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 March 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.
- Robert An, CEPA, CIBC Private Wealth, Vancouver, BC
- Shelby Anderson, CEPA, Clark Capital Management Group, New Philadelphia, OH
- Drew Backer, CEPA, Edward Jones, Hiawassee, GA
- Martin Baker, CEPA, Commonwealth Financial Network, Waltham, MA
- Bradly Baxter, CEPA, Wealth Enhancement Group, Houston, TX
- Thomas Beames, CEPA, PNC Private Bank, Tampa, FL
- Collin Beardslee, CEPA, Morgan Stanley, Riverhead, NY
- Jessica Bell, CEPA, Baird, Winston-Salem, NC
- Joseph Bianchi, CEPA, Flower City Advisory, Rochester, NY
- Monica Bieniewski, CEPA, Guggenheim Investments, Atlanta, GA
- Kevin Birch, CEPA, Edward Jones, Mississauga, ON
- Forrest Blake, CEPA, Apex Boardroom, Las Vegas, NV
- Jonathan Blakelock, CEPA, Blakelock Financial Group, Kingwood, TX
- Colin Boddicker, CEPA, Morgan Stanley, Dallas, TX
- Andrew Boerma, CEPA, Huntington National Bank, Columbus, MI
- Bradley Borgen, CEPA, Edward Jones, Greenville, WI
- Jennifer Boubel, CEPA, MMCM, Las Vegas, TX
- William Bressler, CEPA, William Bressler, Fort Lee, FL
- Bryan Brinks, CEPA, Optimum Wealth Group, LLC, Hermitage, TN
- Caroline Denise Brodersen, CEPA, UBS Financial Services, Inc., San Jose, CA
- Christy Brown, CEPA, Morgan Stanley, Lexington, KY
- Alaina Butler, CEPA, Raymond James, St. Petersburg, FL
- Wesley Carpenter, CEPA, Merrill Lynch, Fairhope, AL
- Scott Chamberlayne, CEPA, Wells Fargo Advisors, Ponte Vedra Beach, FL
- David Chapin, CEPA, Morgan Stanley, Boston, MA
- David Chubak, CEPA, Edward Jones, New York, NJ
- Kelsey Clair, CEPA, RW Baird, Charlotte, NC
- Debbie Clark, CEPA, Edward Jones Canada, Penticton, BC
- Lance Clemens, CEPA, Edward Jones, Geneva, IL
- Herb Cogliano, CEPA, Aspire Growth Advisors, Westford, MA
- Michael Cuneo, CEPA, Compass Advisors, Melville, NY
- Gary Curry, CEPA, Raymond James & Associates, Inc., Hallandale Beach, FL
- Michael da Rosa, CEPA, Chatterton Inc, Anaheim, CA
- Pennie Dakis, CEPA, CNR, New York, NY
- Matthew Danaher, CEPA, Charles Schwab, Boulder, CO
- Susan Daniele, CEPA, Edward Jones, Towaco, NJ
- Dave DeCamella, CEPA, Transworld Business Advisors, St. Petersburg, FL
- Ryan Demers, CEPA, Cooperative Development Institute, Northampton, MA
- Daniel Denner, CEPA, Merrill Lynch, Chesterfield, MO
- Carol Dewey, CEPA, Perpetual Wealth Financial, South Daytona, FL
- Brenda DiBartolo, CEPA, Wells Fargo, The Woodlands, TX
- Joseph Drake, CEPA, Hoss Tree Advisors, Franklin, TN
- Nicholas DuBois, CEPA, Edward Jones, Brattleboro, VT
- Samuel Duffy, CEPA, Boom! Enterprises, Sheridan, CA
- Joshua Dutcher, CEPA, WestPac, Kahului, HI
- Eric Ellis, CEPA, Ameriprise Financial, Bedford, NH
