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 February 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.
- Marissa Acel, CEPA, Raymond James, St. Petersburg, FL
- Jonathan Adams, CEPA, Merrill, Pittsburgh, PA
- Stephen Adekeye, CEPA, Theelis Tax LLC, Ashburn, VA
- Neil Allerton, CEPA, Edward Jones, Winston Salem, NC
- Carson Andersen, CEPA, Align Wealth Management, KY
- Albert Anderson, CEPA, Trebla Management Group, LLC, Winter Springs, FL
- Joshua Anderson, CEPA, Raymond James & Associates, Newtown, PA
- Matthew Andreas, CEPA, Rea Wealth Management, Dublin, OH
- Vatsal Assar, CEPA, Assay Wealth Partners, Dallas, TX
- Jose Atkinson, CEPA, Premier Business & Executive Coaching, Inc, Helotes, TX
- Ally Ayers, CEPA, BKFi, Brooklyn, NY
- John Azlant, CEPA, Focus CFO, OH
- Justin Bakewell, CEPA, Pitcairn, Conshohocken, VA
- Aurelie Bayer, CEPA, 12 Peaks Financial, Hailey, ID
- Eric Berls, CEPA, Merrill Lynch, Deer Park, IL
- James Beverley, CEPA, BlueLake Wealth Advisors, Burr Ridge, IL
- Monica Bezy, CEPA, Edward Jones, San Diego, CA
- Tyler Bolyard, CEPA, Elevated Private Wealth Advisors, Springville, UT
- Joseph Bonadeo, CEPA, Edward Jones, Succasunna, NJ
- Matt Borowski, CEPA, True North Advisors, Dallas, TX
- Aric Boullion, CEPA, Edward Jones, St Louis, TX
- Benjamin Bowers, CEPA, Align Wealth Management, Owensboro, KY
- Eric Bowser, CEPA, Edward Jones, Auburn, IN
- Brian Breen, CEPA, Breen Wealth Management, LLC, Petaluma, CA
- Jeremy Breunig, CEPA, Lake Oswego, OR
- Joshua Bring, CEPA, Edward Jones, Gilbert, AZ
- Thomas Brinson, CEPA, Ninety, Kirkwood, MO
- Perry Buckman, CEPA, Pathlight Advisors, Scottsdale, AZ
- John Carlson, CEPA, Pinnacle Employee Benefits, Minot, ND
- Patrick Cecil, CEPA, Merrill Lynch, Irvine, CA
- Anthony Cerino, CEPA, UBS Financial Services, Newport, RI
- Chad Choate, CEPA, Edward Jones, Bradenton, FL
- Ted Churchill, CEPA, Raymond James, Scottsdale, AZ
- Rich Collins, CEPA, Transworld, King Of Prussia, PA
- James Coltrin, CEPA, True North Advisors at Raymond James, Chattanooga, TN
- Destiney Constantatos, CEPA, Merrill Lynch, Palm Beach Gardens, FL
- Ben Cordiner, CEPA, Cordiner Wealth, Leeds, ENG
- Jordan Crabb, CEPA, Mariner, Indianapolis, IN
- Tim Crain, CEPA, Ameri, Gainesville, GA
- Mark Crismon, CEPA, Mark Crismon, Scottsdale, AZ
- Amy Cunningham, CEPA, Republic Capital Group, New York, TX
- Stephen Cutillo, CEPA, WestPac Wealth Partners, Kahului, HI
- Wil Daniels, CEPA, Frontline Asset Management, Seattle, WA
- Anna Dashkevich, CEPA, Duenna Wealth Associates, Houston, TX
- John Dauphin, CEPA, Merrill Lynch, Brea, CA
- Eric Davalos, CEPA, Merrill, Irvine, CA
- Smit Desai, CEPA, Richard Brothers Financial Advisors, South Portland, ME
- Michael Donnal, CEPA, Edward Jones, West Palm Beach, FL
- Sean Dooley, CEPA, SDJS & Associates, Mclean, VA
- Christy Drdyen, CEPA, RBC Wealth Management, Atlanta, GA
- Michael Dreyer, CEPA, Dreyer Wealth Management, Appleton, WI
- Christy Dryden, CEPA, RBC Wealth Management, Atlanta, GA
- Timothy Dunigan, CEPA, Wealth Management Strategies, Irvine, CA
