---
title: 207 CEPAs Join the EPI Network in July 2024
description: The Certified Exit Planning Advisor (CEPA) credential was awarded to 207 professionals in July 2024 by the Exit Planning Institute. Meet the newest CEPAs!
image: https://blog.exit-planning-institute.org/hubfs/July%202024%20CEPAs%20.png
---

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- Learn About CEPA
  
  
  
  
  
  ### Program Overview
  
  [Learn all about the CEPA® program and how to become your client’s most trusted advisor. →](https://exit-planning-institute.org/program/certified-exit-planning-advisor)
  
  
  
  ### Register for CEPA
  
  [Register for upcoming CEPA® courses and take the first steps toward your Value Acceleration journey. →](https://exit-planning-institute.org/program/certified-exit-planning-advisor-registration)
  
  
  
  ### Testimonials
  
  [Hear from real individuals about how Exit Planning Institute® and the Certified Exit Planning Advisor designation have transformed their daily practice and resulted in better outcomes for clients. →](https://exit-planning-institute.org/clients-we-serve)
  
  
  
  
  
  #### [Download the CEPA Brochure](https://exit-planning-institute.org/cepa-brochure-download)
  
  Read our comprehensive guide on all things CEPA®.
  
  #### [The Value Acceleration Methodology](https://exit-planning-institute.org/about-us-methodology)
  
  Learn about this crucial exit planning methodology and the foundation of EPI’s philosophy.
  
  #### [Organizations that Approve CEPA](https://exit-planning-institute.org/resources/cepa-approved-organizations)
  
  Find out which organizations approve of the CEPA® designation.
  
  #### [Member Benefits](https://exit-planning-institute.org/cepa-member-benefits)
  
  Explore all the EPI benefits you can leverage as you embark on your CEPA® journey.
  
  #### [Meet the CEPA Faculty](https://exit-planning-institute.org/about-us/cepa-faculty)
  
  Meet our EPI CEPA® Faculty instructing our CEPA courses, and learn more about these leaders in the space.
  
  #### [FAQ](https://exit-planning-institute.org/exit-planning-faqs)
  
  Find answers to your frequently asked CEPA® questions here.
- Courses
  
  
  
  
  
  ### Featured Courses
  
  [CEPA® EXAM Prep Course →](https://exit-planning-institute.org/program/certified-exit-planning-advisor-exam-prep)
  
  [Empowering Conversations with Business Owners →](https://exit-planning-institute.org/program/empowering-conversations)
  
  [Implementing Value Acceleration as a Financial Advisor →](https://exit-planning-institute.org/program/financial-advisor)
  
  
  
  ### All-Access Bundle
  
  [Get unlimited access to EPI Academy's full course library for a year and stay ahead with flexible, on-demand continuing education. →](https://exit-planning-institute.myshopify.com/products/epi-academy-all-access)
  
  
  
  
  
  #### [About the Academy](https://exit-planning-institute.org/academy-home)
  
  Learn more about EPI Academy, your one-stop destination for exit planning education.
  
  #### [Continuing Education Bundle](https://exit-planning-institute.org/epi-academy-courses?filter=Bundles)
  
  Complete your CE requirements with a curated collection of EPI Academy courses designed to help you maintain your CEPA®️ credential and sharpen your expertise.
  
  #### [View All Courses](https://exit-planning-institute.org/epi-academy-courses)
  
  View the complete course collection.
  
  #### [Exit Planning Summit + Academy Bundle](https://earncepa.schedulehero.io/inbound/exit-planning-summit)
  
  Register for the Exit Planning Summit and receive three complimentary EPI Academy courses. Connect with an Account Manager today.
  
  #### [Academy Faculty](https://exit-planning-institute.org/about-us/cepa-faculty)
  
  Meet the leadership instructing our EPI Academy courses.
- Chapters
  
  
  
  
  
  <https://exit-planning-institute.org/chapters>[Explore Full Network](https://exit-planning-institute.org/chapters)
  
  [Atlanta](https://exit-planning-institute.org/chapter/epi-atlanta-chapter)
  
  [Austin](https://exit-planning-institute.org/chapter/epi-austin-chapter)
  
  [Central Ohio](https://exit-planning-institute.org/chapter/epi-central-ohio-chapter)
  
  [Chicago](https://exit-planning-institute.org/chapter/epi-chicago-chapter)<https://exit-planning-institute.org/chapter/epi-cincinnati-chapter>
  
  [Conejo Valley](https://exit-planning-institute.org/chapter/epi-conejo-valley-chapter)
  
