRY ACTIVITIES AND AFFILIATIONS Strategic Blueprint’s sole business purpose is as a registered investment adviser. Strategic Blueprint does not offer tax or legal advice. When you enter into an agreement for the Family Offices Services, in addition to the advisory services provided, your Advisory Representative will work with Certified Public Accountants and other professionals who are associated with GenCrest Capital Partners to provide tax advice and tax services, such as preparation of tax documents and filing. Your Advisory Representative will work with those professionals to deliver the tax services. You will not be charged by GenCrest Capital Partners separately for the tax-related services. Amy Conley, Todd Walker, Sherry Campbell, Ashley Madden, Cole Hickman, and Brad Helms are investment adviser representatives of Strategic Blueprint. They conduct their financial services business using the name GenCrest Capital Partners, which is otherwise unaffiliated with Strategic Blueprint. Divorce Consulting, Insurance Services and Tax Advice are not Strategic Blueprint LLC – GenCrest Capital Partners Family Offices Services Disclosure Brochure (Rev. 03202026) Page 6  services of Strategic Blueprint. Please refer to their ADV Part 2B Supplement Disclosures for more information about their respective credentials, work history, and education. Strategic Blueprint is wholly owned by SFA Holdings, Inc. (SFAH). SFAH also owns the Strategic Financial Alliance, Inc. (SFA), a registered broker-dealer, member of FINRA and SIPC, and an SEC-registered investment adviser. Strategic Blueprint shares office space, technology, including servers and email archiving, and employees with SFAH and SFA. Compliance, supervisory, and finance personnel provide similar functions for the companies. SFA Partners is wholly owned by SFA Holdings, Inc. It provides services shared by SFA, Strategic Blueprint, and SFA Insurance Services, including human resources, marketing, recruiting, advisor relations, accounting and due diligence. Certain individuals affiliated with Strategic Blueprint are also registered representatives of SFA. They may also associate as advisory representatives of SFA. SFA and its registered representatives offer securities and financial products in addition to rendering investment advice. Representatives associated with Strategic Blueprint may also be licensed to sell insurance products with the states in which they do business, and are appointed by various insurance companies, including through Strategic Blueprint’s affiliated insurance agency, SFA Insurance Services, Inc. SFAH owns 50% of Green Creek Resources, LLC and 50% of Curated Equities, LLC, both managers and sponsors of pooled investment programs. Green Creek Resources, Curated Equities, and Strategic Blueprint share office space and certain employees. Timbrel Capital LLC (Timbrel), member FINRA and SIPC, is a registered broker-dealer formed in 2019 and is wholly owned by SFAH. It provides wholesaling and consulting services to sponsors of alternative investments, including Reg D private offerings and unregistered public programs. Timbrel Advisors, LLC (Timbrel Advisors) is a registered investment adviser formed in 2020. Timbrel and Timbrel Advisors (together, Timbrel) do not conduct business directly with retail investors. Timbrel and Strategic Blueprint share office space, certain personnel, and systems. If your Advisory Representative recommends a program or fund that is sponsored by a client of Timbrel, disclosure will be made to you. Clive Slovin, President of SFAH and SFA, and certain Advisory Representatives are shareholders of SFAH, parent company of Strategic Blueprint. Shareholders will benefit from the profits accrued to SFAH from any of its subsidiaries in the form of dividends and enhanced stock value. SFAH offers stock options to employees, and to persons registered with SFA and/or Strategic Blueprint based on the revenues they produce. Strategic Blueprint LLC – GenCrest Capital Partners Family Offices Services Disclosure Brochure (Rev. 03202026) Page 7  Clients are under no obligation to purchase insurance products, securities products, or other products or services through SFA and its associated persons. While Strategic Blueprint and its Advisory Representatives endeavor at all times to put the interests of clients first as part of Strategic Blueprint’s fiduciary duty, you should be aware that the receipt of additional compensation itself creates a conflict of interest and may potentially affect the judgment of these individuals when making recommendations. ITEM 11 – CODE OF ETHICS We have adopted a Code of Ethics (“Code”) to address the standard of business conduct required of our Advisory Representatives and employees. The Code includes our policies and procedures developed to protect your interests in relation to the following: • Duty at all times to place your interests ahead of ours; • All personal securities transactions of our Advisory Representatives and employees must be conducted in a manner consistent with the Code and avoid any actual or potential conflict of interest, or any abuse of an Advisory Representative’s or employee’s position of trust and responsibility; • Advisory Representatives may not take inappropriate advantage of their positions; and • Information concerning the identity of your security holdings and financial circumstances is confidential and must be safeguarded. We will provide a copy of the Code to you or any prospective client upon request. We do not buy or sell securities for our own account that we also recommend to you. Our Advisory Representatives and employees are permitted to buy or sell the same securities for their personal and family accounts that are bought or sold for your account. The personal securities transactions by our Advisory Representatives and employees may raise potential conflicts of interest when they trade in a security that is owned by you or is being considered for purchase or sale for your account. We have adopted policies and procedures that are intended to address these conflicts of interest. These policies and procedures: • Require our Advisory Representatives and employees to act in your best interest, • Prohibit favoring one client over another, and • Provide for the review of transactions to monitor that an Advisory Representative or employee does not place a trade in a personal or beneficial account in front of a client’s transaction in the same security. Strategic Blueprint LLC – GenCrest Capital Partners Family Offices Services Disclosure Brochure (Rev. 03202026) Page 8  Our Advisory Representatives and employees must follow our procedures when purchasing or selling the same securities purchased or sold for your account. ITEM 12 – BROKERAGE PRACTICES Strategic Blueprint does not maintain custody of client assets. All managed accounts will be custodied by a qualified custodian, including Fidelity Brokerage Services, LLC (“Fidelity”), member FINRA/SIPC; or, Schwab Advisor Services division of Charles Schwab & Co., Inc. (Schwab), member FINRA/SIPC. Your Advisory Representative will generally recommend one of these custodians exclusively for the custody of client funds and securities and for trade execution. We are independently owned and operated and are not affiliated with any of the custodians. When recommending custodians to our clients, we consider many factors, including execution and custody services, availability of investment products, investment research and tools, quality of services, competitiveness of price for those services, reputation, financial strength, security and stability of the custodian. In addition to brokerage and custody services, Fidelity provides access to research, software, and education opportunities. Schwab Advisor Services (formerly called Schwab Institutional) is Schwab’s business serving independent investment advisory firms like ours. Schwab provides us and our clients with access to its institutional brokerage – trading, custody, reporting and related services – many of which are not typically available to Schwab retail customers. Schwab also makes available various support services. Some of those services help us manage or administer our clients’ accounts while others help us manage and grow our business. Schwab’s support services are generally available on an unsolicited basis and at no charge to us as long as we maintain a total of at least $10 million of our clients’ assets in accounts at Schwab. (Please see the disclosure under Item 14 below.) Schwab’s institutional brokerage services include access to a broad range of investment products, execution of securities transactions, and custody of client assets. The investment products available through Schwab include some to which we might not otherwise have access or that would require a significantly higher minimum initial investment by our clients. Schwab’s services described in this paragraph generally benefit clients or their account(s). Certain services offered by Fidelity and Schwab generally benefit only Strategic Blueprint and our advisers. These services are offered to help us manage and grow our business. These services include educational conferences and events; consulting on technology, business needs, and legal and compliance needs; publications and conferences on practice management Strategic Blueprint LLC – GenCrest Capital Partners Family Offices Services Disclosure Brochure (Rev. 03202026) Page 9  and business succession; access to employee benefits and insurance providers, and human resources consultants; marketing consulting and support; and recruiting. Commissions and other fees for transactions executed through our account custodians (i.e., Fidelity or Schwab) may be higher than commissions and other fees available if you use another custodian firm to execute transactions and maintain custody of your account. Fees assessed by the custodian of your account will be disclosed to you in the respective custodian’s account opening documents. Strategic Blueprint does not have soft dollar arrangements wherein commissions are used to pay for research. The benefits received from a custodian are not based on the number of transactions executed through the custodian. Please refer to the Advisor Directed Program Brochure for more information. ITEM 13 – REVIEW OF ACCOUNTS Security purchases and sales effected by our representative in your account are monitored for suitability by a designated supervisor. Advisory Representatives review advisory accounts with you at least annually. Transactions in the accounts are reviewed on an ongoing basis. Interim reviews may be triggered by changes in political, economic or market conditions or if there are changes in your stated financial profile. Reviews for financial plans occur upon the engagement as part of the financial planning process. The extent of reviews depends on the arrangement with you. Thereafter, reviews are conducted according to the financial planning agreement. Financial planning clients receive a financial plan in the agreed upon form upon completion of the plan. Updates to the financial plan and subsequent reviews are conducted as determined by advisor and client as outlined in the Financial Planning Agreement. Strategic Blueprint’s Advisory Representatives render investment advisory services to clients using different methods. Advisory Representatives may offer any or all of the advisory services described in the firm’s Brochures. Strategic Blueprint instructs each Advisory Representative that manages accounts to review accounts with their clients, at least annually, as to suitability of the portfolio relative to stated financial needs and objectives, and to determine what action, if any, is indicated. Broader reviews are performed periodically by the Advisory Representative’s designated supervising principal and/or the Strategic Blueprint Compliance Department, or their qualified designees. The custodian of your managed account(s) provides quarterly brokerage account statements. You will also receive monthly statements for those months in which there is activity in your account. Please review your statements carefully to make sure that your account is being managed according to your stated objectives. Your statement will also show the amount of any advisory fee deducted from your account. Strategic Blueprint LLC – GenCrest Capital Partners Family Offices Services Disclosure Brochure (Rev. 03202026) Page 10  Performance reports for your managed account(s) will be made available as agreed upon between you and your Advisory Representative. Third-party asset managers (“TPAM”) to which Strategic Blueprint has referred clients provide statements and performance reports to clients, monthly or quarterly, based on the TPAM’s disclosure brochure and their agreement with the client. ITEM 14 – CLIENT REFERRALS AND OTHER COMPENSATION OTHER COMPENSATION In certain instances, product sponsors, investment companies, and third-party asset managers (“product sponsors”) may participate in activities that are designed to help facilitate the distribution of their products, such as marketing activities and educational programs, and by offsetting expenses that result from the cost of conducting initial and on-going due diligence on their products. In return for assistance in facilitating the activities described above, Strategic Blueprint may receive additional compensation from product sponsors in the form of marketing allowances and due diligence fees. SFA, an affiliated company, may also receive marketing support and other financial benefits from product sponsors and third-party managers. Advisory Representatives may indirectly share in non-cash benefits when that additional compensation is used by Strategic Blueprint and/or SFA for conferences or meetings. However, Strategic Blueprint does not recommend these products over others. These companies may have greater access to our representatives to provide training, education presentations and product information. And this additional compensation may give rise to a financial incentive for Strategic Blueprint to recommend these products over other products where such financial incentives are not present. While Strategic Blueprint and its Advisory Representatives endeavor at all times to put the interests of our clients first, you should be aware that the receipt of additional compensation itself creates a conflict of interest and may potentially affect the judgment of these individuals when making recommendations. Additionally, because of the revenue sharing arrangements referenced above, though they do not impact advisor compensation, Advisory Representatives may prefer recommending products offered by a sponsor who is participating in the revenue sharing program over other products and money managers available through Strategic Blueprint. Please contact Strategic Blueprint at 678.954.4130 for additional information about revenue sharing arrangements. Schwab makes available to us other products and services that benefit us but may not directly benefit the client or their account(s). These products and services assist us in managing and administering our clients’ accounts. They include investment research, both Schwab’s own and that of third parties. We may use this research to service all or some substantial number of our clients’ accounts, including accounts not Strategic Blueprint LLC – GenCrest Capital Partners Family Offices Services Disclosure Brochure (Rev. 03202026) Page 11  maintained at Schwab. In addition to investment research, Schwab also makes available software and other technology that: • provides access to client account data (such as duplicate trade confirmations and account statements); facilitates trade execution and allocate aggregated trade orders for multiple client accounts; facilitates payment of our fees from our clients’ accounts; and • • provides pricing and other market data; • • assists with back-office functions, recordkeeping and client reporting. technology, compliance, legal, and business consulting; Schwab also offers other services intended to help us manage and further develop our business enterprise. These services include: • educational conferences and events • • publications and conferences on practice management and business succession; and • access to employee benefits providers, human capital consultants and insurance providers. Schwab may provide some of these services itself. In other cases, it will arrange for third-party vendors to provide the services to us. Schwab may also discount or waive its fees for some of these services or pay all or a part of a third party’s fees. In addition, Schwab has also agreed to pay for certain products and services for which we would otherwise have to pay once the value of our clients’ assets in accounts at Schwab reaches a certain size. In some cases, a recipient of such payments is an affiliate of ours or another party which has some pecuniary, financial or other interests in us (or in which we have such an interest). You do not pay more for assets maintained at Schwab as a result of these arrangements. However, we benefit from the arrangement because the cost of these services would otherwise be borne directly by us. You should consider these conflicts of interest when selecting a custodian. The products and services provided by Schwab, how they benefit us, and the related conflicts of interest are described above (see Item 12 – Brokerage Practices). Irrespective of direct or indirect benefits to our client through Schwab, we strive to enhance the client’s experience, help reach their goals and put their interests before that of our firm or its associated persons. CLIENT REFERRALS Strategic Blueprint enters into written agreements with certain unaffiliated investment advisers and other professionals (such as CPAs, attorneys, etc.) to compensate them for referring clients to us. We will pay these individuals (referred to as “promoters”) a percentage of the advisory fee that you pay us if it is determined that you have become a client of ours as a result of their direct or indirect efforts. The payments we make to a promoter will not result in an increase in the amount of the advisory fee that you pay. Additionally, we also enter into written agreements through which Strategic Blueprint serves as a promoter to other investment advisers. Strategic Blueprint (and, in turn, your Advisory Strategic Blueprint LLC – GenCrest Capital Partners Family Offices Services Disclosure Brochure (Rev. 03202026) Page 12  Representative) will receive a portion of the advisory fee as a promoter’s or referral fee when you enter into an advisory agreement with a third-party asset manager as a result of your Advisory Representative’s recommendation. Our solicitation or referral arrangements will comply with applicable laws that govern: • • • • the nature of the services provided; the fees to be paid; disclosure of promoter arrangements to clients; and client consents, as required. Any promoter’s fee will be fully described in a written Promoter’s Disclosure Statement which you will receive and acknowledge when you enter into an advisory agreement. ITEM 15 – CUSTODY Strategic Blueprint does not maintain physical custody of client assets. We will be deemed to have custody when you authorize us to deduct advisory fees directly from your account. Strategic Blueprint may only deduct fees with your written authorization, and the amount of any advisory fee deducted is shown on your account statement. You will receive at least quarterly statements from the account custodian. Strategic Blueprint urges you to carefully review such statements and compare this official custodial record to the account statements that we may provide to you. Our statements may vary from custodial statements based on accounting procedures, reporting dates, or valuation methodologies of certain securities. Where there are differences, you should rely on the values disclosed in the custodial account statements. Strategic Blueprint is also deemed to have custody when you execute a Standing Letter of Authorization (“SLOA”) which allows your Financial Advisor to request disbursements to be sent from your account to payees as specified by you in the SLOA at designated addresses or to designated account numbers. You will receive notifications from the account custodian when such a disbursement is made. Annually, the custodian will send a notification to you to confirm the SLOAs which you have authorized. By limiting the manner in which we are deemed to have custody, Strategic Blueprint is not subject to a surprise audit requirement. ITEM 16 – INVESTMENT DISCRETION If you enter into an Investment Management Agreement, we will manage your accounts on a discretionary or non-discretionary basis. We will only manage your account on a discretionary basis upon obtaining your written consent. Your consent is typically granted and evidenced in the executed Investment Management Agreement. We define discretion as the authority to trade your account, without obtaining your prior consent, to select the securities and amount of Strategic Blueprint LLC – GenCrest Capital Partners Family Offices Services Disclosure Brochure (Rev. 03202026) Page 13  securities to be bought or sold, and the timing of the purchase or sale. It does not extend to the withdrawal or transfer of your account funds. We may give advice and act in the performance of our duties to you which differs from advice given, or the timing and nature of action taken, with respect to other clients’ accounts. ITEM 17 – VOTING CLIENT SECURITIES As a matter of firm policy and practice, Strategic Blueprint does not have any authority to and does not vote proxies on behalf of advisory clients. Clients retain the responsibility for receiving and voting proxies for any and all securities maintained in client portfolios. Strategic Blueprint may provide advice to clients regarding the clients’ voting of proxies. You will receive information about proxies directly from your account custodian. ITEM 18 – FINANCIAL INFORMATION In May 2020, SFA Holdings, Inc. (SFAH), parent company of Strategic Blueprint, and owner of a group of financial services companies, applied for and received a Paycheck Protection Program (PPP) loan. The COVID-19 Pandemic presented many risks, including unprecedented market volatility, and the uncertainties surrounding duration of the pandemic and its level of impact on the various affiliated companies. The loan proceeds were used in conformity with the program requirements. Accordingly, the loan was forgiven in June 2021. Strategic Blueprint has no financial commitment that impairs its ability to meet contractual and fiduciary commitments to clients and has not been the subject of a bankruptcy proceeding. Strategic Blueprint LLC – GenCrest Capital Partners Family Offices Services Disclosure Brochure (Rev. 03202026) Page 14 

