204 CEPAs Join the EPI Network in July 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 July 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.

• Adam Adams, CEPA, Edward Jones, Whistler, BC
• Kozhin Ahmad, CEPA, Transworld Business Advisors, Glen Allen, VA
• Timothy Allin, CEPA, GDS Wealth Management, Flower Mound, TX
• Glen Amason, CEPA, Generational Wealth Advisors, Richardson, TX
• Graeme Armstrong, CEPA, Edward Jones Can., Quesnel, BC
• Brandon Arnold, CEPA, Merrill Lynch , Hobbs, NM
• David Baker, CEPA, Edward Jones, Frederick, MD
• Michael Baldwin, CEPA, Baldwin Capital, Northville, MI
• Anthony Barber, CEPA, Ameriprise Financial-Richards, Meli & Associates, Allentown, AR
• Mavel Becerra, CEPA, Marigold Financial Partners, Orange, CA
• Rebecca Beck, CEPA, Morgan Stanley, Beverly Hills, CA
• Federico Bejar, CEPA, Edward Jones, Murrieta, CA
• Benjamin Bellury, CEPA, Edward Jones, Charlotte, NC
• Chelsea Bernstein, CEPA, Morgan Stanley, New York , NY
• Aaron Black, CEPA, Edward Jones, Lancaster, OH
• Elliot Bloch, CEPA, Raymond James, Las Vegas, NV
• Kevin Bohm, CEPA, Edward Jones, Beaumont, TX
• Jeremy Bohne, CEPA, Paceline Wealth Management, LLC, Boston, MA
• Christopher Bowman, CEPA, Rockefeller Global Family Office, Houston, TX
• Brittany Braithwaite, CEPA, Fisher Investments, Camas, TX
• Alona Brandon, CEPA, Raymond James, Franklin, TN
• Anjelica Brinkofski, CEPA, Merrill Lynch, Manasquan, NJ
• Patrick Cahill, CEPA, Mcarthur Executive Development, Portland, OR
• Richard Callaghan, CEPA, Rich Callaghan, Warren, NJ
• Artiom Calmis, CEPA, Edward Jones, Santa Rosa Beach, FL
• Paul Carbetta, CEPA, Comprehensive Wealth Partners, Powell, OH
• Craig Ceccanti, CEPA, Escape Velocity Business Coaching, Houston, TX
• Erin Cece, CEPA, ERGO Comps, Houston, FL
• John Chrispens IV, CEPA, Regions Bank, Fort Worth, TX
• Daniel Clay, CEPA, CoWealth Advisors, Peachtree City, GA
• Brian Cobb, CEPA, Edward Jones, College Station, TX
• Elizabeth Cobb, CEPA, Edward Jones, College Station, TX
• Spencer Cole, CEPA, Wealth Enhancement, Greenville, SC
• Antonio Coppola, CEPA, Morgan Stanley, Poughkeepsie, NY
• Jason Corzine, CEPA, Merrill Lynch, San Diego, CA
• Derry Costigan, CEPA, Manulife John Hancock Investments, Boston, MA
• Jonathan Coward, CEPA, Edward Jones, Johnson City, TN
• Joseph Cronley, CEPA, Edward Jones, Park City, UT
• Sean Cunniff, CEPA, Edward Jones, St. Louis, MA
• Jamison Davis, CEPA, Fullerton Financial Planning, Glendale, AZ
• Nicholas Davis, CEPA, Hemlock Creek Wealth Management, Weare, NH
• Sarah Davis, CEPA, Hemlock Creek Wealth Management, Weare, NH
• Ilya Dayter, CEPA, Merrill Lynch, Green Bay, WI
• Laura Dean, CEPA, Ameriprise Financial, Anchorage, AK
• Mike DeMaio, CEPA, Crown CFO, Overland Park, KS
• Stephen DeTray, CEPA, Freedom Path Planning LLC, Defiance, OH
• Nickolas Diamondidis, CEPA, Morgan Stanley, Annapolis, MD
• Christy Dodge, CEPA, Triad Wealth Partners, Lawrence, KS
• Patrick Donohoe, CEPA, Paradigm Life, Salt Lake City, UT
