196 CEPAs Join the EPI Network in May 2025

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 May 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.

• Randall Allen, CEPA, Kayne Anderson Rudnick, Newport Beach, CA
• Jonathan Arellano, CEPA, Bank of America Private Bank, Tampa, FL
• John Ariola, CEPA, BearingStone Wealth, Williamsville, NY
• Kimberly Arnold, CEPA, ESSA Bank, Doylestown, PA
• Joncarlo Bairos, CEPA, BAIR Partners Inc., Toronto, ON
• Monica Baldwin, CEPA, Morgan Stanley, Boca Raton, FL
• Kristen Banks, CEPA, American Design Inc, Nashville, TN
• Roberto Bernal, CEPA, Lyon Bern LLC, San Juan, PR
• Mark Berry, CEPA, Adell, Harriman & Carpenter, Inc., Houston, TX
• John Bickel, CEPA, Mcgregor & Associates, Inc., Lexington, KY
• Ethan Bidwell, CEPA, Edward Jones, Columbia, SC
• Kenneth Bowers, CEPA, Lifetime Retirement Strategies, Albuquerque, NM
• Samuel Brand, CEPA, Edward Jones, New Orleans, LA
• Michael Bratton, CEPA, Raymond James Financial, St. Louis, FL
• Trisha Braunstein, CEPA, Edward Jones, Santa Ana, CA
• Mitchell Brill, CEPA, Altium Wealth, New City, NY
• Tryg Brody, CEPA, Rhododendron Consulting, Lewisburg, WV
• Dennis Brown, CEPA, Edward Jones Investments, Metairie, LA
• Robert Brown, CEPA, Oilandgasleaseningcom, Tunkhannock, PA
• Travis Bull, CEPA, Edward Jones, Newaygo, MI
• Brett Carson, CEPA, HFS, Omaha, NE
• Cameron Cecil, CEPA, Edward Jones, Vacaville, CA
• Robert Chapman, CEPA, Edward Jones, Arnold, MD
• Brett Clark, CEPA, Jerry Mulach, Morgantown, WV
• Christopher Clark, CEPA, Wells Fargo Private Bank, Orlando, FL
• Brad Clinard, CEPA, High Point Financial Design, High Point, NC
• Bryan Clontz, CEPA, Charitable Solutions Llc, Jacksonville, FL
• Rodney Clugston, CEPA, Raymond James Financial, Coeur D Alene, ID
• Michael Cohn, CEPA, Tourbillion Financial Advisors, Leesburg, VA
• Shaw Collins, CEPA, CIS, Inc, Lowell, IN
• William Comber, CEPA, AimWell Financial, St. Petersburg, FL
• Charles Connolley, CEPA, OZ Daddy, Flossmoor, IL
• Chris Countryman, CEPA, Countryman Financial, Moville, IA
• Scott Critchfield, CEPA, Benjamin F Edwards Co, Clayton, MO
• Debra Cross, CEPA, Edward Jones, Delavan, WI
• Alexander Cyrus, CEPA, Composition Wealth, Seattle, WA
• Jeff Davis, CEPA, Edward Jones, Salem, OR
• Pat Donnelly, CEPA, Legacy Private Wealth, Springfield, MA
• Christopher Edgar, CEPA, Merrill Lynch, Manasquan, NJ
• Ty Elkin, CEPA, Allied Investment Advisors Llc, Billings, MT
• Joe Emerusabe, CEPA, Merrill Lynch, Washington, DC
• Dustin Erbach, CEPA, National Bank Of Canada, Calgary, AB
• Anthony Essis, CEPA, Mettle Financial Group, Lancaster , PA
• Rickey Ezell, CEPA, LPL Financial, Edmond, MA
• Mary Miller Fazio, CFP®, CDFA®, CEPA, Morgan Stanley, Atlanta, GA
• Christopher Fehr, CEPA, Freedom Financial Wealth & Tax LLC, Sarasota, FL
• Max Figueroa, CEPA, Amasua Development Group Llc, Miami, FL
