212 CEPAs Join the EPI Network in May 2026

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 2026

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.

• Travis Abro, CEPA, Edward Jones, Bloomfield Hills, MI
• John Adair, CEPA, Adair Advisory Group LLC, West Palm Beach, FL
• Susan Aragon, CEPA, Edward Jones, Farragut, TN
• Jesse Arcobasso, CEPA, Edward Jones, St Louis, MO
• Ryan Aylor, CEPA, Edward Jones, McKinney, TX
• Brian Bagley, CEPA, Edward Jones, Fairfield, TX
  
• Chris Baker, CEPA, Edward Jones, Wesley Chapel, FL
• Andre Baldanza, CEPA, Diamond Client Group, Flower Mound, TX
• Sean Balkhi, CEPA, Merrill, Laguna Niguel, CA
• Mary Jolyn Bauer, CEPA, Edward Jones, Oklahoma City, OK
• Cynda Beauchamp, CEPA, Edward Jones, Durham, NC
• Edward Benecchi, CEPA, Edward Jones, New Hartford, CT
• Donald Blalock, CEPA, Edward Jones, Milford, NH
• Bob Blessing, CEPA, AMG Wealth Advisors, Austin, TX
• Kristin Blow, CEPA, Edward Jones, Boerne, TX
• Justin Blower, CEPA, First Citizens Wealth, Charlotte, NC
• Douglas Boring, CEPA, Aspire Financial Planning, Roseville, CA
• Rebecca Boston, CEPA, Edward Jones, Lancaster, PA
• Irene Bowen, CEPA, Edward Jones, Kittery, ME
• Paula Brancato, CEPA, Barnum Financial, NYC and Palm Beach, NJ
• Mathew Breselow, CEPA, Blue Sky Business Acquisitions, Waterloo, WI
• Cullen Brokaw, CEPA, Edward Jones, Arnold, MO
• Bryan Bronstad, CEPA, Edward Jones, Waco, TX
• William Broughton, CEPA, Edward Jones, West Linn, OR
• Trey Brown, CEPA, Edward Jones, Aiken, SC
• Bryce Buchanan, CEPA, Edward Jones, Palm City, FL
• Ryan Buck, CEPA, Edward Jones, Lincoln, NE
• Margaret Burke, CEPA, MB Law Firm Consulting, LLC, Marblehead, MA
• Danyelle Burns, CEPA, Edward Jones, Hastings, NE
• Blaine Butcher, CEPA, Sommers Financial Management, Scappoose, OR
• Marcella Butler, CEPA, Merrill Lynch, Lexington, KY
• Scott Cain, CEPA, Morgan Stanley, San Diego, CA
• John Campbell, CEPA, Calamos Wealth Management, Naperville, IL
• Jonathan Carlysle, CEPA, Merrill Wealth Management, San Francisco, CA
• Elijah Carmean, CEPA, Edward Jones, Park Hills, KY
• Amanda Cedrone, CEPA, Edward Jones, St. Louis, MO
• Christopher Chaffin, CEPA, Chaffin Capital Advisors, Inc., Lakeland, FL
• George Cherayil, CEPA, Legacy Business Brokers LLC, Oklahoma City, OK
• Chris Claussen, CEPA, Boulay Wealth, Eden Prairie, MN
• Austin Coley, CEPA, McCall Wealth Advisors, Brentwood, TN
• Brooke Collins, CEPA, Morgan Stanley, Paramus, NJ
• Timothy Cowdrey, CEPA, RBC Wealth Management, Scottsdale, AZ
• Angela Crowley, CEPA, Edward Jones, Susanville, CA
• Colin Cunningham, CEPA, Edward Jones, Lafayette, CO
• Paula Dailer, CEPA, Charles Schwab, Orlando, FL
• Jonathan DAntonio, CEPA, Merrill, Pittsburgh, PA
• Andrea Deeley, CEPA, Merrill Lynch Wealth Management, Flower Mound, TX
• Patrick Dietz, CEPA, LineShift Partners, Orange, CA
• Peter Dobrich, CEPA, PFG Wealth Group, Windsor, ON
• Merry Dooley, CEPA, Columbia Wealth Advisors, Tacoma, WA
• Sandra Dougherty, CEPA, Wolf Profit Strategies, Canton, OH
