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229 CEPAs Join the EPI Network in August 2025
by Member Experience on September 9, 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 August 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.
- Aaron Lewandowski, CEPA, Guardian Life/Park Ave DBA Lucet Advisors, Greenwood Village, CO
- Aaron Young, CEPA, Barnes Young Wealth Advisors, Louisville, KY
- Adam Tiller, CEPA, Edward Jones, St. Louis, VA
- Afton O'Meara, CEPA, Edward Jones, Bozeman, MT
- Agniya Hill, CEPA, Raymond James, Hallandale, NY
- Alejandro Hurtado, CEPA, Northwestern Mutual, Reston, VA
- Alex Fontana, CEPA, Truist Investment Services, Ocala, FL
- Alexander Plum, CEPA, Morgan Stanley, New York City, PA
- Allan Sherwood, CEPA, Edward Jones, Union City, MI
- Alton Palmer, CEPA, Palmer Financial Wellness, Charleston, SC
- Amanda Moorhouse, CEPA, Thrivent, Schenectady, TX
- Amanda Arcilesi Simmons, CEPA, ARC Wealth Management, Salt Lake City, UT
- Amanda Nichols, CEPA, Wells Fargo Advisors, Richmond, VA
- Andrew Clary, CEPA, Edward Jones, Washington, MO
- Angela Fischer, CEPA, Roberts, Ring & Fischer Wealth Management, Inc., Silverton, OR
- Ashley Salazar, CEPA, Bank of Montreal, Toronto, ON
- Blake Schaper, CEPA, BrookHaven Tax and Accounting Professionals, Hartwell, GA
- Bracher Brown, CEPA, Edgewater Family Wealth, Orlando, FL
- Bradley Justus, CEPA, Inspire Results Business Coaching, Alexandria, IN
- Bradley Stewart, CEPA, Northwestern Mutual, Mishawaka, IN
- Brandan Teague, CEPA, Teague & Associates, Tampa, FL
- Branden Schiralli, CEPA, Generational Wealth, North Palm Beach, FL
- Brian Canning, CEPA, Brave New Wealth, Westlake Village, CA
- Brian Smith, CEPA, Fortress Tactical Wealth Management, LLC, Beavercreek, OH
- Brian Turbeville, CEPA, Charles Schwab, Westlake, TX
- Bruce Manasevit, CEPA, Merrill Lynch, Fairfield, CT
- Cari Kenzie, CEPA, KINZA Collective, Phoenix, AZ
- Carlo Gonzales, CEPA, PNC Private Bank, Raleigh, NC
- Catherine Metzger-Silver, CEPA, Edward Jones, Kentville, Nova Scotia
- Charles Galle, CEPA, Edward Jones, Ocean Springs, MS
- Charles West, CEPA, Rayburn West Financial Services, Nashville, TN
- Chris Bourgeois, CEPA, Exponent- Prosperity Accelerator Advisors, Houston, TX
- Christian Beiter, CEPA, Preservation 1st Financial Group, LLC, Brandon, FL
- Christopher Wallen, CEPA, Edward Jones, Scottsdale, AZ
- Christopher Finkler, CEPA, Raymond James & Associates, Destin, FL
- Christopher Wiedmar, CEPA, Northwestern Mutual, Louisville, KY
- Christopher Brown, CEPA, Ivy League Financial Advisors LLC, Rockville, MD
- Christopher Koenig, CEPA, Voyage Wealth Architects, Minneapolis, MN
- Christopher Rosamond, CEPA, William Blair & Company, New York, NJ
- Christopher McIntyre, CEPA, Edward Jones, Toronto, ON
- Christopher Thompson, CEPA, Edward Jones Canada, Ottawa, ON
- Christopher Wells, CEPA, Victory Financial, Austin, TX
- Clark Murphy, CEPA, CHM Advisory, Dallas, TX
- Conrad Newman, CEPA, Barnes Young Wealth Advisors, Louisville, KY
- Constantine Hatzivassiliou, CEPA, Certuity, North Palm Beach, FL
- Craig Garrison Garrison, CEPA, Garrison Financial Group, Littleton, CO
- Dan Weathers, CEPA, Synovus Bank, Birmingham, AL
- Daniel Monks, CEPA, Edward Jones, St. Louis, MO
- Daniel Toronto, CEPA, Hudson Valley Credit Union, Wappingers Falls, NY
- Daniel Stieh, CEPA, Sound Partners, Greenville, NC