• Joel Fiscus, CEPA, Fisher Investments, LLC, Camas, WA
• Elinor Fish, CEPA, Open Air Consulting, Carbondale, CO
• Jack Fitzgerald, CEPA, Wealth Management, Beverly Hills, CA
• Timothy Flanagan, CEPA, Aamg Interfirst Wholesale, Charlotte, NC
• Fay Fleming, CEPA, Business Performance Company, Grand Prairie, TX
• David Forney, CEPA, Edward Jones, El Paso, TX
• Mark Frauenhoffer, CEPA, Edward Jones, Saint Peters, MO
• Jonathan Freeman, CEPA, Presidio Capital Management, San Diego, CA
• Michael Freeman, CEPA, UBS, Greenville, SC
• Peter Freeman, CEPA, IG Wealth Management, Halifax, NS
• David Fry, CEPA, Jerry Mulach, Marion, IL
• Travis Gaynor, CEPA, Edward Jones, Baytown, TX
• Marleen Geyen, CEPA, Geyen Group, Wayzata, MN
• Anna Glosser, CEPA, Edward Jones, Colchester, VT
• Ava Gordon, CEPA, Amasua Development Group Llc, Weston, IL
• Thomas Graff, CEPA, Edward Jones, Tampa, FL
• Jason Grimes, CEPA, Mass Financial Svcs, Boston, MA
• Andrew Hakkarainen, CEPA, Hakk Capital LLC, Fort Lauderdale, FL
• Erin Halprin, CEPA, Morgan Stanley, Houston, NY
• Glenn Hamburger, CEPA, Wells Fargo Advisors, Irvine, CA
• Jack Hansen, CEPA, Edward Jones, Overland Park, KS
• Stephen Heitz, CEPA, Savant Wealth Management, Louisville, KY
• Peter Henziak, CEPA, Amasua Development Group Llc, Irvine, CA
• Jose Hernandez, CEPA, Edward Jones, Okanogan, WA
• Adam Hill, CEPA, Extra Life Enterprises, Broomfield, CO
• Jeffrey Hodges, CEPA, Jerry Mulach, Indianapolis, IN
• Seth Honea, CEPA, CAV_OK Family Office, Davidson, NC
• Cody Hougom, CEPA, Edward Jones, Holmen, WI
• Dave Houser, CEPA, Fortress Wealth Architects, Gaithersburg, MD
• Louis Jeffries, CEPA, Prudential, Boston, MA
• Patrick Jensen, CEPA, Edward Jones, Minneapolis, MN
• Thomas Jewett, CEPA, Raymond James Financial, Beachwood, OH
• Craig Johnson, CEPA, Rising Wealth Management, LLC, Sulphur Springs, TX
• Jared Johnson, CEPA, Edward Jones, Camano Island, WA
• Patrick Johnson, CEPA, LPL Financial, Austin, TX
• Heather Johnston, CEPA, Maximus Partners, Audubon, NJ
• Michael Joksimovic, CEPA, Bluecap Financial, Louisville, KY
• Carolyn Jones, CEPA, Absolute Numbers, Alameda, CA
• Andrew Junikiewicz, CEPA, Albright College, Reading, PA
• Matthew Kane, CEPA, Compass Ion Advisors, Conshohocken, PA
• Antoine Khoury, CEPA, Transworld Business Advisors, Greenville, NC
• Joanna Knieberg, CEPA, Raymond James Financial, Frisco, FL
• Chiahwei Christine Ku, CEPA, Merrill Lynch, Pasadena, CA
• Michael LaCosta, CEPA, Mass Mutual New Jersey-NYC, Warren, NJ
• Brian Laraway, CEPA, Bury Financial Group, Youngstown, OH
• John Paul Ledesma, CEPA, Emerson Equity, Irvine, CA
• Eric Levesque, CEPA, 9355-3675 Québec Inc., Quebec, QC
• Barbara Liguori, CEPA, Bank Of America Corp, Melville, NY
• David Locke, CEPA, GCF Productions, Providence, NJ
• Scott Lundberg, CEPA, Trinitas Planning Group, Rochester, MI
• Matthew Lyman, CEPA, Raymond James Financial, Coeur d' Alene, ID
