207 CEPAs Join the EPI Network in July 2024

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 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.

• 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
• Robert Georges, CEPA, Asia-Pacific Finance & Business Advisors, Sydney, New South Wales
• Kaveh Gilanshah, CEPA, UBS Financial Services, Inc., Washington, DC
• Robert Gipp, CEPA, RBC , Raleigh, NC
• Mike Goldberger, CEPA, Northern Trust, Newport Beach, CA
• Steven Goldman, CEPA, Wilmington Trust, Los Angeles, CA
• Jennifer Gomez, CEPA, Thrivent, McKinney, TX
• Megan Gordon, CEPA, Synovus, Douglasville, GA
• Mike Goyarts, CEPA, GuidePoint Private Wealth Management, Phoenix, AZ
• Joel Groskreutz, CEPA, Thrivent, Reedsburg, WI
• Jason Guenther, CEPA, Stephens Wealth Management Group, Flint, MI
• Nick Guida, CEPA, Guidance Wealth Advisors, Lebanon, NJ
• Alice Guimarin, CEPA, Morgan Stanley, San Jose, CA
• Dawn Hackerott, CEPA, Edward Jones, Manhattan, KS
• James Halsey, CEPA, Halsey Advisory LLC, Dublin, OH
• Garrett Harper, CEPA, Harper Financial Strategies LLC, Lawrence, KS
• Melissa Harris, CEPA, Edward Jones, Fort Worth, TX
• Kyle Harrison, CEPA, Radian Partners, LLC, Memphis, TN
• Julia Harrison, CEPA, Boss Group International, Orlando, FL
• Emory Hendrix, CEPA, Crescent WM, Greenville, SC
• Wendy Holmes, CEPA, Hidden Oak Partners, New York, NY
• Chad Holstlaw, CEPA, Downstream Wealth, Madeira Beach, FL
• Darcy Houghton, CEPA, U.S. Bank, Reno, NV
• Francis Hujsa, CEPA, Acadium Financial Partners, Bonita Springs, FL
• Kimberly Hunter, CEPA, Wells Fargo, Santa Rosa, NV
• James Hutchby, CEPA, Choreo Advisors, Charlotte, NC
• Carissa Jackson, CEPA, Truist, Ponte Vedra Beach, FL
• Robert Johnson, CEPA, CIBC Private Wealth, Austin, TX
• Thomas Johnson, CEPA, Conifer, LLC, Rochester, NY
• Luis Jondee, CEPA, Merrill Lynch, West Nyack, NY
• Brittani Joyce, CEPA, Thrivent, Des Peres, MO
• Issa Karadsheh, CEPA, Merrill Lynch, Cedar Rapids, IA
• Ryan Kent, CEPA, Edward Jones, Fort Dodge, IA
• Gary Keyfauver, CEPA, Raymond James, Littleton, CA
• Jennifer Kohlbacher, CEPA, Mariner Wealth Advisors, LLC, Tulsa, OK
• Cheri Kuhn, CEPA, Kuhn Coaching, Inc., Mukilteo, WA
• Jeff Lahr, CEPA, Prime Capital Investment Advisors, Leawood, KS
• Tama Lamm, CEPA, Edward Jones, McCall, ID
• Erica Lane, CEPA, Talent on Fire, LLC, Miami, FL
• Tyler Lerman, CEPA, Janney Montgomery Scott, York, PA
• Tyler Lietz, CEPA, Edward Jones, Chandler, AZ
• Robert Linzay, CEPA, Ameriprise Financial, San Dimas, CA
• Mark Lopez, CEPA, UBS Financial Services, Inc., Houston, TX
• Timothy Lukasik, CEPA, Thrivent, Shelby Township, MI
• Ladd Lumpkin, CEPA, UBS Financial Services, Inc., Columbia, SC
• Robert Madden, CEPA, Edward Jones, Greenlawn, NY
• Omar Maldonado, CEPA, Thrivent, St. Louis, MO
