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 October 2024
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.
- David Alford, CEPA, Raymond James, Frisco, TX
- Leslie Apple, CEPA, Edward Jones, Asheville, NC
- Allen Archuleta Jr, CEPA, Assure Business Advisors Inc, Roseville, CA
- Laurie Barkman, CEPA, Business Transition Sherpa LLC, Pittsburgh, PA
- Stephen Beiser, CEPA, Beauchamp Maleki Group, Milwaukee, WI
- Jason Bell, CEPA, GBP Wealth Management, Cockeysville, MD
- Teague Bickford, CEPA, Edward Jones, Enid, OK
- Courtney Biederbeck, CEPA, Catalyst Integrators, Port Chester, NY
- Karla Blonsky, CEPA, Biobasix Inc., Calgary, Alberta
- Irene Bock, CEPA, Merrill Lynch, Providence, MA
- Jason Brafman, CEPA, John Hancock, Boston, MA
- Eric Brown, CEPA, Canaccord Genuity Wealth Management, Edmonton, Alberta
- Jonathan Brown, CEPA, Augmentum LLC, Dacula, GA
- Barry Bruce, CEPA, Wildcat Lane Advisors, Sykesville, MD
- Tom Buchok, CEPA, Deep Impact or Something, Manchester, VT
- Florea Buta, CEPA, Synlab West Srl; (Cod fiscal: RO16914802), Bucharest, Romania
- Paul Capodanno, CEPA, Morgan Stanley, Washington, MD
- Chelsea Cellamare, CEPA, Raymond James, St. Petersburg, FL
- Jodi Chambers, CEPA, Edward Jones, Monroeville, Alberta
- Jeffay Chang, CEPA, Capital Group, New York, NY
- Kathleen Clark, CEPA, Edward Jones, Portland, TX
- Melanie Colusci, CEPA, Bridger Financial Group, Pittsburgh, PA
- Micah Crabdree, CEPA, Elevated Wealth Management Group, Gilbert, AZ
- Lindsey Cutright, CEPA, PNC, Cleveland, OH
- George Dan, CEPA, Thrivent, Chicago, IL
- Sarah Daya, CEPA, JPMorgan Chase & Co., Chicago, IL
- Omar De La Rosa, CEPA, Raymond James, St. Petersburg, FL
- Thomas Dean, CEPA, Relentless Value, San Juan Capistrano, CA
- Jonathan DeLiso, CEPA, The FourFront Group at Equitable Advisors, Wall Township, NJ
- Jack Demouth, CEPA, Merrill Lynch, Yardley, PA
- Jennifer Drucker, CEPA, Fifth Third Bank, Naples, FL
- Michael DuBose, CEPA, PKF Texas, Houston, TX
- Hylton Early, CEPA, Merrill Lynch, Raleigh, NC
- Judy Eckholt, CEPA, Edward Jones, Ponca City, OK
- Clint Eddy, CEPA, Morgan Stanley, Seattle, WA
- Marianne Ehlers, CEPA, Oakwood Wealth Partners, Irvine, CA
- Brian Enoka, CEPA, Island Wealth Management, Honolulu, HI
- Leanne Erwin, CEPA, Transworld M&A Advisors, Ft. Lauderdale, FL
- Cassidy Estrada, CEPA, Edward Jones, Roseburg, OR
- Scott Farmer, CEPA, Heartland Financial Consulting Group of Wells Fargo Advisors, Knoxville, TN
- Stuart Fletcher, CEPA, Rainwater CPA, Bel Air, MD
- Nicholas Flocos, CEPA, Merrill Lynch, Washington D.C.
