157 CEPAs Join the EPI Network in September 2024

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 September 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.

• Matthew Albers, CEPA, DRS Wealth Management, Easton, MD
• Alexander Aldrich, CEPA, Thrivent, Fargo, ND
• Laura Ames, CEPA, Baird, Milwaukee, WI
• Darrell Amy, CEPA, Value Creation Engines, Conway, AR
• Dawn Baker, CEPA, Baker Wealth Management, Charlotte, NC
• Jason Baker, CEPA, Baker Wealth Management, Charlotte, NC
• Troy Barnett, CEPA, Mercedes Medical, Bradenton, FL
• Cheryl L Batdorf, CEPA, Edward Jones, Lebanon, PA
• Justin Baxter, CEPA, Baxter & Associates, Inc., Wichita, KS
• Robert Bayer, CEPA, Stonebrooke Wealth Management Inc., Lakeville, MN
• Amanda Beeler, CEPA, Washington Avenue Advisors, Lansing, MI
• Christina Bender, CEPA, Christy, Frisco, CO
• John Best, CEPA, Janney, Goldsboro, NC
• Joanna Bever, CEPA, Raymond James, Valrico, FL
• William Biddle, CEPA, Edward Jones, Reno, NV
• Nick Boudewyns, CEPA, Wells Fargo, Bloomington, MN
• Amber Bowden, CEPA, Merrill Lynch, Miami, FL
• Andrew Boyd, CEPA, Edward Jones, Northville, MI
• Dawn Brady, CEPA, Essential Bookkeeping Solutions LLC, Orange Park, FL
• Richard Briscoe, CEPA, Bank of America Private Bank, Kansas City, KS
• Tammy Buss, CEPA, BlueRoots Inc, London, Ontario
• Joshua Campbell, CEPA, Merrill Lynch, Towson, MD
• Yvan Cao, CEPA, YHC Wealth Management Group, Newport Beach, CA
• Alex Carter, CEPA, Assante Capital Management Ltd., Collingwood, Ontario
• Robert Castellini, CEPA, Wells Fargo, Cincinnati, OH
• Shelbi Chapa, CEPA, Edward Jones, Fulshear, TX
• Corey Clayton, CEPA, Edward Jones, Enid, OK
• Marc Cooper, CEPA, Raymond James, Central Point, OR
• Charles Cox, CEPA, Edward Jones, Lago Vista, TX
• Nicolas Cunha, CEPA, Edward Jones, Plaistow, NH
• Grant d'Adesky, CEPA, Raymond James, Boca Raton, FL
• Morgan Daines, CEPA, Merrill Lynch, Salt Lake City, UT
• David Danic, CEPA, Anders CPA & Advisors, Angola, IN
• Michael DeJong, CEPA, Invesco, Dallas/Fort Worth, TX
• Peter deMartino, CEPA, Wealth Enhancement Group, Los Angeles, CA
• Christina Dove, CEPA, Edward Jones, Valrico, FL
• Nate Duchein, CEPA, Edward Jones, Surprise, AZ
• Terry Dworaczyk, CEPA, Ameriprise Financial, Santa Maria, CA
• David Edwards, CEPA, J.P. Morgan Wealth Management, Plano, TX
• David Elder, CEPA, Merit Financial Advisors, Alpharetta, GA
• Sierra Elrod, CEPA, Global Wealth Advisors, Houston, TX
• Steve Essex, CEPA, NBT Bancorp Inc, West Hartford, CT
• Ricky Estes, CEPA, Edward Jones, Burleson, TX
• Benjamin Evans, CEPA, Edward Jones, Fayetteville, AR
• Kelley Foust, CEPA, Edward Jones, Joplin, MO
• Michael Gergen, CEPA, RBC, St Louis Park, MN
• Matthew Gibson, CEPA, Merrill Lynch, Ann Arbor, MI
• Susan Godbee, CEPA, Pinnacle Financial Partners, Atlanta, GA
• Lauren Groda, CEPA, Delighted Coaching, Boonville, TX
• Greg Hall, CEPA, Edward Jones, Lakewood, CO
• Christopher Hall, CEPA, Pontem Financial, San Antonio, TX