  [Denver](https://exit-planning-institute.org/chapter/epi-denver-chapter)
  
  [Greater Boston](https://exit-planning-institute.org/chapter/epi-greater-boston-chapter)
  
  [Greater Los Angeles](https://exit-planning-institute.org/chapter/epi-greater-los-angeles-chapter)
  
  [Greater New York](https://exit-planning-institute.org/chapter/epi-greater-new-york-chapter)
  
  [Greater Philadelphia](https://exit-planning-institute.org/chapter/epi-greater-philadelphia-chapter)<https://exit-planning-institute.org/chapter/epi-greater-phoenix-chapter>
  
  [Inland Empire](https://exit-planning-institute.org/chapter/epi-inland-empire-chapter)
  
  [Kansas City](https://exit-planning-institute.org/chapter/epi-kansas-city-chapter)
  
  [Mahoning-Shenango Valley](https://exit-planning-institute.org/chapter/epi-mahoning-shenango-valley-chapter)
  
  [Nashville](https://exit-planning-institute.org/chapter/epi-nashville-chapter)
  
  [New Jersey](https://exit-planning-institute.org/chapter/epi-new-jersey-chapter)
  
  [Orange County](https://exit-planning-institute.org/chapter/epi-orange-county-chapter)
  
  [Orlando](https://exit-planning-institute.org/chapter/epi-orlando-chapter)
  
  [Pittsburgh](https://exit-planning-institute.org/chapter/epi-pittsburgh-chapter)
  
  [Raleigh-Durham](https://exit-planning-institute.org/chapter/epi-raleigh-chapter)
  
  [San Diego](https://exit-planning-institute.org/chapter/epi-san-diego-chapter)
  
  [San Francisco](https://exit-planning-institute.org/chapter/epi-san-francisco-chapter)
  
  [Sarasota](https://exit-planning-institute.org/chapter/epi-sarasota-chapter)
  
  [Southeast Michigan](https://exit-planning-institute.org/chapter/epi-southeast-michigan-chapter)
  
  [St. Louis](https://exit-planning-institute.org/chapter/epi-st-louis-chapter)
  
  [Twin Cities Metro Area](https://exit-planning-institute.org/chapter/epi-twin-cities-chapter)
  
  [Utah](https://exit-planning-institute.org/chapter/epi-utah-chapter)
  
  [Washington, D.C.](https://exit-planning-institute.org/chapter/epi-washington-dc-chapter)
  
  [Wisconsin](https://exit-planning-institute.org/chapter/epi-wisconsin-chapter)
- Events
  
  
  
  
  
  ### The Exit Planning Summit
  
  [Take a deep dive into the premier exit planning event, bringing together advisors from across the globe for networking and education. →](https://exitplanningsummit.com/)
  
  
  
  ### Webinars
  
  [Learn more about EPI-hosted webinars, providing a wealth of expert knowledge on a variety of exit planning topics for CEPA®s and non-CEPAs. →](https://exit-planning-institute.org/program/webinars)
  
  
  
  
  
  #### [CEPA Mastermind Groups](https://exit-planning-institute.org/knowledge/upcoming-cepa-mastermind-groups)
  
  Learn more about these interactive networking and best practice groups, for CEPA®s only.
  
  #### [Growth and Impact Week](https://growthandimpact.com/)
  
  An in-person, two-day experience designed for advisors and business owners committed to growth and long-term value creation.
  
  #### [Full Event Calendar](https://exit-planning-institute.org/events)
  
  Keep track of all the events happening at EPI, and find one near you.
  
  #### [CEPA Mastery Winter Retreat](https://cepamastery.com)
  
  An exclusive winter retreat for CEPA Mastery members to connect, recharge, and deepen their mastery of exit planning.  
  
  #### [CEPA Immersion Events](https://exit-planning-institute.org/cepa-immersion-events)
  
  Hands-on training to deepen advisor impact and strengthen business owner relationships.
- Resources
  
  
  
  
  
  ### State of Owner Readiness
  
  [Find the latest results from EPI’s State of Owner Readiness™ Report, offering unique business owner insight nationally. →](https://exit-planning-institute.org/2023-national-state-of-owner-readiness)
  
  
  
  ### Annual Exit
  
  [Discover the first-of-its-kind exit planning magazine, where both advisors and non-advisors alike can find a wealth of interesting articles and industry insights. →](https://exit-planning-institute.org/the-annual-exit)
  
  
  
  ### Free Content Library
  
  [Explore EPI's free library of case studies, white papers, and infographics to help advisors build strategies, educate clients, and sharpen exit planning skills. →](https://exit-planning-institute.org/exit-planning-content-library)
  
  
  
  
  
  #### [Recommended Reads](https://exit-planning-institute.org/resources/bookstore)
  
  Check out EPI’s recommended exit planning reads, with contributions from leaders in the space.
  