Form ADV Part 2A Disclosure Brochure This Disclosure Brochure provides information about the qualifications and business practices of Strategic Blueprint, LLC (“Strategic Blueprint”). If you have any questions about the contents of this Brochure, please contact us at 678.954.4130. The information in this Brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities Authority. Strategic Blueprint is a registered Investment Adviser. Registration of an Investment Adviser does not imply any level of skill or training. Additional information about Strategic Blueprint (CRD #284840) is also available on the SEC’s website at www.adviserinfo.sec.gov. Strategic Blueprint, LLC 2200 Century Parkway, Suite 500 Atlanta, Georgia 30345 (678) 954-4130 www.StrategicBlueprint.net March 20, 2026 i  ITEM 2 – MATERIAL CHANGES The Strategic Blueprint, LLC (“Strategic Blueprint”) published its annual update of the Brochures on March 20, 2026. There were no material revisions since the last annual update on March 28, 2025. Annual Update We will provide you a Summary of Material Changes to this and subsequent Brochures within 120 days of the close of our business fiscal year (December 31). We will provide other ongoing disclosure information about material changes as necessary. Brochure Availability We will provide our most current Brochure upon request at any time, without charge. Our Brochure may be requested by contacting our Chief Compliance Officer at 678.954.4130. Additional information about Strategic Blueprint (CRD #126514) and its Advisory Representatives is available on the SEC’s website at www.adviserinfo.sec.gov. (Material Changes Rev.03.20.2026) ii  ITEM 3 – TABLE OF CONTENTS ITEM 3 – TABLE OF CONTENTS ................................................................................................................................ iii ITEM 4 – ADVISORY BUSINESS .................................................................................................................................. 1 DESCRIPTION OF BUSINESS, PRINCIPALS, AND TYPES OF SERVICES .......................................................... 1 PORTFOLIO MANAGEMENT PROGRAMS ......................................................................................................... 1 SUB-ADVISER MANAGER SELECTION PROGRAMS ........................................................................................ 2 THIRD-PARTY MANAGED SEPARATELY MANAGED ACCOUNTS (“SMAs”) ................................................... 3 TURNKEY ASSET MANAGER PROGRAMS (“TAMPs”) ...................................................................................... 3 FINANCIAL PLANNING SERVICES and FINANCIAL CONSULTING .................................................................. 4 SUBSCRIPTION ADVISORY SERVICES ............................................................................................................. 6 FAMILY OFFICES SERVICES .............................................................................................................................. 6 LECTURES AND SEMINARS ............................................................................................................................... 6 CLIENT TAILORED SERVICES AND CLIENT IMPOSED RESTRICTIONS ........................................................ 6 ITEM 5 – FEES AND COMPENSATION........................................................................................................................ 6 PORTFOLIO MANAGEMENT FEES AND COMPENSATION .................................................................................. 6 SUB-ADVISER MANAGER SELECTION PROGRAMS ............................................................................................ 8 TURNKEY ASSET MANAGEMENT PROGRAMS FEES AND COMPENSATION ................................................... 8 FINANCIAL PLANNING AND CONSULTATION FEES AND COMPENSATION ...................................................... 9 RETIREMENT PLAN AND CONSULTING COMPENSATION .................................................................................. 9 LECTURE AND SEMINAR FEES AND COMPENSATION ..................................................................................... 10 SUBSCRIPTION ADVISORY SERVICES FEES AND COMPENSATION .............................................................. 10 ADDITIONAL FEES, COMPENSATION AND EXPENSES ..................................................................................... 10 NEGOTIATION OF FEES AND COMPENSATION ................................................................................................. 11 POTENTIAL CONFLICTS OF INTEREST ............................................................................................................... 11 ITEM 6 – PERFORMANCE-BASED FEES AND SIDE-BY-SIDE MANAGEMENT ...................................................... 14 ITEM 7 – TYPES OF CLIENTS .................................................................................................................................... 14 ITEM 8 – METHODS OF ANALYSIS, INVESTMENT STRATEGIES, AND RISK OF LOSS ....................................... 14 ITEM 9 – DISCIPLINARY INFORMATION................................................................................................................... 20 iii  ITEM 10 – OTHER FINANCIAL INDUSTRY ACTIVITIES AND AFFILIATIONS .......................................................... 20 ITEM 11 – CODE OF ETHICS ..................................................................................................................................... 21 ITEM 12 – BROKERAGE PRACTICES ....................................................................................................................... 22 ITEM 13 – REVIEW OF ACCOUNTS .......................................................................................................................... 24 ITEM 14 – CLIENT REFERRALS AND OTHER COMPENSATION ............................................................................ 25 OTHER COMPENSATION ...................................................................................................................................... 25 CLIENT REFERRALS THROUGH TESTIMONIALS AND ENDORSEMENTS ....................................................... 28 ITEM 15 – CUSTODY .................................................................................................................................................. 28 ITEM 16 – INVESTMENT DISCRETION ..................................................................................................................... 29 ITEM 17 – VOTING CLIENT SECURITIES.................................................................................................................. 29 ITEM 18 – FINANCIAL INFORMATION ....................................................................................................................... 29 iv  ITEM 4 – ADVISORY BUSINESS 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., Curated Equities, LLC, 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, 2025, Strategic Blueprint managed assets valued at approximately $2.54 billion, with approximately $2.52 billion on a discretionary basis and approximately $12 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). Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 1  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 with rebalancing permission only. 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. Your Advisory Representative cannot make withdrawals from or liquidate your account. 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. Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 2  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. TURNKEY ASSET MANAGER PROGRAMS (“TAMPs”) Turnkey Asset Manager Programs (TAMPs) offer access to unaffiliated strategists and managers. The TAMP assesses a fee that generally includes management, the strategists’ fees, and transaction costs. You will enter into a discretionary Investment Management Agreement with the TAMP. Your Advisory Representative will recommend strategists and/or model portfolios whose management style and strategies align with your stated objectives and financial profile. The strategists and managers will have discretion to select, buy and sell securities in your account(s). Neither Strategic Blueprint nor your Advisory Representative will exercise discretion in the selection of individual securities or make investment choices in your account, but your Advisory Representative may recommend changes in the strategists and models used. These programs will include asset allocation models, model portfolios, market timing strategies, or other strategies using an array of investment options, including mutual funds, stocks, bonds, ETFs, and variable annuity sub-accounts. 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; monitors your accounts, and contacts you at least annually to update your financial information and review the account, its performance and the services of the TAMP; and, communicates changes in your information to the TAMP as warranted. It is important to notify your Advisory Representative of any changes in your financial situation, investment objectives, or account restrictions. Program details are described in the TAMP’s Form ADV Disclosure Brochures. Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 3  FINANCIAL PLANNING SERVICES and FINANCIAL CONSULTING Financial Planning 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: insurance planning • asset protection • tax planning • business succession • cash flow • education planning • estate planning multi-generational 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); Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 4  • Reviewing existing contracts you have with service providers such as managers and consultants, and making recommendations for changes; • 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: Investment monitoring • Participant education • Enrollment meetings • Reviewing investment options • • 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. Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 5  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 GenCrest Capital Partners 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. ITEM 5 – FEES AND COMPENSATION PORTFOLIO MANAGEMENT FEES AND COMPENSATION The Strategic Blueprint Advisor Directed Account Program offers two fee structures: • All-Inclusive (“wrap”) account in which the fee includes our advisory fee and transactions fees; or Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 6  • Non-Inclusive account in which the transaction fees are assessed separately from the advisory fee. Fees are negotiated based on the amount of your managed assets and are assessed monthly or quarterly in arrears based on the average daily balance of your managed account(s). We do not manage wrap accounts in a manner that differs from non-wrap accounts. Account Value All-Inclusive (Wrap) Maximum Annual Asset- Based Advisory Fee Non-Inclusive Maximum Annual Asset- Based Advisory Fee 2.25% 2.15% 2.00% 1.75% 1.50% 1.25% 2.15% 2.05% 1.90% 1.65% 1.40% 1.15% First $250,000 Next $250,000 to $500,000 Next $500,000 to $1,000,000 Next $1,000,000 to $2,000,000 Next $2,000,000 to $5,000,000 Above $5,000,000 All fees are negotiable These fees do not include the internal fees and expenses associated with the underlying securities in your portfolio; sub-adviser fees, margin interest, maintenance and termination fees (if applicable) or other fees and taxes on brokerage accounts and securities transactions. Please review the fee schedule with your Advisory Representative. The transaction charges assessed by the custodian of your account in the non-inclusive program are described in your account opening, and in your Investment Management Agreement. You may also select an advisory fee negotiated as a flat fee, based on the amount of assets, the complexity and range of services provided. For complete fee details, please refer to the respective program brochures and the Appendix 1 Strategic Blueprint Advisor Directed Program. Advisory Fees Charged to Annuities included in your portfolio: • Some issuers will allow the deduction of advisory fees from a variable or equity indexed annuity. • The maximum advisory fees charged to annuity assets is 1.5% of the contract’s cash value. • Advisory fees cannot be deducted from commission-based annuities. • The advisory fees charged against an annuity contract must be for the services performed by the investment adviser for that contract only. • Advisory fees are withdrawn first from the earnings of the annuity contract and will not reduce the cost basis. Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 7  Participant Directed Accounts (e.g., 401k and 403b): • Strategic Blueprint is charged a fee by an order management system provider for access to the platform. • This fee plus the Strategic Blueprint Access Fee is passed on to the respective Advisory Representative. • Your negotiated Advisory Fee will be assessed on the total assets in your accounts and charged to the separate non-qualified account designated by you when unavailable to be withdrawn from the participant account. SUB-ADVISER MANAGER SELECTION PROGRAMS Sub-advisory fees for each manager have been previously negotiated. Sub-advisory fees range from .00% to 0.35%. These fees do not include the fees and expenses associated with the underlying investments or strategists and funds available through Sub-Advisers and SMAs. Sub-advisers and SMA fees are in addition to the advisory fee negotiated with your Advisory Representative but the total can not exceed the maximum annual asset-based advisory fee in the table in Item 4. Sub-Adviser Fees will appear on your quarterly statement as a separate Advisory Fee from the fee charged by Strategic Blueprint. If all or a portion of your portfolio is sub-advised by SMArtX, then the total SMArtX fee plus the strategists’ fees will be combined and appear on your statement as a single charge. Certain SMA asset managers may charge their fees in advance, rather than in arrears. This will be described in the respective Form ADV, and on the Fee Schedule. Please refer to the Appendix 1 Strategic Blueprint Advisor Directed Program for more complete information about fees assessed for Sub-Advisers. TURNKEY ASSET MANAGEMENT PROGRAMS – FEES AND COMPENSATION Fees, services provided, payment structure, termination provisions, and other aspects of each program are detailed and disclosed in the TAMP’s Form ADV Part 2 and Appendix 1 wrap fee program disclosure brochures. The TAMP will also deduct Strategic Blueprint’s fee from your account. These fees will be disclosed in the agreement signed with the TAMP and will not exceed the maximum advisory fees disclosed in Strategic Blueprint’s Form ADV. Fees will vary depending upon the program selected, the size of the account, and the services covered. Under some programs, an inclusive fee covers account management, brokerage, clearance, custody, and administrative services. In other programs, the account may be charged separately for such services. The fees mentioned above are in addition to the internal management fees and expenses paid by the mutual funds, ETFs, or variable annuity companies to their separate investment advisors. In addition, variable annuity companies generally impose mortality charges on such accounts. Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 8  Fees are payable in advance or in arrears as described in the TAMP’s Form ADV and wrap fee program brochures. FINANCIAL PLANNING AND CONSULTATION FEES AND COMPENSATION Advisory Representatives may charge a fixed or hourly fee for financial planning and consultations. Fees are negotiated with each client depending on the complexity of the situation, the services provided and experience of the representative. The fee charged generally does not exceed a flat fee of $10,000 or an hourly rate of $500 per hour. Due to the complexity of some financial plans and consulting arrangements, a higher fee may be negotiated. The agreed upon fee may be billed in advance, during or throughout the engagement as agreed upon with your Advisory Representative. However, $1,200 or more of the fee cannot be billed more than six months in advance of delivery of services related to the plan or consultation, in accordance with your Financial Planning or Consulting Agreement. Financial Planning services may be included in portfolio management services as described in your Investment Management Agreement, and as negotiated with your Advisory Representative. You may terminate the planning/consulting agreement without penalty within five business days after signing the agreement. Thereafter, you may terminate the planning or consulting agreement upon written notice. If you terminate the agreement, Strategic Blueprint will refund unearned fees based upon the time and effort expended by Strategic Blueprint prior to the termination, as determined by the Advisory Representative. Strategic Blueprint reserves the right, at its sole discretion, to refund all of the fee paid based on individual circumstances. Strategic Blueprint will bill you for any unpaid fees for services provided prior to termination. If you choose to implement your financial plan or any recommendations through your Advisory Representative in his or her capacity as a registered representative of The Strategic Financial Alliance, Inc., or a licensed insurance agent, he or she will receive additional compensation in the form of sales commissions and, in some cases as described in the product offering materials, trail commissions such as 12b-1 fees. RETIREMENT PLAN AND CONSULTING COMPENSATION Fees for Retirement Plan Consulting may be charged as an asset-based fee determined by plan assets, as a fixed fee, or an hourly fee. The fee will be negotiated between you and your Advisory Representative and will be based on the scope and complexity of the services to be provided. Fee Schedule rates will be based on the following: • Fixed Fee • Hourly Fee • Percentage of Plan Assets: Based on specific asset levels in a Plan at dates provided in the engagement, fees can range up to 125 basis points (1.25%). Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 9  Fees are charged in arrears. As the Plan Sponsor, you may specify whether the fees are paid directly or from the plan assets. The amount of the fee, the frequency, and the method of payment will be described in the Retirement Plan Consulting Agreement. The fees charged may be more or less than if the same services were purchased through another firm. You should consider the fees charged by the underlying investments, the plan’s other services providers, plus the fees charged by Strategic Blueprint when evaluating the total amount of fees paid for services to the Plan. LECTURE AND SEMINAR FEES AND COMPENSATION Strategic Blueprint may charge attendees a fee for attending such lectures and seminars. Fees for seminars are paid to Strategic Blueprint or to a billing agent designated on the application form. Fees are negotiable at the sole discretion of Strategic Blueprint. Fees are due at or prior to attendance unless otherwise specified and are not refundable. SUBSCRIPTION ADVISORY SERVICES FEES AND COMPENSATION The Annual Flat Fee is negotiable and based on the complexity and scope of your financial situation, including but not limited to your net worth, income, total investable assets, tax situation, number of accounts and account types, employment (i.e., self-employed or W-2 employee), number of family members, trusts, current transitions, and any additional factors we determine that may add to the complexity of your financial life. The Annual Flat Fee does not include asset management. Asset management is covered by a separately executed Investment Management Agreement. The Annual Flat Fee is billed quarterly (or monthly, as agreed) in arrears and assessed pro rata depending on when services commence. An initial negotiated fee (separate from and in addition to the flat fee) may be assessed for the establishment of the services, including account opening and an initial plan. This initial fee may be waived at the discretion of your Advisory Representative on behalf of the Firm. Your Advisory Representative will review fees periodically and may increase fees based on certain factors such as the complexity of your financial situation, and/or the addition of investable assets and accounts under our management. No fee increase will be effective until you sign a new or amended Subscription Agreement fee schedule. ADDITIONAL FEES, COMPENSATION AND EXPENSES Strategic Blueprint’s fees for non-inclusive accounts are exclusive of brokerage commissions, transaction fees, and other related costs and expenses which may be incurred. Whether you are in a wrap account or a non-inclusive account, you can incur certain charges imposed by custodians, brokers, third-party asset managers and other third parties such as custodial fees, deferred sales charges, odd-lot differentials, transfer taxes, wire transfer and electronic fund fees, termination fees for qualified plans, and other fees and taxes on brokerage accounts and securities transactions. Mutual funds, index funds, annuities, and exchange traded funds also Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 10  incur internal expenses and management fees, which are disclosed in a fund’s prospectus or an annuity contract. Such charges, fees and commissions are exclusive of and in addition to Strategic Blueprint’s advisory fee. Fees assessed by the custodian are disclosed in its account documentation. If you purchase alternative investments in your managed accounts, additional custodial fees will be charged by your account custodian. If you purchase alternative investments through SFA as the executing broker/dealer, SFA will generally receive compensation from the issuer (or managing broker-dealer) for commissions, marketing and/or due diligence. SFA is affiliated with Strategic Blueprint. This compensation is not shared with your Advisory Representative. If your Advisory Representative, in his or her role as a Registered Representative, earns a commission on your purchase of an alternative product through SFA, no advisory fee will be assessed on that asset when it is held in your managed account. Some alternative investments and other products (such as annuities) offered through SFA as a broker-dealer are also available with reduced or waived sales commission (often referred to as Advisor Class shares). If these products are made available for managed accounts, an advisory fee would be assessed on the value of that investment if included as part of your managed portfolio. It is important to discuss the costs and fees associated with these investments with your Financial Advisor to determine the most appropriate and beneficial way to purchase these investments. Please see Item 14 Client Referrals and Other Compensation for more information about alternative investment products available through the Strategic Blueprint platform. The advisory fees paid for Financial Planning and Consulting services do not include the costs associated with implementing any recommendations. NEGOTIATION OF FEES AND COMPENSATION Fees are negotiated on a case-by-case basis, depending on a variety of factors, including the nature and complexity of the particular service, your relationship with Strategic Blueprint and your Advisory Representative, the size of the Account, the potential for other business or clients, the amount of work anticipated, and the attention needed to manage your Account. Please note that the same or similar services to those described above may be available elsewhere to you at a lower cost. Your Advisory Representative may negotiate a fee that is more or less than fees negotiated by other Strategic Blueprint Advisory Representatives for similar services. POTENTIAL CONFLICTS OF INTEREST In addition to providing advisory services, Advisory Representatives can offer securities products and other investment and insurance products in their capacities as registered representatives of the Strategic Financial Alliance, Inc. (SFA) and as licensed insurance agents. SFA, and its registered representatives, will receive compensation in connection with this activity and the amount of compensation will depend on the type of product purchased. This compensation is Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 11  disclosed in the product prospectus or offering documents. Advisory Representatives who are also registered representatives may have a greater financial incentive to recommend certain products as opposed to others. Your Advisory Representative will make recommendations based on your stated investment objectives, risk tolerance, and time horizon. Security transactions executed through SFA are reviewed for suitability by a designated supervisor. No commissions or 12b-1 fees are paid to Strategic Blueprint or your Advisory Representative on those securities recommended and purchased in your Strategic Blueprint accounts. Certain third- party asset managers with which Strategic Blueprint has entered into sub-advisory, co-advisory and/or promoter’s agreements provide marketing support to Strategic Blueprint and its Advisory Representatives for meetings and other functions. They may also provide software and other tools to assist our Advisory Representatives in providing services to you. Strategic Blueprint imposes an access fee on Advisory Representatives who choose to utilize sub-advisers. Your Advisory Representative may have incentive to recommend or avoid certain investments or platforms because of the additional associated fees. to Strategic Blueprint located on the Disclosures Sponsors, sub-advisers, TAMPs, and issuers of alternative investments sponsor training and due diligence programs for Advisory Representatives. They may also provide marketing support to Strategic Blueprint, its affiliated companies, and Advisory Representatives for conferences, education, training and client appreciation events. The sponsors of the alternative investments available through Strategic Blueprint pay an annual fee in order to make their products available. Your Advisory Representative does not receive any portion of those fees. You may obtain a list of those sponsors and those companies that provide marketing support in the Additional Sources tab at of Financial Benefits www.strategicblueprint.net, by contacting the Chief Compliance Officer at 678.954.4130, or by emailing Clientservices@strategicblueprint.net. Your Advisory Representative can participate in conferences and educational programs sponsored by SFAH affiliated companies. These conferences generally receive the financial support of product sponsors, asset management, and vendors. When attending such conferences, your Advisory Representative will receive non-cash compensation in the form of travel expenses, meals, and other services based on the amount of assets managed plus commissions and compensation earned through the SFAH affiliated companies. The participation in this support gives the companies an advantage over other sponsors, asset managers, and vendors in that representatives of these two asset managers have more opportunity to discuss their products and services with those advisory representatives who participate in the conferences. If your Advisory Representative recommends certain alternative products, the product sponsor can pay for reasonable costs related to due diligence conducted by the Advisory Representative, including travel to visit the sponsor and/or the investment site. Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 12  Certain Advisory Representatives and members of Strategic Blueprint management and home office employees are shareholders of SFA Holdings, Inc. (“SFAH”), parent company of Strategic Blueprint, SFA and other entities. Shareholders will benefit from the profits accrued to SFAH in the form of dividends, as well as the potentially enhanced value of the stock. All advisory representatives of Strategic Blueprint and registered representatives of SFA are awarded stock options based on the assets they manage and non-asset based revenues, and to registered representatives of SFA based on the revenues they generate. As profits accrue from the sale of securities products and investment advisory services of the respective registered entities, the value of SFAH stock can be enhanced. SFAH stock ownership creates a conflict of interest for representatives. Please be aware that you are under no obligation to purchase products or services recommended by us or your Advisory Representative. Your Advisory Representative will answer any questions you have about fees and expenses of the products recommended. Additionally, Strategic Blueprint has adopted a Code of Ethics, as described in Item 11 of this Brochure, which describes the standard of conduct required of our Advisory Representatives. If your Advisory Representative is also registered with SFA or is a licensed insurance agent, you are under no obligation to purchase securities and/or insurance products and services through him or her in that capacity. Neither are you obligated to purchase any products or services through SFAH affiliated companies. If a conflict of interest exists between an Advisory Representative, employee, or related entity and any client or client’s holdings, Advisory Representatives are responsible to disclose such conflicts to the Strategic Blueprint Compliance Department. The Compliance Department will determine the materiality of such conflicts. Material conflicts will be disclosed to you. You will be offered an opportunity to waive such conflicts, to work with another Advisory Representative, or to move your assets to another investment advisory firm. Strategic Blueprint monitors for potential conflicts of interest through reviews of client accounts; reviews of Advisory Representatives’ personal securities accounts, their correspondence, email and other communications; and their outside business activities. Any Advisory Representative knowingly placing personal interest above that of a client will be subject to disciplinary action, up to and including termination. You will receive an ADV Part 2B Supplement with information about your Advisory Representative, including credentials, education, and conflicts of interest. Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 13  ITEM 6 – PERFORMANCE-BASED FEES AND SIDE-BY-SIDE MANAGEMENT Strategic Blueprint does not charge any performance-based fees (fees based on a share of capital gains on or capital appreciation of the assets of a client). Certain third-party asset managers may assess a performance-based fee, which will be described in the respective manager’s disclosure brochure. In some cases, a portion of the performance fee may be shared with Strategic Blueprint and Advisory Representative(s) as a promoter’s fee. Any such arrangement will be described to you in a written Promoter’s Disclosure Statement. ITEM 7 – TYPES OF CLIENTS Strategic Blueprint provides investment advisory services to individuals, high net worth trusts, estates, charitable organizations, individuals, pension and profit-sharing plans, corporations, and other business entities. Strategic Blueprint anticipates a minimum account size of $25,000 for managed accounts. This minimum account size serves as a guideline only. Please consider that the management fee and the underlying costs of investments in an account impact the performance of the account. This impact can be more profound in a smaller account. The minimum account sizes required for participation in the programs sponsored by third-party asset managers are described in the manager’s respective disclosure brochures. ITEM 8 – METHODS OF ANALYSIS, INVESTMENT STRATEGIES, AND RISK OF LOSS Strategic Blueprint’s Representatives will rely on various types of tools and methods to assist in recommending or selecting investment strategies to you, including asset allocation and various types of software. Strategic Blueprint’s methods of analysis include charting analysis, fundamental analysis, technical analysis, and cyclical analysis. The main sources of information used to formulate investment advice and/or manage assets includes financial newspapers and magazines, research materials prepared by others, corporate rating services, timing services, annual reports, prospectuses, filings with the SEC, and company press releases. The investment strategies used to implement any investment advice given to clients include long-term purchases (securities held at least a year), short-term purchases (securities purchased and sold within a year), margin transactions, and option writing. Investment returns are highly dependent on the Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 14  value of underlying securities which are impacted by trends in the various investment markets. We generally recommend stocks, bonds, ETFs, and mutual funds. We may also recommend certain alternative or illiquid investments and certain fee-based annuities. Investing involves the assumption of risks, which may include the following: Investing in stocks involves the assumption of risk, including: • Financial Risk: the risk that the companies we recommend to you may perform poorly, which will affect the price of your investment. • Market Risk: the risk that the Stock Market will decline, decreasing the value of the securities we recommend to you. • Inflation Risk: the risk that the rate of price increases in the economy deteriorates the returns associated with the stock. • Political and Governmental Risk: the risk that the value of your investment may change with the introduction of new laws or regulations. Investing in bonds involves the assumption of risk, including: • Interest Rate Risk: the risk that the value of the bond investments we recommend to you will fall if interest rates rise. • Call Risk: the risk that your bond investment will be called or purchased back from you when conditions are favorable to the bond issuer and unfavorable to you. • Default Risk: the risk that the bond issuer may be unable to pay you the contractual interest or principal on the bond in a timely manner or at all. • Inflation Risk: the risk that the rate of price increases in the economy deteriorates the returns associated with the bond. Investing in Exchange Traded Funds (“ETFs”) and Exchange Traded Notes (“ETNs”) (including Barrier and Buffer ETFs) involve the assumption of risk, including: • The public trading price of a redeemable lot of the ETFs may be different from its net asset value. Declining stock prices can cause losses to your investment. • Some leveraged and inverse ETFs and ETNs "reset" daily, meaning that they are designed to achieve their stated objectives on a daily basis. If held for a period longer than one day, their performance over the longer periods of time can differ significantly from the stated multiple of the performance (or the inverse of the performance) of their underlying index or benchmark during the same period of time. This effect can be magnified in volatile markets. • ETFs and ETNs linked to commodity futures do not offer direct exposure to the commodity’s spot price and may perform differently than the spot price for the commodity itself. • You should not assume that an ETF or ETN that is linked to commodity futures will provide an effective hedge because of a negative correlation with equities or other asset classes. Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 15  • Barrier and Buffer ETFs have capped upside market potential. These types of ETFs limit your gains which can lead to underperformance compared to traditional passive strategies. Investing in mutual funds involves the assumption of risk, including: • Manager Risk: the risk that an actively managed mutual fund’s investment adviser will fail to execute the fund’s stated investment strategy. • Market Risk: the risk that the Stock Market will decline, decreasing the value of the securities contained within the mutual funds we recommend to you. • Industry Risk: the risk that a group of stocks in a single industry will decline in price due to adverse developments in that industry, decreasing the value of mutual funds that are significantly invested in that industry. • Inflation Risk: the risk that the rate of price increases in the economy deteriorates the returns associated with the mutual fund. Investing in interval funds involves the assumption of risk, including: • Liquidity Risk: Interval funds, a type of closed-end mutual fund, are not traded on a secondary market; shares may be redeemed at intervals, generally quarterly; and the fund may limit the periodic redemptions to 5% or less of outstanding shares. If liquidation is requested, it could take more than one interval (e.g., quarter) to liquidate all the shares in your account. • Interval funds generally invest in unlisted, more complex products such as real estate investment trusts and limited partnerships. These underlying non-traded investments are valued by the respective asset manager as of a specific date, so the valuation of an interval fund may vary from the fair market value of the investment that would be obtained if the underlying investments were sold to a third party. Investing in Alternative Investments (“Alternatives”) involves the assumption of risk, including: • Alternatives are generally more complex products which are not correlated to the general market, and include non-traded REITs, direct participation programs, private placements, private equity, hedge funds, and preferred stock of non-traded REITs. • There may be no public market so these investments may not be sold quickly or rebalanced. • Because there is no public market, the shares are not valued daily. An appraised value may be available only on a periodic basis and may not reflect the value you would obtain if a market did exist. The appraised value may be more or less than the amount you invested. • Privately offered investments (e.g., Reg D programs) may not be valued until there is a liquidation event, which can be years after the initial investment. These investments are often valued by the issuer at the initial investment amount, which does not reflect the value you would obtain if a market existed. If these investments are included in your managed Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 16  account, the advisory fee will be assessed on the value provided by the issuer as described in the offering memorandum, which could be the invested amount and not the true value of the asset. • Alternatives are long-term investments. The holding period will vary by product before a liquidation event is executed. • Many Alternatives are not registered with the SEC so do not afford the benefits of public disclosure and reporting. • Many Alternatives are speculative. The risks associated with an investment are described in the offering documents. Read the offering documents carefully before investing. • Privately offered, non-public investments classified as Alternatives may not be purchased on a discretionary basis in your account. • The percentage of Alternatives held in a managed account will be limited based on your liquidity needs, net worth, investment objectives, risk tolerance, custodial limitations and any state or regulatory limitations. • Additional fees may be assessed by account custodians related to holding certain alternative investments in managed accounts. Investing in Real Estate Investment Trusts (“REITs”) involve the assumption of risk, including: • Changes in economic conditions and real estate markets can affect a REIT’s ability to deploy proceeds and can impact the REIT’s performance. • A perpetual REIT has no specific liquidity event or liquidity date contemplated. • There is not a public market for non-traded REITs so you will be unable to sell or reallocate your shares quickly. Limited redemption programs are described in the offering documents. Investing in Non-Traded Redeemable Preferred Stock of publicly traded REITs involves the assumption of risk, including: • There is no public market. After a required holding period (if any), shares may be redeemed. • Some securities impose a sliding redemption fee, so if your investment is liquidated during the redemption period, you will pay a penalty which will lower the potential return on your investment. • After the holding period, shares may be redeemed at par. In some cases, shares may be redeemed for shares of the issuer’s common stock. • There is market risk when you sell common shares of thinly traded stock. • The underlying shares of the Non-Traded Redeemable Preferred are publicly traded, have ready liquidity. The use of Barrier and Buffered Notes (Structured Products) involve the assumption of risk, including: • These Notes provide only limited downside protection against loss and only if the note is held to maturity. Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 17  • You can lose up to 100% of your principal invested in a Note if the reference asset(s) declines by more than the stated barrier or buffer level at maturity. • Gains on the Notes are subject to a cap so you may not benefit from the full upside of the reference asset(s). • These Notes lack liquidity. They are not listed on any securities exchange, but if a secondary market were to develop, the prices may be less or more than the original investment. • Buffered Notes do not pay dividends. Payment at maturity of the Note will reflect cumulative performance. • Some Barrier Notes may not pay coupons, while others may pay periodic coupons contingent on the performance of the reference asset(s). • An automatic call feature associated with some Barrier Notes can force a potential early exit which would terminate future coupon payments. • These notes are not obligations of a bank and are not guaranteed by any governmental agency or program of the United States or other jurisdiction. • All payments on these Notes are subject to the creditworthiness of the issuer. The use of annuities involve the assumption of risk, including: • If a contract has a Market Value Adjustment feature, there may be a penalty for withdrawal if the interest rate moves between issue and surrender date. • Fixed annuities are not inflation proof. • The upside growth of an equity indexed annuity is limited by the index selected. • These products may be subject to a penalty schedule if redeemed prior to a specified date. • The guarantees on any annuity are dependent on the financial ability of the issuer to fund those guarantees. • Certain payout options may end before death or may not provide residual value to • beneficiaries. Investment accounts within a variable annuity will fluctuate with the stock and bond markets. The use of margin, options and short sales are higher risk strategies: • Option transactions are limited to writing covered calls, writing cash secured puts, purchasing options, and certain spread strategies. It is possible to lose all of the principal you invest. • Option spreads are strategies that typically involve two or more options on the same underlying asset, but with different expiration dates or strike prices. • Writing a covered call will limit upside potential of the underlying asset, in exchange for the premium earned. This strategy does not protect against downside risk of owning the asset. Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 18  • • When writing cash secured puts, losses can be significant when the price of the stock falls and you are obligated to buy the stock at the strike price. This loss is reduced by the premium received for selling the put option. In a cash account, your risk is limited to the amount of money that you have invested. In a margin account, your risk includes the amount of money invested plus the amount that has been loaned to you. • When you sell short, your losses can be infinite. When funds in your managed account are allocated to cash, the funds will earn interest in a cash account or money market fund through the account custodian: • Cash accounts are generally intended as a place to hold cash pending investment or for immediate cash needs, not solely for the purpose of receiving interest. • The interest rates will generally be less than the investment management fee when the cash allocation is included in your billable assets. • The custodian can earn income from holding client cash. • The custodian can earn fees from money markets for marketing, distribution and other services (see the money market prospectus). • As a result, the custodian and adviser will likely earn more than you on your cash assets. When your custodian offers an FDIC-insured cash account, coverage will be defined by the FDIC limits of coverage: • Limits are up to $250,000 per account owner, per legal capacity per bank. This means that all accounts held by you in the same legal name at the same bank will be aggregated to determine the coverage limits. • When your FDIC insured accounts are maintained through multiple banks, the limit across banks per account owner per legal capacity is $500,000. • Additional information about FDIC insurance is available at www.fdic.gov. The use of securities associated with Digital Assets, Virtual Currencies, or Cryptocurrencies, involve the assumption of risk, including: • Digital Assets are deemed commodities, not securities. • Digital Assets are speculative investments. They lack intrinsic economic value. • The market for Digital Assets is decentralized and unregulated. • Digital Assets are not legal tender. • These assets have a history of high volatility. The value may change drastically in a short period of time. • Because these assets are virtual, they are susceptible to fraud, hackers, technical problems, and malicious software. • The value of a digital asset is directly related to its supply and demand. • You may obtain exposure to Digital Assets through funds, grantor trusts, and private placements without purchasing the actual asset. Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 19  You should also be aware that transactions in the account (including account reallocations and rebalancing) may trigger a taxable event for you unless your account is a qualified retirement account. When using third party investment managers, each manager will have its own methods of analysis, investment strategies and unique investment risks that should also be reviewed and considered. In instances where we recommend that a third-party manage your assets, please refer to the third party’s ADV Part 2A and Appendix 1 disclosure brochures for details on their investment strategies, methods of analysis and associated risks. Investing in securities involves risk of loss that you should be prepared to bear. ITEM 9 – DISCIPLINARY INFORMATION Strategic Blueprint has no reportable disciplinary information. Information about your Advisory Representative is available in his or her Supplement to this brochure, and at www.adviserinfo.sec.gov. ITEM 10 – OTHER FINANCIAL INDUSTRY ACTIVITIES AND AFFILIATIONS Strategic Blueprint’s sole business purpose is to be a registered investment adviser. Strategic Blueprint is wholly owned by SFA Holdings, Inc. (SFAH). SFAH also owns the Strategic Financial Alliance, Inc. (SFA), a registered broker-dealer, member of FINRA and SIPC, and an SEC-registered investment adviser. Strategic Blueprint shares office space, technology, including servers and email archiving, and employees with SFAH and SFA. Compliance, supervisory, and finance personnel provide similar functions for both companies. SFA Partners is wholly owned by SFA Holdings, Inc. It provides services shared by SFA, Strategic Blueprint, and SFA Insurance Services, including human resources, marketing, recruiting, advisor relations, accounting, and due diligence. Individuals affiliated with Strategic Blueprint may also be registered representatives of SFA. They may also associate as advisory representatives of SFA. SFA and its registered representatives offer securities and financial products in addition to rendering investment advice. Please refer to your Advisory Representative’s ADV Part 2B. Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 20  Representatives associated with Strategic Blueprint can also be licensed to sell insurance products with the states in which they do business, and are appointed by various insurance companies, including through Strategic Blueprint’s affiliated insurance agency, SFA Insurance Services, Inc. SFAH owns 50% of Green Creek Resources, LLC and 50% of Curated Equities, LLC, both managers and sponsors of pooled investment programs. Green Creek Resources, Curated Equities, and Strategic Blueprint share office space and certain employees. Timbrel Capital LLC (Timbrel), member FINRA and SIPC, is a registered broker-dealer formed in 2019 and is wholly owned by SFAH. It provides wholesaling and consulting services to sponsors of alternative investments, including Reg D private offerings and unregistered public programs. Timbrel does not conduct business directly with retail investors. Timbrel and Strategic Blueprint share office space, certain personnel, and systems. If your Advisory Representative recommends a program or fund that is sponsored by a client of Timbrel, disclosure will be made to you. Clive Slovin, President of SFAH, certain employees and certain Advisory Representatives are shareholders of SFAH, parent company of Strategic Blueprint. Shareholders will benefit from the profits accrued to SFAH from any of its subsidiaries in the form of dividends and enhanced stock value. SFAH offers stock options to employees; to persons registered with SFA based on the revenues they produce; and, to persons registered with Strategic Blueprint based on the assets they manage and non-asset-based revenues. Clients are under no obligation to purchase insurance products, securities products, or other products or services through SFA and its associated persons. While Strategic Blueprint and its Advisory Representatives endeavor at all times to put the interests of clients first, you should be aware that the receipt of additional compensation itself creates a conflict of interest and may potentially affect the judgment of these individuals when making recommendations. ITEM 11 – CODE OF ETHICS We have adopted a Code of Ethics (“Code”) to address the standard of business conduct required of our Advisory Representatives and employees. The Code includes our policies and procedures developed to protect your interests in relation to the following: • Duty at all times to place your interests ahead of ours; • All personal securities transactions of our Advisory Representatives and employees must be conducted in a manner consistent with the Code and avoid any actual or potential conflict of interest, or any abuse of an Advisory Representative’s or employee’s position of trust and responsibility; • Advisory Representatives may not take inappropriate advantage of their positions; and Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 21  • Information concerning the identity of your security holdings and financial circumstances is confidential and must be safeguarded. We will provide a copy of the Code to you or any prospective client upon request. We do not buy or sell securities for our own account that we also recommend to you. Our Advisory Representatives and employees are permitted to buy or sell the same securities for their personal and family accounts that are bought or sold for your account. The personal securities transactions by our Advisory Representatives and employees may raise potential conflicts of interest when they trade in a security that is owned by you or is being considered for purchase or sale for your account. We have adopted policies and procedures that are intended to address these conflicts of interest. These policies and procedures: • Require our Advisory Representatives and employees to act in your best interest, • Prohibit favoring one client over another, and • Provide for the review of transactions to monitor that an Advisory Representative or employee does not place a trade in a personal or beneficial account in front of a client’s transaction in the same security. Our Advisory Representatives and employees must follow our procedures when purchasing or selling the same securities purchased or sold for your account. ITEM 12 – BROKERAGE PRACTICES Strategic Blueprint does not maintain custody of client assets. All managed accounts will be custodied by a qualified custodian, including Fidelity Brokerage Services, LLC (“Fidelity”), member FINRA/SIPC; or, Schwab Advisor Services division of Charles Schwab & Co., Inc. ("Schwab”), member FINRA/SIPC. Your Advisory Representative will generally recommend one of these custodians exclusively for the custody of client funds and securities and for trade execution. We are independently owned and operated and are not affiliated with any of the custodians. When recommending custodians to our clients, we consider many factors, including execution and custody services, availability of investment products, investment research and tools, quality of services, competitiveness of price for those services, reputation, financial strength, security and stability of the custodian. In addition to brokerage and custody services, Fidelity provides access to research, software, and education opportunities. Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 22  Schwab Advisor Services (formerly called Schwab Institutional) is Schwab’s business serving independent investment advisory firms like ours. Schwab provides us and our clients with access to its institutional brokerage – trading, custody, reporting and related services – many of which are not typically available to Schwab retail customers. Schwab also makes available various support services. Some of those services help us manage or administer our clients’ accounts while others help us manage and grow our business. Schwab’s support services are generally available on an unsolicited basis and at no charge to us as long as we maintain a total of at least $10 million of our clients’ assets in accounts at Schwab. (Please see the disclosure under Item 14 below.) Schwab’s institutional brokerage services include access to a broad range of investment products, execution of securities transactions, and custody of client assets. The investment products available through Schwab include some to which we might not otherwise have access or that would require a significantly higher minimum initial investment by our clients. Schwab’s services described in this paragraph generally benefit clients or their account(s). Certain services offered by Fidelity and Schwab generally benefit only Strategic Blueprint and our advisers. These services are offered to help us manage and grow our business. These services include educational conferences and events; consulting on technology, business needs, and legal and compliance needs; publications and conferences on practice management and business succession; access to employee benefits and insurance providers, and human resources consultants; marketing consulting and support; and recruiting. Commissions and other fees for transactions executed through our account custodians (i.e., Fidelity or Schwab) may be higher than commissions and other fees available if you use another custodian firm to execute transactions and maintain custody of your account. Fees assessed by the custodian of your account will be disclosed to you in the respective custodian’s account opening documents. Strategic Blueprint does not have soft dollar arrangements wherein commissions are used to pay for research. The benefits received from a custodian are not based on the number of transactions executed through the custodian. Bunched Trading We may engage in “bunched trading,” which is the purchase or sale of a security for the accounts of multiple clients in a single transaction. If a bunched trade is executed, each participating client receives a price that represents the average of the prices at which all of the transactions in a given bunch were executed. If the order is not completely filled, the securities purchased or sold are distributed among participating clients on a pro rata basis or in some other equitable manner. Transactions for the accounts of our Advisory Representatives and employees may be included in bunched trades. They will receive the same average price as clients. Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 23  Transactions for the accounts of our Advisory Representatives or employees will not be favored over transactions for client accounts. We are not obligated to include any client transaction in a bunched trade. Bunched trades will not be effected for any client’s account if doing so is prohibited or otherwise inconsistent with that client’s investment advisory agreement. No client will be favored over any other client. ITEM 13 – REVIEW OF ACCOUNTS Security purchases and sales effected in your account are monitored for suitability by a designated supervisor. Advisory Representatives review advisory accounts with you at least annually. Transactions in the accounts are reviewed on an ongoing basis. Interim reviews may be triggered by changes in political, economic or market conditions or if there are changes in your stated financial profile. Reviews for financial plans occur upon the engagement as part of the financial planning process. The extent of reviews depends on the arrangement with you. Thereafter, reviews are conducted according to the financial planning agreement. Financial planning clients receive a financial plan in the agreed upon form upon completion of the plan. Updates to the financial plan and subsequent reviews are conducted as determined by advisor and client as outlined in the Financial Planning Agreement. Strategic Blueprint’s Advisory Representatives render investment advisory services to clients using different methods. Advisory Representatives may offer any or all of the advisory services described in this Brochure. Strategic Blueprint instructs each Advisory Representative that manages accounts to review accounts with their clients, at least annually, as to the suitability of the portfolio relative to stated financial needs and objectives, and to determine what action, if any, is indicated. Broader reviews are performed periodically by the Advisory Representative’s designated supervising principal and/or the Strategic Blueprint Compliance Department, or their qualified designees. The custodian of your managed account(s) provides quarterly brokerage account statements. You will also receive monthly statements for those months in which there is activity in your account. Please review your statements carefully to make sure that your account is being managed according to your stated objectives. Your statement will also show the amount of any advisory fee deducted from your account. Performance reports for your managed account(s) will generally be made available no less than quarterly, as agreed upon between you and your Advisory Representative. Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 24  Third-party asset managers to which Strategic Blueprint has referred clients provide statements and performance reports to clients, monthly or quarterly, based on the TPAM’s disclosure brochure and their agreement with the client. ITEM 14 – CLIENT REFERRALS AND OTHER COMPENSATION OTHER COMPENSATION In certain instances, product sponsors, investment companies, and asset managers (collectively “product sponsors”) will participate in activities that are designed to help facilitate the distribution of their products, such as marketing activities and educational programs, and by offsetting expenses that result from the cost of conducting initial and on-going due diligence on their products. In return for assistance in facilitating the activities described above, Strategic Blueprint generally receives additional compensation from product sponsors in the form of financial support for conferences and educational programs. SFA, an affiliated company, may receive marketing support, due diligence fees, and other financial benefits from product sponsors and third-party managers. Advisory Representatives will indirectly share in non-cash benefits when that additional compensation is used by Strategic Blueprint and/or SFA for conferences, meetings or other educational opportunities. to Strategic Blueprint located on the Disclosures These companies will have greater access to our representatives to provide training, education presentations and product information. And this additional exposure and compensation can give rise to a financial incentive for Strategic Blueprint to recommend these products over other products where such financial incentives are not present. Please see the Additional Sources of Financial Benefits tab at www.strategicblueprint.net for additional information. While Strategic Blueprint and its Advisory Representatives endeavor at all times to put the interests of our clients first, you should be aware that the receipt of additional compensation itself creates a conflict of interest and can potentially affect the judgment of these individuals when making recommendations. Alternative and Complex Investments Strategic Blueprint makes available a select group of alternative investments for managed portfolios. The products are vetted through a due diligence process and must be approved by Strategic Blueprint. They are then monitored during the life of the investment. These products are generally purchased by subscription and will have limited or no liquidity. Because there is no public market for these securities, they are valued only periodically. The value on your statement may not reflect the price you would receive if you were able to liquidate the holding. The value provided to the custodian by the issuer or other third party will be included in the asset value of your account for the purpose of calculating advisory fees. Risks associated with these programs are outlined in the product’s prospectus or offering document. Many of the general risks are Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 25  outlined in Item 8 herein. Advisory Representatives who recommend these products complete product specific training as determined by Strategic Blueprint. Advisory Representatives will be limited to recommending alternative investments for your managed account(s) that are included on the Strategic Blueprint platform (“platform”). Each investment sponsor on the platform is charged an annual fee, to help offset the firm’s cost in making these investments available, including due diligence, additional workflows, disclosures, and supervision. This additional compensation does create a conflict for the firm. These sponsors will also contribute financially to the national and educational conferences held by Strategic Blueprint and its affiliates. While the financial arrangements described above do not impact advisor compensation, they do limit your Advisory Representative to recommending only alternative investment products that are available on the platform or through registered representatives of SFA. The additional compensation paid to Strategic Blueprint to participate on the platform, and the commissions, marketing and due diligence fees that are paid to SFA for commission products, as well as the limitations on available products, create a conflict of interest for the firm and your Advisory Representative. Your Advisory Representative recommends these investment products based on your financial objectives, risk tolerance, and other financial information. Risks and benefits are more fully disclosed in the product offering documents. If also registered with SFA, your Advisory Representative can recommend an investment that is not on the platform but is available through SFA. Alternative investments that are privately offered (e.g., private placements, Reg D programs) may not be purchased in your account on a discretionary basis. An offer can be made only through a Private Placement Memorandum and you will be required to complete a subscription agreement if you determine to acquire the investment in your account. When you purchase a product with a commission through your Advisory Representative in his or her role as a registered representative, an advisory fee will not be charged on those assets even if the assets are held in your advisory account. Please talk with your Advisory Representative about the pricing options, the impact on yield, and other relevant factors related to the purchase of a commission product through SFA. Strategic Blueprint does not offer legal or tax advice. An Advisory Representative will present the tax aspects of certain investments or strategies in general terms but does not provide specific tax advice. We recommend that all tax questions or strategies be discussed with your tax professional. Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 26  Benefits Provided by Custodians As disclosed in Item 12 above, Schwab makes available to us other products and services that benefit us but may not directly benefit the client or their account(s). These products and services assist us in managing and administering our clients’ accounts. They include investment research, both Schwab’s own and that of third parties. We may use this research to service all or some substantial number of our clients’ accounts, including accounts not maintained at Schwab. In addition to investment research, Schwab also makes available software and other technology that: • provides access to client account data (such as duplicate trade confirmations and account statements); facilitates trade execution and allocate aggregated trade orders for multiple client accounts; facilitates payment of our fees from our clients’ accounts; and • • provides pricing and other market data; • • assists with back-office functions, recordkeeping and client reporting. technology, compliance, legal, and business consulting; Schwab also offers other services intended to help us manage and further develop our business enterprise. These services include: • educational conferences and events • • publications and conferences on practice management and business succession; and • access to employee benefits providers, human capital consultants and insurance providers. Schwab may provide some of these services itself. In other cases, it will arrange for third-party vendors to provide the services to us. Schwab may also discount or waive its fees for some of these services or pay all or a part of a third party’s fees. In addition, Schwab has also agreed to pay for certain products and services for which we would otherwise have to pay once the value of our clients’ assets in accounts at Schwab reaches a certain size. In some cases, a recipient of such payments is an affiliate of ours or another party which has some pecuniary, financial or other interests in us (or in which we have such an interest). You do not pay more for assets maintained at Schwab as a result of these arrangements. However, we benefit from the arrangement because the cost of these services would otherwise be borne directly by us. You should consider these conflicts of interest when selecting a custodian. The products and services provided by Schwab, how they benefit us, and the related conflicts of interest are described above (see Item 12 – Brokerage Practices). Irrespective of direct or indirect benefits to our client through Schwab, we strive to enhance the client’s experience, help reach their goals and put their interests before that of our firm or its associated persons. Fidelity also provides products and services to help us manage and administer accounts. It provides access to educational events and conferences; and, technology, compliance and business consulting. Fidelity will also provide support for certain transitions costs, such as account termination fees. Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 27  CLIENT REFERRALS THROUGH TESTIMONIALS AND ENDORSEMENTS Strategic Blueprint will compensate certain unaffiliated investment advisers, existing and former clients, and other professionals (such as CPAs, attorneys, etc.) for referring clients to us. We will pay these individuals or entities (which we refer to as “promoters”) a fixed fee or a percentage of the advisory fee that you pay us if it is determined that you have become a client of ours as a result of their direct or indirect efforts. We will enter into written agreements with these promoters. The payment of these referral fees will not result in an increase in the amount of the advisory fee that you pay. You will receive a disclosure describing the relationship with the promoter, the nature of the compensation, and any conflicts of interest created by the arrangement. Additionally, Strategic Blueprint can endorse other investment advisers, for compensation. Strategic Blueprint (and, in turn, your Advisory Representative) will receive a portion of the advisory fee as a promoter’s or referral fee when you enter into an advisory agreement with a third-party asset manager as a result of your Advisory Representative’s recommendation. These referral arrangements will comply with applicable laws that govern: the nature of the services provided; the fees to be paid; • • • disclosure to the referred client; • state regulations; and • client consents, as required. Any referral fee that exceeds a nominal payment will be fully described in a written Disclosure Statement which you will receive and acknowledge when you enter into an advisory agreement. ITEM 15 – CUSTODY Strategic Blueprint does not maintain physical custody of client assets. We will be deemed to have custody when you authorize us to deduct advisory fees directly from your account. Strategic Blueprint may only deduct fees with your written authorization, and the amount of any advisory fee deducted is shown on your account statement. You will receive at least quarterly statements from the account custodian. Strategic Blueprint urges you to carefully review such statements and compare this official custodial record to the account statements that we may provide to you. Our statements may vary from custodial statements based on accounting procedures, reporting dates, or valuation methodologies of certain securities. Where there are differences, you should rely on the values disclosed in the custodial account statements. Strategic Blueprint is also deemed to have custody when you execute a Standing Letter of Authorization (“SLOA”) which allows your Financial Advisor to request disbursements to be sent from your account to payees as specified by you in the SLOA at designated addresses or to Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 28  designated account numbers. You will receive notifications from the account custodian when such a disbursement is made. Annually, the custodian will send a notification to you to confirm the SLOAs which you have authorized. By limiting the manner in which we are deemed to have custody, Strategic Blueprint is not subject to a surprise audit requirement. ITEM 16 – INVESTMENT DISCRETION We may manage your accounts on a discretionary or non-discretionary basis. We will only manage your account on a discretionary basis upon obtaining your written consent. Your consent is typically granted and evidenced in the executed Investment Management Agreement. We define discretion as the authority to trade your account without obtaining your prior consent, to select the securities and amount of securities to be bought or sold, and the timing of the purchase or sale. It does not extend to the withdrawal or transfer of your account funds or securities. We may give advice and act in the performance of our duties to you, which differs from advice given, or the timing and nature of action taken, with respect to other clients’ accounts. ITEM 17 – VOTING CLIENT SECURITIES As a matter of firm policy and practice, Strategic Blueprint does not have any authority to and does not vote proxies on behalf of advisory clients. Clients retain the responsibility for receiving and voting proxies for any and all securities maintained in client portfolios. Strategic Blueprint may provide advice to clients regarding the clients’ voting of proxies. You will receive information about proxies directly from your account custodian. ITEM 18 – FINANCIAL INFORMATION In May 2020, SFA Holdings, Inc. (SFAH), parent company of Strategic Blueprint, and owner of a group of financial services companies, applied for and received a Paycheck Protection Program (PPP) Loan. The COVID-19 Pandemic presented many risks, including unprecedented market volatility, and the uncertainties surrounding duration of the pandemic and its level of impact on the various affiliated companies. The loan proceeds were used in conformity with the program requirements. Accordingly, the loan was forgiven in June 2021. Strategic Blueprint has no financial commitment that impairs its ability to meet contractual and fiduciary commitments to clients and has not been the subject of a bankruptcy proceeding. Strategic Blueprint, LLC Disclosure Brochure (Rev. 03202026) Page 29 

Form ADV Part 2A Appendix 1 Strategic Blueprint Advisor Directed Program Wrap Fee Brochure This wrap fee brochure provides information about the qualifications and business practices of Strategic Blueprint, LLC (“Strategic Blueprint”). If you have any questions about the contents of this Brochure, please contact us at (678) 954-4130. The information in this Brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Strategic Blueprint is a Registered Investment Adviser. Registration of an Investment Adviser does not imply any level of skill or training. Additional information about Strategic Blueprint (CRD #284840) also is available on the SEC’s website at www.adviserinfo.sec.gov. 2200 Century Parkway, Suite 500 Atlanta, Georgia 30345 (678) 954-4130 March 20, 2026 i  ITEM 2 – MATERIAL CHANGES The Strategic Blueprint, LLC (“Strategic Blueprint”) published its annual update of the Brochures on March 20, 2026. Revisions since the previous annual update on March 28, 2025 include: 1. On December 2, 2025, Item 4 sub-adviser managers were updated to reflect current information. Annual Update We will provide you a Summary of Material Changes to this and subsequent Brochures within 120 days of the close of our business fiscal year (December 31). We may provide other ongoing disclosure information about material changes as necessary. Brochure Availability We will provide our most current Brochure upon request at any time, without charge. Our Brochure may be requested by contacting our Chief Compliance Officer at (678) 954-4130. Additional information about Strategic Blueprint (CRD #284840) and its Advisory Representatives is available on the SEC’s web site at www.adviserinfo.sec.gov. (Material Changes Rev. 03.20.2026) ii  ITEM 3 – TABLE OF CONTENTS ITEM 2 – MATERIAL CHANGES .................................................................................................................................... i ITEM 3 – TABLE OF CONTENTS ................................................................................................................................ iii ITEM 4 – SERVICES, FEES AND COMPENSATION ................................................................................................... 1 PROGRAM DESCRIPTION ....................................................................................................................................... 1 SUB-ADVISER MANAGERS ................................................................................................................................ 2 THIRD-PARTY MANAGED SEPARATELY MANAGED ACCOUNTS (“SMAs”) ....................................................... 4 FEES, BILLING AND COMPENSATION ................................................................................................................... 4 NEGOTIATION OF FEES AND COMPENSATION ................................................................................................. 11 OPTIONAL LIMITED TRADING AUTHORIZATION/DISCRETION ......................................................................... 11 TERMINATION ........................................................................................................................................................ 12 ITEM 5 – ACCOUNT REQUIREMENTS AND TYPES OF CLIENTS ........................................................................... 13 ITEM 6 – PORTFOLIO MANAGER SELECTION AND EVALUATION ........................................................................ 13 CLIENT TAILORED SERVICES AND CLIENT IMPOSED RESTRICTIONS .......................................................... 14 WRAP FEE PROGRAMS ........................................................................................................................................ 14 OTHER ADVISORY SERVICES ............................................................................................................................. 14 PERFORMANCE-BASED FEES AND SIDE-BY-SIDE-MANAGEMENT ................................................................. 14 METHODS OF ANALYSIS, INVESTMENT STRATEGIES, AND RISK OF LOSS .................................................. 15 VOTING CLIENT SECURITIES ............................................................................................................................... 20 ITEM 7 – CLIENT INFORMATION PROVIDED TO PORTFOLIO MANAGERS .......................................................... 21 ITEM 8 – CLIENT CONTACT WITH PORTFOLIO MANAGERS ................................................................................. 22 ITEM 9 – ADDITIONAL INFORMATION ...................................................................................................................... 22 DISCIPLINARY ACTION ......................................................................................................................................... 22 CODE OF ETHICS .................................................................................................................................................. 22 REVIEW OF ACCOUNTS ....................................................................................................................................... 23 CLIENT REFERRALS AND OTHER COMPENSATION ......................................................................................... 23 CLIENT REFERRALS THROUGH TESTIMONIALS AND ENDORSEMENTS ................................................... 23 OTHER COMPENSATION .................................................................................................................................. 24 FINANCIAL INFORMATION .................................................................................................................................... 28 iii  ITEM 4 – SERVICES, FEES AND COMPENSATION 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 2016, and a wholly owned subsidiary of SFA Holdings, Inc. (“SFAH”). Through its network of independent Advisory Representatives, Strategic Blueprint offers a range of advisory services. 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, 2025, Strategic Blueprint managed assets valued at approximately $2.54 billion, with approximately $2.52 billion on a discretionary basis and approximately $12 million on a non-discretionary basis. PROGRAM DESCRIPTION Strategic Blueprint offers portfolio management through its Strategic Blueprint Advisor Directed Program (“the Program”). Our Advisory Representatives work with you to develop long term, individualized strategies to help meet your investment goals through portfolio design, asset allocation, portfolio monitoring, and consolidated reporting. You may invest in no-load or load-waived mutual funds, variable and certain fixed products, stocks, bonds, illiquid alternative investments, exchange traded funds, commercial paper, money market shares, and CDs, according to your needs, goals, objectives, and preferences. Your Advisory Representative may also recommend an independent, third-party asset manager or strategist to manage or sub-advise all or part of your portfolio. The Program is available to individual clients, high net worth individuals, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and other business entities. Before participating in the program, your Advisory Representative will consult with you to help determine your financial situation, including investment history, goals and objectives, risk tolerance, and special interests or concerns. Based on this consultation, your Advisory Representative will recommend a portfolio intended to meet your identified goals. Your Advisory Representative will assist you in establishing a brokerage account with a qualified custodian which will provide clearing and custody for your account(s). Your Advisory Representative will review the strategy periodically and may recommend changes in the asset allocation among securities as market conditions and/or your circumstances change. Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 1  It is important that you contact your Advisory Representative if your financial situation or objectives change. 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 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 trade in your account. Your Advisory Representative will review the current allocations and rebalance and/or reallocate consistent with your 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. Your Advisory Representative cannot make withdrawals from or liquidate your account. SUB-ADVISER MANAGERS Your Advisory Representative may recommend allocating all or a portion of your portfolio to be managed by a third-party asset manager. You may authorize your Advisory Representative to use discretion in selecting the manager, and the amount of your portfolio so allocated. There are generally additional costs associated with using the services of a sub-adviser. 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. Certain asset managers make model portfolios available through the account custodian. Strategic Blueprint has entered into agreements with the following asset managers to provide Sub-Advisory services:  Fidelity Institutional Wealth Adviser LLC (“FIWA”) FIWA is an unaffiliated investment adviser who offers a selection of investment strategies through their program FMAX. FMAX consists of access to a managed account platform that your advisor can use to select or recommend investments and investment advisers for your portfolio  Frontier Asset Management (Frontier) Frontier develops and implements strategies based on return objectives and stated risk tolerance, using open-ended mutual funds and ETFs. Strategies include: • Globally Diversified • Alternative Strategies • ETF Strategies • Asset Allocation Frontier is an unaffiliated investment adviser registered with the Securities and Exchange Commission. If your Advisory Representative recommends allocating all or a portion of your Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 2  portfolio to one of the Frontier strategies, we will provide you with a copy of Frontier’s ADV Part 2A Disclosure Brochure. Frontier asset management is also made available through SMArtX (see below). While Frontier fees may be lower through SMArtX, the total costs will be slightly higher due to the additional costs and fees associated with utilizing the SMArtX platform.  SMArtX Advisory Solutions LLC (SMArtX) SMArtX is an unaffiliated investment adviser and technology platform which offers a selection of investment strategists and managers. Your portfolio will be allocated among one or more strategists in a unified managed account. The portion of your account managed by a strategist is called a sleeve within your portfolio. A portion of your portfolio can also be allocated to a sleeve which your Advisory Representative will manage with an allocation among stocks, bonds, funds and/or ETFs.  Symmetry Partners, LLC (Symmetry) Symmetry is an unaffiliated investment adviser which creates investment strategies and portfolio models utilizing open-end mutual funds and ETFs. Additionally, Symmetry advises the Symmetry Panoramic Funds, a group of mutual funds from which it directly receives a management fee.  55ip 55ip is an investment strategy platform that focuses on tax efficiency. It is wholly owned by J.P. Morgan, which is unaffiliated with Strategic Blueprint. 55ip applies its tax efficiency trading strategies to Blackrock, Fidelity, and certain Frontier ETF models.  Zacks Investment Management, Inc. Zacks Investment Management, Inc. (“Zacks”) is an unaffiliated investment adviser wholly owned by Zacks Investment Research. It offers ETF models and customized equity and debt SMAs using independent research.  Schwab Personalized IndexingTM Schwab Personalized IndexingTM offers tax-efficient portfolio management to manage gains and losses at the individual holding level. Strategies include: • Schwab 1000 Equity • S&P Small Cap 600® • MSCI KLD 400 Social • MSCI EAFE International Schwab Personalized IndexingTM is provided by Charles Schwab Investment Management, Inc., an unaffiliated investment adviser wholly owned by The Charles Schwab Corporation. Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) 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. FEES, BILLING AND COMPENSATION Strategic Blueprint offers two fee structures: an All-Inclusive Account (“Wrap Fee”) in which you pay an asset-based fee or a flat fee (“Advisory Fee”) that includes transactions costs; and a Non- Inclusive Account (“Non-Wrap Fee”) in which you pay the transactions costs in addition to the Advisory Fee. Advisory Fees are negotiable and are fully described in the Investment Management Agreement for services (“Agreement”). (1) Asset Based Fee The Asset Based Advisory Fee, as negotiated with your Advisory Representative, is based on an annualized percentage of the value of the billable assets in the Program Account. The fee will be assessed and billed monthly or quarterly (“billing period”) in arrears, as specified in your Agreement. The fee for any given billing period is debited by the custodian from your account at the beginning of the next billing period. It is calculated based on the average daily balance of the Program Account as determined by the custodian. The average daily billable balance is multiplied by the annual Advisory Fee specified in your Agreement, multiplied by the number of days in the billing period, then divided by 365 (number of days in the year). Your account statement will show the fee for the billing period. The first fee will be billed at the beginning of the next billing period following execution of the Agreement and the funding of your account. The fee will be based upon the average daily balance for the number of days for which the Account was funded during the period. (2) Flat Fee, as negotiated with your Advisory Representative. Fees may also be charged as an annual Flat Fee, charged in equal monthly or quarterly payments in arrears, as negotiated with your Advisory Representative and specified in your Agreement. The annual Flat Fee will be negotiated based on your specific circumstances, including the complexity of your financial situation, size and number of accounts. Your account statement will show the fee deduction for the billing period. Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 4  The fee will not decrease or increase because the value of the account fluctuates. Fees based on the assets under management are calculated on the average daily balance of the account. When paying a Flat Fee, Client may pay more, or less, than if the portfolio management fee were based on the daily value of the assets in the account, as described above. If the account is funded at any time other than the first day of a billing period, the payment will be prorated based on the number of days in the billing period that the account was funded and calculated by multiplying the number of days by the total fee divided by 365 (the number of days in the year). Additional Fee Information: The Advisory Fee does not include the expenses associated with the underlying securities in your portfolio (e.g., internal expenses), fees charged by strategists or funds selected by sub- advisers, or the miscellaneous fees described below under “FEES NOT INCLUDED IN THE ADVISORY FEE.” The Advisory Fee is negotiated with your Advisory Representative for managing your Account(s). The Advisory Fee you pay may differ from the fees negotiated by other clients for similar services. Through execution of the Agreement, you authorize us in writing to direct your custodian to pay the Advisory Fee directly to us by charging your account. Additionally, you acknowledge that securities will be liquidated to cover the Advisory Fee if the account does not have sufficient cash at the time the Advisory Fee is assessed. Following are the maximum asset-based advisory fees assessed by Strategic Blueprint for this program: THE PROGRAM FEES Account Value All-Inclusive Maximum Annual Asset- Based Advisory Fee 2.25% 2.15% 2.00% 1.75% 1.50% 1.25% Non-Inclusive Maximum Annual Asset- Based Advisory Fee 2.15% 2.05% 1.90% 1.65% 1.40% 1.15% First $250,000 Next $250,000 to $500,000 Next $500,000 to $1,000,000 Next $1,000,000 to $2,000,000 Next $2,000,000 to $5,000,000 Above $5,000,000 *All fees are negotiable. The annual Flat Fee for asset management will be negotiated based on the amount of assets, the complexity, and the range of services provided. All fees are negotiable. Please review the fee schedule with your Advisory Representative. Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 5  Advisory Fees Charged to Annuities included in your portfolio • Some issuers will allow the deduction of advisory fees from an annuity. • The maximum advisory fees charged to annuity assets is 1.5% of the contract’s cash value. • Advisory fees cannot be deducted from commission-based annuities. • The advisory fees charged against an annuity contract must be for the services performed by the investment adviser for that contract only. • Advisory fees are withdrawn first from the earnings of the annuity contract and will not reduce the cost basis. Advisory Fees Charged to Participant Directed Accounts • The order management system platform fee is charged to Strategic Blueprint which passes this cost to your Advisory Representative. • The Advisory Fee you will pay is the negotiated rate described in your Investment • Management Agreement (IMA). If the fee cannot be deducted from your participant account it must be deducted from a separate non-qualified account specified by you in the Participant Directed Account Addendum to the IMA. • These accounts may be terminated with written notice at least 30 days in advance. Transaction Charges in the All-Inclusive Program No transaction or custody charges are assessed for transactions in these accounts. Transaction costs are paid by your Advisory Representative out of the Advisory Fee. Certain nominal fees and charges beyond Strategic Blueprint’s control, such as reorganization charges, termination fees, wires, and postage, are assessed against the account by the custodian. Fees associated with Sub-Advisers are not included in the All-Inclusive Program fee unless negotiated with your Advisory Representative and detailed in your Agreement Fee Schedule. If you purchase alternative investments, the custodian will charge an annual fee per position to hold the investment in your account. These fees are disclosed in Appendix B to the Advisory Agreement. Please also refer to “FEES NOT INCLUDED IN THE ADVISORY FEE” below. The All-Inclusive Program option is not available for those accounts managed all or in part through the Schwab Select or Access solutions on its Managed Account Platform. Transaction Charges for Non-Inclusive Program Schwab does not charge for transactions in individual securities (e.g., stocks, bonds, ETFs). Transaction fees will be charged by Schwab (1) on a per transaction basis of $15.00 for each mutual fund transaction and $0.65 per options contract, or an asset-based pricing of ten basis points (.10%) with a $15/month minimum charge. There is no transaction or custodial fee for alternative investments purchased through Schwab’s OneSource® or Alternative Investment Marketplace™ platforms. There is a custodial fee of $200 per position, with a maximum per Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 6  account charge of $400 for alternatives not purchased through those platforms. If sub-advisers are used, their fees will be charged separately. Fidelity does not assess transaction fees for householded accounts under $1M which are enrolled for eDelivery or for all householded accounts in excess of $1M. For all other accounts, the transaction fee is $4.95 for individual securities, with an additional $0.01 per share premium for all orders and allocations to any individual account over 10,000 shares. There is a $0.65 per contract fee for options. There are no transaction fees for Fidelity retail, advisor, or money market funds. Certain funds are designated as NTFs (see below). There is a $20 transaction fee on other funds. There is an additional $20 surcharge on transactions for certain “Non-Participating CUSIPs” which are funds in Fidelity’s FundsNetwork Program that do not pay a servicing fee to Fidelity. Alternative Investments incur a $100-$125 transaction fee, plus $125 per position annual custody fee, with a maximum account charge of $500. Alternatives available through the Alternative Investment Network® incur no annual custody fee and certain alternatives on this platform can be purchased with no transaction fee. Consideration should be given to the size of your account and the number of transactions during a period of time. The method of payment for transactions is specified in the Agreement. Certain nominal fees and charges beyond Strategic Blueprint’s control, such as reorganization charges, termination fees, wires, and postage, are also assessed against the account. Commissions and other fees for transactions executed through the custodian(s) we recommend may be higher than commissions and other fees available if you use another custodian firm to execute transactions and maintain custody of your account. Custodians make certain mutual funds available for no transaction fees. These No Transaction Fee Funds (“NTFs”) generally have higher expense ratios and the custodian receives additional compensation from the fund company. When your Advisory Representative recommends or selects funds which are not on the NTF Fund list, in the Non-Inclusive Program you will pay transaction fees, the cost of which may reduce the performance of the portfolio. In considering NTFs over other funds or share classes of the same fund, your Advisory Representative will consider the frequency of expected trading relative to the higher expense ratio, and the potential impact on your portfolio. The scheduled Advisory Fees for the All-Inclusive Program are higher than the Non-Inclusive Program because transaction charges are paid by your Advisory Representative out of the Management Fee. This may create an incentive for your Advisory Representative to limit the number or type of transactions in your account. Your Advisory Representative will consider these costs when negotiating the Management Fee with you. When deciding whether to select an All- Inclusive or Non-Inclusive account, you should base your decision upon trading activity anticipated and the types of securities utilized in the account. Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 7  Please consider that Schwab has eliminated commissions for trades of equities, ETFs, and options (subject to $0.65 per contract fee). This means that, in most cases, when we buy and sell these types of securities in your account, we will not have to pay any commissions to the custodian. We encourage you to review the custodian’s pricing to compare the total costs of entering into a wrap fee arrangement versus a non-wrap fee arrangement. If you choose to enter into a wrap fee arrangement, your total cost to invest could exceed the cost of paying for brokerage and advisory services separately. We remind you that advisory fees are negotiable. Depending upon the level of the wrap fee charges, the amount of portfolio activity in the account, the value of services provided under the investment program, and other factors, the wrap fee may cost you more than the aggregate cost of services if they were provided separately. Therefore, Advisory Representatives may have a financial incentive to recommend the wrap fee program over other programs or services. Generally, wrap programs are relatively less expensive for actively traded accounts. However, they may result in higher overall costs to you in accounts that experience little trading activity. Please review the trading activity in your account when you receive statements. Sub-Adviser Fees/SMA Manager Fees Sub-advisory fees for each manager have been previously negotiated. Sub-advisory fees range from .00% to 0.35%. These fees do not include the fees and expenses associated with the underlying investments or strategists and funds available through Sub-Advisers and SMAs. Sub-Adviser and SMA fees are in addition to the advisory fee negotiated with your Advisory Representative but the total can not exceed the maximum annual asset-based advisory fee in the table in Item 4. Sub-Adviser fees will appear on your quarterly statement as a separate Advisory Fee from the fee charged by Strategic Blueprint. If all or a portion of your portfolio is sub-advised by SMArtX, then the total SMArtX fee plus the strategists’ fees will be combined and appear on your statement as a single charge. The strategist fees are not included in the Maximum Annual Asset-Based Advisory Fee. Certain SMA asset managers may charge their fees in advance, rather than in arrears. This will be described in the respective Form ADV, and on the Fee Schedule. 55ip bills monthly in arrears but the Strategic Blueprint platform fee and Advisory Fee are billed monthly or quarterly as specified in your Management Agreement. SCHWAB INSTITUTIONAL INTELLIGENT PORTFOLIOS® Schwab offers a platform with advisor-directed model portfolios and automated rebalancing. If your Advisor Representative recommends allocating a portion of your portfolio to this platform, Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 8  Schwab will require that at least four percent (4%) of the assets in each investment strategy be allocated to cash. This cash is placed in an FDIC-insured deposit account at Schwab Bank, on which Schwab Bank will earn interest. FEES NOT INCLUDED IN THE ADVISORY FEE In addition to the Advisory Fee, depending on the securities in your portfolio and the type of account, your investment account may also be charged: • internal fees and expenses charged by mutual funds, index funds, ETFs and annuities (as disclosed in the respective prospectuses); custodial fees for alternative investments; • • mark-ups, mark-downs, and spreads paid to market makers; • fees (such as commission or mark-up) for trades executed away from the custodian of your accounts at another broker-dealer; • Sub-Adviser and strategist fees; interest charges and associated fees, and expenses associated with use of margin; • • maintenance and termination fees for IRAs, certain retirement, and qualified accounts; • miscellaneous fees such as wire transfer fees; and, • other fees and taxes on brokerage accounts and securities transactions. Mutual fund companies, ETFs, and annuity issuers charge internal fees and expenses for their products. These fees and expenses are in addition to any advisory fees charged by us. Class B, C, and similar mutual fund shares, and variable and fixed products held in accounts may incur sales charges when sold or redeemed. Complete details of these internal fees and expenses are explained in the prospectuses for each investment. We encourage you to read these documents before making or authorizing any investments. Your Advisory Representative will be available to answer any questions you have about fees and expenses. Your Advisory Representative will work to identify share classes designed for managed accounts which will generally have lower expenses. Advisory fees on Program Accounts with margin are calculated based on the gross market value of all securities within the account. This will result in a higher fee billed to the account than if the margin debt were subtracted from the total market value of the account. STRATEGIC BLUEPRINT AND ADVISORY REPRESENTATIVE COMPENSATION The Advisory Representative managing your Program account will receive a substantial portion of the advisory fee paid to Strategic Blueprint as a result of his/her services and the client’s participation in the Program. In the all-inclusive program, your Advisory Representative will pay the transaction fees resulting from trading in your account. Payment of these transaction fees may incent your Advisory Representative to limit trading activities in your account. In negotiating your advisory fee, you and your Advisory Representative should take these charges and the amount of anticipated trading into consideration. The amount of this compensation may be more or less than the amount the Advisory Representative would receive if you participated in other Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 9  company programs or paid separately for investment advice, brokerage, and other services. Strategic Blueprint charges its Advisory Representatives for the services it provides to support their advisory business, including performance reporting software, email and document archiving, and reimbursement for a Client Relationship Management system. Strategic Blueprint imposes an access fee on Advisory Representatives who choose to utilize sub-advisers. Your Advisory Representative may have incentive to recommend or avoid certain investments or platforms because of the additional associated fees. When you purchase mutual fund shares or alternative investments through the custodian, you will pay a transaction fee that would not be charged if the transaction were made directly through the issuer. Also, mutual funds held in accounts at brokerage firms may charge internal fees that are different from mutual funds held at the mutual fund company. Internal fees and expenses of funds are described in their respective prospectuses. If you purchase investments directly through the issuer, they will not be part of our advisory relationship with you. This means that they will not be included in our investment strategies, investment performance monitoring, or investment reallocations. Other securities may be deposited into a managed account with the following limitations: • No advisory fees will be assessed on alternative investments on which sales compensation was paid to the Advisory Representative in his/her capacity as a registered representative of SFA; and • No advisory fees will be assessed on alternative assets (e.g., private funds) which are purchased in your Program account(s) for which a fee is paid to Strategic Blueprint for it promoting the asset sponsor by endorsement or testimonial. Any such fee will be disclosed to you in the Disclosure Statement. Such investments may be held in a managed account, but marked as non-billable, during the designated period. Exceptions will only be made if there is a strong, documented, and practical reason for doing so. Exceptions must be authorized in writing by the Chief Compliance Officer or the Chief Supervisory Officer and accepted by you. Certain third-party advisors, mutual fund companies, alternative product sponsors, insurance companies, and other product vendors agree to pay directly or indirectly additional compensation to Strategic Blueprint’s affiliate, SFA. This additional compensation may include, but is not limited to, due diligence costs, marketing allowances, cash or non-cash support for conferences, meetings and/or functions. These companies may also provide software, training or other tools and services to facilitate Representatives’ business. Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 10  Currently, Strategic Blueprint does not receive additional cash or non-cash compensation as described above, except through the custodians’ programs described below in Item 9. However, Advisory Representatives will benefit when they are also registered representatives of SFA and when they participate in SFA-sponsored conferences and educational events. the Additional Sources of Financial Benefits A list of those companies that provide additional compensation and marketing support is available in to Strategic Blueprint disclosure at www.strategicblueprint.net, by emailing clientservices@strategicblueprint.net, or calling the Chief Compliance Officer at 678-954-4130. NEGOTIATION OF FEES AND COMPENSATION Management Fees are negotiated on a case-by-case basis, depending on a variety of factors, including the nature and complexity of the particular service, your relationship with Strategic Blueprint and your Advisory Representative, the size of the Account, the potential for other business or clients, the amount of work anticipated, and the attention needed to manage your Account. Your Advisory Representative may negotiate fees that are higher or lower than those negotiated by other Strategic Blueprint Advisory Representatives for similar services. Please note that the same or similar services to those described above may be available through other providers at a lower cost. Advisory Fees can be negotiated but not waived for the All-Inclusive program, in which the transactions fees are included in the management fee. Accounts where Advisory Fees are waived will be transferred to the Non-Inclusive program, in which the transaction fees are charged to the account holder separately from the Advisory Fee. OPTIONAL LIMITED TRADING AUTHORIZATION/DISCRETION You may choose to grant limited trading authorization in order to facilitate management of portfolios consistent with your stated investment objectives. This limited authority gives investment discretion as to the selection of securities, number of shares to be bought or sold, and the timing of the trade. Discretion applies only to the selection and amount of general securities, including stocks, bonds, commercial paper, money market shares, and exchange traded funds; variable insurance sub- accounts; and, open-end and closed-end mutual funds bought and sold in your Account. Discretion may also be authorized for the selection of third-party asset managers (co-advisers or sub-advisers) to manage all or a part of your portfolio. This discretionary authority would permit your Advisory Representative to reallocate among managers. Annuity contracts and alternative investments, including private placements, direct participation programs, and non-traded REITs, may not be purchased on a discretionary basis. Interval funds may be purchased on a discretionary basis in your account, unless otherwise restricted by you. These investments may have limited liquidity (for example, tiered redemption fees or quarterly, Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 11  rather than daily, liquidity). You may restrict these types of investments in your account by indicating your preferences in your Agreement. Discretion does not extend to deposits into or withdrawals from accounts. All Program accounts are held at, and trades executed through, a qualified custodian. Currently, Strategic Blueprint will recommend Schwab, or Fidelity Brokerage Services, LLC. We are independently owned and operated, and are not affiliated with any of the recommended custodians. You must authorize discretion in writing, through the Discretionary Investment Management Agreement, and you may withdraw the authorization, in writing, at any time. Advisory Representatives must receive the approval of Strategic Blueprint’s Chief Supervisory Officer (or their designees) prior to offering discretionary portfolio management. You may choose a Non-Discretionary Investment Management Agreement, which requires your Advisory Representative to confer with you before causing a transaction in your Account. When your account is managed on a non-discretionary basis, your Advisory Representative will make recommendations, but you will ultimately make decisions related to purchase and sale of securities in your account. TERMINATION You and Strategic Blueprint have the right to terminate the Agreement and advisory relationship at any time with or without cause. Termination is effective within 30 days of receipt of your notice to Strategic Blueprint, unless a later date is requested in your notice and agreed to by Strategic Blueprint. For your convenience, Strategic Blueprint may accept your request for termination by telephone. You may terminate your Agreement without penalty within five business days of executing the Agreement. If the Agreement is terminated before the end of a billing period (during a quarter), the Advisory Fee will be prorated for the number of days during the billing period in which services were provided. If you choose to terminate