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 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.
- Martha Awad, CEPA, Wealth Enhancement Group, Denver, CO
- Amy Aadalen, CEPA, Morgan Stanley, Edina, MN
- Fahad Ahmed, CEPA, Wells Fargo, Mississauga, Ontario
- Brandon Apida, CEPA, Edward Jones, Dothan, AL
- Susan Arnett, CEPA, Choreo, LLC, Charlotte, NC
- Ajay Bahri, CEPA, Ajay Bahri - Focus CFO, Las Vegas, NV
- Jonathan Bandy, CEPA, Edward Jones, Cary, NC
- Brad Barger, CEPA, Wells Fargo, Milton, GA
- David Barton, CEPA, Bank of America, Jacksonville, FL
- Charles Beatty, CEPA, Thrivent, Lincolnton, NC
- Rupesh Bharad, CEPA, Transworld Business Advisors, RVA, Glen Allen, VA
- James Blankenship, CEPA, ACUO Business Coaching & Advising, Durham, NC
- Alexa Broida, CEPA, Wilmington Trust, Philadelphia, PA
- Kevin Bryan, CEPA, J.P. Morgan/Chase, Jupiter, FL
- Lonnie Bull, CEPA, Edward Jones, Lander, WY
- Michael Buntin, CEPA, Morgan Stanley, Boston, MA
- Cody Calabrese, CEPA, Edward Jones, Portland, OR
- Brian Calka, CEPA, Edward Jones, Venice, FL
- Annie Campbell, CEPA, Raymond James, St. Petersburg, FL
- Flavio Castillo, CEPA, Edward Jones, San Diego, CA
- Kevin Cicci, CEPA, Carson Wealth, East Walpole, MA
- Jose Collazo, CEPA, John Hancock, Overland Park, KS
- Jessica Collette, CEPA, AMDG Architects, Inc., Grand Rapids, MI
- Charles Cooper, CEPA, WhiteWater Consulting, Charlotte, NC
- Tina Corner Stolz, CEPA, LXCOUNCIL, St. Petersburg, FL
- Bart DeClark, CEPA, The Exit Syndicate, LLC, Laguna Beach, CA
- Kevin Donnelly, CEPA, Freedom Point Advisors, Long Beach, NY
- Michele Ednock, CEPA, MassMutual of Greater Philadelphia, Forest City, PA
- Kurt Elliott, CEPA, BizEx Ventures, Portage, MI
- Michael Estabrook, CEPA, Merrill Lynch, Basalt, CO
- Crissy Fiscus, CEPA, PepperPointe Partnerships, Lexington, KY
- Jeff Fish, CEPA, Edward Jones, Brookings, SD
- Jose Flores, CEPA, Edward Jones, Nokomis, FL
- Evan Follmer, CEPA, Edward Jones, Gladstone, MO
- Macord Foran, CEPA, Fratarcangeli Wealth Management, Pearland, FL
- Taylor Frame, CEPA, Costal Consulting Management Group, Smyrna, GA
- Scott Frye, CEPA, Edward Jones, Greenwood, IN
- Artis Garrett, CEPA, MassMutual, Henrico, VA
- Jonea Glaspie, CEPA, Merrill Lynch, Beverly Hills, CA
- Nicholas Gonzalez, CEPA, Granite Harbor Advisors, Houston, TX
- Mark Goode, CEPA, Edward Jones, Dallas, TX
- Bennett Gordon, CEPA, MGR Wealth Management, Stuart, FL
- Bettsee Gotwald, CEPA, BRG Consulting, LLC, Boulder, CO
- Matthew Graves, CEPA, Harrison Financial Services, Omaha, NE
- Tracy Haraksin, CEPA, Pacific Advisors, Upland, CA
- Ayaz Hasan, CEPA, Verdence Capital Advisors, Hunt Valley, MD
- Tanner Hayes, CEPA, Edward Jones, Midwest City, OK
- Victoria Hayward, CEPA, Morgan Stanley, Columbus, OH
- Glenn Hickok, CEPA, Heckmann Financial, Mt. Pleasant, SC
- Christine Higbee Schmidt, CEPA, The Lozen Group, Lighthouse Point, FL
- Robert Hoffman, CEPA, Morgan Stanley, Santa Fe NM
- Peter Hopper, CEPA, J.P. Morgan/Chase, Delray, FL
- Peter Horton, CEPA, Wells Fargo, Sugar Land, TX
- Brian Hungarter, CEPA, Girard, Conshohocken, PA
- Jon Jandro, CEPA, Valley Ridge Wealth, Edina, MN
