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241 CEPAs Join the EPI Network in September 2025
by Member Experience on October 22, 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 September 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 Thomas, CEPA, Tucson, AZ
- Aaron Thurow, CEPA, Continuum Financial, Rochester, MN
- Aaron Kauffman, CEPA, Edward Jones, Indianland, SC
- Abigail Devereux, CEPA, Thrivent, Saint Louis, MO
- Adam Udy, CEPA, Adam Udy Group (Cambridge Investment Research), Las Vegas, NV
- Adam DeAngelis, CEPA, Capital Group, Los Angeles, TX
- Adam Burton, CEPA, Scale to Sell, Chesapeake, VA
- Adriana Mendez Rugh, CEPA, Truist, Charlotte, NC
- Akilah Blackett, CEPA, FindBob, Richmond Hill, ON
- Al Penksa, CEPA, Edward Jones, Warrenton, VA
- Amanda Adams, CEPA, Edward Jones, North Attleboro, MA
- Amy Wagner, CEPA, Dean Dorton Private Wealth, Fort Wright, KY
- Amy Misnik, CEPA, TBD, Buffalo, NY
- Andrea Millar, CEPA, Andrea Millar Life Planning, Raleigh, NC
- Andrew Creme, CEPA, Cremé Wealth, LLC, Plano, TX
- Andrew White, CEPA, Raymond James, Middleburg, VA
- Andy Blick, CEPA, Merrill Lynch, Pleasanton, CA
- Angie McCarthy, CEPA, Ameriprise Financial, Fargo, ND
- Art Creel, CEPA, Farther, New York, TN
- Benjamin Johnson, CEPA, EpicSports LLC, Ipswich, MA
- Benjamin Nicol, CEPA, Raymond James, Collierville, TN
- Benjamin Glenn, CEPA, Glenn Financial, Harrisonburg, VA
- Bill Dugdale, CEPA, Bernstein Private Wealth, Wilmington, DE
- Blake Muraskin, CEPA, Optimal Wealth, Boston, MA
- Bobby Reamer, CEPA, Keel Financial Partners, Bellevue, WA
- Braden Brignac, CEPA, Edward Jones Investments, Metairie, LA
- Brandon Champion, CEPA, Edward Jones, Omaha, NE
- Brandon Baker, CEPA, JP Morgan, Rockwall, TX
- Brent Chapman, CEPA, EJB Enterprise, LLC, Minnetonka, MN
- Bret Baldinger, CEPA, Principal Financial Group, Fall Creek, OR
- Brian Whalen, CEPA, Starboard CPAs LLC, North Dartmouth, MA
- Brian Hoffman, CEPA, Landing, NJ
- Brian Franzblau, CEPA, Quattuor Capital Partners of Raymond James & Associates, New York, NY
- Brian Kennedy, CEPA, KCA Wealth Management, Camp Hill, PA
- Brian Reichenbach, CEPA, Chronicle Partners, Franklin, TN
- Briggy Imbriglia, CEPA, Prudential, Newark, MO
- Briley Herbster, CEPA, Edward Jones, St. Louis, IN
- Bryan Hayden, CEPA, Merrill Lynch, Evansville, IN
- Carlos Britos, CEPA, Edward Jones, Hayes, VA
- Carson Amiral, CEPA, Edward Jones, Santa Rosa, CA
- Chad Trecida, CEPA, CNL Securities, Tampa, FL
- Chelsea Johnson, CEPA, Servitium Wealth Management, Bellevue, WA
- Cherie-Lee Willis, CEPA, Tractional Inc, Fonthill, ON
- Chester Darling, CEPA, Stepping Stone Wealth, A Private Advisory Practice of Ameriprise Financial, LLC., West Hartford, CT
- Chris White, CEPA, Fireside Finance LLC, Nashville, CA
- Chris Blahut, CEPA, Income and Estate Planning Partners, Beaufort, SC
