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 June 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.
- Jeff Albert, CEPA, Edward Jones, Rancho Santa Margarita, CA
- Jose Aleman, CEPA, Edward Jones, St. Louis, MO
- Jason Amos, CEPA, Edward Jones, Maryland Heights, MO
- Nathan Anderson, CEPA, Edward Jones, Blackfoot, ID
- Michael Anderson, CEPA, Edward Jones, Michigan City, IN
- Jeff Augspurger, CEPA, Grounded Oaks Capital Management, Bloomington, IL
- Nicole Babin, CEPA, Edward Jones, Dripping Springs, TX
- Brian Baldwin, CEPA, J.P. Morgan Wealth Management, Palm Beach Gardens, FL
- Bill Barlowe, CEPA, Edward Jones, Kirkland, WA
- Wendy Barrington, CEPA, Edward Jones, Nampa, ID
- Steven Bauer, CEPA, Edward Jones, Albany, NY
- Alexandria Beenken, CEPA, Edward Jones, Mauston, WI
- Rebecca Berg, CEPA, Edward Jones, St. Croix Falls, WI
- Margaret Bergan, CEPA, Vineyard Financial Group, Scottsdale, AZ
- Michael Blumberg, CEPA, Blumberg Advisory Group, Inc., Jamison, PA
- James Boora, CEPA, Edward Jones, Hoquiam, WA
- Jeffrey Bouwman, CEPA, Edward Jones, St. Louis, MO
- Stephanie Bowles, CEPA, Edward Jones, Madisonville, KY
- Adam Boyar, CEPA, Ameriprise Financial, Boca Raton, FL
- Tyler Bream, CEPA, Edward Jones, Zelienople, PA
- Robert Brock, CEPA, Day4 International, LLC, Scottsdale, AZ
- Emiel Brott, CEPA, KHZ Consulting, Tucson, AZ
- Alexander Brown, CEPA, Exit Stage Left Advisors, Atlanta, CA
- Colby Brunet, CEPA, Edward Jones, River Ridge, LA
- Matthew Buller, CEPA, Benjamin F. Edwards, Champaign, IL
- Els Bunkens, CEPA, Edward Jones, Fort Myers, FL
- Todd Bury, CEPA, LPL Financial LLC, Youngstown, OH
- Brian Card, CEPA, MB Wealth, Peoria, IL
- Alex Carlson, CEPA, Savant Wealth Management, Dallas, TX
- Aaron Carmack, CEPA, Edward Jones, Tullahoma, TN
- Ashley Cass, CEPA, Edward Jones Investments, Shelbyville, KY
- Whitney Charles, CEPA, Edward Jones, Centerville, UT
- Valery Chartrand Giasson, CEPA, Optionality, Montreal, QC
- Dillon Christensen, CEPA, Evoke Advisors, Los Angeles, CA
- Marcos Cigagna, CEPA, Pluris Private Wealth of Raymond James, Orlando, FL
- Cole Collins, CEPA, DA Davidson, Great Falls, ID
- Lindsay Cox, CEPA, Edward Jones, Columbia, SC
- Steven Crane, CEPA, Financial Legacy Builders, Dayton, OH
- Nicholas Cummins, CEPA, UBS Financial Services, Inc., Boise, ID
- Jonathan Currence, CEPA, Merrill Lynch, Charlotte, NC
- Anthony Danaher, CEPA, Farther Finance / Guild Investment Management, Westlake Village, CA
- Patrick Dauer, CEPA, Prudential/LPL, Glen Allen, VA
- Jay Davis, CEPA, COO Partners, Guelph, ON
- Donald Westly Dawson Jr, CEPA, Morgan Stanley, Naples, FL
- Austin Delery, CEPA, The Olivier Group, New Orleans, LA
- Connor Diamond, CEPA, Manulife John Hancock Investments, Boston, MA
- Bryson Duncan, CEPA, Northwest Wealth Management, Spirit Lake, IA
- Scott Duncan, CEPA, Wells Fargo Advisors, Las Vegas, NV
- Benjamin Duncanson, CEPA, Badgley Phelps, Seattle, WA
- Nicholas Economos, CEPA, Merrill Lynch, Walnut Creek, CA
- Garrett Paul Edson, CEPA, Clarus Group LLC, New York, NY