• Jefferson Dove, CEPA, Edward Jones Investments, Valrico, FL
• Derek Drake, CEPA, Alpinahata, North Bend, WA
• Cory Driscoll, CEPA, The Driscoll Group / Raymond James Financial Services, Jacksonville, FL
• Patrick Dunston, CEPA, Edward Jones, New London, NC
• Joseph Eckhardt, CEPA, Edward Jones, Lewistown, MT
• Michael Eyermann, CEPA, Fisher Investments, Camas, WA
• Benjamin Farish, CEPA, Heirloom Advisors, Raleigh, NC
• Patrick Foley, CEPA, Edward Jones, New London, NC
• Craig Forsberg, CEPA, Endurance Financial Planning, Dublin, OH
• Natalie Freeman, CEPA, Edward Jones Investments - Office of Natalie Freeman, Tampa, FL
• Eric Fuhrman, CEPA, Key Financial, West Chester, PA
• Alan Fuhs, CEPA, Liberated Leaders, Asheville, NC
• Adam Garber, CEPA, Raymond James, Zanesville, OH
• Harrison Gelber, CEPA, WSFS Bank, Media, PA
• Raeana Georgopoulos, CEPA, Merrill Lynch, Garden City, NY
• Loren Glaser, CEPA, WesBanco Trust & Investments Services, Bowie, DC
• Trevor Glasgow, CEPA, Merrill Lynch, Hartford, FL
• Steven Gobel, CEPA, IG Private Wealth Management, Ottawa, ON
• Paul Gordon, CEPA, Wealth Enhancement Group, Greenville, SC
• Rich Gove, CEPA, Thrivent Financial, Waconia, MN
• Joe Graci, CEPA, JOVA Ventures & Advisoru, Toronto, ON
• Jennifer Graves, CEPA, Principal Asset Management, Charlotte, NC
• Anup Gupta, CEPA, AG ConsultingUSA, Cuyahoga Falls, OH
• Naidu Guttapalle, CEPA, Prutech Solutions, Iselin, FL
• Samuel Haines, CEPA, Edward Jones, Scottsdale, AZ
• Scott Hall, CEPA, Jefferies Private Wealth, Chicago, IL
• Joseph Hankins, CEPA, Regions Private Wealth Management, Saint Louis, MO
• Marion Hargrove, CEPA, Edward Jones, Gibsonville, NC
• Patrick Hart, CEPA, Concierge Capital Management, LLC, Jacksonville, FL
• Melissa Hartzheim, CEPA, Edward Jones, Kaukauna, WI
• Corey Hayashi, CEPA, Edward Jones, Alameda, CA
• Lance Hill, CEPA, John Hancock, Gulfport, MS
• Anthony Hood, CEPA, Principal Financial Group, Raleigh, NC
• Megan Hopps, CEPA, Manulife John Hancock Investments, Greenland, NH
• Halley Hu, CEPA, Morgan Stanley, Kirkland, WA
• Brady Huber, CEPA, Bradford Wealth Management, Greenville, IL
• Dan Hummert, CEPA, Hummert Financial, Des Peres, MO
• Daniel Hunt, CEPA, Edward Jones, Johnson City, TN
• John Hurlow, CEPA, Hurlow Wealth Management Group, Inc., Bloomington, IN
• Tyler Hutchison, CEPA, Robert W. Baird, Huntington, WV
• Jason Imlay, CEPA, UMB Bank, Olathe, KS
• Matthew Jacksteit, CEPA, Edward Jones, Sunnyvale, CA
• Shannon James, CEPA, Riverside Wealth Advisors - Thrivent, St. Louis, MO
• Brooks Jewett, CEPA, Playbook Financial, Winston-Salem, NC
• Carla Johnson, CEPA, Raymond James, Tampa, FL
• Vince Kailis, CEPA, Key Financial Inc, West Chester, PA
• Joshua Kane, CEPA, Edward Jones, Santa Barbara, CA
• Andi Kang, CEPA, Crown WM, Costa Mesa, CA
• Jacob Kersey, CEPA, Choreo, Mishawaka, IN
• Matthew Kleffman, CEPA, Edward Jones, Savage, MN
• Dan Konzen, CEPA, StrateZen, Mesa, AZ
• Elaine Lee-Spears, CEPA, Edward Jones, Kissimmee, FL
• Ashley Lenz, CEPA, Merrill Lynch Wealth Management, Coeur d'Alene, WA