• Alexander Douglas, CEPA, Edward Jones, Eugene, OR
• Manasi Dutta, CEPA, Edward Jones Investments, Albany, NY
• James (Jim) Dyes, CEPA, Edward Jones, Nashville, TN
• Brian Edelen, CEPA, Edward Jones, Louisville, KY
• Arja Eggleston, CEPA, GoPro Financial, Gardena, CA
• Mohamed Eita, CEPA, Taimaa, Toronto, ON
• Maged Elraheb, CEPA, The Grey Monks, Toronto, ON
• Brian Engleman, CEPA, Edward Jones, McAlester, OK
• David Erickson, CEPA, Edward Jones, Oswego, IL
• Lucie Estabrook, CEPA, Birchbrook, Bangor, ME
• Christa Evans, CEPA, Edward Jones, Aiken, SC
• Evan Faber, CEPA, Generosity Group, Boulder, CO
• Raphael Fairell, CEPA, Thrivent Financial, Atlanta, GA
• Andrew Focht, CEPA, Rose Point Capital Advisors, Tyler, TX
• Rikki Foster, CEPA, RegalStone Wealth Management, Roseville, CA
• Jennifer Franco Dias, CEPA, J.P. Morgan Wealth Management, Washington, DC
• James Frawley, CEPA, Westside Investment Management, LLC, Santa Monica, CA
• Aric Friend, CEPA, Merrill Lynch, Westborough, MA
• Aaron Funk, CEPA, RBC, Minneapolis, MN
• Tim Gandre, CEPA, The Woodlands, TX
• Tasha Garcia, CEPA,  Morgan Stanley, Short Hills, NJ
• Christian Garcia, CEPA, Edward Jones, West Linn, OR
• Christopher George, CEPA, Edward Jones, Piqua, OH
• Andrew George, CEPA, Edward Jones, Brattleboro, VT
• David Girmann, CEPA, Fidant Wealth Partners - Ameriprise, Cincinnati, OH
• John Gogolin, CEPA, Edward Jones, Roseburg, OR
• Ryan Green, CEPA, Edward Jones, Birmingham, MI
• Michael Grzeda, CEPA, Merrill Lynch, Fort Lauderdale, FL
• Darrin Guay, CEPA, Edward Jones, Cary, NC
• Edward Guerrero, CEPA, Edward Jones, Odessa, TX
• Becky Gustafson, CEPA, Eternal Wealth Partners, New Orleans, LA
• Lars Gwartney, CEPA, Northwestern Mutual, Tulsa, OK
• James Hafner, CEPA, Edward Jones, Everett, WA
• Erik Hansen, CEPA, Edward Jones, Lansing, MI
• Gwen Hart, CEPA, Cooperative Development Institute, Northampton, VT
• Anne Healy, CEPA, Legacy Trust Company, Jacksonville Beach, FL
• Liam Heffernan, CEPA, Carson Group, Omaha, IL
• Anne Henderson, CEPA, Principal Asset Management, Charlotte, NC
• Eric Hendrix, CEPA, Merrill Lynch, Liberty Township, OH
• Christian Holstein, CEPA, Manulife John Hancock Investments, Boston, OH
• Donald Hood, CEPA, MadKai Business Solutions, Watkinsville, GA
• Jennifer Horn, CEPA, Edward Jones, Murrieta, CA
• Amy Hovey, CEPA, Edward Jones, Mt Pleasant, MI
• Matthew Howe, CEPA, Edward Jones, Palm Springs, CA
• Jill Hughey, CEPA, Edward Jones, Inman, SC
• Angie Huss, CEPA, Edward Jones, Bloomington, MN
• Michael Jackson, CEPA, Morgan Stanley, Paramus, NJ
• Dahri Jahn, CEPA, Merrill, Bethesda, MD
• Rodney James, CEPA, Vineyard, Houston, TX
• Michael Johnson, CEPA, Singleton Valuations, Littleton, CO
• Brian Jones, CEPA, Edward Jones, Lake Charles, LA
• Devin Joslyn, CEPA, Merrill Lynch, Buffalo, NY
• Drew Keller, CEPA, Keller Financial Group, Lancaster, PA
• Nicholas Kila, CEPA, Edward Jones, Owasso, OK
• John Kilian, CEPA, Merrill Lynch, Ocean City, MD
• Kyle King, CEPA, Edward Jones & Co, Hillsboro, OH
