154 CEPAs Join the EPI Network in June 2025

The Certified Exit Planning Advisor (CEPA^®) credential is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam. The CEPA credential is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning credential in the marketplace today. To learn more, visit www.EarnCEPA.com.

CEPA Online | Class of June 2025

Please join us in congratulating and welcoming the newest Certified Exit Planning Advisors to join the growing exit planning community! Discover each CEPA's specific expertise and contact information on our Find a CEPA page, tailored to help you connect with the right advisor for your unique needs.

• Randall Allen, CEPA, Kayne Anderson Rudnick, Newport Beach, CA
• Stacey Adams, CEPA, Alliance Financial Group, Fort Myers, FL
• Megan Alarid, CEPA, Heightened Leaders, The Woodlands, TX
• Rodney Alexander, CEPA, Edward Jones, High Point, NC
• John Angelilli, CEPA, Platz Realty Group, Poland, OH
• Chance Barrett, CEPA, Edward Jones, Kalispell, MT
• Jemiah Battle, CEPA, Battle Capital and Consulting Group, Greenville, SC
• Christian Bauman, CEPA, US Capital Wealth, Houston, TX
• Brandon Bay, CEPA, Raymond James, Encinitas, CA
• Wade Bilbrey, CEPA, Mariner, Nashville, TN
• Mark Birge, CEPA, Aldrich CPAs + Advisors, Lake Oswego, OR
• Ben Blake, CEPA, RW Baird, Salt Lake City, UT
• Anita Borrelli, CEPA, Borrelli Wealth Advisory of RBC Dominion Securities, Mississauga, ON
• Mark Bradford, CEPA, WSFS Bank, Berwyn, PA
• Jim Bray, CEPA, Steelpeak Wealth, Newport Beach, CA
• Patricia Brennan, CEPA, Key Financial, West Chester, PA
• Gretchen Brown, CEPA, Integrity Financial, Eagle, ID
• Edward Brundick, CEPA, Pickler Law, Collierville, TN
• Jonathan Buehler, CEPA, Gateway Business Advisors, Jacksonville, FL
• Kimberly Butler Rainen, CEPA, Legal (Estate Planning), Andover, MA
• Craig Callon, CEPA, Fisher Investments, Plano, TX
• Joel Carignan, CEPA, Edward Jones, Stockton, CA
• Thomas Carman, CEPA, U.S. Capital Wealth, Houston, TX
• Trey Carpenter, CEPA, Madison Partners, Brodhead, WI
• Jorge Casariego, CEPA, WealthWise Capital, Coral Gables, FL
• James Chadwell, CEPA, Equitable Advisors, Fairmont, WV
• Samantha Chadwell, CEPA, Elevate Financial Group, Fairmont, WV
• Marc Chait, CEPA, Wells Fargo Advisors, Fort Lauderdale, FL
• Patrick Chase, CEPA, KW Commercial, Lancaster, PA
• Jeffrey Chesson, CEPA, Raymond James/Pinnacle Financial Partners, Greensboro, NC
• Amy Cole, CEPA, ABI Business Sales, Valuations, M&A, San Ramon, CA
• Michael Cole, CEPA, Affluence Financial Group, Charleston, SC
• Josh Colwell, CEPA, CoWealth Advisors, Newnan, GA
• Aaron Connell, CEPA, One Brick Planning & Consulting LLC, Denver, CO
• William Conroy, CEPA, HCP Companies, Franklin, TN
• Caitlin Corkill, CEPA, S.W. Solutions, Austin, TX
• Lauren Cote, CEPA, JSP Capital Partners, Berkeley, CA
• Hunter Creasey, CEPA, Melanie J Financial, Hamilton, TX
• Jennifer Damme, CEPA, Edward Jones, Brambleton, VA
• Kyle Deal, CEPA, Telemus Capital, Chicago, IL
• Christian DeCecca, CEPA, Acres LLC, Concord, NH
• Alison Donnelly, CEPA, Legacy Private Wealth, Springfield, MA
• Steven Dotterer, CEPA, H2R CPA, Pittsburgh, PA
• Robert Driscoll, CEPA, Composition Wealth, San Rafael, CA
• Bennett Duffy, CEPA, NewEdge Advisors, New Orleans, LA
• Christopher Dulany, CEPA, Edward Jones, Las Cruces, NM
• Kenneth Duncan, CEPA, Foundry Point Partners, Leesburg, VA