- Jase Evans, CEPA, Edward Jones, Santa Fe, TX
- Darrell Evans, CEPA, Edward Jones, Hagerstown, MA
- Sam Evans, CEPA, GBM Capital, New York, NY
- Levi Evans, CEPA, Edward Jones, Germantown, TN
- Mary Beth Fanelli, CEPA, Grace Wealth Partners, Harbinger, NC
- Kyle Farmer, CEPA, Edward Jones, Fort Wayne, IN
- Joshua Feigelman, CEPA, Merrill, Boca Raton, FL
- Andres Fernandez, CEPA, Wealth Enhancement Group, Great Neck, NY
- Kit Feuerhelm, CEPA, Feuerhelm Langer, Ellsworth, WI
- Garrick Foy, CEPA, Red Rock Tax & Consulting, LLC, Hurricane, UT
- Robert Gabhart, CEPA, Bluegrass Legacy Group, Keller, TX
- Luke George, CEPA, HI Financial, Meridian, ID
- Wendy Gilmer, CEPA, RBC, Minnetonka, MN
- Brenon Gipe, CEPA, Ameriprise Financial, portland, CA
- Oksana Glasser, CEPA, Bank of America/Merrill, Hopewell, NJ
- Lawrence Gonnello, CEPA, Raymond James, Palm Beach Gardens, FL
- Xamayliz Gonzalez, CEPA, JPMorgan Chase, Atlanta, GA
- Kevin Good, CEPA, Pillar Wealth, Franklin, IN
- Erin Goodrich, CEPA, Merrill Lynch, Brea, CA
- Dida Goudreau, CEPA, Coast Business Club, El Granada, CA
- Kelly Grandmaison, CEPA, Impact Ventures International LLC, Covina, CA
- Glen Gregory, CEPA, John Hancock, Boston, SC
- Bruce Griffith, CEPA, AssetBuilder, Inc., Plano, TX
- James Guckenberg, CEPA, RW Baird & Co, Inc., Milwaukee, WI
- Phil Guerrero, CEPA, PMG Wealth Management, Hawthorn Woods, IL
- Lucas Haber, CEPA, Merrill, Daytona Beach, FL
- Patrick Hagarty, CEPA, Patrick Hagarty, Montreal, QC
- Rolando Handal, CEPA, Merrill Lynch, Coral Gables, FL
- Jake Hansma, CEPA, Fiduciary Financial Advisors, Grand Rapids, MI
- Isabella Harshberger, CEPA, Michigan Retirement Advisors, Bloomfield Hills, MI
- Jennifer Hatch, CEPA, Christopher Street Financial, Nyack, NY
- Jack Heintzelman, CEPA, Boston Wealth, Needham, MA
- Jonathan Hermes, CEPA, Ginn & Patrou, PLLC, St. Augustine, FL
- Leslie Michelle Hetager, CEPA, Truist, Savannah, GA
- Michael Holdenrid, CEPA, Caden Wealth Management, Cornelius, NC
- Richard Holman, CEPA, Baird, Dallas, TX
- Zac Holmes, CEPA, Edward Jones, La Grange, TX
- Bryan Hopkins, CEPA, Hopkins Wealth Management Group, Boise, ID
- Tim Hosie, CEPA, Mariner, Overland Park, KS
- Heather Jenkins, CEPA, Value Path Advisors, Louisville, MS
- Cody Jess, CEPA, Edward Jones, Oceanside, CA
- Kieno Jones II, CEPA, Urban League of Greater Atlanta, Atlanta, GA
- Chris Jorgensen, CEPA, Principal Asset Management, Des Moines, IA
- Shannon Kane, CEPA, Edward Jones, Lake Worth, FL
- Jay Kempf, CEPA, Pathfinder Financial Consultants - Thrivent, Plymouth, MI
- Armen Khadiwala, CEPA, Anthology Capital Solutions, Englewood, CO
- Bradley Kolowski, CEPA, Edward Jones, Garden City, KS
- John Laaker, CEPA, Edward Jones, Kirkwood, MO
- Guy Lamb, CEPA, Mariner Wealth Advisors, Fresno, CA
- Mike Leavy, CEPA, Integris Wealth Management, Monterey, CA
- Tom Ledbetter, CEPA, Business Transition Network, Denver, NC
- Vitaliy Levine, CEPA, Merrill Lynch, Fort Lauderdale, FL
- Alana Lewis-Stinehart, CEPA, Huntington National Bank, Minnetonka, MN
- Fred Lilley, CEPA, Business Lab LLC, Durham, NC