  #### [Mastering the Market](https://exit-planning-institute.org/mastering-the-market)
  
  Find our collections of business review pieces, written by experts with a commitment to leadership and excellence.
  
  #### [State of Owner Readiness Regional](https://exit-planning-institute.org/state-of-owner-readiness)
  
  Find results from various regional State of Owner Readiness™ Reports, with various regional insights from business owners.
  
  #### [Exit Planning Blog](https://blog.exit-planning-institute.org/)
  
  Read weekly blogs on various exit planning topics, with frequent contributions from industry thought leadership.
  
  #### [Exit is Now Podcast Network](https://podcast.exit-planning-institute.org/exit-is-now-network)
  
  The Exit is Now podcast network features industry leaders, CEPA®s, and experts sharing insights on value creation and exit planning to help advisors and business owners succeed.
  
  #### [Partner Network](https://exit-planning-institute.org/about-us/exit-planning-partner-network)
  
  Meet EPI’s Partner Network and learn more about these various exit planning leaders.
  
  #### [Find a CEPA](https://exit-planning-institute.org/find-a-cepa)
  
  Connect with a Certified Exit Planning Advisor (CEPA), a professional trained to help business owners accelerate growth, build value, and align personal and financial goals for a successful exit.
  
  #### [Walking to Destiny](https://exit-planning-institute.org/en-us/walking-destiny)
  
  Bridge the gap between owners and advisors with the foundational framework handbook to exit planning and the Value Acceleration Methodology™
- About EPI
  
  
  
  
  
  ### About EPI
  
  [Learn all about the people and history behind Exit Planning Institute®. →](https://exit-planning-institute.org/about-us)
  
  
  
  ### Purpose Statement
  
  [What drives EPI? Read more about EPI’s vision and purpose. →](https://exit-planning-institute.org/our-purpose)
  
  
  
  
  
  #### [Videos](https://exit-planning-institute.org/resources/videos)
  
  Browse and watch a variety of educational and entertaining exit planning videos.
  
  #### [Thought Leadership](https://exit-planning-institute.org/about-us/epi-thought-leadership-council)
  
  Meet the EPI Thought Leadership Council, featuring exit planning experts across the industry.

[ Download Our CEPA Brochure ](https://exit-planning-institute.org/cepa-brochure-download)

[ Download Our CEPA Brochure ](https://exit-planning-institute.org/cepa-brochure-download)

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    - [Download the CEPA Program Brochure](https://exit-planning-institute.org/cepa-brochure-download)
    - [CEPA Program Overview](https://exit-planning-institute.org/program/certified-exit-planning-advisor)
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    - [Full Event Calendar](https://exit-planning-institute.org/events)
    - [Webinars](https://exit-planning-institute.org/program/webinars)
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          - [CEPA Mastermind Groups](https://exit-planning-institute.org/knowledge/upcoming-cepa-mastermind-groups)
    - [The Exit Planning Summit](https://exitplanningsummit.com/)
    - [Growth and Impact Week](https://growthandimpact.com/)
    - [CEPA Mastery Winter Retreat](https://cepamastery.com/)
    - [CEPA Immersion Events](https://exit-planning-institute.org/cepa-immersion-events)
- Chapters
  
  
  
  
  
  
  
  
  
