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 April 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.
- Daniel Adams, CEPA, Latitude Wealth Management, Kennewick, WA
- Gabriel Aguilar, CEPA, Edward Jones, Cypress, TX
- Dana Albright, CEPA, Morgan Stanley, Boulder, CO
- Alexis Allen, CEPA, UBS, New York City, NY
- Kent Anders, CEPA, Pinnacle Financial Partners, Durham, NC
- John Andrea, CEPA, Thrivent, Portland, OR
- Melanie Asher, CEPA, Omicle, Olympia, WA
- Janet Attard, CEPA, Pacific Advisors, Lakeport, CA
- Jeffery Atwell, CEPA, Atwell Private Wealth Management, Burleson, TX
- Vlad Bahrencu, CEPA, Edward Jones, Austin, TX
- John Bartlett, CEPA, Brentwood Growth, Hingham, MA
- James Bates, CEPA, Edward Jones, Mystic, CT
- David Bennett, CEPA, David M King and Associates, Lawrence, KS
- Brandon Bergstrom, CEPA, Merrill Lynch, Beverly, MA
- Kevin Bozung, CEPA, Break Free Business Coaching, Traverse City, MI
- Scott Broman, CEPA, Scott Broman, Plymouth, MN
- Jordan Brown, CEPA, Wealth Enhancement, Milwaukee, WI
- James Buzgo, CEPA, Ameriprise, Boston, MA
- Ryan Callahan, CEPA, Stanchion Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC, Bedford, NH
- Ana Camacho, CEPA, Edward Jones, Plantation, FL
- Bryan Cambra, CEPA, Edward Jones, Pawleys Island, SC
- Kevin Casey, CEPA, Peapack Private Bank and Trust, Bedminster, NJ
- Kathleen Cassidy, CEPA, Barnum Financial Group, Shelton, CT
- Blake Cather, CEPA, Edward Jones Investments, Baytown, TX
- Amit Chandra, CEPA, Merrill Private Wealth, Boston, MA
- Yuyen Chang, CEPA, Kayne Anderson Rudnick, Century City, CA
- Mark Cheeley, CEPA, Synergy Wealth Management, Minnetonka, MN
- Pamela Coquet, CEPA, IG Wealth, Calgary, AB
- Ryan Cox, CEPA, Edward Jones, Westminster, CO
- Brenden Coyne, CEPA, Edward Jones, Metairie, LA
- Davis Craw, CEPA, Raymond James, Boston, MA
- Brian Croutier, CEPA, Merrill Lynch, Great Neck, NY
- Michael Cummings, CEPA, Cummings Wealth Management, Stuart, FL
- Chris Cunniff, CEPA, Merrill Lynch, Washington, MD
- Ignatius D'Anna, CEPA, Mercer Advisors, Newport Beach, CA
- Hawes Dickerson, CEPA, Edward Jones, Bay City, TX
- Brad Dieckhaus, CEPA, Merrill Lynch, Chesterfield, MO
- Jason Duhon, CEPA, Edward Jones, Maurice, LA
- Grant Dunatchik, CEPA, CG Financial Services, Williamston, MI
- Bryan Dunphy, CEPA, Edward Jones, Bristol, RI
- Ray Edward-Paul, CEPA, Longam Consultancy, Auckland, AKL
- Sarah Edwards, CEPA, Edward Jones, Salisbury, MD
- Ryan Engle, CEPA, LPL Financial, Dickinson, ND
- Jeffrey Evenson, CEPA, Thayer Gate Project, Saint Louis, MO
- Matt Fallaw, CEPA, Pinnacle, Charlotte, NC
- Susan Faykus, CEPA, Faykus Financial, LLC, Austin, TX
- Michelle Felendes, CEPA, Equitable, Irvine, CA
- Edoardo Fusco Femiano, CEPA, DLD Capital SCF Srl, Roma, RM
- Ian Galbraith, CEPA, Lennox Partners, Dallas, TX
- William Gammon, CEPA, Gammon and Associates.net, Towson, MD
- Ismael Garcia, CEPA, Parker Advisors, Homedale, ID
- Steve Gatlin, CEPA, UBS, Chattanooga, TN
- Jack Gelnak, CEPA, Premier Wealth Advisors, Inc., Woodland Hills, CA