• Olivia Knecht, CEPA, Compass Investments LLC, Pittsburgh, PA
• Mark Kreuz, CEPA, Don't Shut Down LLC, Chicago, IL
• David Lawrence, CEPA, Kemp Harvest Financial Group, Harleysville, PA
• Aaron Leonard, CEPA, Edward Jones, Kennett Square, PA
• Jenna Lester, CEPA, Edward Jones, Hernando, MS
• Paul Lewis, CEPA, Lewis Wealth Management Group, Champaign, IL
• Stanton Lohrengel, CEPA, Synergy Wealth Solutions, Overland Park, KS
• Daniel Lomba, CEPA, Lomba, P.A., Fort Lauderdale, FL
• Justin Longfellow, CEPA, Charles Schwab, Phoenix, AZ
• David Loomis, CEPA, Edward Jones, Berthoud, CO
• Guillermo Lopez, CEPA, Merrill Lynch, Austin, TX
• Shawn Malley, CEPA, Malley Financial Group powered by Ameriprise, Mansfield, TX
• Dustin Marlett, CEPA, State and Shore Wealth Planning, Lake Oswegoo, OR
• Michael Matta, CEPA, RBC Wealth Management, Spokane, WA
• Aaron Mayfield, CEPA, Edward Jones, McPherson, KS
• Barry McCall, CEPA, McCall Wealth Advisors, Brentwood, TN
• Ryan McGovern, CEPA, Edward Jones, Saline, MI
• Yvonne McGuire, CEPA, Strike Price LLC, Orlando, FL
• Margaret McMahon, CEPA, Edward Jones, Palatine, IL
• Amit Mehta, CEPA, RealDeal360, Inc., Bloomingdale, IL
• Ray Meijia, CEPA, FCF Consulting Partners, Miami, FL
• Mark Merten, CEPA, Invest Capital, Dayton, OH
• Catherine Miao, CEPA, IG Wealth Management, Toronto, ON
• Ethan Miller, CEPA, BlackRock, New York, NY
• Philip Miller, CEPA, Valley Spire M&A and Business Sale Advisory, Grimsby, ON
• Casey Miner, CEPA, Raymond James & Associates, Inc., Boise, ID
• Cameron Mitchell, CEPA, Edward Jones, Viera, FL
• Gina Mitchell, CEPA, Currently Stay At Home Mom, Grapevine, TX
• Fayaz Mogal, CEPA, Edward Jones, Austin, TX
• Madison Molitor, CEPA, Edward Jones, Sartell, MN
• Troy Molitor, CEPA, Edward Jones, Sartell, MN
• Grant Morgan, CEPA, Choice Insurance, a Vizance Company, Fargo, ND
• Rick Morgenweck, CEPA, Morgen Brands Inc, Tampa, FL
• Alicia Moulton, CEPA, Edward Jones, Allen, TX
• Nicholas Neuland, CEPA, Lakeshore Family Partners, Jackson, MI
• Bryan Newton, CEPA, Muncaster Financial Group, Greenville, SC
• Andy Nygard, CEPA, Nygard Wealth Management, Vancouver, WA
• Jamie O'Rourke, CEPA, Proviant Group Wealth Advisors, St Cloud, MN
• Danielle Osborne, CEPA, Edward Jones, Eastover, NC
• Anna Marie Otterson, CEPA, Edward Jones, Pell City, AL
• Trent Owens, CEPA, Merrill Lynch, Lexington, KY
• Angelo Parziale, CEPA, Manulife Investments, Montreal, QC
• Brian Penrose, CEPA, Edward Jones, Lake Placid, NY
• Todd Petty, CEPA, Edward Jones, Lapeer, MI
• John Pierre, CEPA, Raymond James Financial, Charlotte, NC
• Melissa Pittman, CEPA, Edward Jones, College Station, TX
• JD Pritchett, CEPA, Generational Wealth Advisors, Richardson, TX
• Joshua Procaccini, CEPA, Trove Private Wealth, Plainville, MA
• Clay Purvis, CEPA, NEST Capital, Grand Rapids, MI
• Chrystian Quinones, CEPA, Edward Jones, Houston, TX
• Michelle Rau, CEPA, FirmValue, Whitehorse, YT
• Erik Reichelt, CEPA, Turf Equipment and Supply Company, Jessup, WV
• Edward Rivers, CEPA, Morgan Stanley, New York, NY