- Andrew Eshelman, CEPA, Edward Jones, Greenville, PA
- Milda Esquivel, CEPA, Edward Jones, Monterey, CA
- Clay Eure, CEPA, Eure Consulting LLC, Charlottesville, VA
- Felix Fan, CEPA, First Hawaiian Bank, Honolulu, HI
- Vicky Fang, CEPA, Gray Reed Advisory, Houston, TX
- Aaron Fant, CEPA, UBS, Hoboken, NJ
- Trenton Faykus, CEPA, Autopilot Operations LLC, Taylor, TX
- Colin Field, CEPA, Edward Jones, San Marcos, CA
- Antonio Fortson, CEPA, Truist Bank, Columbus, AL
- Joshua Gallegos, CEPA, FocusOne Integrated Financial Planning, Roanoke, VA
- Greg Garbeff, CEPA, Greg Garbeff, Kansas City, KS
- Danielle Gates, CEPA, D Gates Wealth Management, Cape Coral, FL
- Kim Gildea, CEPA, Fair Winds Wealth Strategies Wells Fargo FINET, Duncansville, PA
- Chris Goins, CEPA, Edward Jones, Dallas, TX
- Felicia Gonzalez, CEPA, Edward Jones, Seal Beach, CA
- Janet Gordon, CEPA, Raymond James, Miami, FL
- Gabriel Gordon, CEPA, Gordon Consulting Services, Grove City, PA
- Jeffrey Grabowski, CEPA, Edward Jones, St. Louis, NJ
- Linda Grant-Smith, CEPA, Baird, Nashville, TN
- David Grebber, CEPA, LPL Financial, San Diego, MA
- Allison Gregory, CEPA, Salomon & Ludwin, Richmond, VA
- Ryan Gunn, CEPA, Gunn Financial Associates, San Clemente, CA
- Bohdan Hall, CEPA, Park City Wealth Advisors, Park City, OH
- Brent Hamlet, CEPA, Merrill Lynch, Beverly Hills, CA
- Jonathan Hampton, CEPA, Edward Jones, South Bend, IN
- Brannon Hampton, CEPA, Edward Jones, Goodyear, AZ
- Lawrence Hedblom, CEPA, Springboard Unlimited, Ada, MI
- Cole Hedge, CEPA, Cole Hedge, Tampa, FL
- Lincoln Henderson, CEPA, LiveWell Capital, Troy, MI
- JulieAnn Hepburn, CEPA, Valent Wealth, Chicago, IL
- Jonathan Hill, CEPA, Edward Jones, Brandon, MS
- Sam Hodgson, CEPA, Rockefeller Capital Management, New York, CT
- Valerie Hogan, CEPA, Clearwater Capital Partners, Hoffman Estates, IL
- Whit Holbrook, CEPA, Edward Jones, High Point, NC
- Julie Holstrom, CEPA, Wells Fargo Advisors, Williamsburg, VA
- Steve Hudson, CEPA, Ameriprise Financial Services, Birmingham, AL
- Stuart Hunsicker, CEPA, Purpose Driven Retirement Planners, Richmond, VA
- Geoff Hunter, CEPA, Raymond James, Naples, FL
- Andrew Hyduk, CEPA, Edward Jones, Granger, IN
- Christopher Illiano, CEPA, Comerica Wealth Management, Costa Mesa, CA
- Candace Johnson, CEPA, Tax Alpha Companies, Orlando, FL
- Jack Kahaian, CEPA, Thrivent, Delaware, OH
- Matthew Kalajian, CEPA, Janney Montgomery Scott LLC, Charlotte, NC
- Charles Kaufmann, CEPA, UBS Private Wealth Management, Chicago, IL
- Mark Keeling, CEPA, Inspire Confidence Group, Albany, NY
- Ward Keever, CEPA, Covenant Wealth Strategies, LLC, Wilmington, DE
- John Kellar, CEPA, Edward Jones, Little Rock, AR
- Richard Kelly, CEPA, Edward Jones, Carlsbad, CA