• Brandon Harris, CEPA, Edward Jones, Livonia, MI
• Cameron Harris, CEPA, Edward Jones, St. Louis, MO
• Adam Hautly, CEPA, Thrivent, St. Louis, MO
• Trent Heckman, CEPA, Terra Wealth, Harrisburg, PA
• Abby Holmes, CEPA, Cresset, Reston, MD
• Jeffrey Hostenske, CEPA, Merrill Lynch, Phoenix, AZ
• Ryan Howe, CEPA, Pinnacle Business Guides, Custer, MI
• Christopher Hunter, CEPA, Merrill Lynch, Ponte Vedra Beach, FL
• Jefferson Jameson, CEPA, Edward Jones, Wichita Falls, TX
• Manuel Jimenez IV, CEPA, Pinnacle Financial Partners, Mt. Pleasant, SC
• Martina Jimenez Sperry, CEPA, Centurio Wealth, LLC, Atlanta, GA
• Christopher Kaiser, CEPA, Edward Jones, Herndon, VA
• Deni Kelly, CEPA, MassMutual, Lisle, IL
• Daryl Kersting, CEPA, 1834, a division of Old National Bank, Clayton, MO
• Travis Kessock, CEPA, Edward Jones, North Dartmouth, MA
• Chad Kozoyed, CEPA, TowneBank, Williamsburg, VA
• Mitchell Kraus, CEPA, Capital Intelligence Associates, Santa Monica, CA
• Casey Kupper, CEPA, Raymond James, Irving, TX
• Charity LaFrance, CEPA, Vesta, Madison, WI
• Nolan Lasiter, CEPA, Edward Jones, Shawnee, KS
• Bradley Lawing, CEPA, Prevail Innovative Wealth Solutions, Leawood, KS
• Francis Lemieux, CEPA, John Hancock, Boston, MA
• James LeRoy, CEPA, Edward Jones, Bremerton, WA
• Joshua Leu, CEPA, Merrill Lynch, Pasadena, CA
• Zack Levin, CEPA, Morgan Stanley, Phoenix, AZ
• Debra Liggett Dixon, CEPA, DGPerry CPA + Advisors, Canfield, OH
• Anthony Lizzi, CEPA, Edward Jones, East Greenwich, RI
• Cristopher Llopiz Osorio, CEPA, Merrill Lynch, Providence, RI
• Dave Lokos, CEPA, SnailWorks, Damascus, MD
• Dennis Mahler, CEPA, Edward Jones, Shelbyville, IN
• Philip Mascia, CEPA, Aligned Strategies, Glendale, NY
• Joshua McBride, CEPA, May & Company, LLP, Vicksburg, MS
• Michael McCranie, CEPA, Gratiun Wealth Planning, Jacksonville, FL
• Jathan McGlade, CEPA, Edward Jones, Glenwood Springs, CO
• Patrick McIntyre, CEPA, Choice Wealth, Fargo, ND
• Brian McKay, CEPA, BPM Companies, Gilbert, AZ
• Bryan McNamara, CEPA, Morgan Stanley, Ann Arbor, MI
• John Meinert, CEPA, Meinert Wealth Management LLC, Long Beach, CA
• Catherine Meyer, CEPA, Unboxed Advisors LLC, Fort Wayne, IN
• Andrea Michaels, CEPA, Edward Jones, Bellevue, AZ
• Ryan Miller, CEPA, Edward Jones, Scottsdale, AZ
• Elizabeth Miller, CEPA, Virginia Asset Management, Glen Allen, VA
• Seth Minter, CEPA, Edward Jones, Macomb, IL
• Matthew Mintz, CEPA, Edward Jones, Buda, TX
• Richard Kemp Mobley, CEPA, EverQuest Consulting, Miami, FL
• Mike Morris, CEPA, John Hancock, Boston, TX
• Kurt Murphy, CEPA, Focused Business Systems, Clarkston, MI
• Pamela Nelson, CEPA, Edward Jones, Jacksonville, FL
• Quang Nguyen, CEPA, Edward Jones, Saco, ME
• Keith Nix, CEPA, Edward Jones, Houston, TX
• Melanie Ochs, CEPA, Edward Jones, Fredericksburg, VA
• Tanner Orndorff, CEPA, Raymond James, Veradale, WA
• Tim Owen, CEPA, Edward Jones, Eau Claire, WI
• Christopher Parker, CEPA, Virginia Asset Management, Midlothian, VA
• Johnathon Peacock, CEPA, Wealth Intelligence, Zebulon, GA