- Benjamin Jensen, CEPA, Edward Jones, Anacortes, WA
- Grant Johnson, CEPA, Morgan Stanley, Palm Beach Gardens, FL
- Dustin Johnson, CEPA, Edward Jones, Hugonton, KS
- Kelly Jones, CEPA, Thrivent, Charlotte, NC
- Chris Kadyk, CEPA, Edward Jones, Grande Prairie, Alberta
- Namita Kathuria, CEPA, Morgan Stanley, West Friendship, MD
- Steve Kaufman, CEPA, Morgan Stanley, Fort Lauderdale, FL
- Mark Kemp, CEPA, Kemp Harvest Financial Group, Harleysville, PA
- Alexander Kendall, CEPA, Truist Wealth, Advance, NC
- Travis Klein, CEPA, John Hancock, Huntington Beach, CA
- Tyler Knowles, CEPA, Heckmann Financial, Middleton, WI
- Matthew Kobelski, CEPA, Merrill Lynch, Cambridge, MA
- George Koepp, CEPA, Edward Jones, Raytown, MO
- Philip Kong, CEPA, Discernment Financial, Roseville, CA
- Kyle Krager, CEPA, Merrill Lynch, Springfield, IL
- Amer Kuric, CEPA, Octagonal e, Bradford, CT
- Elisabeth Larson, CEPA, Edward Jones, Amherst, NH
- Tom Lawless, CEPA, Lean Training and Consulting, St. Johns, FL
- Lloyd Lee, CEPA, Edward Jones, McCordsville, IN
- Antoine Lena, CEPA, UBS Financial Services, Inc., Newport Beach, CA
- Elizabeth Lorenz, CEPA, Edward Jones, Keene, NH
- Jared Luegers, CEPA, Limestone Strategic Partners, Carmel, IN
- Ronald Lutes, CEPA, Thrivent, Maplewood, MN
- Nicholas Lyons, CEPA, Bernstein Private Wealth Management, West Palm Beach, FL
- Laurie Maddox, CEPA, Middlebrook Wealth, Barboursville, VA
- Christa Madison, CEPA, Curi RMB Capital, Schaumburg, IL
- Fady Maghak, CEPA, Janney Montgomery Scott, Miami, FL
- Janos Major, CEPA, National Philanthropic Trust, San Carlos, CA
- Lesia McKenzie, CEPA, Edward Jones, Wendell, NC
- Darrell McManus, CEPA, US Bank Private Wealth Management, Seattle, WA
- Scott Medeiros, CEPA, Helmwise, Apex, NC
- Kristy Meeler, CEPA, Avondale Wealth Advisors, Jacksonville, FL
- Timothy Meinhardt, CEPA, Atruity, LLC, Bradenton, FL
- Alden Meulenberg, CEPA, Edward Jones, Goodyear, AZ
- Jesse Mikluscak, CEPA, 2717 LLC, Chagrin Falls, OH
- Blaise W. Milanek, CEPA, Independence Square Advisors, King of Prussia, PA
- Blaise Milanek, CEPA, Independence Square Advisors, King of Prussia, PA
- Randy Mills, CEPA, First Command Financial Services, El Paso, TX
- Justin Mitchell, CEPA, Synovus, Juno Beach, FL
- Victor Monte, CEPA, Invesco, Humble, TX
- Jeffrey Moore, CEPA, Edward Jones, Lexington, KY
- Joe Moorman, CEPA, Transworld Business Advisors of Richmond, Glen Allen, VA
- Ryan Morgan, CEPA, Edward Jones, Windsor, CO
- John Morrison, CEPA, The Morrison Firm, LLC, Tyler, TX
- David Morton, CEPA, Heritage Financial, LLC, Gainesville, VA
- Eric Murphy, CEPA, Thrivent, Carver, MN
- Kitt Murphy, CEPA, Choreo, LLC, Charlotte, NC
- Jerome Myers, CEPA, The Myers Development Group, LLC, Whitsett, NC
- Kevin Neaves, CEPA, Edward Jones, Jersey City, NJ
- Hollie Nelms, CEPA, Edward Jones, Abbeville, LA
- Scott Newton, CEPA, Edward Jones, Bothell, WA
- John O'Brien, CEPA, Edward Jones, Boynton Beach, FL
- Patrick O'Doherty, CEPA, Raymond James, Wilmington, DE
- Robert O'Korn, CEPA, BenchMark Wealth Management, Bridgeville, PA
- Julina Ogilvie, CEPA, Principle Wealth Partners, Westport, CT