• Svetlana Light, CEPA, Edward Jones, Orlando, FL
• Andrew Lipsey, CEPA, Raymond James, Dunwoody, GA
• Todd Little, CEPA, Kemp Harvest Financial Group, Harleysville, PA
• Heidi Lue, CEPA, Edward Jones, Snellville, GA
• Heidi Lydon, CEPA, Edward Jones, Sparta, WI
• Andrew Lynch, CEPA, Lynch Financials Consultants Inc, Raleigh, NC
• Brian Magura, CEPA, Edward Jones, Schaumburg, IL
• Maribel Maldonado, CEPA, Merrill Lynch , Miami, FL
• Jeffrey Malott, CEPA, Thrivent, North Charleston, SC
• Patrick Marc, CEPA, MBA Brokers Inc, New York, NY
• J Fredrick Martinez, CEPA, RBC Wealth Management, Tucson, AZ
• Nathaniel Maurer, CEPA, Edward Jones, Kingwood, TX
• Steven McCabe, CEPA, Edward Jones, Beaumont, TX
• Christopher McDonald, CEPA, Fisher Investments, Plano, FL
• Katie McKay, CEPA, John Hancock, Boston, MA
• James McKelvie, CEPA, Edward Jones, Missoula, MT
• Adam McMillian, CEPA, Cannon Wealth Management, Winston-Salem, NC
• John McPhillips, CEPA, Raymond James & Associates, Fair Oaks Ranch, TX
• Joseph Mekertichian, CEPA, Epiphany Training & Consulting Pty Ltd, Willoughby, New South Wales
• Simone Melo, CEPA, JP Morgan Private Bank, Fort Lauderdale, FL
• Kyle Merk, CEPA, Morgan Stanley, Cincinnati, OH
• Samuel Miller, CEPA, Anthem Strategists, Mesa, AZ
• Erik Mizell, CEPA, Foster Victor, Greenville, SC
• Joseph Montgomery IV, CEPA, Thrivent, Lewiston, MN
• Austin Moon, CEPA, Bridgemark Strategies, Austin, TX
• Meredith Moore, CEPA, Artisan Financial Strategies, Alpharetta, GA
• Taylor Mosera, CEPA, Hillcrest Capital Advisors, Wyckoff, NJ
• Paul Mucci, CEPA, RBC Wealth Management, Bloomfield Hills, MI
• Richard Murch, CEPA, FocusCFO, Hilliard, OH
• Jeffrey Murphy, CEPA, Murphy Advisory Solutions, LLC, Fulshear, TX
• Eric Nahat, CEPA, Synergy Capital Solutions, Bloomfield Hills, MI
• Jefferson Nash, CEPA, Nashional Tax Planning, McKinney, TX
• Scott K. Nellis, CEPA, Nellis Consulting Group, L.L.C., Topeka, KS
• Jason Noble, CEPA, Prime Capital Financial, Mount Pleasant, SC
• Ben Norton, CEPA, VelocityX, Escondido, CA
• Sampson Norton, CEPA, The Yanker Group, St. Louis, MO
• Roger Oprandi, CEPA, Ameriprise, Miami, FL
• Joshua Orton, CEPA, Lane Gorman Trubitt, LLC, Dallas, TX
• Mark Osborne, CEPA, Modern Revenue Strategies, Redondo Beach, CA
• Matthew Owens, CEPA, Edward Jones, Frederick, MD
• Austin Pahnke, CEPA, Raymond James, Scottsdale, AZ
• Derek Parker, CEPA, Financial Integrators, Coralville, IA
• Nilamkumar Patel, CEPA, OZ Advisory, Perth, Western Australia
• Sheila Peelen, CEPA, Edward Jones, Sheldon, IA
• Vincent Perri, CEPA, Murtha and Murtha, Lutz, FL
• Mark Peterson, CEPA, Northwestern Mutual, Lincoln, NE
• Nandor Petlyanszki, CEPA, TheBizBuyer, Fort Lauderdale, FL
• Francis Phillips, CEPA, Fisher Investments, Camas, WA
• Matthew Pomerantz, CEPA, Merrill Lynch, Chicago, IL
• Mark Puryear, CEPA, Wellspring Financial Solutions of Raymond James, Franklin, TN
• David Quinn, CEPA, Glenmede Trust Company, Pittsburgh, PA
• Perry Radford, CEPA, Edward Jones, Merrimack, NH