- Christopher Kelly, CEPA, RBC Wealth Management, Baltimore, MD
- Dave Key, CEPA, Murphy Business, Houston, TX
- Evan King, CEPA, Morgan Stanley, Lancaster, PA
- Todd Kluener, CEPA, Raymond James, Fort Myers, FL
- Len Kortekaas, CEPA, Merrill Lynch, Dallas, TX
- Michal Kovac, CEPA, Wells Fargo Advisors, Myrtle Beach, SC
- Pravin Kumar, CEPA, Morgan Stanley Wealth Management, Rochester, MN
- Susan Latremoille, CEPA, Next Chapter Lifestyle Advisors, Toronto, ON
- Jamie Lavigne, CEPA, Edward Jones, Baton Rouge, LA
- Michael Leach, CEPA, Merrill Lynch, Morristown, TN
- Justin Leonti, CEPA, Edward Jones, Gahanna, OH
- Sarah LePhew, CEPA, Wealth Enhancement, Rock Hill, SC
- Tanya Lesinski, CEPA, Edward Jones, Ludington, MI
- Jonathan Lewis, CEPA, Eastport Financial Group Inc., Halifax, NS
- Marco Lloyd, CEPA, Wells Fargo Advisors, Sugar Land, TX
- Jacob Ludwick, CEPA, Morgan Stanley, Atlanta, GA
- Renae Luketic, CEPA, Renae Luketic, Gray, TN
- David Lyon, CEPA, Lyon Wealth Advisory, Madera, CA
- Peter Malone, CEPA, Crestwood Advisors, Boston, MA
- Kristen McAlister, CEPA, Cerius, Irvine, CA
- Michael McEntee, CEPA, Ameriprise Financial, Boston, MA
- Saša Mirković, CEPA, Ameriprise Financial, Albany, NY
- Chase Moore, CEPA, Baird, Denver, CO
- T.R. Moreau, CEPA, BMO Private Bank, Madison, WI
- Pearl Moroz, CEPA, Pearls of Wisdom Business Consulting, Kelowna, BC
- Larry Moss, CEPA, Moss Wealth Advisors LLC, Clay City, IN
- Will Murphy, CEPA, Murphy Private Wealth Group, The Woodlands, TX
- James Norton, CEPA, Awesome Institution, Denver, CO
- Carter O'Daniel, CEPA, Morgan Stanley, Dallas, TX
- Michael Oehler, CEPA, Michael Oehler, Roseville, CA
- Marianne Oehser, CEPA, Next Chapter Lifestyle Advisors, Huntsville, AL
- Edward Oh, CEPA, JSO Partners, Blue Bell, PA
- Josh Osborne, CEPA, Edward Jones, Anoka, MN
- Evan Pantucci, CEPA, Merrill Lynch, Los Angeles, CA
- Richard Patrick III, CEPA, Fifth Third Bank, Birmingham, MI
- Christopher Perry, CEPA, Edward Jones, Houston, TX
- Jacob Petersen, CEPA, Murphy Business of Southeast Minnesota, Pine Island, MN
- Adam Petricoff, CEPA, VR Business Sales Charlotte, Charlotte, NC
- Scott Pollaci, CEPA, CNR, Windermere, FL
- Melanie Porter, CEPA, MP Financial Solutions, Prior Lake, MN
- Sean Powell, CEPA, Edward Jones, Spokane, WA
- Clare Price, CEPA, Octain, Clayton, NC
- Jessica Rademacher, CEPA, Jessica Rademacher, Plymouth, MO
- Keith Redlin, CEPA, Edward Jones, Fremont, NE
- Andy Riggle, CEPA, Riggle Wealth Group, Hanover, PA
- Dustin Robbins, CEPA, Dustin Robbins, Plymouth, MN
- Stephen Ross, CEPA, Ameriprise Financial, Chicago, IL
- Stephen Rouner, CEPA, Ameriprise, Tacoma, WA
- Mary Ruettgers, CEPA, Edward Jones, O'Fallon, IL
- Mariana I Ruiz-Posada, CEPA, Duenna Wealth Associates, Houston, TX
