229 CEPAs Join the EPI Network in December 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 December 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.

• Louise Ambriz, CEPA, Edward Jones, St. Louis, TX
• Michael Anderson, CEPA, Baystate Financial, Boston, MA
• Jordan Anderson, CEPA, A1 Accountant, Saskatoon, RI
• Christopher Andrews, CEPA, Compass Point Capital, New York, NY
• Douglas Anez, CEPA, TR Parks LLC, Bend, OR
• John Anthony, CEPA, Transworld Business Advisors of North Central Alabama, Birmingham, AL
• Christopher Vincent Ayers, CEPA, Cornerstone Business Services, Green Bay, VA
• Nathan Baldwin, CEPA, Edelman Financial Engines, Quincy, MA
• Joseph Bartelo, CEPA, NY
• Sanjay Beach, CEPA, Raymond James, Westlake, OH
• Nathan Beauvais, CEPA, Sowa Financial Group, Lincoln, RI
• Christopher Becker, CEPA, Richmond Investment Services, Mequon, WI
• Mary Bell, CEPA, Edward Jones, New Palestine, IN
• Robert Bestwick, CEPA, Merrill Private Wealth Management, New York, NY
• Claudia Bianchi, CEPA, Lion Business Advisors, Austin, TX
• Keenan Blanchford, CEPA, Verity Wealth Partners, Indianapolis, IN
• Jeremy Blubaugh, CEPA, Edward Jones, Midlothian, VA
• Mark Borough, CEPA, Borough Wealth Management, LLC | Belpointe Asset Management, Thousand Oaks, CA
• Lynn Marie Bowser, CEPA, Thrive Financial Partners, Huntersville, NC
• Shawna Bradfute, CEPA, Edward Jones, Waco, TX
• Monisha Brandt, CEPA, Edward Jones, Ferndale, WA
• Lucas Bremer, CEPA, Barnes Young Wealth Advisors, Paducah, KY
• Phillip Brown, CEPA, Merrill Lynch Wealth Management, Fresno, CA
• Abigail Bryant, CEPA, Edward Jones, Saco, ME
• Patrick Bush, CEPA, Strategic Financial Partners, Franklin, TN
• Scott Bushkie, CEPA, Cornerstone Business Services, Green Bay, WI
• John Byrne, CEPA, Edward Jones, Bangor, ME
• Robert Cabe II, CEPA, Edward Jones, Hixson, TN
• Christopher Cahill, CEPA, Edward Jones, Ocala, FL
• Conner Joseph Cameron, CEPA, Optimize Wealth Management, Toronto, ON
• Jose Campos, CEPA, Innovative Investment Partners, LLC, Burlingame, CA
• Angelo Michael Canales, CEPA, First Choice Business Brokers, Orlando, FL
• Alain Carles, CEPA, DDSMatch SE Florida, Miami, FL
• Thomas Carr, CEPA, Edward Jones, Brunswick, ME
• Shown Carter, CEPA, Edward Jones, Waco, TX
• Jason Chance, CEPA, The Operating Edge, Middleton, WI
• Robert Chatterton III, CEPA, Chatterton & Associates, Anaheim, CA
• Andrew Cilento, CEPA, Chelsea Financial Services, Staten Island, NY
• Jon Cline, CEPA, Jon Cline, Transformation Architect, Chatsworth, CA
• Regan Cline, CEPA, Auxano Advisors, Bellevue, WA
• Richard Clough, CEPA, Merrill Lynch, Lewiston, ME
• Erna Colborn, CEPA, Edward Jones, Rockford, IL
• Andrew Conley, CEPA, JP Morgan Chase, Columbus, OH