- Randy Elliott, CEPA, CES, LLC, Martinsville, IN
- Nicole Emrick, CEPA, Edward Jones, Murfreesboro, TN
- Sandro Endler, CEPA, Investmetrix LLC, Orlando, FL
- Timothy Engle, CEPA, RBC Wealth Management, Lemoyne, PA
- Evienna Escanilla, CEPA, Merrill Lynch, Oak Brook, IL
- Derek Fairchild, CEPA, Baystate Financial, Greenbackville, VA
- Dmitry Farbman, CEPA, RBC Wealth Management, Buffalo Grove, IL
- Greg Farrall, CEPA, Farrall Wealth, Valparaiso, IN
- John Farrish, CEPA, Edward Jones, Grenada, MS
- Yahaira Fernandez, CEPA, Raymond James & Associates, Orlando, FL
- Jason Fernandez, CEPA, NTX Wealth Partners, Grapevine, TX
- Johnathan Flowers, CEPA, Edward Jones, Morgantown, WV
- Troy Forman, CEPA, Raymond James Financial Services, Columbus, IN
- Bruce Fortin, CEPA, Edward Jones, New Bern, NC
- William Freriks, CEPA, Halcyon Wealth Partners, Denver, CO
- Nathan Freshwater, CEPA, NewEdge Wealth, McMurray, PA
- Matthew Friel, CEPA, Ventana Private Wealth, Denver, CO
- Rhett Funk, CEPA, Edward Jones, Carmi, IL
- Grace Gaabucayan, CEPA, Schwab Wealth Advisory, Phoenix, AZ
- Walter Gantt, CEPA, Merrill Lynch, Huntsville, AL
- Kevin Garrett, CEPA, Integrated Financial Group, Atlanta, GA
- Nicholas Gertsema, CEPA, Gertsema Wealth Advisors, St. Joseph, MO
- Adam Gibbs, CEPA, Edward Jones, Granville, OH
- Mariah Gibbs, CEPA, Edward Jones, Granville, OH
- Joshua Glenn, CEPA, Edward Jones, Port Royal, SC
- John Golden, CEPA, Golden Reed Wealth Management, Ocala, FL
- Caryn Gordon, CEPA, Edward Jones, Boca Raton, FL
- Daniel Grace, CEPA, Prudential Advisors, St. Louis, MO
- Kevin Gray, CEPA, Greyson Tax & Consulting, Fort Lauderdale, FL
- Melisa Gulley, CEPA, Edward Jones, Louisville, KY
- Isoldy Guzman, CEPA, Synovus Financial, Fort Lauderdale, FL
- Alexandria Hallink, CEPA, FindBob, Richmond Hill, ON
- Mike Halloran, CEPA, Seek & Find Financial, Chesterton, IN
- Kenneth Hameloth, CEPA, Edward Jones, Manheim, PA
- Margaret Hawk, CEPA, Edward Jones, Fort Thomas, OH
- Jonathan Healey, CEPA, JourneyPoint Wealth Advisors (Ameriprise), Greenville, SC
- Steve Heeley, CEPA, Edward Jones, Webster Groves, MO
- Darby Heidemann, CEPA, Elevation Wealth Planning, Boise, ID
- Ivan Hernandez, CEPA, Omnia Family Wealth, Aventura, FL
- James Herndon, CEPA, Edward Jones, Decatur, GA
- Brandt Hockman, CEPA, Edward Jones, Ankeny, IA
- Dukens Holmes-Tallandier, CEPA, Edward Jones, San Mateo, CA
- Brad Houle, CEPA, Ferguson Wellman Capital Management, Portland, OR
- Thomas Immer, CEPA, Edward Jones, Torrance, MO
- Anthony Iskandar, CEPA, John Hancock Investments, Boston, MA
- Jinnaluk Jaderungsun, CEPA, Money Adwise, Nontaburi, AL
- Kyle Jensen, CEPA, Apollon Wealth Management, Mt. Pleasant, SC
- Dillon Jones, CEPA, D.T.Jones Consulting, Portland, OR
- Buck Jones, CEPA, Coastal VA Wealth Group, Chesapeake, VA
- Phil Kang, CEPA, Crown Wealth Management, Costa Mesa, CA
- Roger Keaton, CEPA, Edward Jones, Danville, VA
- John Keller, CEPA, Edward Jones Investments, Bartlett, TN
- Julie Kelly, CEPA, Edward Jones, Durham, NC