- Timothy Oleary, CEPA, High Speed Consulting, Palm Harbor, FL
- Gerald Padawer, CEPA, Raymond James, St. Louis, MO
- Chase Parry, CEPA, Wells Fargo, Centerville, UT
- Aphisada Pattananitsakul, CEPA, Self-Employed, Jomthong, Bangkok
- Jerry Paulison, CEPA, Edward Jones, Colorado Springs, CO
- Vince Perrotta, CEPA, Edward Jones, Lindenhurst, NY
- Andrea Petersen, CEPA, Edward Jones, Reno, NV
- Akhilesh Pillai, CEPA, Exp Commercial, Sunnyvale, CA
- David Plotkin, CEPA, John Hancock, Simi Valley, CA
- Marisa Pollard, CEPA, Morgan Stanley, East Greenwich, RI
- Donald Powell, CEPA, DAP Estate Planning, Taylor Mill, KY
- Hartland Punt, CEPA, Transwest Finance, Calgary, Alberta
- Russ Ray III, CEPA, Ameriprise Financial, Highland Village, TX
- Geoffrey Raynor, CEPA, Edward Jones, Raleigh, NC
- Bryan Repple, CEPA, Repple Wealth Group, Winter Springs, FL
- Cullen Roberts, CEPA, BlackRock, Nashville, TN
- Michael Robinson, CEPA, MEAS Consulting, Lehi, UT
- Darryl Rodgers, CEPA, UBS Financial Services, Inc., Oak Park, IL
- Kevin Rosenberg, CEPA, Merrill Lynch, Northbrook, IL
- Chad Ruehs, CEPA, John Hancock, San Diego, CA
- Theresa Ryan, CEPA, Edward Jones, Scandia, MN
- Kimble Sagrera, CEPA, Edward Jones, Abbeville, LA
- Ryan Sharpley, CEPA, The Purpose People, Lennox Head, Australia
- Sam Shaw, CEPA, Edward Jones, Waynesboro, VA
- Allan Sheahan, CEPA, Carson Wealth, Boston, MA
- Haskell Shelton, CEPA, Pinnacle, Greensboro, NC
- Patrick Simon, CEPA, Aventura Private Wealth, Aventura, FL
- Aaron Sisk, CEPA, RBC, San Francisco, CA
- Scott Smith, CEPA, Edward Jones, Frisco, TX
- Paul Solie, CEPA, NB|AZ Wealth Advisors, Mesa, AZ
- Leonard Sommer, CEPA, Hancock & Dana, Omaha, NE
- Charlie Soto, CEPA, Merrill Lynch, Myrtle Beach, SC
- Angela Spears, CEPA, Genuine Business Advisors, Watertown, MA
- Jim Stark, CEPA, Edward Jones, Kihei, TX
- Vena Sterling, CEPA, Sterling Scale Solutions, Delray Beach, FL
- Kelly Sturmthal, CEPA, DSM Law, Jupiter, FL
- Eli Taylor, CEPA, US Bank, University Place, WA
- Scot Thigpen, CEPA, The Thigpen Group, Jackson, MS
- Mark Trice, CEPA, ClearVista Financial, Waco, TX
- Amy Tucker, CEPA, Edward Jones, Chesapeake, VA
- Molly Varangkounh, CEPA, Altus CXO, Humboldt, IA
- Betty Vargas, CEPA, Pontem Financial, San Antonio, TX
- Kurt Watkins, CEPA, Northpoint Wealth Partners, Tempe, AZ
- Nicholas Welham, CEPA, C-Link Consulting, Bloomfield Hills, MI
- Carl Wenger, CEPA, Edward Jones, Sacramento, CA
- Chad Whipple, CEPA, Venture Visionary Partners, Sylvania, OH
- Johanna Wiggins, CEPA, Edward Jones, Smithfield, VA
- Clark Williams, CEPA, Edward Jones, Summerville, SC
- Jackson Williams, CEPA, Merrill Lynch, Dallas, TX
- Adam Winters, CEPA, Edward Jones, Altus, OK
- Steven Wise, CEPA, J.P. Morgan/Chase, Dayton, OH
- Zachary Wold, CEPA, Thrivent, Dallas, TX
- Josue Wong, CEPA, Merrill Lynch, St. Petersburg, FL
- Mimie Yoon Lee, CEPA, HTA, Walnut Creek, IL
- Duncan Zahringer, CEPA, Alex.Brown, Palm Beach, FL
- Steve Zito, CEPA, Invesco, Houston, TX
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 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."