• John Connolly, CEPA, Raymond James, Atlanta, GA
• Michael Cooney, CEPA, JP Morgan Private Client Svc, Chicago, IL
• Jeffrey Cope, CEPA, JACO Advisory Group, Dublin, OH
• Christine Cortes, CEPA, Monumental Financial Planning, Washington, DC
• Joseph Crandall, CEPA, Valley Wealth Group, Roanoke, VA
• Sean Cribbin, CEPA, JP Morgan, New York, NJ
• Jason Cross, CEPA, Redbrick LMD LLC, Washington, CT
• Jeffrey Cummings, CEPA, SDX Advisors, Carlsbad, CA
• Jason Cunningham, CEPA, Edward Jones, Colorado Springs, CO
• Cody Darling, CEPA, Merrill Lynch, Scottsdale, AZ
• William Davis, CEPA, Transworld Business Advisors, Tulsa, OK
• Brad Dean, CEPA, Merrill Lynch, Leesburg, VA
• Edward Dellheim, CEPA, Exit Factor of Orlando East & Space Coast South, Orlando, FL
• Chirag Delwadia, CEPA, Keystone Private Wealth Group of Wells Fargo Advisors, Nashville, TN
• Jonathan DeRocha, CEPA, Edward Jones, Papillion, NE
• Neha Desilets, CEPA, Kingston Ross Pasnak LLP, Edmonton, AB
• John Dewey, CEPA, TQL Wealth Management, Indianapolis, IL
• Douglas Dirksen, CEPA, Integro Wealth Advisors, Colorado Springs, CO
• Chris Disharoon, CEPA, Edward Jones, Mount Pleasant, SC
• Peter Dizdar, CEPA, Palumbo Wealth Management, Westfield, NJ
• Keaton Dolan, CEPA, Edward Jones, Wichita Falls, TX
• Brad Dunn, CEPA, 109 Ventures, Saint Louis, MO
• Jason Eaker, CEPA, Avery & Pope Wealth Management, Newnan, GA
• Elijah Eatherly, CEPA, Carter Williams Wealth Advisors, Blairsville, GA
• Matthew Ely, CEPA, Ameriprise Financial, Roanoke, VA
• Chikezie Reginald Esiobu, CEPA, Ameriprise Financial Services LLC, Boca Raton, FL
• James Evans, CEPA, Capital Group Private Client Services, San Francisco, CA
• Thomas Falkner, CEPA, Legacy Financial Independent Advisors, Louisville, KY
• Michael Fessler, CEPA, Edward Jones, Oregon City, OR
• Jack Fisher, CEPA, Edward Jones, Denver, CO
• Tyree Floyd, CEPA, JP Morgan, Jersey City, NJ
• Lisa Francine Foulger, CEPA, Lisa Foulger Leadership Solutions, Heredia, TX
• Scott Friel, CEPA, Assetmark, Inc., Omaha, NE
• Kathryn Fuller, CEPA, Edward Jones, Beaumont, TX
• Maala Gadhia, CEPA, Purple Ocean Financial Consulting Inc., Toronto, ON
• Ricardo Gonzalez, CEPA, SeaView Advisors LLC, Miami, FL
• Pam Goodman, CEPA, Merrill Lynch, Bala Cynwyd, PA
• Joaquin Gouch, CEPA, Merrill Lynch, Farmington Hills, MA
• Richard Grammer, CEPA, Startup, Matthews, NC
• Michael Green, CEPA, John Hancock Investments, Phoenix, AZ
• William Greiner, CEPA, Merrill Lynch, Lancaster, PA
• Ryan Grist, CEPA, Zions Bancorporation, Las Vegas, NV
• Jeffrey Griswold, CEPA, Merit Wealth Management, LLC, Franklin, TN
• Miho Groia, CEPA, Miho Groia, Glendale, CA
• Blaine Guido, CEPA, Edward Jones, Manchester, LA
• Chloe Handelman, CEPA, Beyond Ownership, Rochester, NY
