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 March 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.
- Michael Abraham, CEPA, Edward Jones, Sandy Springs, GA
- Lynn Ackerman, CEPA, Uprise, San Francisco, IL
- Rodney Adams, CEPA, Edward Jones Canada , Edmonton, AB
- Michael Agueci, CEPA, Michael Agueci, Mulmur, ON
- Matthew Aiken, CEPA, Tonka Financial Services Corp., Minnetonka, MN
- William Ailey, CEPA, Edward Jones, Creve Coeur, IL
- William Alaniz, CEPA, Edward Jones, Edinburg, TX
- Chesley Allegri, CEPA, Morgan Stanley, Fairhope, AL
- Jacob Allen, CEPA, Edward Jones, St Louis, CA
- James Anderson, CEPA, Creekmur Wealth Advisors, Morton, IL
- Steven Anderson, CEPA, Edward Jones, Mission, KS
- Matthew Apostolik, CEPA, Merrill Lynch , Tucson, AZ
- Jonathan Arntz, CEPA, SEIA, Harper Woods, MI
- Ryan Atkinson, CEPA, Ameriprise Financial, Lexington, SC
- Evan Aucoin, CEPA, Edward Jones, Harahan, LA
- Emil Baczyk, CEPA, RBC Wealth Management, Princeton, NJ
- John Bailey, CEPA, Retirement Income Solutions, Ann Arbor, MI
- Crystal Banning, CEPA, Edward Jones, Gallatin, TN
- Benito Barillas, CEPA, Edward Jones, Menlo Park, CA
- Arthur Bartholomew, CEPA, Raymond James, Conshohocken, FL
- Amanda Benecchi, CEPA, Edward Jones, Avon, CT
- David Bennett, CEPA, Edward Jones Canada , Spruce Grove, AB
- Brian Bennett, CEPA, Kingdom Capital, Chesterfield, MO
- Peter Bigit, CEPA, BMO, Newport, CA
- Todd Bonime, CEPA, Morgan Stanley, Seattle, WA
- Melissa Boyd-Houston, CEPA, ProfiVise, Ottawa, ON
- Joseph Bozo, CEPA, WestPoint Financial, Madison, WI
- Ryan Braglin, CEPA, Edward Jones, New Concord, OH
- Justin Brown, CEPA, Krentz Financial Group of Raymond James, Chesterfield, MO
- Aidan Brown, CEPA, Stone House Investment Management, LLC, Tunkhannock, PA
- Jeffrey Burger, CEPA, Edward Jones, St. Louis, OK
- Andrew Burns, CEPA, JP Morgan Wealth Management, San Francisco, CA
- Daniel Burrell, CEPA, Raymond James, Greenville, SC
- Andy Butcher, CEPA, Arch Legacy Firm, Watkinsville, GA
- Michael Byrns, CEPA, Edward Jones, Aiken, SC
- Michael Cammarata, CEPA, TideCreek Financial Group, Elkridge, MD
- Louis Cannataro, CEPA, Cannataro Family Capital Partners, New York, NY
- James Carlisle, CEPA, RBC Wealth Management, Providence, MA
- Hugo Carvajal, CEPA, Uni Orbis, Boston, MA
- Randolph Carver, CEPA, Carver Financial Services Inc., Mentor, OH
- Morgan Caufield, CEPA, Hendel Wealth Management, Smithtown, NY
- Gregory Cherry, CEPA, Cherry Wealth Planning, Inc., Belmont, NC
- Dylan Clement, CEPA, Arc Private Wealth, Oregon, OH
- Alexandra Cobb, CEPA, Edward Jones, Rochester, NY
- Kristen Cole, CEPA, Edward Jones, Epping, NH
- Keith Conley, CEPA, BTA Group, Irvine, CA
- Matthew Cotton, CEPA, Edward Jones, Sand Springs, OK
- Connor Creekmur, CEPA, Creekmur Wealth Advisors, Morton, IL
- Richard Cundey, CEPA, Choreo, Augusta, GA
- John Deimling, CEPA, Instrumental Wealth, Tampa, FL
- Michael Denomme, CEPA, Freedom For Founders, Cambridge, ON
- Jennifer Derby, CEPA, Baird, Canonsburg, PA
- Lucas Desmond, CEPA, Edward Jones, Portland, ME
- Benjamin Dewhurst, CEPA, Dewhurst Wealth Management, Denver, CO
- Nehal Dhruve, CEPA, Dublin, OH
- Lisa Doche, CEPA, Baird, Scottsdale, AZ
- Austin Douglas, CEPA, Captrust, The Woodlands, TX
- Moses Ehimeakhe, CEPA, Merrill Lynch, Houston, TX
- John Eimer, CEPA, Edward Jones, Watertown, CT