    - [Explore Full Network](https://exit-planning-institute.org/chapters)
    - [Atlanta](https://exit-planning-institute.org/chapter/epi-atlanta-chapter)
    - [Austin](https://exit-planning-institute.org/chapter/epi-austin-chapter)
    - [Central Ohio ](https://exit-planning-institute.org/chapter/epi-central-ohio-chapter)
    - [Chicago](https://exit-planning-institute.org/chapter/epi-chicago-chapter)
    - [Conejo Valley](https://exit-planning-institute.org/chapter/epi-conejo-valley-chapter)
    - [Denver](https://exit-planning-institute.org/chapter/epi-denver-chapter)
    - [Greater Boston](https://exit-planning-institute.org/chapter/epi-greater-boston-chapter)
    - [Greater Los Angeles](https://exit-planning-institute.org/chapter/epi-greater-los-angeles-chapter)
    - [Greater New York](https://exit-planning-institute.org/chapter/epi-greater-new-york-chapter)
    - [Greater Philadelphia](https://exit-planning-institute.org/chapter/epi-greater-philadelphia-chapter)
    - [Inland Empire](https://exit-planning-institute.org/chapter/epi-inland-empire-chapter)
    - [Kansas City](https://exit-planning-institute.org/chapter/epi-kansas-city-chapter)
    - [Mahoning-Shenango Valley](https://exit-planning-institute.org/chapter/epi-mahoning-shenango-valley-chapter)
    - [Nashville](https://exit-planning-institute.org/chapter/epi-nashville-chapter)
    - [New Jersey](https://exit-planning-institute.org/chapter/epi-new-jersey-chapter)
    - [Orange County](https://exit-planning-institute.org/chapter/epi-orange-county-chapter)
    - [Orlando](https://exit-planning-institute.org/chapter/epi-orlando-chapter)
    - [Pittsburgh](https://exit-planning-institute.org/chapter/epi-pittsburgh-chapter)
    - [Raleigh-Durham](https://exit-planning-institute.org/chapter/epi-raleigh-chapter)
    - [San Diego](https://exit-planning-institute.org/chapter/epi-san-diego-chapter)
    - [San Francisco](https://exit-planning-institute.org/chapter/epi-san-francisco-chapter)
    - [Sarasota](https://exit-planning-institute.org/chapter/epi-sarasota-chapter)
    - [Southeast Michigan](https://exit-planning-institute.org/chapter/epi-southeast-michigan-chapter)
    - [St. Louis](https://exit-planning-institute.org/chapter/epi-st-louis-chapter)
    - [Twin Cities Metro Area](https://exit-planning-institute.org/chapter/epi-twin-cities-chapter)
    - [Utah](https://exit-planning-institute.org/chapter/epi-utah-chapter)
    - [Washington, D.C.](https://exit-planning-institute.org/chapter/epi-washington-dc-chapter)
    - [Wisconsin](https://exit-planning-institute.org/chapter/epi-wisconsin-chapter)
- Resources
  
  
  
  
  
  
  
  
  
    - [Walking to Destiny: The Value Acceleration Handbook](https://exit-planning-institute.org/resources/walking-destiny-downloads)
    - [State of Owner Readiness](https://exit-planning-institute.org/state-of-owner-readiness)
    - [Exit Planning Blog](https://blog.exit-planning-institute.org)
    - [Free Content Library](https://exit-planning-institute.org/exit-planning-content-library)
    - [Videos](https://exit-planning-institute.org/resources/videos)
    - [Find a CEPA](https://exit-planning-institute.org/find-a-cepa)
    - [Exit is Now Podcast](https://podcast.exit-planning-institute.org/plan-accordingly)
    - [Recommended Reads](https://exit-planning-institute.org/resources/bookstore)
    - [Partner Network](https://exit-planning-institute.org/about-us/exit-planning-partner-network)
    - [Thought Leadership Council](https://exit-planning-institute.org/about-us/epi-thought-leadership-council)
    - [Mastering The Market](https://exit-planning-institute.org/mastering-the-market)
    - [Annual Exit Magazine](https://exit-planning-institute.org/the-annual-exit)

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## THE EXIT PLANNING BLOG

Keep up-to-date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for professional advisors and business owners.

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# 207 CEPAs Join the EPI Network in July 2024

 by [**Member Experience**](https://blog.exit-planning-institute.org/author/member-experience) on July 31, 2024

![](https://blog.exit-planning-institute.org/hubfs/July%202024%20CEPAs%20.png)

 

*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](http://www.EarnCEPA.com)**.*

### CEPA Online | Class of July 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](https://exit-planning-institute.org/find-a-cepa) page, tailored to help you connect with the right advisor for your unique needs.