• Andres Rodriguez, CEPA, Edward Jones, Park Ridge, KS
• Gary Ronan, CEPA, Alicorn Financial Advisors LLC, Colts Neck, NJ
• Bailey Roos, CEPA, BlackRock, Auburn Hills, MI
• Spencer Royce, CEPA, Edward Jones, Riverton, UT
• John Runge, CEPA, RBC Wealth Management, Towson, MD
• J.C. Rutter, CEPA, Edward Jones, Belpre, OH
• Chelsea Safe, CEPA, Edward Jones, Granite City, IL
• Taylor Sanchez, CEPA, Merrill Lynch, Coral Gables, FL
• Michael Sangirardi, CEPA, Ameriprise Financial, New York, NY
• Israel Santiago, CEPA, Edward Jones, Oxnard, CA
• Damian Santoro, CEPA, We Sell Restaurants, Cumberland, RI
• Paul Sargent, CEPA, Principal, Des Moines, IA
• Mario Sarrouh, CEPA, Edward Jones Canada, Etobicoke, ON
• Joshua Schultz, CEPA, RBC Rochdale, New York, NY
• Zorina Sendler, CEPA, FIN3D, LLC, Pleasanton, CA
• Patrick Sherer, CEPA, Edward Jones, Murfreesboro, TN
• Gregory Smith, CEPA, Orion Advisory Partners, Newberry, FL
• Michelle Smith, CEPA, Enlightened order, Boulder, TN
• Kris Snyder, CEPA, Impact Architects, Cleveland, OH
• Bree Soileau, CEPA, Edward Jones, San Antonio, TX
• Jessica Stalker, CEPA, Edward Jones, Aiken, SC
• Diane Steinkamp, CEPA, Commerce Trust, St. Louis, MO
• Nickolus Stephens, CEPA, Ameriprise, Crestwood, KY
• Alan Stroshine, CEPA, Edward Jones, Keene, NH
• Rungrawee Sukitjanont, CEPA, Shine and Bright Co., Ltd., BKK
• Micah Tokuda, CEPA, Edward Jones, Riverside, CA
• Steven Torgerson, CEPA, Edward Jones, Colorado Springs, CO
• Christopher Tormey, CEPA, Bull Harbor Capital, Fairfield, CT
• Bettina Tran, CEPA, BMO, Newport Beach, CA
• Jason Trent, CEPA, Guidelight Legacy Advisors, Brevard, NC
• Easton Upchurch, CEPA, EverSource Wealth Advisors, Knoxville, TN
• Lee Van Pelt, CEPA, Edward Jones, North Bend, OR
• Robert Vargas, CEPA, Edward Jones, Glendora, CA
• David Vivies, CEPA, Merrill Lynch, Boca Raton, FL
• Jan Vonderhaar Pautvein, CEPA, Edward Jones Investments, West Des Moines, IA
• Nicole Wade, CEPA, Edward Jones, Petaluma, CA
• Leo Walker, CEPA, Wells Fargo Advisors, San Diego, CA
• Marci Wallace, CEPA, Diamond Client Group, The Woodlands, TX
• Aaron Watkins, CEPA, Ameriprise, Daniel Island, SC
• Brian Webb, CEPA, Edward Jones, Madisonville, KY
• Nathan Wells, CEPA, Wells Financial Services, Morrison, IL
• Michael Westover, CEPA, Biznis Resource, Sandy, UT
• John Wiest, CEPA, Wiest Business Law PLLC, Salt Lake City, UT
• Kelly Wilson, CEPA, Edward Jones, Auburn, AL
• Emma Wilson, CEPA, Edward Jones, Loveland, CO
• Jon Wordingham, CEPA, Edward Jones, Ontario, NY
• Clay Worthington, CEPA, Edward Jones, Colorado Springs, CO
• Brian Wortinger, CEPA, Edward Jones, Monument, CO
• Perry Worzella, CEPA, US. Bancorp Investments, Stevens Point, WI
• Karen Wright, CEPA, Cambridge Investment Research, Inc, Columbia, MD
• William Yex, CEPA, Apollon Wealth Management, Charleston, SC
• Kristen Zubko, CEPA, Edward Jones, Yorkton, SK

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 2026 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.

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