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SFA Partners Appoints EVP to Strategic Blueprint RIA

Michael Bryan

SFA Partners, a family of financial service companies, has announced the appointment of Michael Bryan to the role of executive vice president, chief growth officer of Strategic Blueprint, an independent registered investment adviser firm.

Bryan will join Julie Sullivan, president, Strategic Blueprint, as part of the company’s senior leadership. Bryan will focus on growing assets through existing adviser expansion and recruiting while enhancing the firm’s capabilities and offerings.

“We are delighted to have Michael as part of our team,” said Jamie Mackay, president and chief operating officer at SFA Partners. “He is a great choice to build upon the success Strategic Blueprint has experienced so far and help it expand exponentially going forward. His experience in the advisory space will be essential as we sharpen our focus on growth and set our sights for our next important milestone of hitting $5 billion in assets under administration.”

This announcement comes after Mackay was named president of SFA Partners last week. Mackay joined SFA Partners in 2017 as vice president of business development and then was elevated to executive vice president and chief operating officer in 2022. He will continue to serve as COO.

Strategic Blueprint was designed to meet the increasing demand among advisers who want to scale their fee-based advice practice by outsourcing many of the rigorous compliance, technology, and operational burdens associated with running their own RIA.

Strategic Blueprint advisers may custody assets at leading RIA-only custodians. The RIA also allows advisers to choose between affiliating as an investment adviser representative-only or as a hybrid adviser providing commissionable transactions through its affiliated broker-dealer, Strategic Financial Alliance.

Bryan is a 25-year industry veteran of the RIA space. After starting out at an RIA himself and a stint with Fidelity’s institutional RIA group, he spent the majority of his career with Triad Advisors LLC, managing and expanding its independent broker-dealer and RIA advisory team and platform.

In his senior leadership role with Triad, he contributed to shaping the strategic direction, competitive solution set and individual adviser growth through practice management consulting. In 2014, he became president and a founder of Triad Hybrid Solutions, an SEC-registered RIA serving independent advisers with assets held at RIA-only custodians.

Throughout his career, Bryan has been an active educator and champion of objective, fee-based advice via participation in industry advocacy organizations, speaking engagements and authorship.

“I’m excited to join the talented team at Strategic Blueprint and to work with colleagues across all of SFA Partners,” Bryan said. “The organization embraces not where the puck is but where it’s going in the advisory space and is fully committed to serving advisers in this business model. When you put clients first, great opportunities emerge.”

Founded in 2017, Strategic Blueprint is an SEC-registered RIA that has grown to over $2.5 billion with offices nationwide. In addition to Strategic Blueprint, SFA Partners encompasses The Strategic Financial Alliance, a leading independent broker-dealer and corporate RIA, as well as SFA Insurance Services. Collectively, the firms serve more than 150 advisers across the nation and manage about $7 billion in assets.

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