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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 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.
Aaron Howard, CEPA, Howard Wealth Advisors, Phoenix, AZ
Abigail Allsup, CEPA, UBS Financial Services, Spokane, WA
Adam Dellos, CEPA, Being In Action Coaching, LLC., Maricopa, AZ
Adam Robertson, CEPA, Edward Jones, Schererville, IN
Adam Whitesell, CEPA, Inspired Capital, Raleigh, NC
Li Chang, CEPA, 7Summit Advisors, LLC., Los Angeles, CA
Loren Armenti, CEPA, Your Maverick Move, Glenn Mills, PA
Lukas Duffy, CEPA, Hightower Advisors, Valparaiso, IN
Marie Chryss Karimpanal, CEPA, Marie Karimpanal CPA PA, West Palm Beach, FL
Mario Veršić, CEPA, Finvers D.O.O, Rijeka, Croatia
Mark Yu Cai, CEPA, Edward Jones, Markham, ON
Matt Cobb, CEPA, Shipwatch Advisors, Mount Pleasant, SC
Matthew Turner, CEPA, Raymond James, St. Johns, FL
Matthew Condon, CEPA, Condon & Company Wealth Advisors, Burlington, MA
Matthew Wasp, CEPA, JP Morgan, New York, NY
Matthew Cox, CEPA, Nautical Advisory Services, Raleigh, NC
Matthew Kulakow, CEPA, Annex Wealth Management, Brookfield, WI
Meghna Panjabi, CEPA, Meghna P, San Clemente, CA
Melissa Loest, CEPA, Edward Jones, Guthrie Center, IA
Melissa Kaelin, CEPA, Edward Jones, St. Louis, MO
Michael Pereira, CEPA, Pacer Consulting, LLC, Miami, FL
Michael Sluhan, CEPA, Genex Consulting, Kirkwood, MO
Michael Holt, CEPA, Beacon Trust, Morristown, NJ
Michelle Loren, CEPA, Loren CFO, Swarthmore, PA
Mike Barratt, CEPA, Choreo Advisors, Des Moines, IA
Mike Holdford, CEPA, Edward Jones, Hubbard, OH
Niralee Patel, CEPA, Osterbur Patel Wealth Management of Raymond James, Champaign, IL
Patrick Mottley, CEPA, Ameriprise Financial, Chicago, IL
Patrick Martin, CEPA, Morgan Stanley, Bloomfield Hills, MI
Paul Raven, CEPA, Edward Jones, Clearwater, FL
Paul Cronin, CEPA, Cornerstone3, Woodbury, MN
Rachel Bubb, CEPA, KWB Wealth, Redlands, CA
Rebekah Faasau, CEPA, Faasau Wealth Management of Raymond James, Eagle, ID
Reena O'Hara, CEPA, LegalWise Business Brokers, Pismo Beach, CA
Richard Morrow, CEPA, RBC Wealth Management, Westport, CT
Richard Sandman, CEPA, Edward Jones, Louisville, KY
Richard Miller, CEPA, Affinity Capital L.P., San Antonio, TX
Richard Keith Belote Jr., CEPA, Rowland & Carter PLLC, Memphis, TN
Robert Warren, CEPA, Twickenham Advisors, Huntsville, AL
Robert Whibbs, CEPA, Morgan Stanley, Pensacola, FL
Ruben Ramirez, CEPA, Blue & Co, Bingham Farms, MI
Ryan Snodgrass, CEPA, Edward Jones, Marshall, MN
Samuel Gore, CEPA, Edward Jones, Belle Plaine, MN
Samuel Hulen, CEPA, Raymond James, Saint Louis, MO
Sarah Dayton, CEPA, Edward Jones, St. Louis, MO
Scott Green, CEPA, Edward Jones, Geneva, IL
Sean Marlowe, CEPA, Ameriprise Financial, Orlando, FL
Sloan Klaski, CEPA, Edward Jones, New Baltimore, MI
Sophie Dalton, CEPA, Edward Jones, Arlington, WA
Stan Shields, CEPA, Alerus Financial, Phoenix, AZ
Stephen Ragan, CEPA, Ascentive, Strongsville, OH
Steven Walker, CEPA, Edward Jones, Flint, MI
Sue Ellen Burch, CEPA, Discovery Point Wealth Advisors, Houston, TX
Suzanne Taylor, CEPA, Composition Wealth, Sausalito, CA
Tamra Shadlow, CEPA, Edward Jones, Story City, IA
Tanner Helsel, CEPA, Raymond James, St. Petersburg, FL
Terry Parham, CEPA, Innovative Wealth Building, Houston, TX
Thomas Burchhardt, CEPA, Summits Way Strategies, Cary, NC
Travis Sheldrake, CEPA, Exit Factor of Seattle - Eastside, Seattle, WA
Travis Clifton, CEPA, Edward Jones, Richland, WA
Tyson Ray, CEPA, FORM Wealth Advisors, Lake Geneva, WI
Wesley Barnes, CEPA, Mariner, Oakbrook Terrace, IN
William Fleming, CEPA, Cambridge Bancorp, Manchester, NH
Yolanda McLeod Terry, CEPA, Bank of America Private Bank, Orlando, FL
Zachary Hirsekorn, CEPA, Morgan Stanley, Santa Rosa, CA
Zachary Buckland, CEPA, Edward Jones, Glandorf, OH
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 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.