- Darrel Upson, CEPA, Ameriprise Financial, Pleasantville, NY
- Dat Dao, CEPA, Edward Jones, Houston, TX
- David Staley, CEPA, Merrill Lynch, Huntsville, AL
- David Wechsler, CEPA, Transworld Business Advisors - CO, Denver, CO
- David Dykstra, CEPA, Edward Jones, Orland Park, IL
- David Felshaw, CEPA, Edward Jones, Olathe, KS
- David Keator, CEPA, Keator Group, LLC, Lenox, MA
- David Freed, CEPA, Thrivent Financial, Minneapolis, MN
- David Maloney, CEPA, Edward Jones, Chesterfield, MO
- David Darlington, CEPA, DWE Generations (Northwestern Mutual), Lincoln, NE
- David Carrano, CEPA, Principal Asset Management, Chatham, NJ
- David Ross, CEPA, Phoenix Consulting, Murfreesboro, TN
- Debbie Best, CEPA, Edward Jones, Fayetteville, NC
- Debra Tagg, CEPA, BFS Advisory Group, Dallas, TX
- Derek Brown, CEPA, Park Street Advisors, Minneapolis, MN
- Derek Sandell, CEPA, Edward Jones, Portland, OR
- Donald Greenwalt, CEPA, Edward Jones, Sullivan, MO
- Donald Fecel, CEPA, Merrill Lynch, Houston, TX
- Donna Ford, CEPA, Edward Jones, Elephant Butte, NM
- Doug Horne, CEPA, Wise Oak Financial of Thrivent, Lansing, IL
- Emi Kubota, CEPA, Emi Kubota Guide, LLC, Asheville, NC
- Eric Olimb, CEPA, Ameriprise, Indianapolis, IN
- Frank Mindicino, CEPA, Practice Growth Partners, Sharon, PA
- Freddy Mantilla, CEPA, Bank of America, Naples, FL
- Gary Love, CEPA, Baird, Rockford, IL
- Geoffrey Ratliff, CEPA, Merrill Lynch , Clayton, MO
- Gibbs Preston, CEPA, Wells Fargo Advisors, Lutherville, MD
- Gregory Morse, CEPA, Perennial Financial Services, Los Angeles, CA
- Gregory Ordmandy, CEPA, Raymond James, Port Charlotte, FL
- Guillermo Diaz, CEPA, JPMorgan Chase, Miami, FL
- Guy Clayton, CEPA, Morgan Stanley, Austin, TX
- Haivyl Lopez, CEPA, Truist Bank, Miami , FL
- Heather Valeri, CEPA, Meridian Business Advisors LLC, Mount Pleasant, FL
- Heather Cohan, CEPA, JVG, Asheville, NC
- Ikechukwu Egwuonwu, CEPA, Beacon Pointe Advisors, Greensboro, NC
- Jacey Cosentino, CEPA, Edward Jones, Pensacola, FL
- Jack Seaton, CEPA, Charles Schwab, Denver, CO
- Jack Payne, CEPA, UBS, New York City, NJ
- Jacob Mudde, CEPA, Edward Jones, Palos Heights, IN
- Jacob Hughes, CEPA, Barnes Young Wealth Advisors - Northwestern Mutual, Louisville, KY
- Jacob Buchanan, CEPA, UBS, Wyckoff, NJ
- James Vanreusel, CEPA, Vanreusel Ventures, San Francisco, CA
- James Horn, CEPA, Matterhorn Private Wealth, Buffalo, NY
- Jared Reynolds, CEPA, WR Wealth Planning, Columbia, MO
- Jason Micalizzi, CEPA, Woodbridge, Woodbridge, ME
- Jason Crowe, CEPA, Edward Jones Investments, Owensville, MO
- Jeffrey Hayter, CEPA, TWO, Calgary, AB
- Jeremy Geels, CEPA, Edward Jones, Capitola, CA
- Jeremy Arian, CEPA, Merrill Lynch, Miami, FL
- Jeremy Hancock, CEPA, Edward Jones, Salt Lake City, UT
- Jesse Lempesis, CEPA, AFG, Charleston, SC
- Joanne Augstein-Collins, CEPA, Inspire Network, Albany, NY
- Jocelyn Schwartz, CEPA, Pitcairn Wealth Advisors, Conshohocken, PA
- John Koester, CEPA, Edward Jones, St. Louis, MO
- John Kelly, CEPA, UBS, Florham Park, NJ
- John Sofranko, CEPA, UBS, Sewickley, PA
- Johnathan Taylor, CEPA, Edward Jones, Temple, TX
- Johnny Rizer, CEPA, Edward Jones, Fort Worth, TX
- Jolene Philpott, CEPA, Edward Jones, Salisbury, NC
- Jonathan Tubbs, CEPA, The Jonathan Tubbs Agency, Sarasota, FL
- Jonathan Riddle, CEPA, Edward Jones, Corvallis, OR
- Jonathan Kang, CEPA, Edward Jones, Richardson, TX
- Jonathan Pyle, CEPA, Lattice, Longview, TX