- Blake Ellington, CEPA, Brentwood Growth Corp, Hingham, CA
- Nathaniel Emerick, CEPA, Exit Factor of Western Chicagoland, St. Charles, IL
- Elisabeth Erausquin-Nethery, CEPA, Raymond James, Bethesda, MD
- Lucas Felbel, CEPA, RBC Wealth Management, Phoenix, AZ
- Patty Finley, CEPA, Edward Jones, Evanston, IL
- Christopher Floyd, CEPA, Edward Jones, Lake Wales, FL
- Matthew Fogle, CEPA, Edward Jones, West Columbia, SC
- Paul Gaiser, CEPA, Thrivent - Paul Gaiser, Appleton, MI
- Edgar Galicia, CEPA, Wells Fargo, Redondo Beach, CA
- Mathew Gallaspie, CEPA, Edward Jones, Lima, OH
- Kate Gaughan, CEPA, Edward Jones, Bend, OR
- Erick Geryol, CEPA, Edward Jones, Chandler, AZ
- Steven Geyer, CEPA, Edward Jones, Corpus Christi, TX
- Douglas Gibson, CEPA, Exponent, Houston, TX
- George Gilham, CEPA, Charles Schwab, Westlake, TX
- Sarah Glasgow, CEPA, GW CPA LLP, Prince Frederick, MD
- Caleb Gold, CEPA, Edward Jones, Odessa, TX
- Peter Goldstein, CEPA, Grandview Capital, Fort Lauderdale, FL
- James Gomatos, CEPA, Merrill Lynch, Orlando, FL
- Toby Gorsuch, CEPA, Edward Jones, Gillette, WY
- Sean Grant, CEPA, MASS Ventures, Columbus, OH
- Michael Greene, CEPA, Morgan Stanley, Garden City, NY
- Thomas Griffith, CEPA, Edward Jones & Co, Lincolnville, ME
- Adam Grossman, CEPA, Morgan Stanley, Garden City, NY
- Jeff Guindon, CEPA, Business Development Bank of Canada, London, ON
- Robert Gustafson, CEPA, Mariner, Kansas City, NH
- Peter Hammond, CEPA, Peter Hammond, Santa Monica, CA
- Jonathan Hansen, CEPA, Aegis Acquisitions LLC, Bakersfield, CA
- Andrew Heatley, CEPA, Green Wealth Management Group, Southbury, CT
- Ronald Heck, CEPA, IG Wealth, Calgary, AB
- Michael Heinen, CEPA, Edward Jones Investments, Meridian, ID
- Charles Henderson, CEPA, Exit Factor, O'Fallon, MO
- Ashley Hendon, CEPA, CBI Bank & Trust, Bettendorf, IA
- Christopher Henry, CEPA, Edward Jones, Live Oak, FL
- Brennan Hervey, CEPA, Edward Jones, St. Petersburg, FL
- Michael Hohertz, CEPA, Raymond James, Houston, TX
- George Hoose, CEPA, Edward Jones, Medina, OH
- Eli Hopkins, CEPA, Baystate Financial, Boston, MA
- Jarod Hopper, CEPA, Waterfront Wealth Management, Metairie, LA
- Neil Hossack, CEPA, Hossack Financial Services Limited, Quispamsis, NB
- Jacob Hostetler, CEPA, Professional Money Management, Greensburg, PA
- Mary Howard, CEPA, Morgan Stanley, Bozeman, MT
- Armando Iglesias, CEPA, Edward Jones Investments, Hurst, TX
- Zachary Jennings, CEPA, Edward Jones, Abilene, TX
- Mark Johnson, CEPA, Edward Jones, Woodland, CA
- Scott Johnson, CEPA, Transworld Business Advisors, Kalispell, MT
- Bradley Johnston, CEPA, Fiduciary Benefits Group, San Diego, CA
- Peter Jurasz, CEPA, Raymond James, Juneau, AK
- Rungroj Kaeokanjana, CEPA, Union Wealth Mutual Fund Brokerage Securities CO., LTD., Bangkok, BKK
- Akihiro Kato, CEPA, Charles Schwab, Phoenix, AZ
- Allen Kiessling, CEPA, Janney Montgomery Scott LLC, Williamsport, PA
- Thomas Kirby, CEPA, Highland Partners Financial Services, Glen Allen, VA
- Matthew Kissinger, CEPA, Edward Jones, Knoxville, IA
- John Klein, CEPA, Fisher/SMB, Plano, TX
- Skylar Koew, CEPA, Elevation Wealth Planning, Ogden, UT
- Desirae Kramer, CEPA, Edward Jones, Elkins, WV
- Todd Krentz, CEPA, Krentz Financial Group, Chesterfield, MO
- John Landers, CEPA, Fisher/SMB, Plano, TX
- William Larmore, CEPA, Raymond James, Atlanta, GA
- Claire Larson, CEPA, Edward Jones, Ada, MI