- Chris Trokey, CEPA, Truist Financial Corporation, Nashville, TN
- Christine Wilson, CEPA, Edward Jones, Colorado Springs, CO
- Christine Philipps, CEPA, Merrill Lynch, Bellevue, WA
- Christopher Williams, CEPA, Bryn Mawr Trust, Wilmington, DE
- Christopher Scharnow, CEPA, Morgan Stanley, St. Petersburg, FL
- Christopher Knox, CEPA, JPMorgan, Dallas, TX
- Clarke Williams, CEPA, Schultz Wealth Management, Atlanta, GA
- Clarke Norvell, CEPA, Norvell, PLLC, Nashville, TN
- Cody Darrow, CEPA, Darrow Wealth Group, Ontario, CA
- Connor Macaulay, CEPA, Brick House Strategic Wealth, Newtown, PA
- Corban Enns, CEPA, Evergreen Business Advisors, Inc, Salem, OR
- Corbin Bruckshaw, CEPA, Straight To The Top INC, Dallas, TX
- Cy Rolfs, CEPA, Edward Jones, Lyons, KS
- Cynthia Barnett, CEPA, GPS Wealth Management, Kemah, TX
- Daniel Bernstein, CEPA, Bernstein LLC, Loveland, OH
- Daniel Miller, CEPA, Priority Wealth Partners, Westerville, OH
- Daniel Mael, CEPA, Edward Jones, Portage, WI
- David McKean, CEPA, Amerprise Financial, Mobile, AL
- David Norris, CEPA, Morgan Stanley, Louisville, KY
- David Coho, CEPA, FocusCFO, Dublin, OH
- Dennis Elrod, CEPA, Edward Jones, Spokane, WA
- Derek Sorensen, CEPA, Edward Jones, Herndon, VA
- Douglas Borg, CEPA, PNC Private Bank, Baltimore, MD
- Douglas Everett, CEPA, Ameriprise Financial, Portland, OR
- Drake Zimmerman, CEPA, The Drake Zimmerman Group, Normal, IL
- Dwight Beasley Jr, CEPA, Edward Jones, Huntington Beach, CA
- Elliot Gild, CEPA, SageSpring Wealth Partners, Franklin, TN
- Emily Bouche, CEPA, Thrivent, Madison, WI
- Eric Vogt, CEPA, Lazear Capital Partners, Tampa, FL
- Eric Fettig, CEPA, FP Transitions, Lake Oswego, OR
- Erica Guerrero, CEPA, Edward Jones, Odessa, TX
- Erin Ulicki, CEPA, Edward Jones, Hartland, WI
- Ethan Brown, CEPA, SYM Financial Advisors, Fort Wayne, IN
- Evan Manson, CEPA, Morgan Stanley, Denver, CO
- Fady Guirguis, CEPA, MiAccounting, Toronto, ON
- Frances Ricci Land Welch, CEPA, Land Parker Welch LLC, Manning, SC
- Gabriel O'Shea, CEPA, Edward Jones, Topeka, KS
- Garrett Boyd, CEPA, Northwest Financial Advisors, Herndon, VA
- George Abboud, CEPA, Exponent Prosperity Accelerator Advisors LLC, Houston, TX
- Gilbert Meadows III, CEPA, Stifel, Montgomery, AL
- Gina Douvas, CEPA, Merrill Lynch, Fairfield, CT
- Gregg Prockton, CEPA, The Compass Group of WNY LLC, Portville, NY
- Gregory Wright, CEPA, Bison Wealth, Atlanta, GA
- Hampton Honeycutt, CEPA, Honeycutt Financial Solutions LLC, Birmingham, AL
- Hanneke Finones, CEPA, Edward Jones, Burlingame, CA
- Herbert Stewartson, CEPA, Florida Business Exchange, Inc., Daytona Beach, FL
- Holika Castillo, CEPA, Edward Jones , Boca Raton, FL
- Honghong Xue, CEPA, AcquirePilot, Irvine, CA
- Ira Sager, CEPA, Opti Wealth LLC, Sudbury, MA
- Jacob Tornow, CEPA, Brookhaven Family Office, LLC, Inman , SC