- Neill Sachdev, CEPA, Bank of America Private Bank, Hartford, CT
- Jeffrey Schram, CEPA, FocusCFO, Fenton, MI
- Michael Sharber, CEPA, Polaris Private Wealth, Auburn Hills, MI
- Jonn Shaver, CEPA, Edward Jones, Granger, IN
- David Shaver, CEPA, Goldsberry Wealth Strategies, Athens, OH
- Michael Shepard, CEPA, Edward Jones, Merrimack, NH
- Jeremy Shipp, CEPA, RC Planners, Richmond, VA
- Dan Skilliter, CEPA, EAI Results, Toledo, OH
- Joshua Sleight, CEPA, COtingency, Miami, GA
- Natalie Slemp, CEPA, Edward Jones, Carlsbad, CA
- Selena Smith, CEPA, Morgan Stanley, Colchester, VE
- Ryan Smith, CEPA, Edward Jones, Wahpeton, ND
- Matt Sonquist, CEPA, Edward Jones, Mason City, IA
- John Souther, CEPA, The Hanover Group at Morgan Stanley, Hanover, NH
- Nicole Spencer, CEPA, Nicole Spencer, Asheville, NC
- Jonathan Spillman, CEPA, Edward Jones, Jamestown, NC
- Cameron Starke, CEPA, Edward Jones, South Boston, NC
- Dan Stav, CEPA, VATS Consulting Inc, Nanaimo, BC
- Robert Stewart, CEPA, Laurus Wealth Management, Vancouver, WA
- Tommy Stine, CEPA, Water Street Financial, Winchester, VA
- Jeff Streeter, CEPA, Legacy CFO Advisors, Bigfork, MT
- Donnie Sullivan, CEPA, Edward Jones, Gilbert, AZ
- Daniel Talbott, CEPA, Talbott Advisory Group, Vero Beach, FL
- Ruben Tarkhanyan, CEPA, Edward Jones, Orange, CA
- Clay Tarro, CEPA, Fifth Third Bank, Cincinnati, TX
- Nick Taylor, CEPA, TM3 Wealth, Minneapolis, MN
- James Taylor, CEPA, Jim Taylor, Nashville, TN
- Dustin TenBroeck, CEPA, Presidio Capital Management, San Diego, CA
- Lynn Terras, CEPA, Edward Jones, St. Louis, NV
- Harold Tinsley, CEPA, Edward Jones, Avon, IN
- Matthew Todd, CEPA, Pac Crest Business Engineering, Yacolt, WA
- Jason Tonne, CEPA, Frost Brown Todd LLP, Cincinnati, OHJ
- Joe Trevino, CEPA, Edward Jones, Piedmont, CA
- Christopher Varlotta, CEPA, Tide Creek Financial Group, Elkridge, MD
- Leo Varriale, CEPA, Ameriprise Financial, Middleton, MA
- Gerard Vaugues, CEPA, Bleu de Bleu Global Advisory LLC, Miami Lakes, FL
- Anthony Viducic, CEPA, Anthony Viducic, New York, NJ
- Carlos Vivaldi, CEPA, Carlos Vivaldi, San Juan, PR
- Ryan Walker, CEPA, Stansberry Asset Management, Westlake, WA
- Janelle Walker, CEPA, Comerica Bank, Dallas, TX
- Steven Warren, CEPA, Thrivent Financial, Schenectady, NY
- Brett Waterfield, CEPA, Bridgemark Strategies, Naperville, IL
- Kevin Webb, CEPA, Kevin Webb, Ontario, CA
- Ryan Willenborg, CEPA, Raymond James, Weston, NJ
- Terrell Wilson, CEPA, Edward Jones, Vernon Hills, IL
- Alexis Winder, CEPA, Alexis Winder, Hollister, CA
- Haoyue Xu, CEPA, A.R.D.I.T.R., Santa Barbara, CA
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 March 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.