- Lily Gilbertson, CEPA, UBS Financial Services, Inc., Chicago, IL
- Bobby Giles, CEPA, Edward Jones, Greenley, CO
- Janise Graham, CEPA, Leaving In Style, Corona, CA
- Zach Graves, CEPA, Edward Jones, St Louis, TX
- Matthew Gruber, CEPA, COtingency, Miami, FL
- Douglas Halliday, CEPA, Fifth Third Private Bank, Fort Lauderdale, FL
- William Hearne, CEPA, Signature Wealth Strategies, Greenville, SC
- Mario Hernandez, CEPA, Hernandez Sales, Rio Rancho, NM
- Jon Hicks, CEPA, J. Hagan Capital Inc., Louisville, KY
- Tim Hinton, CEPA, Thrivent, Mebane, NC
- Joshua Householder, CEPA, Braided Cord Consultancy, Martinsburg, WV
- Russell Janis, CEPA, Edward Jones, Albuquerque, NM
- Stephen Jones, CEPA, Succession Plus, Melbourne, VI
- Marguerite Keegan, CEPA, Dunham & Associates, San Diego, IL
- Steve Kelley, CEPA, Choreo, Madison, WI
- Devon Killian, CEPA, Pinnacle Financial Partners, Charlotte, NC
- Sarah Kiminski, CEPA, Barrington Wealth Management, Fernandina Beach, FL
- Jeffrey Kinberg, CEPA, John Hancock Investment Management, Portland, OR
- Fletcher King, CEPA, Morgan Stanley, Greenville, DE
- Patrick Klacka, CEPA, Lucia Capital Group, San Diego, CA
- Ben Klundt, CEPA, Ten Capital Wealth Advisors, Spokane, WA
- Austin Koltonowski, CEPA, Miller Johnson, Grand Rapids, MI
- Laurie Laucks, CEPA, Edward Jones, Mocksville, NC
- Evan Le Clus, CEPA, Dare To Scale, Ras al-Khaimah
- William Liles, CEPA, Baird, Nashville, TN
- Tyler Link, CEPA, Northwestern Mutual, Milwaukee, WI
- David Lucas, CEPA, Fifth Third Bank, Birmingham, MI
- Blair Lukan, CEPA, Edward Jones, Saskatoon, Saskatchewan
- Sebastien Lundby-Thomas, CEPA, Merrill Lynch, Philadelphia, PA
- Mary Mac Nee, CEPA, Morgan Stanley, Beverly Hills, CA
- Sergio Mariaca, CEPA, Mariaca Wealth Management, Wellington, FL
- Taylor Marino, CEPA, RBC Wealth Management, Hunt Valley, MD
- Jaime Mariscal, CEPA, Merrill Lynch, Ponte Vedra Beach, FL
- William McDonough, CEPA, N/A, Dayton, OH
- Jeremy Miller, CEPA, Buckingham Strategic Partners, Sacramento, CA
- Andrew Mirolli, CEPA, BuyAUM LLC, Atlanta, GA
- Dave Moody, CEPA, Highland, UT
- My Moore, CEPA, Edward Jones, Dublin, CA
- Sterling Moore, CEPA, CIBC, San Francisco, CA
- Adam Newman, CEPA, Burney Wealth Management, Reston, SC
- Paula Noble, CEPA, CNL, Orlando, FL
- Josh Obregon, CEPA, ITM Twentyfirst, Omaha, NE
- Benjamin Offit, CEPA, Offit Advisors, Columbia, MD
- Troy Owens, CEPA, AlphaCore Wealth Advisory, La Jolla, CA
- James Packard, CEPA, Edward Jones, Ogden, UT
- To Pak, CEPA, Morgan Stanley, Boulder, CO
- Jake Perron, CEPA, Edward Jones, Eagan, MT
- Kamar Plunkett, CEPA, Edward Jones, New York, NY
- April Pollard, CEPA, Edward Jones, Little Rock, AR
- Thomas Pontius, CEPA, Kayne Andersen Rudnick, Los Angeles, CA
- Alec Prinze, CEPA, Prinze Foundational Planning, Gold River, CA
- Joe Prokop, CEPA, Edward Jones, Birmingham, AL
- Eric Putnam, CEPA, Small Biz GPS, Mississauga, ON
- Thomas Quilter, CEPA, Tip Quilter & Associates LLC, Troy, MI
- Aniruddha Rao, CEPA, Expedition Financial Services, Overland Park, KS