• Brent Hardy, CEPA, Merrill Lynch, Augusta, GA
• Stephanie Harris, CEPA, Law Offices of Harris and Associates LLC, West Palm Beach, FL
• Ryan Hauter, CEPA, Creekmur Wealth Advisors, Littleton, CO
• Damian Hedley, CEPA, Merrill PWM, San Francisco, CA
• LaMont Henry, CEPA, Henry Wealth Management, Virginia Beach, VA
• Sofia Mabel Hernandez, CEPA, Thrivent Financial, Houston, TX
• William Hess, CEPA, Commerce Bank, Lenexa, IA
• Travis Hessing, CEPA, Hessing Financial, Nampa, ID
• Jim Hoff, CEPA, Merrill Lynch, Mount Laurel, NJ
• Michael Holden, CEPA, Edward Jones, Las Vegas, NV
• Andrew Hopkins, CEPA, Lincoln Financial, SC
• Roy Hucke, CEPA, Credentialed Wealth Advisors, Johnstown, CO
• Chandler Huggins, CEPA, Chandler Financial Inc., Raleigh, NC
• Richard Hurley, CEPA, Heirloom Wealth Management, Greenwood Village, CO
• Garrett Hurley, CEPA, Tipping Point Wealth, New York, NY
• Chandler Ingle, CEPA, Everence Financial, Plain City, OH
• Carl Johnson, CEPA, Northwestern Mutual, Tacoma, WA
• Vincent Keating, CEPA, CNL Securities, Orlando, FL
• Thomas Khoury, CEPA, Utili-Serve, LLC, Conover, NC
• Evan Kinsella, CEPA, Exit Consulting Group, San Diego, CA
• Samantha Kintzle, CEPA, Principal Asset Management, Des Moines, IA
• Jason Kirkpatrick, CEPA, Merrill Lynch, Spokane, WA
• Kevin Krisowaty, CEPA, Bernstein Private Wealth Management, Miami, FL
• Andrew Lamb, CEPA, Buy and Build Advisors, Houston, TX
• Michael Laskowski, CEPA, 41 Legacy, Old Saybrook, CT
• Jessica Lassiter, CEPA, Edward Jones, Fayetteville, AR
• Tanner Lawson, CEPA, LPL Financial, San Diego, CA
• Scott Lee, CEPA, Chatterton & Associates Inc, Anaheim, CA
• Stephen Lee, CEPA, WagenerLee LLC Wealth Advisors, Columbia, MD
• Claudia Lin, CEPA, The Financial Collective, West Covina, CA
• Janice Lopez, CEPA, JP Morgan Chase, Orlando, FL
• Jonathon Lovingood, CEPA, Shell Capital Management, Knoxville, GA
• Mackay Lowrie, CEPA, Morgan Stanley, New York City, NY
• Gabriel Lukas, CEPA, Merrill Lynch, Lancaster, PA
• Christopher Mackin, CEPA, One Point BFG Wealth Partners, Boca Raton, FL
• Scott Mandrell, CEPA, Edward Jones, Godfrey, IL
• Michael Martin, CEPA, ELM Wealth Management at Raymond James, Worcester, MA
• Phil Martin, CEPA, Reiff Martin CPA & Business Advisory Services, PLLC, Dallas, TX
• Cecilia Martinez, CEPA, Edward Jones, Mission, TX
• Joseph Martynek, CEPA, Edward Jones, Savannah, GA
• Jamie McCadden, CEPA, Edward Jones, Vinton, VA
• Daniel McCarthy, CEPA, Founder Succession World, Auckland
• Christine McCauley, CEPA, Christine McCauley LLC, Daytona Beach, FL
• Thomas McElwrath, CEPA, Tandem Acquisitions LLC, Midlothian, TX
• Janet McGrath Bradshaw, CEPA, Janet Bradshaw, CPA, Royse City, TX
• Alexa McMahon, CEPA, Principal Asset Management, Des Moines, WA