- Jacqueline Garol, CEPA, Edward Jones, Reno, NV
- James Graham, CEPA, Strategic Financial Partners, Birmingham, AL
- James Smalling, CEPA, Allworth Financial, Sacramento, CA
- James Occhiato, CEPA, Merrill Lynch, Atlanta, GA
- James Oh, CEPA, Phoenix Business Group, Hudson, OH
- James Sumner, CEPA, Raymond James, Charleston, SC
- James Welch, CEPA, Edward Jones, Sumter, SC
- James R. Harvey, CEPA, Opus 111 Group, Seattle, WA
- Jared Waldrup, CEPA, Sequoia Financial Group, Houston, TX
- Jason Caras, CEPA, Truist Wealth, Houston, TX
- Jay Bartley, CEPA, Rethink Wealth, Fort Worth, TX
- Jed Morley, CEPA, Backstory, Salt Lake City, UT
- Jeff Munjack, CEPA, JDM Financial Group, Austin, CA
- Jeff Eaves, CEPA, KW South Valley Keller Williams, South Jordan, UT
- Jeffrey Czajka, CEPA, Advisor Growth Solutions, La Mesa, CA
- Jennifer James, CEPA, Edward Jones, Ashburn, VA
- Jensen Postema, CEPA, DeLong & Brower, Holland, MI
- Jeremy Mort, CEPA, Tiderunner Consulting Co, Gig Harbor, WA
- Jesse Reyes, CEPA, Mountain West Wealth, Fort Collins, CO
- Jesse Cordoba, CEPA, Trinity Wealth Management, Tampa, FL
- Jessica Starks, CEPA, Transworld Business Advisors, Grand Rapids, MI
- Jim Senior, CEPA, Edward Jones, Fort Lauderdale, FL
- Joe Dipenta, CEPA, EOS Worldwide , Santa Ana, CA
- John Mullen Jr, CEPA, Principal Asset Management, Canton, GA
- John Roughen, CEPA, First Citizens Bank , Alpharetta, GA
- John DuBose, CEPA, The Malloy DuBose Sydnor Wealth Management Group, Winston Salem, NC
- John Michael Daly Jr., CEPA, RBC Wealth Management, Oakbrook Terrace, IL
- Johnny Martin, CEPA, Synovus, Athens, GA
- Jonathan Lehman, CEPA, Summit Financial Group, Fort Wayne, IN
- Jonathan Proffitt, CEPA, Edward Jones, Fayetteville, NC
- Joseph Neff, CEPA, Edward Jones, Bradford, PA
- Joshua Goodridge, CEPA, Raymond James at Peoples Bank, Cuba, MO
- Joshua Peters, CEPA, Edward Jones, Gastonia, NC
- Joshua Perry, CEPA, Edward Jones, Mountain Top, PA
- Judy Chong, CEPA, Raymond James, Maite, HI
- Julie Lalwani, CEPA, Edward Jones, Phoenix, AZ
- Justin Klein, CEPA, Capital Asset Management, Inc, Oklahoma City, OK
- Justin Stankewicz, CEPA, UBS Financial Services, Philadelphia, PA
- Justin Spain, CEPA, Transworld Business Advisors, Plano, TX
- Justin Valadez, CEPA, Northwest Financial Advisors, Herndon, VA
- Kaleb Simington, CEPA, Pinnacle Financial Partners, Memphis, TN
- Katherine Forquer, CEPA, Edward Jones, Frisco, TX
- Kathryn Jackson, CEPA, University of Wisconsin - Parkside, Milwaukee, WI
- Katie Christianson, CEPA, Edward Jones, DeForest, WI
- Katy Duncan, CEPA, Thrivent, Minneapolis, IA
- Kelly Sherman, CEPA, Edward Jones, Spotsylvania, VA
- Kim Abello, CEPA, Wells Fargo Advisors, Schaumburg, IL
- Kregg Kiel, CEPA, Calder Capital, Carmel, IN
- Kyle DiEduardo, CEPA, Edward Jones, Rock Hill, SC
- Kyle Glenn, CEPA, Glenn Financial, Harrisonburg, VA