• Michael McCausland, CEPA, Wells Fargo, Orlando, FL
• Sean McCullough, CEPA, Edward Jones, Plymouth, MN
• Diane Meck, CEPA, Marcontell Wealth Management, LLC, Mont Belvieu, TX
• Matthew Meehan, CEPA, MRM Capital Holdings, Winter Garden, FL
• Valerie Meeks, CEPA, South Carolina SBDC, Duncan, SC
• Matt Meline, CEPA, PrairieFire Wealth Planning, Des Moines, IA
• Travis Messinger, CEPA, Fulcrum Financial Group, Spokane, WA
• Shane Miller, CEPA, WPWealth, Fort Worth, TX
• Hratch Minassian, CEPA, Principal Asset Management, Boston, MA
• Timothy Montfort, CEPA, Raymond James, San Antonio, TX
• William Mulvahill, CEPA, Trailhead Planners, LLC, Edina, MN
• James Munger, CEPA, Merrill Lynch, Eau Claire, WI
• Christine Musuneggi, CEPA, The Musuneggi Financial Group, Canonsburg, PA
• Aaron Nance, CEPA, Edward Jones, Chandler, AZ
• David Nethery, CEPA, Merrill Lynch, Dallas, TX
• Harris Nightingale, CEPA, NF Wealth Management, New York, NY
• Kevin Oldham, CEPA, Diffactory, Lee's Summit, MO
• Ryan Olson, CEPA, Bank of America, San Francisco, CA
• Ryan Olson, CEPA, Mustang Private Wealth, San Luis Obispo, CA
• Eric Opheim, CEPA, Merrill Lynch, Honolulu, HI
• Winston Orzechowski, CEPA, Private Company Insights, Wilmington, NC
• Marty Osborn, CEPA, By Design Advisors, Greenville, SC
• Robert Paoni, CEPA, Sikich LLP, Springfield, IL
• Joseph Pates, CEPA, Ameriprise Financial, Pasadena, CA
• Kevin Patterson, CEPA, Motivus Wealth Management, Colorado Springs, CA
• Daniel Pegues, CEPA, Merrill Lynch, Mt. Pleasant, SC
• Chelsea Peterson, CEPA, Edward Jones, Costa Mesa, CA
• Joshua Pfeiffer, CEPA, UBS Financial Services, Miamisburg, OH
• Justin Pierce, CEPA, TerraWealth, York, PA
• Paul Poulin, CEPA, Poulin Wealth Management Group, Glastonbury, CT
• Julie Pressnell, CEPA, Thrivent, Colorado Springs, CA
• Cameron Pribble, CEPA, Pinnacle Accountancy Group of Utah, Farmington, UT
• William Pritchard, CEPA, Uncaged Ventures Limited, Letchworth Garden City, England
• Sheri Radler, CEPA, R Accounting Group, Prospect, KY
• Justin Raho, CEPA, UBS, Florham Park, NJ
• Summer Ramos, CEPA, Beacon Pointe, Campbell, CA
• Morgan Ranstrom, CEPA, Trailhead Planners, LLC, Edina, MN
• Simon Rawlinson, CEPA, Raymond James, Pasadena, CA
• Michael Raymond, CEPA, Thrivent, Fletcher, NC
• Cassandra Rector, CEPA, Edward Jones, Little Rock, AR
• Duncan Reed, CEPA, Edward Jones, North Wales, PA
• John Regier, CEPA, Morgan Stanley, Scottsdale, AZ
• Steven Rose, CEPA, Art of Wealth Management, Reno, NV
• Braddock Rowe, CEPA, Ameriprise Financial, Jacksonville, FL
• Timothy Saeger, CEPA, Thrivent, Plymouth, WI
• Andrew Sahlstrom, CEPA, Edward Jones, Onalaska, WI
• Jenna Sampson, CEPA, Exit Planning, LLC, Greenville, SC
• Bryan Sarff, CEPA, intellicents, Overland Park, KS