• Joseph Milford, CEPA, JAM Wealth Partners LLC, Lakewood, OH
• Jared Miller, CEPA, Edward Jones, Southport, CT
• Shelley Miller, CEPA, The ICA Group, New York, NY
• Gregory Mills, CEPA, Edward Jones, Sarasota, FL
• Kevin Mills, CEPA, First Citizens Bank, Raleigh, NC
• Paul Minor, CEPA, Raymond James, Jackson, MN
• Miguel Morales-Corujo, CEPA, Singularity Financial Planning LLC, Roanoke, VA
• Michael Morelock, CEPA, Ashpark Financial Group, LLC, Glen Allen, VA
• Peter Morton, CEPA, Prosperity Tax Advisors, PA
• Tanisha Movva, CEPA, Ash Brokerage, Dallas, TX
• Chelsea Newell, CEPA, Guide My Finances, LLC., Carlsbad, CA
• Dr. Ka Wah Philip Ng, CEPA, Individual Member, Hong Kong
• Christine O'Brien, CEPA, Tru-Fit Financial Services, Sharon, PA
• George Oliva, CEPA, Edward Jones, Del Rio, TX
• Michael Otradovec, CEPA, Wealth Consulting Group, Scottsdale, AZ
• Pat Pachciarz, CEPA, The Pinnacle Group, Chicago, IL
• William Palmer III, CEPA, Edward Jones, Reno, NV
• Jonathan Panning, CEPA, Panning Wealth, LLC, Greenville, SC
• Gregory Parker, CEPA, CAPTRUST, The Woodlands, TX
• Stephen Parrish, CEPA, Edward Jones, Whitehall, PA
• Christopher Passavia, CEPA, Morgan Stanley, New York, NY
• Kevin Paul, CEPA, J.P. Morgan, Mount Laurel, PA
• Jeremy Perque, CEPA, Altus Wealth Management, Baton Rouge, LA
• Christopher Phillips, CEPA, RBC Wealth Management, Stamford, CO
• Jonathan Pickens, CEPA, Thrivent Financial, Washington, MO
• Donald Ponder, CEPA, Principal Asset Management, Cypress, TX
• Candace Powell, CEPA, Brehon Group, Reno, NV
• Thomas Powell, CEPA, The Founders Office, Reno, NV
• Eduardo Quintero, CEPA, DDSmatch, Miami, FL
• David Quinton, CEPA, DFSIN Atlantic, Halifax, NC
• Raghunathan Rajagopalan, CEPA, Northwestern Mutual, Waukesha, WI
• Emilio Ramos, CEPA, Merrill Lynch, Houston, TX
• Mary N Rasi, CEPA, Glenmede Trust Company NA, Philadelphia, PA
• Aaron Raskin, CEPA, UBS Financial Services, Minneapolis, MI
• Kaela Reedy, CEPA, Elevated HQ, McKinney, TX
• Dale Rehkopf II, CEPA, Edward Jones, Pittsford, NY
• Brian Rorick, CEPA, Carson Wealth, Englewood, CO
• Benjamin Russell, CEPA, Marblestone Wealth, Colchester, TX
• Cedric Sebastien Sage, CEPA, USAFrance Financials Group, Miami, FL
• Louis Sanchez, CEPA, Financial Care Partners, Meadville, OR
• Shaqeel Sarif, CEPA, A.T. Financial Group Inc, Richmond Hill, OK
• Hugh Sawyer, CEPA, Rework Capital, Sarasota, FL
• Jacom Schallenkamp, CEPA, Ameriprise Financial Svc, LLC -Soundview Financial Group, Edmonds, WA
• Jeffery Schenk, CEPA, Edward Jones, Phoenix, AZ
• Todd Schmekel, CEPA, Edward Jones CAN, Calgary, AB
• James Schneider, CEPA, The Financial Center, Inc., Salem, OR
• Rachel Schuck, CEPA, Edward Jones, St. Louis, IL
• Sidney Scorse, CEPA, Edward Jones, Nixa, MO
• Robb Scott, CEPA, Merrill Lynch, Houston, TX