- Lauren Doodeman, CEPA, Ameriprise Financial, Indianapolis, IN
- LaVaisha Davis, CEPA, Ell Wess Advisors, Atlanta, GA
- Lawrence Sprung, CEPA, Mitlin Financial, Inc., Hauppauge, NY
- Lee Henderson, CEPA, HHG, New Orleans, LA
- Lenora Trachsel, CEPA, Edward Jones, Georgetown, KY
- Leo Tudela, CEPA, Venture Crafters, Lansdowne, VA
- Lucas Robertson, CEPA, Edward Jones, Virginia Beach, VA
- Luke Billiot, CEPA, Front Range Business Inc., Boulder, CO
- Maartje Van Krieken, CEPA, The Chaos Games Consulting, New Orleans, LA
- Madison Schaper, CEPA, BrookHaven, Hartwell, GA
- Manisha Patel, CEPA, Wells Fargo Advisors, El Segundo, CA
- Mark Struthers, CEPA, Sona Wealth Advisors, Edina, MN
- Mark Grimes, CEPA, Edward Jones, New Madrid, MO
- Mark Waldron, CEPA, Edward Jones, Omaha, NE
- Mark Reese, CEPA, Wasatch Preferred, South Jordan, UT
- Mason Sarosi, CEPA, Tri-Star Trust, Frankenmuth, MI
- Matthew Ricci, CEPA, Seaside Financial Group - Ameriprise Financial LLC, South Kingstown, RI
- Megan Horvath, CEPA, Tremont Growth Partners, Cleveland, OH
- Melanie Hoggard, CEPA, Capital Connect, North Little Rock, AR
- Michael Abbate, CEPA, Atlas, Westminster, CO
- Michael Johnson, CEPA, Edward Jones, Sarasota, FL
- Michael Larkin, CEPA, Morgan Stanley, Frederick, MD
- Michael Holden, CEPA, Merrill Lynch, Red Bank, NJ
- Michael Del Prince, CEPA, Bahl & Gaynor, Inc., Cincinnati, OH
- Michael Bishop, CEPA, Edward Jones, Redmond, OR
- Michelle Brow, CEPA, Full Bloom Financial, LLC, Northville, MI
- Mindie Molina, CEPA, Mindie Molina Investments and Insurance, Stuart, FL
- Morgan Hyslop, CEPA, Edward Jones, Spokane Valley, WA
- Nathan Milone, CEPA, Edward Jones, Newton, IA
- Natty Hussey, CEPA, Edward Jones, Greenfield, MA
- Neal Woollard, CEPA, Creekmur Wealth Advisors, Morton, IL
- Nicholas Giambri, CEPA, Lava Funding, Aventura, FL
- Nicholas Economos, CEPA, Fiduciary Financial Partners, LLC, Naperville, IL
- Nicole White, CEPA, Edward Jones, Vista, CA
- Nicole Frost, CEPA, Thrivent, Moseley, WI
- Patrick Sandner, CEPA, Landing Financial Group, North Palm Beach , FL
- Patrick Unnerstall, CEPA, Unnerstall Wealth Management, Washington, MO
- Peter Kramer, CEPA, Merrill Lynch Wealth Managment, Chicago, IL
- Phillip Chou, CEPA, Ambrose Advisors, Las Vegas, NV
- Pierre Movsessian, CEPA, My 360 Wealth Management Group, Glendale, CA
- Randy Beeman, CEPA, Choreo Advisors, Roxbury, CT
- Rebecca Creavin, CEPA, Peapack Private, New York, NY
- Richard Caster, CEPA, Edward Jones, Batesville, AR
- Richard Smith, CEPA, R&D Experts, Buffalo, NY
- Robert Daggett, CEPA, Edward Jones, Pflugerville, TX
- Roger Dael, CEPA, Ameriprise Financial, Westminster, CO
- Roger Abel, CEPA, Premier Investments & Wealth Management, Cedar Rapids, IA
- Rosemarie Wilkins, CEPA, Huntington, Cleveland, OH
- Ryan Dix, CEPA, Northwestern Mutual, Mishawaka, IN