• Alexander Eljdid, CEPA, Seventy2 Capital Wealth Management, Red Bank, PA
• Alex Ellis, CEPA, Values First Advisors, Ponte Vedra, FL
• Lili Engelhardt, CEPA, Edward Jones, Durham, NC
• Kaori Fischer, CEPA, Edward Jones, Palm Bay, FL
• Deja Foster, CEPA, Ameriprise Financial, Memphis, TN
• Matthew Galvan, CEPA, Spectrum Wealth Strategies, Dallas, TX
• Wayne Garrett, CEPA, BentOak Capital, Weatherford, TX
• Keith Gearity, CEPA, Accounting, Wilmington, NC
• Trevor Geerin, CEPA, Raymond James, Anchorage, AK
• James Gehring, CEPA, Flagship Capital Advisors, Richfield, OH
• David George, CEPA, Edward Jones, Mount Pleasant, IA
• Melissa Gerdes, CEPA, Morgan Stanley, Coral Springs, FL
• Jason Glisczynski, CEPA, Silvertree, LLC., Stevens Point, WI
• Vladimir Gnilozubov, CEPA, Edward Jones, Silver City, NM
• Christian Gomez, CEPA, Legacy Wealth Strategies LLC, Cedar Hill, TX
• Nicholas Grams, CEPA, Grams Financial - Northwestern Mutual, Lincoln, NE
• Matthew Gurwin, CEPA, Morgan Stanley, Birmingham, MI
• Robert Hale, CEPA, Pickler Law, Russellville, AR
• Mark Herding, CEPA, CWC, Phoenix, AZ
• Casey Herron, CEPA, Schwab Franchisee, Missoula, MT
• Brian Hoblit, CEPA, CTW CPAs, Roseville, CA
• Jesse Hodges, CEPA, Edward Jones, St. Louis, PA
• Leon Horn, CEPA, Edward Jones, Stevens, PA
• Brent Howard, CEPA, Miller & Martin PLLC, Atlanta, GA
• Charles Howard, CEPA, Lifetime Financial Growth, Louisville, KY
• Rich Hubschman, CEPA, Hubschman Jr R A, Andover, NJ
• Terrance Hutchins, CEPA, Stevens Capital Partners, Frisco, TX
• Derric Isensee, CEPA, MidCoast Tax Advisors, LLC, Merrillville, IN
• Kane Johnson, CEPA, Edward Jones, Lake Jackson, TX
• Hilliary Jones, CEPA, PNC Bank, Atlanta, PA
• Nuttaluk Kanjanaviroj, CEPA, iWS Wealth Advisory, Bangkok, Nonthaburi
• Howard Katz, CEPA, Linea Private Wealth Management, Atlanta, GA
• Justin Kauffman, CEPA, Justin, Goodyear, AZ
• Athanasia H. Kelly, CEPA, JHLC Holdings Inc., Burlington, ON
• Michael Kelly II, CEPA, Empirical Wealth Management, Fort Worth, TX
• Matthew Kirby, CEPA, Hamilton Capital, LLC, Columbus, OH
• Joseph Levine, CEPA, Hightower Advisors, LLC, Sarasota, FL
• Zhengyu Liu, CEPA, Accel Business Advisors, Irvine, CA
• Dean LoBrutto, CEPA, ValueCap Inc, Rochester, NY
• Robert Lohbeck, CEPA, MGL Business Solutions, Cincinnati, OH
• Michael Lyons, CEPA, Principal Asset Management, Charlotte, NC
• Brian Martin, CEPA, Brian A Martin Investment Services, Star, ID
• Michael Matook, CEPA, SBCI, Stoughton, MA
• Kelsey Meighan, CEPA, Principal Asset Management, Nashville, TN
• Louis Memmolo, CEPA, Weiner Benefits Group, Wilmington, DE
• Dan Miller, CEPA, Milestone Financial Group, Inc., Red Oak, IA
• David Muschenheim, CEPA, Ameriprise/Summit Private Wealth Group, Edina, MN
• Luke Neely, CEPA, Intrinsic Advisor, Rapid City, SD
• Andrew Neumann, CEPA, Thrivent Financial, Rochester, MN
• Anthony Ohl, CEPA, Tony Ohl Financial Services | Raymond James, Mill Creek, FL
• David Owen, CEPA, Edward Jones, Brigham City, UT
• Gregory Pribulsky, CEPA, PNC Private Bank, Cleveland, PA
• Marcel Quiroga, CEPA, TQM Wealth Partners, Marblehead, MA
• Justin Rams, CEPA, Entelevest LLC, Coral Gables, FL
• David Richards, CEPA, Richards, Meli & Associates - Ameriprise Financial, Allentown, PA
• Brian Riddle, CEPA, Edward Jones, Franklin, TN
• Joshua Rinkov, CEPA, Jefferies LLC, Chicago, NY
• Bret Robinson, CEPA, Kennedy Financial Services, Eastland, MT
• Brianna Roche, CEPA, Merrill Lynch, New York, NY