• Calvin Pearson, CEPA, 6 Meridian, Wichita, KS
• Jeanette Perez, CEPA, Forum Wealth Strategies, Duluth, GA
• Josh Peterson, CEPA, Edward Jones, Whitewater, WI
• Oana Petrescu, CEPA, Lister Studio SRL, Haddonfield, NJ
• Finn Price, CEPA, Railroad Investment Group, Opelika, AL
• JoAnne Reynolds, CEPA, Harrison Financial Services, Camas, WA
• Chad Reynolds, CEPA, Northwestern Mutual-Truss Wealth Advisors, Indianapolis, IN
• Walker Reynolds, CEPA, Walker Reynolds, New Orleans, LA
• Shawn Richards, CEPA, Blue Sky Business Consulting, Eagle Mountain, UT
• Frank Riolo, CEPA, LPL Financial LLC, New City, NY
• Matthew Robins, CEPA, ClearTrust Wealth Advisors, Franklin, TN
• Nichole Rucker, CEPA, Edward Jones, Ozark, MO
• Ryan Rupert, CEPA, Morgan Stanley, Punta Gorda, FL
• Randy Ryan, CEPA, Chevy Chase Trust, Bethesda, VA
• Kristen Schroeder, CEPA, Self-Employed, Maple Grove, MN
• Salenna Settanni, CEPA, MassMutual, Springfield, CT
• Abigale Shields, CEPA, Baystate Financial, Boston, MA
• Nathan Smith, CEPA, Edward Jones, Sugar Land, TX
• Christopher Smith, CEPA, Thrivent, Cedar Springs, MI
• Taylor Steele, CEPA, Cadent Capital, LLC, Irving, TX
• Arzie Stephens, CEPA, Stetson University, Deland, FL
• Kyle Tefft, CEPA, Edward Jones, Enid, OK
• Amanda Thomas, CEPA, Amanda Thomas, Tempe, AZ
• Benjamin Thomas, CEPA, Northwestern Mutual, Rapid City, SD
• Joseph Thompson, CEPA, Strategic Wealth Partners, Milwaukee, WI
• Anastasia Toomey, CEPA, Front Porch Consulting, Denver, CO
• Curtis Trainer, CEPA, Edward Jones, Kokomo, IN
• Elizabeth Triplett, CEPA, Vesta, Madison, WI
• Brandon Trout, CEPA, Edward Jones, Everett, WA
• Nicholas Troyano, CEPA, Tax Alpha Companies, Tampa, FL
• Scott Tuozzolo, CEPA, Income and Estate Planning Partners, Newark, DE
• Michael Valenti, CEPA, Carson Group, Downington, PA
• Conrad van Coller, CEPA, Merrill Lynch, Boston, MA
• Amy VanDer Sluis, CEPA, JPMorgan, Centennial, CO
• Donald Viergever, CEPA, Symphony Wealth Group, Plano, TX
• Ezekiel Waisel, CEPA, Wealth Enhancement Group, Boston, MA
• Drew Watkins, CEPA, Edward Jones, Portland, OR
• Randall Watsek, CEPA, Raymond James, Somers, NY
• William Welborn, CEPA, Edward Jones, St. Louis, MO
• Sarah Welch, CEPA, Truist Wealth, Atlanta, GA
• Theresa Wenske, CEPA, Thrivent, Columbus, NE
• Kevin White, CEPA, Edward Jones, Muskogee, OK
• Shawn Williams, CEPA, Merrill Lynch, Ladue, MO
• LaToya Williams, CEPA, 1834, a Division of Old National Bank, Evansville, IN
• Tim Wilson, CEPA, Merrill Lynch, Dallas, TX
• Ray York, CEPA, University of Wisconsin Green Bay, Sheboygan, WI
• Tatyana Zakharova, CEPA, Merrill Lynch, Greenwich, CT
• Barbara Zech, CEPA, Morgan Stanley, Palm Beach Gardens, FL
• John Zeidler, CEPA, Wall Street Financial Group, Inc., Carlinville, IL
• Mark Zichterman, CEPA, Stifel, Holland, MI
• James Zick, CEPA, SeacoastBank, Stuart, FL

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 September 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."