- Ryan Fine, CEPA, Semjen Group Wealth Advisors, Braintree, MA
- Ryan Liddell, CEPA, Hahn Automotive, Clarence, NY
- Ryan Marshall, CEPA, Wealth Enhancement Group, New York, NY
- Sam Dicocco, CEPA, Ameriprise Financial, Summit, NJ
- Samuel Waldvogel, CEPA, Edward Jones, Hillsdale, MI
- Scott Foties, CEPA, LPL Financial, Riverside, CA
- Scott Pooch, CEPA, Integrated Retirement Solutions LLC, Columbus, OH
- Scott Davison, CEPA, Scott Davison, Melbourne, Victoria
- Shaaya Sharifi, CEPA, Exit Consulting Group, San Diego, CA
- Sirirat Tanaseth, CEPA, IWS Wealth Advisory Co.,Ltd, Bangkok, Bangkok
- Stacie Kirkland, CEPA, Morgan Stanley, Tuscaloosa, AL
- Stephanie Grimm, CEPA, Edward Jones, St. Charles, MO
- Stephen Underwood, CEPA, Prevail Innovative Wealth Strategies, Leawood, KS
- Steven Kreutzberg, CEPA, Ameriprise Financial, Durango, CO
- Steven Duryee, CEPA, Morgan Stanley, New York, NJ
- Steven Trojanov, CEPA, Edward Jones, Coatesville, PA
- Susan Davis, CEPA, Davis Financial Partners, Overland Park, KS
- Tawny Ramones, CEPA, Aldrich Wealth LP, Lake Oswego, OR
- Thomas Chronis, CEPA, Concours Capital Advisors, Ontario, CA
- Timothy Rock, CEPA, RockCore Partners, LLC, Leawood, KS
- Timothy Robertson, CEPA, The Financial Center, Novi, MI
- Todd Sirrine, CEPA, Aspen Ridge Wealth Management, LLC, South Jordan, UT
- Tom Regenski, CEPA, Edward Jones, Hawley, PA
- Troy Enoka, CEPA, Island Wealth, Honolulu, HI
- Tyler Johnson, CEPA, Merrill Lynch, Huntsville, AL
- Tyler Geik, CEPA, NBS Consulting Group, Chicago, IL
- Vanessa Roney-Eriksen, CEPA, Edward Jones, Centennial, CO
- Victoria Johnston, CEPA, Edward Jones, Raleigh, NC
- Vivian Loy, CEPA, JPMorgan Chase, New York, NJ
- Vivienne Heyhoe, CEPA, Wellspring, London, England
- Voraapa Klongkankian, CEPA, iWS Wealth Advisory, Bangkapi, Bangkok
- William Suggs, CEPA, Edward Jones, Huntsville, AL
- William Bierce, CEPA, Bierce & Kenerson, P.C., New York, CA
- William Van Law, CEPA, WVL Group, St. Petersburg, FL
- William Lindstrom, CEPA, The Culture Think Tank, Reno, NV
- William Francis, CEPA, Edward Jones Investments, Riverside, RI
- William Steih, CEPA, Prime Capital Financial, Franklin, TN
- William Ryan Fretwell, CEPA, Edward Jones, Columbia, MO
- Yourdanos Mulatu, CEPA, JPMorgan, Los Angeles, CA
- Yuriy Lavor, CEPA, Edward Jones, San Jose, CA
- Zac Jennings, CEPA, Southern Exits, Charleston, SC
- Zachariah Trahan, CEPA, Hemlock Financial Group LLC, Clinton, WA
- Zachary Snider, CEPA, Morgan Stanley, Birmingham, AL
- Zachary Wiggs, CEPA, Raymond James, Memphis, TN
- Zachary Holtzman, CEPA, Holtzman Wealth Strategies, LLC, Lubbock, TX
- Zan Carver, CEPA, UBS, New York, NJ
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 September 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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