- Mark Kennedy, CEPA, Stock Yards Bank, Louisville, KY
- Matthew Kennedy, CEPA, Edward Jones, St. Louis, UT
- Nick Kenny, CEPA, Edward Jones, Greeley, CO
- Heather Kephart, CEPA, Avail Business Advisors LLC, Andover, MN
- Michael Kerrigan, CEPA, Edward Jones, Plainville, MA
- Jeremy Klein, CEPA, Edward Jones, Hoffman Estates, IL
- Ron Klemm, CEPA, Raymond James, St. Petersburg, FL
- Scott Kline, CEPA, Edward Jones, Hudsonville, MI
- Joshua Koch, CEPA, Thrivent, Albrightsville, PA
- Fred Kurtz, CEPA, Edward Jones, Newtown, PA
- Henry Larson, CEPA, RBC Wealth Management, Minnetonka, MN
- Joshua Lerud, CEPA, Edward Jones, Golden Valley, MN
- Jerome Li, CEPA, Canaccord Genuity, Vancouver, BC
- Xiao Lin, CEPA, TransAmerica Financial Advisors, LLC., Sunnyvale, CA
- Stephen Long, CEPA, Long Enterprises, PLLC, Bellevue, WA
- Ross Loomis, CEPA, Evermay Wealth Management, Virginia Beach, VA
- David Lopez Monroy, CEPA, Merrill Lynch, Tucson, AZ
- Jeremy Lynch, CEPA, Edward Jones, South Hill, VA
- Patrick Magnani, CEPA, Edward Jones, Roseville, CA
- Riley Manis, CEPA, AdvisorLoans, Breckenridge, CO
- Sara Mankins, CEPA, Edward Jones, Mount Vernon, OH
- Lyle Martin, CEPA, Thrivent, Leesburg, VA
- Shaune Martinez, CEPA, Southside Investment Services Raymond James, Tyler, TX
- Samantha Masey, CEPA, Bouchey Financial Group, Saratoga Springs, NY
- Olena Matviienko, CEPA, Edward Jones CANADA, Edmonton, AB
- Will McCameron, CEPA, Topsail Capital Advisers, Greenville, SC
- Mason McKinnie, CEPA, Mason McKinnie, West Des Moines, IA
- Aaron McPherson, CEPA, WiseBranch Coaching & Consulting, Edina, MN
- Tim McQueen, CEPA, Principal, Des Moines, IA
- Pradeep Menon, CEPA, Edward Jones, Seaford, NY
- Nizar Merhi, CEPA, J.P. Morgan, Toledo, OH
- Chip Messenger, CEPA, Messenger Wealth Management, Inc., San Diego, CA
- Sven Meza, CEPA, LPL Financial, San Diego, CA
- Stacy Mikolajczyk, CEPA, Edward Jones, La Vernia, TX
- Matthew Miller, CEPA, Edward Jones, Fairfield, OH
- Duane Miller, CEPA, Edward Jones, Lancaster, PA
- Alison Minato, CEPA, Bluepoint Business Advisors, Toronto, ON
- Todd Mitchell, CEPA, Janney Montgomery Scott, Westminster, MD
- Mark Monin, CEPA, Raymond James, Lake Forest, CA
- Andrea Montville, CEPA, Wealth Enhancement, West Palm Beach, FL
- Jessica Moyer, CEPA, Chicago, Illinois, IL
- Sylvia Mullen, CEPA, Sunbelt Business Brokers of South Florida, North Florida, FL
- Christine Muneyyirci-Finocchio, CEPA, UBS, Jericho, NY
- Andrew Murphy-Rouse, CEPA, Edward Jones, Grants Pass, OR
- Lori Neeb, CEPA, Edward Jones, Alma, MI
- Colleen Newton, CEPA, Edward Jones, Manchester, MI
- Savio Nguyen, CEPA, Merrill Lynch, Denver, CO
- Yanni Niebuhr, CEPA, BFG Financial Advisors, Timonium, MD
- Kristin Niedermeyer, CEPA, Valent Wealth, Vancouver, WA
- Brad Novotny, CEPA, Edward Jones, McKinney, TX
- Matthew Oberdorfer, CEPA, OIC Financial, Columbus, OH
- Thomas O'Connor, CEPA, Keel Point, Huntsville, AL
- Marika Olson, CEPA, Marika Olson Consulting, Hoodsport, WA
- Kent Overholt, CEPA, Merrill Private Wealth, Easton, MD