• Kelsey MacAulay, CEPA, Black Star Wealth, Halifax, NS
• Sal Majzoub, CEPA, Trans World Services Inc, Fort Lauderdale, FL
• Thomas Marki, CPA, CEPA, AXIOM Founders Family Office, Inc, Scottsdale, AZ
• Michael Martin, CEPA, Martin Financial PWP LLC, West Springfield, MA
• Ryan Martin, CEPA, M2 Wealth Partners, West Springfield, MA
• Lisa McCurdy, CEPA, CBLT McCurdy LLC, Cleveland, TN
• Dana McDonald, CEPA, RBC WM, Newport Beach, CA
• David McGee, CEPA, Scope Group, Inc., Dripping Springs, TX
• Alison McQuillan, CEPA, The Streamliners, Denver, CO
• Ashton Medina, CEPA, Wells Fargo, Fort Lauderdale, FL
• Anasuya Meyer, CEPA, Jaykay Wealth Advisors, Inc, Houston, TX
• Boris Mikhail, CEPA, Edward Jones, Farmingdale, NY
• Samir Mokashi, CEPA, Business Millionaire Club, Portland, WV
• Jose H. Monroy Jr., CEPA, Edward Jones, Scotch Plains, NJ
• Harry Moore, CEPA, PlusMoore, Kensington, MD
• Tracy Allison Morehead, CEPA, Edward Jones, Southlake, TX
• Carina Moreland, CEPA, Journey Financial Partners, Stoughton, WI
• Noah Morgan, CEPA, Acorn Wealth Advisors, Linden, MI
• Matthew Morris, CEPA, Midtown M&A, Raleigh, NC
• Ian Murdock, CEPA, Edward Jones, Dayton, NV
• Jaret Mutter, CEPA, Valley Wealth Group, Roanoke, VA
• Fatima Nakonechny, CEPA, Huddly AI, Algary, AB
• Dan Nichols, CEPA, Farmers Group Inc, Tulsa, CA
• Nicholas Nocella, CEPA, Edward Jones, Flagstaff, AZ
• Steven Nootbaar, CEPA, Innovative Financial Group, Alpharetta, GA
• Colleen O'Connell, CEPA, WAIQ Inc, Sarasota, FL
• Jacqueline Oberst, CEPA, 620 Sunderland Ct, Las Vegas, NV
• Nathan OBrien, CEPA, Katzabosch, Timonium, IL
• Jennifer Oliverio, CEPA, Edward Jones, Colorado Springs , CO
• Richard Osikowicz, CEPA, Glass Jacobson Wealth Advisors, Owings Mills, MD
• Wade Partridge, CEPA, Mariner Wealth Advisors, Little Rock, AR
• Robby Paul, CEPA, Elevate Advisory, LLC, Roswell, GA
• Hank Persia, CEPA, Starboard Wealth Advisors Inc., Greensboro, NC
• Julianne Phillips, CEPA, Retail Revival, Chicago, IL
• David Pickler, CEPA, Pickler Wealth Advisors, Collierville, TN
• Matthew Pontes, CEPA, Guardian Financial Group, Phoenix, AZ
• Ashneil Prakash, CEPA, Edward Jones, Sacramento, CA
• Dominick Profaci, CEPA, Edward Jones, Poughkeepsie, NY
• Elena Ptchelintseva, CEPA, C&A Financial Group, LLC, Wall, NJ
• Kelse Puri, CEPA, Parker Advisors, Homedale, ID
• Ryan Quamme, CEPA, Edward Jones, Whitewater, WI
• Michael Rainbolt, CEPA, LPL Financial, Edmond, MA
• Jeremiah Raine, CEPA, North Point Advisor Group, Altoona, WI
• Donald Ratledge, CEPA, Zimny Ratledge & Shaner, New Castle, DE
• Jesse Rauma, CEPA, Wells Fargo Advisors, Idaho Falls, ID
• Michael Reed, CEPA, Edward Jones, Clarkston, MI
• Jennifer Richy, CEPA, Morgan Stanley, Naples, FL
• Jean Riordan, CEPA, Vision Retirement, Poughkeepsie, NY
• Dustin Rippetoe, CEPA, Promethean Performance LLC, Oklahoma City, OK