- Lesley Livingston, CEPA, Edward Jones, Cleveland, TN
- Adam Lublin, CEPA, ARC Private Wealth, Waterville, OH
- John Mackerras, CEPA, Raspberry Blue Ltd, Gravesend, ENG
- Matt MacLean, CEPA, Ameriprise, Peoria, AZ
- Kevin Mallory, CEPA, VFM Strategic Partners, Williamsburg, VA
- Paul Mankarious, CEPA, Self-Employed, Chicago, IL
- Daniel Martinez, CEPA, Wealthcheck, Clayton, MO
- Robert McCartney, CEPA, Raymond James Ltd., Edmonton, AB
- Carl McClurg, CEPA, Complete Wealth Strategies, Cincinnati, OH
- George Mcconechy, CEPA, Raymond James Ltd, Edmonton, AB
- Scott McCrea, CEPA, Edward Jones, Richboro, PA
- Lauren Miller, CEPA, John Hancock, Atlanta, GA
- Alan Misale, CEPA, Viking Mergers & Acquistions, Fort Lauderdale, FL
- Colleen Mitchell, CEPA, Edward Jones, Viera, FL
- Brian Mohler, CEPA, Eagle Corporate Advisors, Las Vegas, NV
- Victor Morales, CEPA, UBS Financial Services Inc, Newport Beach, CA
- Tanner Murphy, CEPA, Ameriprise, Shreveport, LA
- Kara Museler, CEPA, UBS Financial Services, Newport, RI
- Martin Navarro, CEPA, Ameriprise Financial, Baton Rouge, LA
- David Navia, CEPA, Edward Jones, Richmond, TX
- Benjamin Nesvold, CEPA, Edward Jones Investments, Mount Pleasant, SC
- Jacob Newcomb, CEPA, Blackwood Financial Group, Milton, FL
- Linh Nguyen, CEPA, Morgan Stanley, Plantation, FL
- Shelby Nicholl, CEPA, Muriel Consulting, Chesterfield, MO
- Caleb Nitz, CEPA, Valmark Financial Group, Akron, OH
- Matt Nordmann, CEPA, Morrison Nordmann, E. Lansing, MI
- Chuck Nunley, CEPA, Great Lakes Asset Management Group of Wells Fargo FiNet, Naperville, IL
- Thomas O'Connell, CEPA, International Financial Advisory Group, Parsippany, NJ
- Keith Orsaba, CEPA, Merrill Lynch, Fresno, CA
- Shane Oschman, CEPA, Strategy Solutions, Inc., Erie, PA
- James Owens, CEPA, Fortune Financial Planning, Voorhees, NJ
- Gianluca Palermo, CEPA, Merrill Lynch, Melville, NY
- Anthony Patti, CEPA, 226 Consulting LLC, Dix Hills, NY
- Jacky Petit-Homme, CEPA, Libety One Wealth Advisors, Philadelphia, PA
- Ian Powers, CEPA, Socium Advisors, St. Louis, MO
- Ari Praw, CEPA, Raymond James, Beverly Hills, CA
- Leo Priemer, CEPA, Edward Jones, South Bend, IN
- Robert Quarture, CEPA, Compass Wealth Management, Sewickley, PA
- Felipe Ramirez, CEPA, Bank of America, Tampa, FL
- Ryan Ransom, CEPA, Ransom Financial Services, LLC, Killeen, TX
- Matthew Reakus, CEPA, Sound Wealth LLC, Marlton, IL
- Thomas Eric Reich, CEPA, Reich Asset Management LLC., Marmora, NJ
- Sarah Reznick, CEPA, Edward Jones, Newbury Park, CA
- David Riggenbach, CEPA, Riggenbach Financial LLC, Waterville, OH
- Jeremy Roberts, CEPA, Edward Jones, Henryetta, OK
- Mary Roberts, CEPA, Hancock Advisors, Peachtree Corners, GA
- Ben Robertson, CEPA, Integrity Marketing Group, Ft Wayne, OH
- Chris Robinette, CEPA, Lighthouse Planning, Brentwood, TN
- Eric Rosenberger, CEPA, Synthesis Wealth Planning, Morristown, NJ
- Maria Ross, CEPA, Morgan Stanley, New York, NY
- Jeff Rovnak, CEPA, Signal Tree Financial, Copley, OH
- Colleen Rudio, CEPA, Cascadia Management Group, Missoula, MT