- Shelden Flowers, CEPA, Edward Jones, Mooresville, NC
- Jackson Frandsen, CEPA, Thriving Business Coaching LLC, Ogden, UT
- Heath Fulton, CEPA, Edward Jones, Cape Girardeau, MO
- Adam Gafken, CEPA, Edward Jones, Lakeway, TX
- Timothy Gantt, CEPA, Edward Jones, Greer, SC
- Jennifer Giemza, CEPA, Wealthspire Advisors, Madison, WI
- Garth Gipson, CEPA, Gateway Financial Planning Group, Visalia, CA
- Milton Hamer, CEPA, Align Wealth Partners, Baton Rouge, LA
- James Hardin, CEPA, Discovery Partners Investment Center, Union City, TN
- Preston Hart, CEPA, SHC Financial, Lake Oswego, OR
- Malia Haskins, CEPA, Nepsis Inc., Minneapolis, MN
- Oscar Hernandez, CEPA, Wells Fargo, New Orleans, LA
- Chance Hiskey, CEPA, Edward Jones, South Jordan, UT
- Trenton Hollas, CEPA, Merrill Lynch, Houston, TX
- Jacob Hovendick, CEPA, Raymond James, Ogallala, NE
- Brendan Hurley, CEPA, Raymond James, Boston, MA
- Chris Jenkins, CEPA, Capital Group, Franklin, TN
- Jon Johannesson, CEPA, Edward Jones, Thunder Bay, Ontario
- Gary Jones, CEPA, Exit Factor Houston NW, Houston, TX
- Reed Kennedy, CEPA, UBS Financial Services, Inc., Boston, MA
- Vadim Klochko, CEPA, Edward Jones Investments, Winter Springs, FL
- Scott Kregel, CEPA, Kregel & Company CPA, Philadelphia, PA
- Adam Kurchner, CEPA, Sage Consulting and Wealth Preservation, Boulder, CO
- David Kuzma, CEPA, Aquilo Private Wealth, Bowie, MD
- Victoria Lieb, CEPA, UBS Financial Services, Inc., New York, NY
- David Liegakos, CEPA, Intrepid Financial Services, Ronan, MT
- Andrea Lopez-Schlapia, CEPA, Ironstone, Destin, NH
- Douglas Lutkus, CEPA, Lutkus, Lincoln, CA
- Jim Lyons, CEPA, Edward Jones, Erie, PA
- Kevin Mack, CEPA, Edward Jones, Berkeley Heights, NJ
- Jennifer Madsen, CEPA, Jenn Neal Madsen, St. George, UT
- Lindsay Maglione, CEPA, Edward Jones, Rifle, CO
- Patrick Malone, CEPA, Edward Jones, Paducah, KY
- Evan Marshall, CEPA, Tax SMART, LLC, Omaha, NE
- Julie Martinez, CEPA, Edward Jones, Erie, CO
- Vincenzo McCaffrey, CEPA, Edward Jones, Peachtree City, GA
- Michael McCracken, CEPA, Edward Jones, Marietta, GA
- Neil McKeon, CEPA, Merrill Lynch, Yardley, PA
- Mack McLaughlin, CEPA, White Oak Strategic Advisors, Maitland, FL
- Fraser McLean, CEPA, Wealth Enhancement Group, Boston, MA
- Peter McMahon, CEPA, Osaic, San Diego, CA
- Patrick McMillan, CEPA, Ampleo, Salt Lake City, UT
- Aaron McNeal, CEPA, Edward Jones, Prosper, TX
- Melvin McNeal, CEPA, Edward Jones, Wylie, TX
- Steve Medford, CEPA, Edward Jones, Jerseyville, IL
- Anthony Melchiorre, CEPA, MelCap Partners, Wadsworth, OH
- Louis Melone, CEPA, Melone Private Wealth, Auburn Hills, MI
- Connor Merrigan, CEPA, Summit Financial Group, LLC., San Ramon, CA
- Isaiah Merriman, CEPA, Edward Jones, Bloomington, IN
- Joy Milan, CEPA, Merrill Lynch, El Segundo, CA
- Seth Miller, CEPA, Edward Jones, Charlotte, NC
- Alexandar Milovanovich, CEPA, Wells Fargo, Sacramento, CA
- Timothy Mogan, CEPA, UBS Financial Services, Inc., Rockland, MA
- Patrick Moore, CEPA, Ironclad Wealth Management, Brookhaven, GA
- Carol Mulloy, CEPA, Carol Mulloy CPA, Scottsdale, AZ
- Jozef Ogrodny, CEPA, Focal Point Business Coaching Chicagoland, Downers Grove, IL
- Adam Ohlmeyer, CEPA, Benchmark Advisory, Baton Rouge, LA