- **Adam Abelson, CEPA**, Morgan Stanley, Palm Harbor, FL
- **Fran Aboushousha, CEPA**, Merrill Lynch, Nashville, TN
- **William Allen, CEPA**, H&B Acrisure, Burlington, VT
- **Ryan Anderson, CEPA**, Morgan Stanley, Chicago, IL
- **Jared Archer, CEPA**, WPWealth, Fort Worth, TX
- **Andrew Archer, CEPA**, Edward Jones, Grand Ledge, MI
- **Lori Argent, CEPA**, Wells Fargo Advisors, Coral Springs, MA
- **Andrew Aubrey, CEPA**, Gateway Financial Partners, Glastonbury, CT
- **Todd Bailey, CEPA**, EOS Worldwide, Cary, NC
- **David Bains, CEPA**, Wells Fargo, Sacramento, CA
- **Sean Baker, CEPA**, Morgan Stanley, Baltimore, MD
- **Robert Baker, CEPA**, Edward Jones, Fayetteville, AR
- **Kurtis Baker, CEPA**, Certified Wealth Management & Investment, Princeton, NJ
- **Ryan Bass, CEPA**, Raymond James, Vero Beach, FL
- **Jayson Bastien, CEPA**, Edward Jones, Tecumseh, Ontario
- **Josh Beasley, CEPA**, Ameriprise Financial, Houston, TX
- **Roy Bechtold, CEPA**, Raymond James, Wilmington, NC
- **Andrew Beil, CEPA**, StrongBox Wealth, Lee's Summit, MO
- **Hunter Bentley, CEPA**, UBS Financial Services, Inc., Houston, TX
- **Cara Beyer, CEPA**, Aspen Private Advisors, Sioux Falls, SD
- **Richard Black, CEPA**, Merrill lynch, Raleigh, NC
- **Jonathan Bock, CEPA**, Impact Advisors Group, Bryn Mawr, PA
- **Zachary Bond-Stefo, CEPA**, Rockefeller Capital Management, Ponte Vedra Beach, FL
- **Molly Booi, CEPA**, Sikich LLP, Alexandria, VA
- **Guy Breading, CEPA**, GNB Global Inc, St. Petersburg, FL
- **Keith Britton, CEPA**, Edward Jones, Moultonborough, NH
- **Jonathan Brooks, CEPA**, The Welch Group, Birmingham, AL
- **Kenneth Burkhead III, CEPA**, intellicents, Albert Lea, KS
- **Kayla Byler, CEPA**, Raymond James, Franklin, TN
- **Scott Cahill, CEPA**, FinSec Life, Orlando, FL
- **Joel Callagan, CEPA**, Wealth Enhancement Group, Los Angeles, CA
- **Leslie Camacho, CEPA**, Glimmering LLC, Bend, OR
- **Ashley Carlson, CEPA**, Merrill Lynch, Chicago, IL
- **James Carpentier-Levy, CEPA**, Morgan Stanley, San Diego, CA
- **Ken Carr, CEPA**, FocusCFO, Columbus, OH
- **Rosa Carreiro, CEPA**, Edward Jones / Rosa Carreiro, North Palm Beach, FL
- **Jeremy Caza, CEPA**, The Carta Group, Syracuse, NY
- **Bryan Cernicek, CEPA**, Raymond James, St. Louis, MO
- **Bryan Charles, CEPA**, UBS Financial Services, Inc., Houston, TX
- **Annie Chen, CEPA**, AMC Legacy, Paramus, NJ
- **Michael Clark, CEPA**, RBC , Minneapolis, MN
- **Jessica Cohen, CEPA**, Merrill Lynch, Las Vegas, NV
- **Lisa Constant, CEPA**, Edward Jones, Soquel, CA
- **Kevin Coughlin, CEPA**, Wells Fargo, Johnson City, NY
- **Andrew Cuckie, CEPA**, Edward Jones, Cortez, CA
- **Todd Dathe, CEPA**, Aspen Private Advisors, Sioux Falls, SD
- **Janet DeFrino, CEPA**, Five Mile Advisors, Norwalk, CT
- **Richard DeSantis, CEPA**, STREAM, Westlake Village, CA
- **Adriana Destefanis, CEPA**, John Hancock, New York, NY
- **James Dinsmore, CEPA**, Evergreen Wealth Solutions, Williamsport, PA
- **Andrew Draft, CEPA**, NewEdge Wealth, Miami, FL
- **Melanie Dunn Hartenfels, CEPA**, John Hancock, Berkeley, CA
- Anne Elliott, CEPA, Edward Jones, Des Peres, MO
- Reginald Estes, CEPA, Edward Jones, Austin, TX
- Frank Falco, CEPA, Merrill Lynch, Great Neck, NY
- Robert Farrell, CEPA, Janney Montgomery Scott, Philadelphia, PA
- Kyler Ferguson, CEPA, Morgan Stanley, Chicago, IL
- Doraida Fernandez, CEPA, Raymond James, Miami, FL
- Bryan Filson, CEPA, Advanced Capital Strategies, Naples, FL
- Michelle Florander, CEPA, Edward Jones, Dripping Springs, TX
- Mark Freeman, CEPA, Edward Jones, Hopkinton, MA
- Bryndon Fry, CEPA, BMO Private Wealth, Oshawa, Ontario
- Ryan Gaitings, CEPA, Merrill Lynch, Garden City, NY
- Brian Geist, CEPA, Edward Jones, Seminole, OK
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