Blueprint Financial Advisors, LLC (“BFA”) is a limited liability company formed in June 2021 in the State of North Carolina. BFA became registered as an Investment Adviser Firm on July 23, 2021. BFA is principally owned by Jon Robinson, Brandon Langley, and Tommy Mayes. The firm provides investment advisory services to clients of all types including:  Individuals  High-net-worth individuals  Trusts  Pension plans and other ERISA plans  Foundations and endowments INVESTMENT ADVISORY SERVICES Client and BFA agree, in writing, to manage the client portfolio toward one or more objectives including any reasonable unique preferences and restrictions. BFA will allocate investment assets consistent with the designated investment objectives. BFA will monitor a client’s portfolio and make trades when necessary to meet the investment objective. BFA primarily allocates client investments among mutual funds, exchange traded funds (“ETFs”), structured notes, stocks (common or preferred), bonds, option contracts, private placements or other illiquid investments, certificates of deposit, and other securities and/or contracts relating to the same. Once allocated, BFA provides ongoing monitoring and maintenance of account performance, asset allocation and client investment objectives. The client can determine to engage BFA to provide discretionary investment advisory services on a fee basis. BFA’s annual investment advisory fee is based upon a percentage (%) of the market value of the assets placed under BFA’s management. Before engaging BFA to provide investment advisory services, clients are required to enter into an Investment Advisory Agreement with BFA setting forth the terms and conditions of the engagement (including termination), describing the scope of the services to be provided, and the fee that is due from the client. See Item 5 for details. FINANCIAL PLANNING & CONSULTATION SERVICES BFA may provide its clients with a broad range of comprehensive financial planning and consulting services. These services seek to address education and retirement planning needs of the client. In performing its services, BFA is not required to verify any information received from the client or from the client’s other professionals (e.g., attorney, accountant, etc.) and is expressly authorized to rely on such information. BFA may recommend the services of itself, its Supervised Persons in their individual capacities as registered representatives of a broker-dealer, and/or other professionals to implement its recommendations. Clients are advised that a conflict of interest exists if BFA recommends its own services. The client is under no obligation to act upon any of the recommendations made by BFA under a financial planning or consulting engagement or to engage the services of any such recommended professional, including BFA

itself. The client retains absolute discretion over all such implementation decisions and is free to accept or reject any of BFA’s recommendations. Clients are advised that it remains their responsibility to promptly notify BFA if there is ever any change in their financial situation or investment objectives for the purpose of reviewing, evaluating, or revising BFA’s previous recommendations and/or services. RETIREMENT PLAN CONSULTING BFA understands the unique needs and challenges investors face who are retired or about to retire. It’s important to understand how the client will structure their retirement income, how long the income will last, and which sources of income the client should tap into first to minimize taxes and maximize income potential. Through comprehensive planning, we can help you prioritize the clients’ goals and develop a strategy that seeks to protect and grow the clients’ retirement assets. Whether you are in the accumulation phase or have already retired, a comprehensive strategy is critical. BFA offers assistance to their clients in the following retirement plans and strategies:  Retirement Income Planning  401(k)/IRA Rollovers  Traditional and Roth IRAs  SEP IRAs  SIMPLE IRAs Retirement Rollovers-Potential for Conflict of Interest: When BFA provides investment advice to its clients regarding a retirement plan account or individual retirement account, it is a fiduciary within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way BFA makes money creates some conflicts with client interests, so it operates under a special rule that requires BFA to act in the client’s best interest and not put its interests ahead of the client. Under this special rule’s provisions, BFA must:  Meet a professional standard of care when making investment recommendations (give prudent advice);  Never put BFA’s financial interests ahead of the client’s when making recommendations (give loyal advice);  Avoid misleading statements about conflicts of interest, fees, and investments.  Follow policies and procedures designed to ensure that BFA gives advice that is in the client’s best interest.  Charge no more than is reasonable for BFA services; and  Give the client basic information about conflicts of interest. No client is under any obligation to rollover retirement plan assets to an account managed by BFA. BFA’s Chief Compliance Officer remains available to address any questions that a client or prospective client may have regarding the potential for conflict of interest presented by such rollover recommendation. ASSETS UNDER MANAGEMENT As of December 31, 2022, BFA had $25,382,543 in assets under management on a discretionary basis and no assets under management on a non-discretionary basis.