- Richard Raybin, CEPA, Wealth Enhancement Advisory Services, Redwood Shores, CA
- Mark Reinert, CEPA, Reinert Wealth Management, Topeka, KS
- Bob Reininger, CEPA, Bend Wealth Advisors, Bend, OR
- Tarrell Ries, CEPA, Edward Jones, Kingwood, WV
- Thomas Rohrlack, CEPA, Axiom Strategic Consulting, Lakewood Ranch, FL
- Duane Rollins, CEPA, First Financial Group, Bethesda, DC
- Ashley Rosser, CEPA, Edward Jones, Orlando, FL
- Kristan Rowland, CEPA, Kristan Rowland, Chicago, IN
- Reza Sadeghi, CEPA, BuyAUM, Cumming, CA
- Logan Sammons, CEPA, Morgan Stanley, San Antonio, TX
- Jason Sarratea, CEPA, Morgan Stanley, Hunt Valley, MD
- Patrick Seiler, CEPA, Raymond James, Furlong, PA
- Stephen Smith, CEPA, UBS, Chicago, IL
- Bradley Sonoda, CEPA, Edward Jones, Sun Lakes, AZ
- Robert Sorge, CEPA, ClearView Investment Partners, Florham Park, NJ
- Benjamin Spence, CEPA, Principal Financial Group, West Des Moines, IA
- David Spinks, CEPA, First Citizens Bank, Alpharetta, GA
- Robert Stadler, CEPA, Northern Trust, Sarasota, FL
- Margaret Stephenson, CEPA, Benjamin F. Edwards & Co., Saint Louis, MI
- Marshall Stevenson, CEPA, Comerica, Houston, TX
- Andrew Sullivan, CEPA, John Hancock, Boston, MA
- J L Sumpter, CEPA, Edward Jones, Cheboygan, MI
- Tyler Swanson, CEPA, Bell Investments, Bloomington, MT
- Colman Swisher, CEPA, Boldr Futures, St. Louis, MO
- L Harrison 'Hal' Thayer, CEPA, Florida SBDC at UCF, Orlando, FL
- Christian Verardi, CEPA, Edward Jones, Marquette, MI
- William Wahl, CEPA, Merrill Lynch, Chesterfield, MO
- Samuel Waltman, CEPA, Kayne Anderson Rudnick, Salt Lake City, UT
- Glen Watmough, CEPA, Eau Claire Partners Inc., Medicine Hat, AB
- Blaire Webster, CEPA, Edward Jones, Grande Prairie, AB
- Allison Werden, CEPA, MAI Capital Management, Independence, OH
- Brian Wheeler, CEPA, SmartPro Financial, Daleville, VA
- Lonnie Whitehead, CEPA, Comerica Wealth Management, Dallas, TX
- Foster Wilcox, CEPA, Cimarron Financial Group, Oklahoma City, OK
- Bentley Wilder, CEPA, Merrill Lynch, Birmingham, AL
- Clinton Williams, CEPA, Morgan Stanley, St. Louis, MO
- Jonathan Williams, CEPA, Edward Jones, Clarion, PA
- Chris Wilson, CEPA, Principal Asset Management, Stamford, CT
- Susan Winchester, CEPA, Mascoma Wealth Management, Hanover, NH
- Libbey Winderl, CEPA, Edward Jones, Great Falls, MN
- Patrick Winderl, CEPA, Edward Jones, Great Falls, MN
- Randall Woolley, CEPA, Shining Sea Private Wealth, Delray Beach, FL
- Kevin Worsh, CEPA, BNY Mellon Wealth Management, Wilmington, DE
- Steven Wright, CEPA, OneDigital Wealth Management, Bend, OR
- Ronald Wylie, CEPA, Crews & Associates, Clarksville, AR
- Christopher Wysong, CEPA, Ameriprise Financial, Dayton, OH
- John Xepoleas, CEPA, Xepco Business Brokers, Palm Desert, CA
- Alexander Yee, CEPA, Principal Asset Management, Stamford, CT
- Annie Yoder, CEPA, Rea & Associates, Inc., New Philadelphia, OH
- Christine Zahm, CEPA, ChoiceOne Bank, Sparta, MI
- Brian Zapf, CEPA, Flight Financial, Wesley Chapel, 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 April 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.