- Jeremy Laufer, CEPA, Edward Jones, Wheat Ridge, CO
- Ashton Lawrence, CEPA, Mariner Wealth Advisors, Greenville, SC
- Brandon Leitgeb, CEPA, Morgan Stanley, Seattle, WA
- Emily Lemmy, CEPA, Edward Jones, Atlanta, GA
- Douglas Lewis, CEPA, Edward Jones, Highland, IN
- Harold Londono, CEPA, Strategic Insurance Consultants, Queens, NY
- Adam Lory, CEPA, Edward Jones, St. Louis, MO
- Jevan Madeira, CEPA, Merrill Lynch, Philadelphia, PA
- Georgia Malmsten, CEPA, Edward Jones, New Braunfels, TX
- Robert Maloof, CEPA, Edward Jones, Grand Rapids, MI
- Jeff Martin, CEPA, Company Growth Academy, Lafayette, LA
- Daniel Martin, CEPA, Raymond James & Associates, Worcester, MA
- Colby Martin, CEPA, Edward Jones, Liberal, OK
- Scott Mason, CEPA, Edward Jones, Cumming, GA
- John McCafferty, CEPA, Exit 11 Strategies, Alexandria, VA
- Kevin McCartney, CEPA, Edward Jones, Littleton, CO
- William McCulloch, CEPA, Edward Jones, Ruston, LA
- Brooke McGloon, CEPA, Edward Jones, Harrisonburg, VA
- Nashica McRath, CEPA, Edward Jones, Alpharetta, GA
- Azaz Mehmood, CEPA, Crescent Private Wealth, Cary, IN
- Kristin Meisel, CEPA, Free State Financial Group, Lawrence, KS
- Brian Michaud, CEPA, Encompass Group, LLC, West Suffield, CT
- Ryan Mickiewicz, CEPA, Pioneer Financial Group, Brewster, MA
- Adam Minker Wielstein, CEPA, Minker Consulting Group, Jensen Beach, FL
- Martin Monahan, CEPA, LPL Financial, Fort Mill, SC
- Timothy Montgomery, CEPA, Edward Jones, McKinney, TX
- Michael Murphy, CEPA, Cimarron Wealth Management Inc, Montrose, CO
- Erik Musalem, CEPA, Evolve & Grow Studio LLC, San Francisco, CA
- Saul Navarro, CEPA, Edward Jones, Mission, TX
- Rachael Nelson, CEPA, Edward Jones, Wilsonville, OR
- Gregory Nelson, CEPA, First National Bank in Sioux Falls, Sioux Falls, SD
- Meredith Nicklas, CEPA, The CFO Solution LLC, Aldie, VA
- Jennifer Olsen, CEPA, Jennifer Olsen Coaching LLC, Vashon, WA
- Sean O'Malley, CEPA, Principal Financial Group, Charlotte, NC
- Thomas Orcutt, CEPA, Huntington Bank C/O Tom Orcutt, Akron, OH
- Thomas O'Reilly, CEPA, Edward Jones, St Louis, MO
- Veronica O'Sullivan, CEPA, Edward Jones, Summerville, SC
- Cailyn Paradise, CEPA, Edward Jones, Bantam, CT
- Mark Parent, CEPA, BMO Nesbitt Burns, Toronto, ON
- Ian Park, CEPA, Kirby Wealth Management Group, Champaign, IL
- John Parker, CEPA, Edward Jones, Lumberton, TX
- Taylor Parker, CEPA, Captrust, The Woodlands, TX
- Deven Perez, CEPA, Merrill Lynch, Austin, TX
- Bareq Peshtaz, CEPA, Morgan Stanley, Seattle, WA
- Charles Picerni Jr., CEPA, Sensible Money, Scottsdale, AZ
- Dalton Potts, CEPA, Edward Jones, Spring Hill, TN
- Braden Prentice, CEPA, Edward Jones, Shelburne, VT
- Jiyada Pruksacholavit, CEPA, SIAM Wealth Management, Bangkok, BKK
- Michael Radovich, CEPA, Northeast Financial Network, Saint James, NY
- David Rasch, CEPA, Harvest Wealth Advisors, Grand Rapids, MI
- Danny Recht, CEPA, WestPac Wealth Partners, San Diego, CA
- Michele Rice-Kirkwood, CEPA, Resilient By Design, Pittsburgh, PA
- Kiernan Richards, CEPA, Captrust, The Woodlands, TX
- Santiago Rios III, CEPA, Edward Jones, Carmel, IN
- Sean Robertson, CEPA, Practice Advocate, Paris, ON
- Paul Rokosz, CEPA, Trove Private Wealth, Oak Brook, IL
- Gregory Rollo, CEPA, Edward Jones, Leander, TX
- Matthew Rose, CEPA, Matthew Rose, Hartland, WI
- Shervin Sadr, CEPA, Baystate Financial, Boston, MA