- Jordan Williams, CEPA, BMO, New York, NY
- Joseph Vartanian, CEPA, Gate City Advisors, Greensboro, NC
- Joseph LiPuma, CEPA, Edward Jones, Strongsville, OH
- Josh Mikiska, CEPA, Park Street Advisors, Minneapolis, MN
- Joshua Sapp, CEPA, Edward Jones, Papillion, NE
- Justin Kepley, CEPA, Axiom Financial Strategies Group, New Albany, KY
- Justin Sandridge, CEPA, Murphy Business Sales - Charlotte, Charlotte, NC
- Justin Brahim, CEPA, Citizens Financial Group, Pittsburgh, PA
- Keith Fichtner, CEPA, Edward Jones, Missoula, MT
- Kelly Parker, CEPA, Meridian Financial, Raleigh, NC
- Kelly Stefanowicz, CEPA, Principal Asset Management, Stamford, PA
- Kelly Finley, CEPA, Edward Jones, Shavano Park, TX
- Kenneth Chad Tindall, CEPA, Edward Jones, Richmond, KY
- Kerry Kungel, CEPA, Raymond James, New Orleans , LA
- Kevin Woodcheke, CEPA, Osaic Wealth, Inc., Plantation, FL
- Kevin Wolfendale, CEPA, Wells Fargo Advisors, Pittsburgh, PA
- Kimberly Warrick, CEPA, Libertas Wealth Management Group, Columbus, OH
- Lacy Henry, CEPA, Edward Jones Investments, Gunnison, CO
- Landon Murray, CEPA, Key Private Bank, Salt Lake City, UT
- Lannie Cropper, CEPA, Blueprint Financial Group, Richmond, VA
- Lanthony Bryant, CEPA, CAMZ Capital Investments, Houston, TX
- Lauren Costello, CEPA, Edward Jones, Tempe, AZ
- Lee McPherson, CEPA, Edward Jones, Hood River, OR
- Liam Hansen, CEPA, Cetera Investors, Lombard, IL
- Lindsay Reynolds, CEPA, Manulife John Hancock Investments, Boston, KS
- Lisa Bard, CEPA, Denver Business Coach, Denver, CO
- Logan Varela, CEPA, Ultra Financial Partners LLC, Scottsdale, AZ
- Luis Balmaceda, CEPA, CompassVista, Commerce City, CO
- Madison J. Hill, CEPA, Edward Jones, Sanford, FL
- Marco Sementilli, CEPA, Capital Group Private Client Services, New York, NY
- Mark Purcell, CEPA, Certuity, North Palm Beach, FL
- Mark Zelenika, CEPA, Leslie Global Wealth, LLC, Itasca, IL
- Marlik Depp, CEPA, ERGO Comps, Oklahoma City, OK
- Matt Van Egeren, CEPA, Nicolet Bank, Green Bay, WI
- Matthew Aubin, CEPA, KEEN Creative Inc, Edmonton, AB
- Matthew Malone, CEPA, Edward Jones, Kinston, NC
- Megan Bennett, CEPA, Edward Jones, Riverton, UT
- Michael Sullivan, CEPA, Edward Jones Investment, Crescent City, CA
- Michael Meehan, CEPA, TFC Financial Management, Boston, FL
- Michael Niccoli, CEPA, Niccoli Bros Oil Inc, Brockton, MA
- Michael Austin, CEPA, Thrivent, Newton, NC
- Michael Brownlee, CEPA, Legacy Business Brokers, LLC, Oklahoma City, OK
- Michael Tellers, CEPA, Decision Associates, Erie, PA
- Michael Bockner, CEPA, UBS, Bellevue, WA
- Michelle McTamney, CEPA, Edward Jones, Rahway, NJ
- Mubarak Shah, CEPA, Smith Leonard PLLC, High Point, NC
- Nathaniel Funk, CEPA, Edward Jones, Leander, TX
- Nathaniel Evans, CEPA, Keeler Thomas Management LLC, Orem, UT
- Nicholas Foreman, CEPA, Creative Financial Group, Newton Square, PA
- Nicholas Sorden, CEPA, Raymond James, Reston, VA
- Nickolas Hammelman, CEPA, Blueprint Financial Group, Richmond, VA
- Nicole Newman, CEPA, Stone Creek Advisors (OneSeven), Beachwood, OH
- Patrick Courtright, CEPA, Raymond James, Eagle, ID
- Patrick Porter, CEPA, Sound Partners, Greenville, NC
- Paul Nederveld, CEPA, Van Hulzen Financial Advisors, El Dorado Hills, CA
- Paul Marrella, CEPA, Apella Wealth, Wyomissing, PA
- Peter Skelton, CEPA, KAFL, Rochester, NY
- Philip Wyant, CEPA, Edward Jones, Belgrade, MT