- Robert Russell, CEPA, Covenant Wealth Management, Winston-Salem, NC
- Donovan Ryckis, CEPA, Ethos Benefits, Orlando, FL
- Alexander Sadeghi, CEPA, Huntington, Akron, OH
- Loura Sanchez, CEPA, Keystone Pacific Management Company, Irvine, CO
- Austin Sanford, CEPA, Edward Jones, Peoria, IL
- Charlie Santos, CEPA, Edward Jones, Babylon, NY
- Robert Sanzo, CEPA, Robert Sanzo, Boston, MA
- Vivek Sarin, CEPA, Juvo Company LLC, Shelbyville, KY
- Mary Saylor, CEPA, Choreo, Berwyn, PA
- Corey Schmidt, CEPA, IntentGen Financial Partners, Naperville, IL
- Ryan Schott, CEPA, Raymond James, Newton Lower Falls, MA
- Mark Schulert, CEPA, SoCal Sales Solutions, Lake Arrowhead, CA
- Lee Schwartz, CEPA, Advanced Planning Solutions LLC, White Bear Lake, MN
- Vincent Sege, CEPA, Morgan Stanley, New York, NY
- Jamie Seim, CEPA, Wells Fargo Advisors, Ponte Vedra Beach, FL
- Dan Sharkey, CEPA, Mariner, Dedham, MA
- Cory Sheehan, CEPA, Edward Jones, Burlington, ON
- Bradley Small, CEPA, Solomon Private Wealth LLC, Beverly, MA
- Christopher South, CEPA, Edward Jones, Santa Rosa, CA
- David Spirl, CEPA, Edward Jones, Canton, MI
- Austin Stack, CEPA, Juvo, VA
- Theo Stiller, CEPA, Westpac Wealth Partners, Kahului, HI
- Julie Stirling, CEPA, Principal, Roseville, CA
- John Suarez, CEPA, Peristyle Private Wealth, Denver, CO
- Phillip Suarez, CEPA, Edward Jones, Bethany, OK
- Prinn Sukriket, CEPA, Finn School of Business and Tourism, Bangkok, Bangkok
- Liz Summers, CEPA, Wealthspire Advisors, Shorewood, WI
- Katherine Tan, CEPA, Edward Jones, Charlotte, NC
- Matthew Teel, CEPA, Risk & Insurance Associates, Cheshire, CT
- Charles Thompson, CEPA, Thompson Wealth Group, Inc, Cornelius, NC
- Josh Thornhill, CEPA, Lpl, Jefferson City, MO
- Daniel Timberlake, CEPA, Wells Fargo Advisors, Boise, ID
- Jennifer Tozser, CEPA, Tozser Wealth Management, National Bank Financial, Calgary, AB
- Andrew Trowbridge, CEPA, Edward Jones, Dover, NH
- Geoffrey Tuthill, CEPA, Independence Financial Advisors, Merrimack, NH
- Derek Unice, CEPA, Keller Thomas Management, UT
- Scott Van Tasell, CEPA, Edward Jones, Pella, IW
- Kade Vasi, CEPA, Clark Capital, Philadelphia, CO
- Frank Vellucci, CEPA, Morgan Stanley, Marlton, NJ
- Hannah Vickery, CEPA, AssetBuilder, Plano, TX
- Peter Walker, CEPA, Boughton Riverview Employee Ownership, Etobicoke, ON
- Mike Walrod, CEPA, Incite Business, Overland Park, KS
- Anthony Watts, CEPA, Highland Rim Wealth Management, Tullahoma, TN
- Benjamin Williams, CEPA, Edward Jones, Shreveport, LA
- Colin Williams, CEPA, Encompass Wealth Advisors, LLC, Portland, OR
- Luke Willson, CEPA, Edward Jones, Wichita, KS
- Matthew Wizeman, CEPA, Focal Point Business Leadership Coaching, West Windsor, NJ
- Robin Woodell, CEPA, Robin Woodell, Charlotte, NC
- Matt Yarbrough, CEPA, Encompass Wealth Advisors, Portland, OR
- Jordan Zelniker, CEPA, UBS Financial Services, Inc., New York, NY
- John Zembron, CEPA, John Hancock, Boston, MA
- Caleb Zuniga, CEPA, The Eighty 20 Solution, Hayden, ID
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 February 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.