• Matthew Sayers, CEPA, FCS Private Wealth, Leawood, KS
• Daniel Schwegman, CEPA, First Merchants Bank, Columbus, OH
• David Seals, CEPA, Edward Jones, Plano, TX
• Jeylyn Sharpe, CEPA, Edward Jones, Claremore, OK
• Michael Sheridan, CEPA, Merrill Lynch, Portland, OR
• Andrew Sinsigalli, CEPA, Merrill Lynch, San Jose, CA
• Meghan Slocum, CEPA, Merrill Lynch, Mequon, WI
• Robert Smail, CEPA, Edward Jones, Grass Valley, CA
• Tyson Smith, CEPA, Raymond James, Orlando, FL
• Martha Spence, CEPA, Merrill Lynch, Gainesville, GA
• Chris Stockton, CEPA, Edward Jones, Stillwater, OK
• Evan Stout, CEPA, Choreo Advisors, Charlotte, NC
• Marilyn Suey, CEPA, Diamond Group Wealth Advisor, San Ramon, CA
• David Swanson, CEPA, Downstream Wealth, Wheaton, IL
• James Swanton, CEPA, Edward Jones, Somerville, NJ
• Ara Talkov, CEPA, Morgan Stanley, New York, NY
• Beverly Tandy, CEPA, U.S. Bank, Bellevue, WA
• Ryan Thelen, CEPA, John Hancock, East Lansing, MI
• Ryan Thieme, CEPA, Morgan Stanley, Fort Lauderdale, FL
• Richard Thomas, CEPA, Edward Jones, Round Rock, TX
• Neal Thompson, CEPA, Thompson Wealth Management, Scottsdale, AZ
• Dale Thrush, CEPA, By Design Advisors, Greenville, SC
• Larry Tolbert, CEPA, Radian Partners, LLC, Memphis, TN
• Duc Tran, CEPA, Ameriprise Financial, Pasadena, CA
• Ban Tran, CEPA, Merrill Lynch, Vienna, VA
• Carrie Valerio, CEPA, Raymond James, Brea, CA
• Valerie Vander Molen, CEPA, Truist, Alexandria, VA
• Kevin Vandermeer, CEPA, Canaccord Genuity, Toronto, Ontario
• Richard Vetter, CEPA, WealthSmart Inc, Richmond, British Columbia
• Dennis Viellieu, CEPA, FocusCFO, Grosse Pointe Park, MI
• Alex Vilfordi, CEPA, Ameriprise Financial, Dallas, TX
• Francesca Vitale, CEPA, Bank of America, New York, NY
• Benjamin Voelker, CEPA, Mariner Wealth Advisors, LLC, Scottsdale, AZ
• Jocelyn Wallace, CEPA, Profit Plus Business Advisors, Des Moines, IA
• Keith Walle, CEPA, Sikich LLP, Springfield, IL
• James Wardlaw, CEPA, Stitch Traction LLC, Orchard Park, NY
• Daniel Wasson, CEPA, BOK Financial, Tulsa, OK
• Nicholas Weber, CEPA, Weber Wealth Management & Insurance Services, Inc., Folsom, CA
• Jerome Wenner, CEPA, Edward Jones, Cold Springs, MN
• Randall White, CEPA, Wells Fargo, Santa Rosa, NV
• Roger Williams, CEPA, Edward Jones, Azle, TX
• David Williams, CEPA, The W Coaching Group, Inc., San Diego, CA
• Sandra Williams, CEPA, Pacific Advisors, San Diego, CA
• Walt Williams, CEPA, Aegis Consulting, Temple Terrace, FL
• Shawn Wilson, CEPA, Edward Jones, Cary, NC
• Stephen Wolford, CEPA, ForesightGA, San Jose, CA
• Maurice Wright, CEPA, Edward Jones, Los Angeles, CA
• Rong Yue, CEPA, JP Morgan, San Clemente, CA
• Peter Zubizarreta, CEPA, UBS Financial Services, Inc., Miami, FL
  
  

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."