• Alexander Sentell, CEPA, Core Crest Consulting, Atlanta, FL
• Lee Sherlock, CEPA, Wells Fargo Advisors, Virginia Beach, VA
• Fengchen Shi, CEPA, Bank of America, Bellevue, WA
• Zachary Showalter, CEPA, The Trust Company of Tennessee, Knoxville, TN
• Benjamin Siewert, CEPA, Edward Jones, Monroe Twp, NJ
• Antonio Sifre, CEPA, The Sifre Group, San Juan, PR
• Shawn Sines, CEPA, Edward Jones, Myrtle Beach, SC
• Gurinder Singh, CEPA, MaximForte LLC, New York, NY
• Bryon Smith, CEPA, Merrill Lynch, Westlake Village, CA
• Richard Smith, CEPA, Edward Jones, Eugene, OR
• Adam Smith, CEPA, Morgan Stanley, Spokane, WA
• Adam Stalcup, CEPA, Resolute Private Wealth, Forest, VA
• Bonny Stedman, CEPA, IG Wealth Management, Victoria, BC
• Michael Stewart, CEPA, Crystal Lake Tax & Financial, Crystal Lake, ID
• Matthew Stratton, CEPA, Edward Jones, San Diego, CA
• Jessica Streeter, CEPA, Streeter Law Firm LLC, Las Cruces, NJ
• John Sung, CEPA, Merrill Lynch, Montvale, NJ
• James Tarkenton, CEPA, Townsend Asset Management, Raleigh, NC
• Lenora Thomas, CEPA, X5 Management, Edmonton, AB
• Matt Thomason, CEPA, Edward Jones, Fenton, MO
• Kirstin Turner, CEPA, RBC Wealth Management, Palm Beach Gardens, FL
• Jessica Van Dyke, CEPA, Ameriprise Financial - ClearRode Financial Group, Roseville, CA
• Jesse Veenstra, CEPA, Rankin Veenstra Wealth Management Team - Edward Jones, Sioux Center, IN
• Silvia Villarreal, CEPA, Focal Point Coaching Solutions, San Antonio, TX
• Ryan Voet, CEPA, First Commonwealth Advisors, Cincinnati, OH
• Keith Voogd, CEPA, Third Coast Advisors, Madison, WI
• Cameron Wade, CEPA, FocusCFO, Moorestown, NV
• David Walker, CEPA, Merrill Lynch, Mobile, AL
• Lindsay Walker, CEPA, Janney Montgomery Scott, Richmond, VT
• Dirk Wall, CEPA, Solid Wealth, Eagle
• Edward Walsh, CEPA, Invesco, Houston, TX
• Kyle Watkins, CEPA, CF Financial, Fort Worth, TX
• Kenneth Webb II, CEPA, Edward Jones, Columbia, SC
• Heather Whitley, CEPA, Edward Jones, Columbia, SC
• Norma Whitsitt, CEPA, RBC Wealth Management, Midland, TX
• John Wiley, CEPA, Exit Factor of Scottsdale, Scottsdale, AZ
• Brian Willmott, CEPA, Exit Planning Institute, Westlake, OH
• Levin Wilson, CEPA, Principal Asset Management, Des Moines, IA
• Robert Wilson, CEPA, Raymond James, Destin, FL
• Hanson Wong, CEPA, Merrill Lynch, San Francisco, CA
• David Yankaskas, CEPA, Yankaskas Financial Insurance Services, Poway, CA
• Nora Yousif, CEPA, RBC Wealth Management, South Easton, MD
• Marlon Zavala, CEPA, Ascend Integrated Wealth, Houston, TX
• Shawn Zell, CEPA, Fruition Financial, Wildwood, MS
• Alicia Zmuda, CEPA, Truist Bank, Greenville, SC

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 December 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.