• Scott Ranby, CEPA, Mission Wealth Management, Denver, CO
• James H Randall, CEPA, Capital Advisors, Dallas, TX
• Jennifer Reisinger, CEPA, Edward Jones, Rockford, IL
• Kathleen Riessen, CEPA, Canoan Strategy, Urbandale, IA
• Wirt Adams Rodgers IV, CEPA, Merrill Lynch, Monroe, LA
• Patrick Rogers, CEPA, SmartPro Financial, Mauldin, SC
• Konstantin Rusin, CEPA, Wells Fargo Advisors, McLean, VA
• Amanda Sachs, CEPA, Wealth Enhancement Group, Brookfield, WI
• Alexis Saed, CEPA, UBS Financial Services Inc., Chicago, IL
• Richard Sanborn, CEPA, Morgan Stanley, Houston, TX
• Christopher Sands, CEPA, Pro-Fi 20/20, CPAs, Suwanee, GA
• Elliot Sandvig, CEPA, Edward Jones, Santa Rosa, CA
• Kristine Sanger, CEPA, Association of Healthcare Emergency Preparedness Professionals, Omaha, NE
• Ryan Santoro, CEPA, CLA, Boston, MA
• Brent Saunier, CEPA, Pro-Fi 20/20, CPAs, LLC, Suwanee, GA
• Michael Schaefer, CEPA, Principal Asset Management, Manlius, NY
• Timothy Scheuffele, CEPA, Edward Jones, Tacoma, WA
• Michael Sciortino, CEPA, Disney, Covington, LA
• Brian Scott, CEPA, Brian Scott - J415, LLC, Indian Trail, NC
• Marcus Seegers, CEPA, Exceptional Business Advisors, Colorado Springs, CO
• Joseph Shaw, CEPA, Georgetown Lawley, Williamsville, NY
• Noah Shorr, CEPA, SGL Wealth Management, Gainesville, GA
• Matthew Smeby, CEPA, JMJ Advisory, Denver, CO
• Robert Smith, CEPA, Thrivent - Agape Financial Associates, Sarasota, FL
• Ryan Smith, CEPA, Synergy Wealth Alliance, Altamonte Springs, FL
• Joel Smyer, CEPA, National Christian Foundation of North Texas, Dallas, TX
• Scott Sommers, CEPA, Impact Architects, Independence, OH
• Tyler Stein, CEPA, Edward Jones, Cushing, OK
• Tanner Stepp, CEPA, Edward Jones, Gig Harbor, WA
• Adam Sterrett, CEPA, Panoptic Planning Partners, Louisville, KY
• Leah Stussy, CEPA, Edward Jones, Liberty Lake, WA
• Lisa Sumpter, CEPA, First State Financial Management, Farmington, MO
• Gregory Swenson, CEPA, Morgan Stanley, New York, NY
• Sabrina Tacheny, CEPA, Ameriprise Financial, Fort Lauderdale, FL
• Cameron Teich, CEPA, Dominion Business Advisors, Scottsdale, AZ
• Hailey Thomas, CEPA, Raymond James, Memphis, TN
• Louis Toth, CEPA, Crestline Leaders, Fayetteville, AR
• Amol Tripathi, CEPA, Focal Point, Chevy Chase, MD
• Daran Tucker, CEPA, LPL Financial, Tulsa, OK
• Kereti Tuioti, CEPA, Freedom Strategies, Inc., Monterey, CA
• Jackson Turner, CEPA, Edward Jones, Alcoa, TN
• Dale Tuttle, CEPA, FutureBridge, Arlington, MD
• Meggan Van Kessel, CEPA, Merrill Lynch, Boulder, CO
• Tyler Van Selow, CEPA, Virginia Investment Advisory, Inc., Richmond, VA
• Michael Vondra, CEPA, Edward Jones, Billings, MT
• Brett Wacha, CEPA, BMG Advisors, Kansas City, MO
• DaJuana Wilhelm, CEPA, First Horizon Bank, Houston, TX
• Michael Winn, CEPA, Boulevard Family Wealth, Beverly Hills, CA
• Steven Wohlschlaeger, CEPA, Woodforest Wealth, Conroe, TX
• Ira Work, CEPA, First Financial Coaching, Nashville, TN

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 July 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.