- Pitak Spatam, CEPA, Xtention Co., Ltd., Bangkok, Bangkok
- Rachel Reynolds, CEPA, Edward Jones, Birmingham, AL
- Rachel Elkins, CEPA, Edward Jones, Berryville, VA
- Rich Kelly, CEPA, RC Kelly Law Associates, LLC, Lansdale, PA
- Richard Armiger, CEPA, Morgan Stanley, Baltimore, MD
- Richard Colon, CEPA, ProWealthOne, Fenton, MI
- Richard Hill, CEPA, Compass Financial Group, Raleigh, NC
- Robert Lock, CEPA, Sales Xceleration, Parker, CO
- Robert Casey, CEPA, Merrill Lynch, Florham Park, NJ
- Robert Romeo, CEPA, BS&P Wealth Management, Buffalo, NY
- Robert Schnell, CEPA, Morgan Stanley, New York, NY
- Robert Odishoo, CEPA, Merrill Lynch, Frisco, TX
- Roland Chan, CEPA, FindBob, Richmond Hill, ON
- Rolandas Banys, CEPA, Merrill Lynch, Reno, NV
- Ronald Price, CEPA, Edward Jones, Anderson, SC
- Rory "Drew" Jones, CEPA, Dogwood Wealth Management, Lenexa, KS
- Ross Berge, CEPA, Blueprint Financial Group, Reston, VA
- Sam Skooti, CEPA, Merrill Lynch, Vienna, VA
- Samuel Calhoun, CEPA, Edward Jones, Swansea, IL
- Samuel Hargrave, CEPA, Blueprint Financial Group, Reston, KY
- Samuel Haug, CEPA, Edward Jones , Baxter, MN
- Sarah Heesacker, CEPA, Edward Jones, Hillsboro, OR
- Scott McClymonds, CEPA, CEO Velocity, Fayetteville, AR
- Scott Welch, CEPA, Certuity, Potomac, MD
- Shikha Mittra, CEPA, Retire Smart Consulting,LLC., Princeton, NJ
- Sierra Walsh, CEPA, Edward Jones Investments, Lake Charles, LA
- Sophia Bunker, CEPA, Edward Jones, Salt Lake City, UT
- Stephanie Farella, CEPA, Jefferies Wealth Management, Manhattan, NY
- Stephen Hatten, CEPA, McBee Avenue Wealth Advisors, Greenville, SC
- Steven Gilroy, CEPA, CEO Toolkits Ltd., London, England
- Steven Medendorp, CEPA, Tax Alpha Companies, Wilmington, FL
- Susan Lyle, CEPA, Merrill Lynch, Napa, CA
- Szymon Czulak, CEPA, Merrill Lynch, Chicago, IL
- Taylor Monson, CEPA, Edward Jones, Grand Forks, ND
- Taylor Lee, CEPA, J.P. Morgan Private Bank, Dallas, TX
- Terri Copeland, CEPA, Edward Jones, Branson, MO
- Terry Watts, CEPA, Top Hat Business Group, Carmichael, CA
- Theodore Jenkin, CEPA, Exit Stage Left Advisors, Atlanta, GA
- Thomas Porteous, CEPA, CG Wealth, Vancouver, BC
- Tiffany Shifflette, CEPA, Morgan Stanley, Seattle, WA
- Timothy Tryba, CEPA, Edward Jones, St. Louis, WI
- Tom Steeno, CEPA, Byrne Zizzi CPA PLLC, Oxford, MS
- Tracy Cottingham, CEPA, Pinnacle Asset Management, Greensboro, NC
- Tris FitzGibbon, CEPA, Edward Jones, Burleson, TX
- Troy Hildenbrand, CEPA, Troy G. Hildenbrand, PC, Scottsdale, AZ
- Veronica Voisine, CEPA, Edward Jones, Pooler, GA
- Victor Wilkerson, CEPA, Bison Wealth, Atlanta, GA
- Vijay Nyayapati, CEPA, Business Growth Catalysts, N/A, Auckland
- Vince LoStracco, CEPA, Kreischer Miller, Horsham, PA
- Wayne Granger, CEPA, Edward Jones, Longmont, CO
- Wayne Locke, CEPA, Prospect Hill Advisors, New Milford, CT
- Whitney Livengood, CEPA, Edward Jones, Washington, MO
- William Ginter, CEPA, Manulife John Hancock Investments, Atlanta, GA
- William Glover, CEPA, Principal Asset Management, Fair Haven, NJ
- William Hope, CEPA, Focus CFO, Dayton, OH
- William Lange, CEPA, Merrill Lynch, Bala Cynwyd , PA
- William Goodman, CEPA, Edward Jones, Mount Vernon, WA
- Yachen Sun, CEPA, New York Life Insurance Company, Tustin, CA
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 August 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.
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