an Account within the first calendar year after the Account is opened, you will be assessed a fee (“Administrative Fee”) of $200 to defray initial account setup and administration costs. Such a fee may be paid in the same manner as the Advisory Fee. Strategic Blueprint may waive the Administrative Fee in its sole discretion. You will be responsible for any transactions initiated prior to termination. Such redemption or liquidation may affect the asset allocation and/or market value of the Account and may also have tax consequences. In addition, early redemption fees or similar fees for mutual funds and other products may be applicable as described in the product’s prospectus or other offering documents. Certain assets that may be transferred or held in the Account may not be accepted by another investment adviser or custodian. Strategic Blueprint will use reasonable efforts to follow your instructions regarding Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 12  the disposition of Account assets; however, assets that are not accepted by the receiving investment adviser or broker-dealer may require liquidation. ITEM 5 – ACCOUNT REQUIREMENTS AND TYPES OF CLIENTS Strategic Blueprint anticipates a minimum account size of $25,000 for managed accounts. This minimum account size serves as a guideline. Please consider that the management fee and underlying costs of investments in an account impact the performance of the account. This impact can be more profound in a smaller account. Strategic Blueprint provides investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. ITEM 6 – PORTFOLIO MANAGER SELECTION AND EVALUATION Your Advisory Representative is the sole portfolio manager available with respect to the Program. Please refer to your Advisory Representative’s Supplement to this Brochure for information about his or her education and business experience. Your Advisory Representative must be properly registered, have at least five years’ experience in the financial services industry (or equivalent experience as determined by Strategic Blueprint), and be approved by Strategic Blueprint’s management as a portfolio manager in the Program. When your Advisory Representative works with another Advisory Representative in partnership to manage your account, you will receive the Supplement for each Advisory Representative. Affiliated and unaffiliated service providers may develop asset allocation models. Your Advisory Representative may also develop asset allocation models or use others from outside independent sources. Each representative develops his or her own methods of analysis, sources of information, and investment strategies. As such, recommendations by representatives, individual investment portfolios, and performance will differ. Your Advisory Representative will manage accounts on an ongoing basis. At least annually (or more frequently, as agreed), your Advisory Representative will review accounts with you to discuss the portfolio and performance, any changes in your financial profile or investment goals, and recommend changes that may be warranted. The account custodian will provide quarterly brokerage statements, and monthly brokerage statements for months in which there is account activity. Performance reports are made available to you as agreed with your Advisory Representative. You can contact your Advisory Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 13  Representative or the Strategic Blueprint home office at 678.954.4130 when you have questions or concerns about your account, financial situation, or investment needs. Please note that your Advisory Representative may not be readily available for unscheduled or unannounced visits or calls. 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 to certain types of securities or asset classes, in accordance with your values, beliefs, or preferences. WRAP FEE PROGRAMS You may select the All-Inclusive Program (“wrap fee program”) in which the asset-based Advisory Fee includes transaction fees assessed by the account custodian. Alternatively, you may select a program in which you pay transaction fees in addition to the Advisory Fee. You and your Advisory Representative, together, agree on the asset-based fee applied to the management of the account (“Advisory Fee”), based on the program’s published maximum fee schedule. We do not manage the All-Inclusive program accounts in a manner different from the Non-Inclusive Program accounts, except as mentioned above. The All-Inclusive Program is more suitable when the portfolio strategy includes more active trading and includes mutual funds. Strategic Blueprint will offer wrap fee and non-wrap fee programs sponsored by third-party asset managers. These programs are fully described, including fees and expenses, in their respective ADV Part 2A and/or Appendix 1 Disclosure Brochures. Disclosure brochures for these programs are available upon request to your Advisory Representative, at no charge. financial planning and OTHER ADVISORY SERVICES In addition to the investment management services through the Advisor Directed Program, Strategic Blueprint offers investment consulting, as well as recommendations of and referrals to third-party asset managers. These services are described in Strategic Blueprint’s ADV Part 2A Disclosure. The Brochures are available upon request at no charge. PERFORMANCE-BASED FEES AND SIDE-BY-SIDE-MANAGEMENT Strategic Blueprint does not charge performance-based fees (fees based on a share of capital gains or capital appreciation of the assets of a client). Certain third-party asset managers may assess a performance-based fee, which will be described in the respective manager’s disclosure brochure. In some cases, a portion of the performance Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 14  fee may be shared with Strategic Blueprint and Advisory Representative(s) as a promoter’s fee. Any such arrangement will be described to you in a written Promoter’s Disclosure Statement. METHODS OF ANALYSIS, INVESTMENT STRATEGIES, AND RISK OF LOSS Strategic Blueprint’s Advisory Representatives may rely on various types of tools and methods to assist in recommending or selecting investment strategies, including asset allocation and various types of software. Strategic Blueprint’s methods of analysis include charting analysis, fundamental analysis, technical analysis, and cyclical analysis. The main sources of information used to formulate investment advice and/or manage assets includes financial newspapers and magazines, research materials prepared by others, corporate rating services, timing services, annual reports, prospectuses, filings with the SEC, and company press releases. The investment strategies used to implement any investment advice given to clients include long term purchases (securities held at least a year), short term purchases (securities purchased and sold within a year), margin transactions, and covered option writing. Investment returns are highly dependent on the value of underlying securities which are impacted by trends in the various investment markets. We generally recommend stocks, bonds, ETFs, mutual funds, and alternative investments. Investing in stocks involves the assumption of risk, including: • Financial Risk: the risk that the companies we recommend to you may perform poorly, which will affect the price of your investment. • Market Risk: risk that the Stock Market will decline, decreasing the value of the securities we recommend to you. • Inflation Risk: the risk that the rate of price increases in the economy deteriorates the returns associated with the stock. • Political and Governmental Risk: risk that the value of your investment may change with the introduction of new laws or regulations. Investing in bonds involves the assumption of risk, including: • Interest Rate Risk: the risk that the value of the bond investments we recommend to you will fall if interest rates rise. • Call Risk: risk that your bond investment will be called or purchased back from you when conditions are favorable to the bond issuer and unfavorable to you. • Default Risk: the risk that the bond issuer may be unable to pay you the contractual interest or principal on the bond in a timely manner, or at all. • Inflation Risk: the risk that the rate of price increases in the economy deteriorates the returns associated with the bond. Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 15  Investing in Exchange Traded Funds (“ETFs”) and Exchange Traded Notes (“ETNs”) (including Barrier and Buffer ETFs) involves the assumption of risk, including: • The public trading price of a redeemable lot of ETFs may be different from its net asset value. Declining stock prices can cause losses to your investment. • Some leveraged and inverse ETFs and ETNs "reset" daily, meaning that they are designed to achieve their stated objectives on a daily basis. If held for a period longer than one day, their performance over the longer periods of time can differ significantly from the stated multiple of the performance (or the inverse of the performance) of their underlying index or benchmark during the same period of time. This effect can be magnified in volatile markets. High portfolio turnover will increase underlying fees and expenses. • ETFs and ETNs linked to commodity futures do not offer direct exposure to the commodity’s spot price and may perform differently than the spot price for the commodity itself. • You should not assume that an ETF or ETN that is linked to commodity futures will provide an effective hedge because of a negative correlation with equities or other asset classes. • Barrier and Buffer ETFs have capped upside market potential. These types of ETFs limit your gains which can lead to underperformance compared to traditional passive strategies. Investing in mutual funds involves the assumption of risk, including: • Manager Risk: the risk that an actively managed mutual fund’s investment adviser will fail to execute the fund’s stated investment strategy. • Market Risk: the risk that the Stock Market will decline, decreasing the value of the securities contained within the mutual funds we recommend to you. • Industry Risk: the risk that a group of stocks in a single industry will decline in price due to adverse developments in that industry, decreasing the value of mutual funds that are significantly invested in that industry. • Inflation Risk: the risk that the rate of price increases in the economy deteriorates the returns associated with the mutual fund. Investing in interval funds involves the assumption of risk, including: • Liquidity Risk: Interval funds, a type of closed-end mutual fund, are not traded on a secondary market; shares may be redeemed at intervals, generally quarterly; and the fund may limit the periodic redemptions to 5% or less of outstanding shares. If liquidation is requested, it could take more than one interval (e.g., quarter) to liquidate all the shares in your account. • Interval funds generally invest in unlisted, more complex products such as real estate investment trusts and limited partnerships. These underlying non-traded investments are Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 16  valued by the respective asset manager as of a specific date, so the valuation of an interval fund may vary from the fair market value of the investment that would be obtained if the underlying investments were sold to a third party. Investing in Alternative Investments (“Alternatives”) involves the assumption of risk, including: • Alternatives are generally more complex products which are not correlated to the general market, and include non-traded REITs, direct participation programs, private placements, private equity, hedge funds, and preferred stock of non-traded REITs. • There may be no public market, so these Alternatives could not be sold quickly or rebalanced. • Because there is no public market, the shares are not valued daily. An appraised value may be available only on a periodic basis and may not reflect the value you would obtain if a market did exist. The appraised value may be more or less than the amount you invested. • Privately offered investments (e.g., Reg D programs) may not be valued until there is a liquidation event, which can be years after the initial investment. These investments are often valued by the issuer at the initial investment amount, which does not reflect the value you would obtain if a market existed. If these investments are included in your managed account, the advisory fee will be assessed on the value provided by the issuer as described in the offering memorandum, which could be the invested amount and not the true value of the asset. • Alternatives are long-term investments. The holding period will vary by product before a liquidation event is executed. • Many Alternatives are not registered with the SEC so do not afford the benefits of public disclosure and reporting. • Many Alternatives are speculative. The risks associated with an investment are described in the offering documents. Read the offering documents carefully before investing. • Privately offered, non-public investments classified as Alternatives may not be purchased on a discretionary basis in your account. • The percentage of Alternatives held in a managed account will be limited based on your liquidity needs, net worth, investment objectives, risk tolerance, custodial limitations and any state or regulatory limitations. • Additional fees may be assessed by account custodians related to holding certain alternative investments in managed accounts. Please refer to your custodian’s fee schedule. Investing in Real Estate Investment Trusts (“REITs”) involves the assumption of risk, including: • Changes in economic conditions and real estate markets can affect a REIT’s ability to deploy proceeds and can impact the REIT’s performance. • A perpetual REIT has no specific liquidity event or liquidity date contemplated. Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 17  • There is not a public market for non-traded REITs so you will be unable to sell or reallocate your shares quickly. Limited redemption programs are described in the offering documents. Investing in Non-Traded Redeemable Preferred Stock of publicly traded REITs involves the assumption of risk, including: • There is no public market. After a required holding period (if any), shares may be redeemed. • Some securities impose a sliding redemption fee, so if your investment is liquidated during the redemption period, you will pay a penalty which will lower the potential return on your investment. • After the holding period, shares may be redeemed at par. In some cases, shares may be redeemed for shares of the issuer’s common stock. • There is market risk when you sell common shares of thinly traded stock. • The underlying shares of the Non-Traded Redeemable Preferred are publicly traded, have ready liquidity. The use of annuities involve the assumption of risk, including: • If a contract has a Market Value Adjustment feature, there may be a penalty for withdrawal if the interest rate moves between issue and surrender date. • Fixed annuities are not inflation proof. • The upside growth of an equity indexed annuity is limited by the index selected. • These products may be subject to a penalty schedule if redeemed prior to a specified date. • The guarantees on any annuity are dependent on the financial ability of the issuer to fund those guarantees. • Certain payout options may end before death or may not provide residual value to • beneficiaries. Investment accounts within a variable annuity will fluctuate with the stock and bond markets. The use of Barrier and Buffered Notes involves the assumption of risk, including: • These Notes provide only limited downside protection against loss and only if the note is held to maturity. • You can lose up to 100% of your principal invested in a Note if the reference asset(s) declines by more than the stated barrier or buffer level at maturity. • Gains on the Notes are subject to a cap so you may not benefit from the full upside of the reference asset(s). Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 18  • These Notes lack liquidity. They are not listed on any securities exchange, but if a secondary market were to develop, the prices may be less or more than the original investment. • Buffered Notes do not pay dividends. Payment at maturity of the Note will reflect cumulative performance. • Some Barrier Notes may not pay dividends, while others may pay periodic dividends contingent on the performance of the reference asset(s). • An automatic call feature associated with some Barrier Notes can force a potential early exit which would terminate future coupon payments. • These notes are not obligations of a bank and are not guaranteed by any governmental agency or program of the United States or other jurisdiction. • All payments on these Notes are subject to the creditworthiness of the issuer. The use of margin, options and short sales are higher risk strategies: • Option transactions are limited to writing covered calls, writing cash secured puts, purchasing options, and certain spread strategies. It is possible to lose all of the principal you invest. • Option spreads are strategies that typically involve two or more options on the same underlying asset, but with different expiration dates or strike prices. • Writing a covered call will limit upside potential of the underlying asset, in exchange for the premium earned. This strategy does not protect against downside risk of owning the asset. • • When writing cash secured puts, losses can be significant when the price of the stock falls and you are obligated to buy the stock at the strike price. This loss is reduced by the premium received for selling the put option. In a cash account, your risk is limited to the amount of money that you have invested. In a margin account, your risk includes the amount of money invested plus the amount that has been loaned to you. • When you sell short, your losses can be infinite. When funds in your managed account are allocated to cash, the funds will earn interest in a cash account or money market fund through the account custodian: • Cash accounts are generally intended as a place to hold cash pending investment or for immediate cash needs, not solely for the purpose of receiving interest. • The interest rates will generally be less than the investment management fee when the cash allocation is included in your billable assets. • The custodian can earn income from holding client cash. • The custodian can earn fees from money markets for marketing, distribution and other services (see the money market prospectus). • As a result, the custodian and adviser will likely earn more than you on your cash assets. Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 19  When your custodian offers an FDIC-insured cash account, coverage will be defined by the FDIC limits of coverage: • Limits are up to $250,000 per account owner, per legal capacity per bank. This means that all accounts held by you in the same legal name at the same bank will be aggregated to determine the coverage limits. • When your FDIC insured accounts are maintained through multiple banks, the limit across banks per account owner per legal capacity is $500,000. • Additional information about FDIC insurance is available at www.fdic.gov. The use of securities associated with Digital Assets, Virtual Currencies, or Cryptocurrencies involves the assumption of risk, including: • Digital Assets are deemed commodities, not securities. • Digital Assets are speculative investments. They lack intrinsic economic value. • The market for Digital Assets is decentralized and unregulated. • Digital Assets are not legal tender. • These assets have a history of high volatility. The value may change drastically in a short period of time. • Because these assets are virtual, they are susceptible to fraud, hackers, technical problems, and malicious software. • The value of a digital asset is directly related to its supply and demand. • You may obtain exposure to Digital Assets through funds, grantor trusts, and private placements without purchasing the actual asset. You should also be aware that transactions in the account (including account reallocations and rebalancing) can trigger a taxable event for you unless your account is a qualified retirement account. When using third-party asset managers, each manager will have its own methods of analysis, investment strategies and unique investment risks that should also be reviewed and considered. In instances where we recommend that a third party manage your assets, please refer to the third party’s ADV Part 2A and Appendix 1 Disclosure Brochures for details on their investment strategies, methods of analysis, and associated risks. Investing in securities involves risk of loss that you should be prepared to bear. VOTING CLIENT SECURITIES As a matter of firm policy and practice, Strategic Blueprint does not have any authority to and does not vote proxies on behalf of advisory clients. You retain the responsibility for receiving and voting proxies for any and all securities maintained in your account(s). Your Advisory Representative may provide advice to you regarding the voting of your proxies. Strategic Blueprint will not take any action with respect to any securities held in any accounts that are named in or subject to class action lawsuits. Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 20  You will receive information related to proxies directly from your account custodian. We will forward any information received by us regarding proxies and class action legal matters involving securities held in your accounts. ITEM 7 – CLIENT INFORMATION PROVIDED TO PORTFOLIO MANAGERS Strategic Blueprint appreciates the trust you place in us, and we respect your right to privacy. We are committed to safeguarding the personal information you entrust to us. At Strategic Blueprint, we believe that it is important that you understand the uses and safeguarding of your personal information. Strategic Blueprint receives information: • From paperwork you provide, such as Client Account Forms, questionnaires and product applications; • From conversations, discussions and interviews; and • From product or service vendors, as a result of your transactions with or through Strategic Blueprint. At Strategic Blueprint, we: • Maintain all client records in a secure environment; • Protect computer programs through physical and electronic safeguards; and • Limit access to responsible employees who require access to the information in order to act on your behalf. Strategic Blueprint may disclose certain types of information to qualified entities that perform administrative services on our behalf, and as required or permitted by law for legal or regulatory purposes. The information that falls within this category is: • • Information provided by you on Client Profiles, account opening documents, custodial account documents and product applications; and Information provided by product or service vendors, as a result of your relationship with Strategic Blueprint. If your Advisory Representative is also a Registered Representative of The Strategic Financial Alliance, Inc. (“SFA”), which is affiliated with Strategic Blueprint through common ownership, then Strategic Blueprint will share account and transaction information with SFA in order to facilitate SFA’s supervisory responsibilities for the securities business of its registered representatives. Strategic Blueprint maintains physical, electronic and procedural safeguards to help ensure that your personal information is safe and accessed only according to these policies, and we will continue to make safeguarding your privacy our highest priority. Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 21  Our Privacy Notice is available at account opening and upon request by calling (678) 954-4130. ITEM 8 – CLIENT CONTACT WITH PORTFOLIO MANAGERS You are encouraged to contact your Advisory Representative with respect to any changes regarding your investment objectives, risk tolerance, and requested restrictions with respect to management of your Program account. Your Advisory Representative will conduct a review of your account with you no less than annually. ITEM 9 – ADDITIONAL INFORMATION DISCIPLINARY ACTION Strategic Blueprint has no reportable disciplinary actions. Information about your Advisory Representative is available in his or her Supplement to this brochure, and at www.adviserinfo.sec.gov. CODE OF ETHICS We have adopted a Code of Ethics (“Code”) to address the standard of business conduct required of our Advisory Representatives and employees. The Code includes our policies and procedures developed to protect your interests in relation to the following: • Duty at all times to place your interests ahead of ours; • All personal securities transactions of our Advisory Representatives and employees must be conducted in a manner consistent with the Code and avoid any actual or potential conflict of interest, or any abuse of an Advisory Representative’s or employee’s position of trust and responsibility; • Advisory Representatives may not take inappropriate advantage of their positions; and • Information concerning the identity of your security holdings and financial circumstances is confidential and must be safeguarded. We will provide a copy of the Code to you or any prospective client upon request. We do not buy or sell securities for our own account that we also recommend to you. Our Advisory Representatives and employees are permitted to buy or sell the same securities for their personal and family accounts that are bought or sold for your account. Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 22  The personal securities transactions by our Advisory Representatives and employees may raise potential conflicts of interest when they trade in a security that is owned by you or is being considered for purchase or sale in your account. We have adopted policies and procedures that are intended to address these conflicts of interest. These policies and procedures: • Require our Advisory Representatives and employees to act in your best interest; • Prohibit favoring one client over another; and • Provide for the review of transactions to monitor that an Advisory Representative or employee does not place a trade for a personal or beneficial account ahead of a client’s transaction in the same security. Our Advisory Representatives and employees must follow our procedures when purchasing or selling the same securities purchased or sold for your account. REVIEW OF ACCOUNTS Your Advisory Representative reviews your account on an on-going basis to monitor that your investments and investment strategies are performing in a manner consistent with your stated objectives. Your Advisory Representative will contact you at least annually (or more often as agreed upon with you) to review your account with you and to update your financial status, goals, objectives, and risk tolerance. These reviews also consider any investment restrictions you have requested and how your investments meet your investment time horizons, liquidity needs, tax due considerations and other circumstances unique to you. Changes in your investments and your investment strategies will be made or recommended by your Advisory Representative as they are deemed appropriate. Interim reviews may be triggered by social, economic and/or political events. You are encouraged to advise your Advisory Representative of any changes in your personal circumstances, your investment goals or objectives, and your risk tolerance to ensure that your investments and investment strategies are most appropriate for you. to In addition the reviews conducted by your Advisory Representative, an Advisory Representative’s designated supervisor and Strategic Blueprint monitor client accounts on a periodic and on-going basis to help ensure that the investments and transactions in those accounts are consistent with the information you have provided. CLIENT REFERRALS AND OTHER COMPENSATION CLIENT REFERRALS THROUGH TESTIMONIALS AND ENDORSEMENTS We will compensate certain unaffiliated investment advisers, existing and former clients, and other professionals (such as CPAs, attorneys, etc.), for referring clients to us. We will pay these individuals or entities (referred to as “promoters”) a fixed fee or a percentage of the advisory fee Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 23  that you pay us if it is determined that you have become a client of ours as a result of their direct or indirect efforts. We will enter into written agreements with these promoters. The payment of these referral fees will not result in an increase in the amount of the advisory fee that you pay. You will receive a disclosure describing the relationship with the promoter, the nature of the compensation, and any conflicts of interests created by the arrangement. Additionally, we will enter into written agreements through which Strategic Blueprint will refer clients to or endorse other investment advisers. Strategic Blueprint (and, in turn, your Advisory Representative) will receive a portion of the advisory fee as a Promoter’s or Referral Fee when you enter into an advisory agreement with a third-party asset manager as a result of your Advisory Representative’s recommendation. We currently do not have any such agreements in place. These referral arrangements will comply with applicable laws that govern: the nature of the services provided; the fees to be paid; • • • disclosure to the referred clients; • state regulations; and • client consents, as required. Any referral fee that exceeds a nominal payment will be fully described in a written Disclosure Statement, which you will receive when you enter into an advisory agreement as a result of your Advisory Representative’s recommendation. OTHER COMPENSATION In certain instances, product sponsors, investment companies, and third-party asset managers (“product sponsors”) participate in activities with Strategic Blueprint and its affiliate, SFA, that are designed to facilitate the distribution of their products, such as marketing activities and educational programs, and by offsetting expenses that result from the cost of conducting due diligence on their products and services. In return for assistance in facilitating the activities described above, SFA receives additional compensation from certain product sponsors. These companies will have greater access to our representatives to provide training, educational presentations, and product information. Our advisors will generally be more familiar with these products. This additional compensation also gives rise to a financial incentive for Strategic Blueprint to recommend these products over other products where such financial incentives and access are not present. Please see the Additional Sources of Financial Benefits to Strategic Blueprint located on the Disclosures tab at www.strategicblueprint.net for additional information. SFA, an affiliated company, receives marketing support and other financial benefits from product sponsors and third-party managers. Both Frontier Asset Management and BAM provide cash Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 24  and non-cash compensation to SFA for conferences and education. Advisory Representatives indirectly enjoy non-cash benefits when they attend these conferences or meetings. If your Advisory Representative recommends certain alternative products, the product sponsor will pay for reasonable costs related to due diligence conducted by the Advisory Representative, including travel to visit the sponsor and/or the investment site. Alternative and Complex Investments Strategic Blueprint makes available a select group of alternative investments for managed portfolios. The products are vetted through a due diligence process and must be approved by Strategic Blueprint. They are then monitored during the life of the investment. These products are generally purchased by subscription or application and will have limited or no liquidity. Because there is no public market for these securities, they are valued only periodically. The value on your statement may not reflect the price you would receive if you were able to liquidate the holding. The value provided to the custodian by the issuer or other third party will be included in the asset value of your account for the purpose of calculating advisory fees. Risks associated with these programs are outlined in the product’s prospectus or offering document. Many of the general risks are outlined in Item 8 herein. Advisory Representatives who recommend these products complete product specific training as determined by Strategic Blueprint. Advisory Representatives will be limited to recommending alternative investments for your managed account(s) that are included on the Strategic Blueprint Alternative Product Platform (“platform”). Each investment sponsor on the platform is charged an annual fee, to help offset the firm’s cost in making these investments available, including due diligence, additional workflows, disclosures, and supervision. These sponsors will also contribute financially to the national and educational conferences held by Strategic Blueprint and its affiliates. This additional compensation does create a conflict for the firm. Your advisory representative can recommend an investment that is not on the platform but is available through SFA. When you purchase a product with a commission through your Advisory Representative in his or her role as a registered representative, an advisory fee will not be charged on those assets even if the assets are held in your advisory account. Please talk with your Advisory Representative about the pricing options, the impact on yield, and other relevant factors related to the purchase of a commission product through SFA. Strategic Blueprint does not offer legal or tax advice. An Advisory Representative will present the tax aspects of certain investments or strategies in general terms but does not provide specific tax advice. We recommend that all tax questions or strategies be discussed with your tax professional. While the financial arrangements described above do not impact advisor compensation, they do limit your Advisory Representative to recommending only alternative investment products that are Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 25  available on the platform or through registered representatives of SFA. The additional compensation paid to Strategic Blueprint to participate on the platform, and the commissions, marketing and due diligence fees that are paid to SFA for commission products, as well as the limitations on available products, create a conflict of interest for the firm and your Advisory Representative. Your Advisory Representative recommends these investment products based on your financial objectives, risk tolerance, and other financial information. Risk and benefits are more fully disclosed in the product offering documents, and these products cannot be purchased in your account without your consent. Benefits Provided by Custodians Strategic Blueprint may recommend clients establish brokerage accounts with the Schwab Advisor Services division of Charles Schwab & Co., Inc. (Schwab), a registered broker-dealer, member FINRA/SIPC, to maintain custody of clients’ assets and to effect trades for their accounts. The final decision to custody assets with Schwab is at the client’s discretion, including those accounts under ERISA or IRA rules and regulations, in which case the client is acting as either the plan sponsor or IRA accountholder. Strategic Blueprint is independently owned and operated and not affiliated with Schwab. Schwab provides us with access to its institutional trading and custody services, which are typically not available to Schwab retail investors. These services generally are available to independent investment advisors on an unsolicited basis, at no charge to them so long as a total of at least $10 million of the advisor’s clients’ assets are maintained in accounts at Schwab Advisor Services. Schwab’s services include brokerage services that are related to the execution of securities transactions, custody, research, including that in the form of advice, analyses and reports, and access to mutual funds and other investments that are otherwise generally available only to institutional investors or would require a significantly higher minimum initial investment. For Strategic Blueprint client accounts maintained in its custody, Schwab generally does not charge separately for custody services but is compensated by account holders through commissions or other transaction-related or asset-based fees for securities trades that are executed through Schwab or that settle into Schwab accounts. Schwab also makes available other products and services that benefit Strategic Blueprint but do not directly benefit our clients’ accounts. These services can include professional compliance, legal and business consulting; education, publications, conferences and events on such topics as practice management, information technology, business succession, marketing, and regulatory compliance; access to employee benefits and insurance providers, human capital consultants; and recruiting. Schwab may make available, arrange and/or pay vendors for these types of services rendered to Strategic Blueprint by independent third parties. Schwab Advisor Services may discount or waive fees it would otherwise charge for some of these services or pay all or a part of the fees of a third-party providing these services to us. Other potential benefits may include occasional business entertainment of our associated persons and staff by Schwab Advisor Services personnel, including meals, invitations to sporting events, including golf tournaments, and other forms of entertainment, some of which may accompany educational opportunities. Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 26  Other products and services offered by Schwab assist Strategic Blueprint in managing and administering clients’ accounts. These include software and other technology (and related technological training) that provide access to client account data (such as trade confirmations and account statements), facilitate trade execution (and allocation of aggregated trade orders for multiple client accounts), provide research, pricing information and other market data, facilitate payment of Strategic Blueprint’s fees from clients’ accounts, and assist with back-office training and support functions, recordkeeping and client reporting. Many of these services generally may be used to service all or some substantial number of our accounts, including accounts not maintained at Schwab Advisor Services. In addition, Schwab has also agreed to pay for certain products and services for which we would otherwise have to pay once the value of our clients’ assets in accounts at Schwab reaches a certain size. In some cases, a recipient of such payments is an affiliate of ours or another party which has some pecuniary, financial or other interest in us (or in which we have such an interest). You do not pay more for assets maintained at Schwab as a result of these arrangements. However, we benefit from the arrangement because the cost of these services would otherwise be borne directly by us. You should consider these conflicts of interest when selecting a custodian. The products and services provided by Schwab, how they benefit us, and the related conflicts of interest are described above (see Item 12 – Brokerage Practices). Fidelity Brokerage Services, LLC (Fidelity), too, provides products and services to help us manage and administer accounts. It provides access to educational events and conferences; and, technology, compliance and business consulting. Fidelity will also provide support for certain transitions costs, such as account termination fees. While, as a fiduciary, we endeavor to act in our clients’ best interests, Strategic Blueprint’s recommendation that clients maintain their assets in accounts at a particular custodian may be based in part on the benefit of the availability of some of the foregoing products and services and other arrangements and not solely on the nature, cost or quality of custody and brokerage services provided by the custodian, which may create a potential conflict of interest. Your Advisory Representative will generally recommend one of these custodians exclusively for the custody of client funds and securities and for trade execution. Other Direct and Indirect Compensation Certain Advisory Representatives are also Registered Representatives of SFA, an affiliate of Strategic Blueprint. In its capacity as a broker-dealer, SFA and its registered representatives earn commissions and/or fees from the sale of investment products such as stocks, bonds, mutual funds, ETFs, direct participation programs, annuities, and variable universal life products. Commissions vary depending upon the type of security and service offered. No commissions are paid to SFA related to transactions executed in Strategic Blueprint accounts. Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 27  SFA, as a broker/dealer, receives additional compensation for marketing and due diligence from product sponsors related to the sales of those products as outlined above. Certain Advisory Representatives and members of Strategic Blueprint management and home office employees are shareholders of SFA Holdings, Inc. (“SFAH”), parent company of Strategic Blueprint, SFA and other entities. Shareholders will benefit from the profits accrued to SFAH in the form of dividends, as well as the potentially enhanced value of the stock. Stock options are awarded to employees and to advisory representatives of Strategic Blueprint based on the assets they manage and non-asset-based revenues, and to registered representatives of SFA based on the revenues they generate. As profits accrue from the sale of securities products and investment advisory services of the respective registered entities, the value of SFAH stock can be enhanced. SFAH stock ownership creates a conflict of interest for representatives. While Strategic Blueprint and its Advisory Representatives endeavor at all times to put the interest of their clients first, you should be aware that the receipt of additional compensation itself creates a conflict of interest and may potentially affect the judgment of these individuals when making recommendations. Additionally, because of the revenue sharing arrangements referenced above, though they do not impact advisor compensation, Advisory Representatives may prefer recommending products and services offered by a sponsor who is participating in the revenue sharing program over other products and services available through Strategic Blueprint. You should feel free to ask your Advisory Representative for clarification about any revenue sharing or marketing support, or you may contact the Chief Compliance officer at 678-954-4130. You are under no obligation to purchase securities products and services through your Advisory Representative in his/her capacity as a Registered Representative of SFA or as a licensed insurance agent. FINANCIAL INFORMATION In May 2020, SFA Holdings, Inc. (SFAH), parent company of Strategic Blueprint, and owner of a group of financial services companies, applied for and received a Paycheck Protection Program (PPP). The COVID-19 Pandemic presented many risks, including unprecedented market volatility, and the uncertainties surrounding duration of the pandemic and its level of impact on the various affiliated companies. The loan proceeds were used in conformity with the program requirements. Accordingly, the loan was forgiven in June 2021. Strategic Blueprint has no financial commitment that impairs its ability to meet contractual and fiduciary commitments to clients. It has not been the subject of a bankruptcy proceeding. Strategic Blueprint, LLC Appendix 1 Advisor Directed Program Brochure (Rev. 03202026) Page 28