- James Salmon, CEPA, Edward Jones, Summerville, SC
- Julian Sandoval, CEPA, Edward Jones, Nampa, ID
- Daniel Schlesing, CEPA, Truist, Charlotte, NC
- Peter Schueth, CEPA, Morgan Stanley Wealth Management, Indianapolis, IN
- Sophia Schumacher, CEPA, Edward Jones, Big Rapids, MI
- Daniel Schuster, CEPA, Fjell Capital, Fargo, ND
- Anabella Seligson, CEPA, Manulife John Hancock Investments, Boston, MA
- Erica Sellers, CEPA, Edward Jones, Chapin, SC
- Elizabeth Shea, CEPA, TreeFork Strategies, Vienna, VA
- Gregory Sheets, CEPA, Sheets Financial Services, Huntersville, NC
- Thomas Shortreed, CEPA, Guidelight Financial Group, Cortland, OH
- Brett Sifling, CEPA, Gerber Kawasaki, Santa Monica, CA
- Michael Keith Simpson, CEPA, Edward Jones, St. Louis, MO
- Dawn Sines, CEPA, Cambridge Investment Research, Fairfield, IA
- Emily Smith, CEPA, Williams Jones Wealth Management, New York, NY
- Melanie Smollen, CEPA, Murphy Business of Cape, Cape Girardeau, MO
- John Smyth, CEPA, Merrill Private Wealth, Palm Beach Gardens, FL
- Annette Sonnenburg, CEPA, Ascension CFO Services LLC, South Jordan, UT
- Hannah Stack, CEPA, Merrill Lynch, Hunt Valley, MD
- Dakota Staton, CEPA, HUB Investment Partners, Austin, TX
- Kyle Stevens, CEPA, Morgan Stanley, Morristown, NJ
- Dan Stewart, CEPA, Cardinal Coaching and Consulting, Woodridge, IL
- Richard Stout, CEPA, Seven Rivers Group LLC, Matthews, NC
- Philip Strunk, CEPA, Mpact Financial Group LLC, Dallas, TX
- Rudolph Swigart, CEPA, Wrenterprise Solutions LLC, Tustin, CA
- James Tate, CEPA, Green Fairways Wealth Management, Venice, FL
- Schlyn Thiry, CEPA, Edward Jones, Norway, MI
- Matthew Thorndyke, CEPA, Merrill Lynch, Chicago, IL
- Zachary Tombs, CEPA, Private Client Group AM - Cetera Advisors, Gladstone, NJ
- Jerit Tripp, CEPA, Gilbert & Cook, Inc., West Des Moines, IA
- Michael Turgeon, CEPA, Unity Financial Planning Group, Kennesaw, GA
- Kimberly Turner, CEPA, Thrivent Financial, Rockledge, FL
- Scott VanderMeer, CEPA, Heirloom Advisors, Raleigh, NC
- Michael Velin, CEPA, NFP, Minneapolis, MN
- Mark Verity, CEPA, FirstRise Investments, Stamford, CT
- George Vieth, CEPA, George Wealth Management, Chattanooga, TN
- David Wagstaff, CEPA, Eprenz, PBC, Richmond, VA
- Christine Walsh, CEPA, Edward Jones, Granger, IN
- Andrew Walters, CEPA, Edward Jones, Alexander City, AL
- Dominique Ware, CEPA, Merrill Lynch Wealth Management, Temecula, CA
- Ronald Ware, CEPA, Trove Private Wealth, Plainville, FL
- Marcus Warren, CEPA, Warren Wealth, Tax & Estate, Louisville, KY
- Krystie Wear, CEPA, Edward Jones Investments, Truth or Consequences, NM
- Philip White, CEPA, Stewards Partners, Stamford, ME
- Eric Wikstrom, CEPA, RW Baird, Seattle, WA
- Jason Wilderson, CEPA, Northwestern Mutual - Verity Wealth Partners, Indianapolis, IN
- Joshua Williams, CEPA, RBC Wealth Management, Phoenix, AZ
- Peter Williams, CEPA, Next Chapter Exit Advisory, Northport, NY
- Adam Winfield, CEPA, The Frieden Agency, Virginia Beach, VA
- Steven Winford, CEPA, Raymond James, Jackson, MS
- Stephen Kyle Wright, CEPA, Edward Jones, McKinney, TX
- Jeffrey Yantz, CEPA, Edward Jones, Bay City, MI
- Ryan Yocum, CEPA, Edward Jones, Indianapolis, IN
- Andrea Young, CEPA, LeadFX, Decatur, GA
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 March 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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