• Brett Robbins, CEPA, Edward Jones, Hayden, ID
• Benjamin Roberts, CEPA, Amasua Development Group LLC, New York, NY
• Stacey Roberts, CEPA, Edward Jones, Kingsport, TN
• Matt Rothrock, CEPA, Edward Jones, Corydon, IN
• James Roundy, CEPA, Mercer Advisors, Portland, OR
• Syed Rubbani, CEPA, Azher Rubbani (to be incorporated), Edmonton, AB
• David Ruck, CEPA, Edward Jones, Greensboro, NC
• Timothy Sadler, CEPA, Edward Jones, Decatur, IL
• Steven Sadowski, CEPA, Sunstate Business Brokers, Sarasota, FL
• Kenan Sahman, CEPA, Bank Of America, Phoneix, AZ
• William Sallade, CEPA, Raymond James Financial, Saint Petersburg, FL
• Austin Sambuco, CEPA, Jfs Wealth Advisors, Hermitage, PA
• Conner Sandman, CEPA, Edward Jones, Reno, NV
• Shawn Sanger, CEPA, Arvada Wealth, Omaha, NE
• Carter Schanck, CEPA, Wells Fargo, Charlotte, NC
• Andrew Schmuhl, CEPA, GDS Wealth Management, Flower Mound, TX
• Nelson Schrader, CEPA, Jerry Mulach, Grand Rapids, AR
• Scott Scrogin, CEPA, Connectwise, Tampa, NE
• Christopher Seabrook, CEPA, Thrivent, Atlanta, GA
• Derek Shoden, CEPA, Ameriprise Financial Svcs Inc, Albany, MN
• Andrew Slechta, CEPA, Bank of America, Atlanta, GA
• Gabriel Smith, CEPA, Keeler Thomas Wealth Management, Orem, UT
• Justina Smith, CEPA, Edward Jones, Park City, UT
• Edward Snoble, CEPA, BMO Bank N.A., Naperville, IL
• Brandon Snyder, CEPA, Ninety, Park City, OH
• Jack Snyder III, CEPA, Edward Jones, Tappahannock, VA
• Carey Sobel, CEPA, Coastal Investment Company, Winter Park, FL
• Kate Somerville, CEPA, Edward Jones, Gilbert, AZ
• Nama Soukouna, CEPA, Edward Jones, Tempe, AZ
• Joe Stafford, CEPA, Trinity Business Advisors, Bend, TX
• Daniel Stellini, CEPA, Fortitude Wealth Management, Newport Beach, CA
• Brent Stringer, CEPA, Emmanuel Community Church, Fort Wayne, IN
• Fred Tan, CEPA, Cerity Partners, Boca Raton, FL
• Ely Thayer, CEPA, Edward Jones, Keene, NH
• Brett Thomas, CEPA, Pinnacle Financial Partners, Mount Pleasant, SC
• Sharamaurice Thomas, CEPA, Edward Jones, New York, NY
• Katherine Travell, CEPA, Stryde Search, New York, NY
• Chad Trpkosh, CEPA, PFG Advisors, Lubbock, TX
• Brian Truckly, CEPA, Merrill Lynch , Columbus, OH
• Travis Truesdale, CEPA, Edward Jones, Wautoma, WI
• Edward Turnbull, CEPA, The Wheeler School, Providence, MA
• Christina Ubl, CEPA, Clute Wealth Management, Plattsburgh, NY
• Christopher Vernier, CEPA, Marquette Wealth Management, Minneapolis, MN
• Justin Waller, CEPA, Waller Financial Coaching, Chico, CA
• Kristi Wano, CEPA, SAGE Private Wealth Group, Oakbrook Terrace, IL
• Robert Webster, CEPA, Merrill Lynch, St. Louis, MO
• Isaac Wright, CEPA, JWC Wealth Management, Lexington, KY
• Jiayi Xu, CEPA, Global Wealth Harbor LLC, Walnut Creek, CA
• Pamela Yaroma, CEPA, Integrative Wealth Partners, Pasadena, 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 May 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.