• Beverly Rodrigue, CEPA, Wealth Enhancement Group, Boston, MN
• Jess Ryan, CEPA, The Compass Wealth Group, Cheyenne, WY
• Stephen Saddock, CEPA, Saddock Financial Partners, Dallas, TX
• Elliot Salter, CEPA, Edward Jones, Dyersville, IA
• Matthew Sandberg, CEPA, Thrivent, Myrtle Beach, SC
• Kristen Schindler, CEPA, Business Brokerage, Edwardsville, IL
• Scott Selzer, CEPA, US Capital Wealth, Houston, TX
• Richard Shaeffer, CEPA, Edward Jones, Plymouth, MN
• Mckinnon Short, CEPA, North Point Advisor Group, Mahtomedi, MN
• Joshua Slezak, CEPA, Edward Jones, Chapel Hill, NC
• Travis Smith, CEPA, UBS Financial Services, Newport Beach, CA
• Carey Sobel, CEPA, Coastal Investment Company, Winter Park, FL
• Ronnie Soto, CEPA, Cetera Advisors Llc, Salem , OR
• Dennis Spratt, CEPA, Wealth Management Group of KC, Inc., Overland Park, KS
• Andrew Spurlock, CEPA, Raymond James Financial, Louisville, KY
• Erich Squire, CEPA, Spark 3 Consulting, Portage, IN
• Terrell Stauffer, CEPA, Wealth Enhancement, Rock Hill, SC
• Michael Stelogeannis, CEPA, Truist, Ocala, FL
• William Stengl, CEPA, WRS Consulting Services, LLC, Minocqua, WI
• Christopher Stokes, CEPA, Raymond James, Atlanta, GA
• Chad Stooksbury, CEPA, Midcoast Wealth Advisors, Merrillville, IN
• Lucresa Sullivan, CEPA, VSH CPAs, Bellingham, WA
• Abigail Sutterman, CEPA, Merrill Lynch, Austin, TX
• Dustin Tanquary, CEPA, Merrill Lynch, Lake Oswego, FL
• Krista Teegarden, CEPA, Commonwealth, San Diego, CA
• Wesley Terwilleger, CEPA, UBS, Chattanooga, TN
• Matthew Thomas, CEPA, Synergy Brokers, Omaha, NE
• Adam Tilley, CEPA, Edward Jones, Sedalia, MO
• Daniel Timmerman, CEPA, Edward Jones, Hudson, WI
• Jason Topp, CEPA, MidCoast, Merrillville, IN
• Andrew Town, CEPA, SEI Investments Company, Oaks, TX
• Kyle Trippel, CEPA, Strong Valley Wealth and Pension, Fresno, CA
• Calvin Uemura, CEPA, First Hawaiian Advisors/Raymond James, Hilo, HI
• Tara Unverzagt, CEPA, South Bay Financial Partners, Torrance, CA
• Jessica Villagrana, CEPA, Edward Jones, Carrboro, NC
• Cira Villalpando-Forbes, CEPA, Edward Jones, Louisville, CO
• Rod Volz, CEPA, FutureBridge Inc., Arlington , VA
• Timothy Wampler, CEPA, Merrill Lynch, Galveston, TX
• Jason Wendt, CEPA, Jason Wendt, Chicago, IL
• Tiffany Wharton, CEPA, First State Wealth Management (LPL Financial), Stevens Point, WI
• Paul White, CEPA, Edward Jones Investments, Fredericksburg, TX
• Amber Widener, CEPA, Seidel Schroeder, College Station, TX
• Mark Wiggins, CEPA, RedBird Solutions, Austin, TX
• Casey Williams, CEPA, UBS Financial Services, Newport Beach, CA
• Jeremy Williams, CEPA, I3 Design and Consulting, Tallahassee, FL
• Diane Terese Wilson, CEPA, 2029 Century Park East, Los Angeles, TX
• Jason Windham, CEPA, Carson Wealth, Baton Rouge, LA
• Andrew Wirtz, CEPA, Home, Cleveland, OH
• Chris Woodhouse, CEPA, Morgan Stanley, Atlanta, GA

We look forward to supporting all of you, alongside the entire CEPA network, as you change outcomes for the middle market!

Join the ranks of our distinguished June 2025 CEPA class and discover why exit planning isn't just a service—it's a transformative strategy. By earning your CEPA credential, you gain access to a global network of top-tier advisors and exclusive resources that empower you to navigate complex transitions with confidence. Visit www.EarnCEPA.com today to explore how the Certified Exit Planning Advisor Program can elevate your practice.