- Thomas Okomo, CEPA, Merrill Lynch, Wellesley, MA
- Mark Opp, CEPA, Edward Jones, Sioux Falls, SD
- David Parsons, CEPA, Juvo Company, Shelbyville, KY
- Anthony Perez, CEPA, Ameriprise Financial, Los Angeles, CA
- Peter Phung, CEPA, Edward Jones, Seattle, WA
- David Plant, CEPA, Succession Plus, Sydney, Australia
- Rick Poole, CEPA, Edward Jones, South Elgin, IL
- Rados Popovic, CEPA, Desjardins, Toronto, Ontario
- Jackson Pullen, CEPA, Edward Jones, Brandon, MS
- Paolo Quiroga, CEPA, Maven Group Investment Strategies, Irvine, CA
- Nicholas Ravden, CEPA, Evoke Advisors, Los Angeles, CA
- Peter Roland, CEPA, Canon Capital W.M. LLC, Harleysville, PA
- Raymond Rondy, CEPA, Morgan Stanley, Ann Arbor, MI
- Adam Salach, CEPA, John Hancock, Roswell, GA
- Matthew Salmon, CEPA, PNC, Cleveland, OH
- Bradley Saribekian, CEPA, Focal Point Business Coaching, Lowell, IN
- Steven Sawyer, CEPA, Raymond James, Chicago, IL
- Steven Scalici, CEPA, UBS Financial Services, Inc., Palm Beach Gardens, FL
- Tom Schiller, CEPA, Wealth Dimensions, Cincinnati, OH
- Michael Schmid, CEPA, The RHG Group, Northport, NY
- Jon-Erik Schoellhorn, CEPA, Edward Jones, Dallas, TX
- Ruth Sears, CEPA, Edward Jones, Atlantic, IA
- Isaac Sham, CEPA, John Hancock, Boston, MA
- Joseph Shemasek, CEPA, Consumers National Bank, Minerva, OH
- Michael Sheppard, CEPA, Edward Jones, Richfield, OH
- Cody Short, CEPA, Brady Ware & Schoenfeld, Inc., Richmond, IN
- Adam Sides, CEPA, 29 Sides INC, Conover, NC
- Katie Solvesky, CEPA, Merrill Lynch, Chagrin Falls, OH
- Janet Southern, CEPA, Ferguson Alliance LLC, Houston, TX
- Daniel Spalding, CEPA, Focus Wealth Strategies, LLC, Brandon, FL
- William Stephens, CEPA, Merrill Lynch, Raleigh, NC
- Taylor Stevens, CEPA, Merrill Lynch, Columbia, NC
- Ron Stiles, CEPA, RKL Private Wealth, Wyomissing, PA
- Ursula Strong, CEPA, Ursula Strong, Greensboro, NC
- Simi Struve, CEPA, Morgan Stanley, Newport Beach, CA
- Maylan Studart-Anders, CEPA, Merrill Lynch, Garden City, NY
- Ryan Swenson, CEPA, Cary Stamp & Co, Tequesta, FL
- Chris Tabb, CEPA, RightExit, Nashua, VA
- Gregory Tanzer, CEPA, Morgan Stanley, Middleton, MA
- Mark Thannisch, CEPA, Thannisch Wealth Management, Austin, TX
- Georg Theron, CEPA, Commensality Ventures, Calabasas, CA
- John Timoni, CEPA, Republic Capital Group, New York, NY
- Alan Titus, CEPA, The Glenview Trust Company, Louisville, VA
- James Trimble, CEPA, Homrich Berg, Atlanta, GA
- Elijah Valtierra, CEPA, Valtierra Investment Group, Frisco, TX
- Patrick Verdon, CEPA, John Hancock, Grand Rapids, MI
- Ashley Walters, CEPA, EOS Worldwide, Fishers, IN
- John Warneke, CEPA, Huntington Private Bank, Minnetonka, MN
- Ian Weiner, CEPA, Bespoke Wealth Solutions, Bentonville, AR
- Jennie Wells, CEPA, Thrivent, Asheville, NC
- Theodore Williamson, CEPA, Edward Jones, Henderson, IN
- Joel Williamson, CEPA, Edward Jones, Greensboro, NC
- Ryan Wilson, CEPA, Janney, Moosic, PA
- Christy Yager, CEPA, Edward Jones, Blue Springs, MO
- Alex Zegers, CEPA, Edward Jones, Mississauga, Ontario
- Peter Zeuli, CEPA, PIP, Voorhees, NJ
- Justin Zoromski, CEPA, Integrated Wealth Partners, Eau Claire, WI
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 October 2024 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."