- Austin Park, CEPA, Lakeshore Financial Group, Oakbrook Terrace, IL
- Larry Parman, CEPA, Parman & Easterday PLLC, Oklahoma City, OK
- Jason Peeples, CEPA, Keystone Planning Partners, Memphis, TN
- Alex Perdomo, CEPA, Edward Jones, Metairie, LA
- Blaine Peterson, CEPA, Edward Jones, Washougal, WA
- Tammira Philippe, CEPA, ExitSmarts, Houston, TX
- Andrew Piatelli, CEPA, Baystate Financial, Boston, MA
- Jerry Porch, CEPA, Edward Jones, Jasper, AL
- Pavinee Prapatpotipong, CEPA, Union Wealth Mutual Fund Brokerage Securities, Bangkok, TH
- Katherine Preston, CEPA, Roaring Fork Wealth Management, Basalt, CO
- Alec Quaid, CEPA, Mercer advisors, Denver, CO
- Kevin Rackers, CEPA, Edward Jones, Frisco, TX
- Vishakha Rajput, CEPA, UBS AG, Zurich, DE
- Andrea Ramlogan, CEPA, ClearRoot Partners, Milton, ON
- Jonathan Randolph, CEPA, Raymond James, Oxford, MS
- Nihaal Rao, CEPA, Morgan Stanley, Phoenix, AZ
- Evan Rauen, CEPA, Knightfall Wealth Collective, Denver, CO
- Kerry Reeves, CEPA, JP Morgan, Boston, MA
- Jeff Reilly, CEPA, Edward Jones, Sonoma, CA
- Matthew Reitz, CEPA, Edward Jones, Brookville, PA
- Brett Rentzheimer, CEPA, PNC Private Bank, Doylestown, PA
- David Ricci, CEPA, Trustedpreneurs, Southlake, TX
- Dora Riley, CEPA, Ameriprise Financial, Owensboro, KY
- Scott Rizzo, CEPA, Edward Jones, White River Junction, VT
- David Roberts, CEPA, Plan For Your Goals LLC, Gulf Breeze, FL
- Nicholas Rohde, CEPA, Gregory Ricks Total Wealth, Metairie, LA
- Samantha Rosario, CEPA, Raymond James Financial, St. Petersburg, FL
- Daniel Rossi, CEPA, Edward Jones, Babcock Ranch, FL
- Kyle Rubbinaccio, CEPA, Morgan Stanley, New York, NY
- Brian Russell, CEPA, LPL Financial, San Diego, CA
- Robert Russell, CEPA, Russell Total Wealth & Wellness, Dayton, OH
- Bryce Ruth, CEPA, Edward Jones, Hendersonville, TN
- Christopher Saba, CEPA, Merrill Lynch, Annapolis, MD
- David Samachson, CEPA, Edward Jones, Newtown, PA
- Saul Sarrett, CEPA, Focal Point of Westchester, Chappaqua, NY
- Joey Scheerle, CEPA, Edward Jones, Lakewood Ranch, FL
- Mark Schild, CEPA, Seton Hall University, South Orange, NJ
- Dale Schlutz, CEPA, CBI Bank & Trust, Muscatine, IA
- Mary Segrest, CEPA, Edward Jones, Marietta, OH
- Christina Seiden, CEPA, Third Arrow Studios, Potomac Falls, VA
- Kim Hock Seow, CEPA, Lakeforest Business Advisors LLC, Evansville, IN
- Hamlet Setaghiyan, CEPA, MASH Accounting & Consulting LLP, Glendale, CA
- Jason Shammas, CEPA, Principal, Des Moines, IA
- Joel Shepherd, CEPA, Edward Jones, Louisville, KY
- Ximena Silva-Avila, CEPA, Perennial Financial Services, Saint Paul, MN
- Casey Silveria, CEPA, Silveria Wealth Group, LLC, Boise, ID
- Carolyn Simon, CEPA, Morgan Stanley, Paramus, NY
- Michelle Slagell, CEPA, Edward Jones, Parker, CO
- Nicholas Slavik, CEPA, RBC Capital Markets LLC, Denver, CO
- Darci Smith, CEPA, Roklyn, Redwood City, CA
- Khristian Soto Sanchez, CEPA, Merrill Lynch, Orlando, FL
- Michael Sperlinga, CEPA, Morgan Stanley, Carlsbad, CA
- Thomas Spooner, CEPA, Bristol, ENG
- Valerie Steckler, CEPA, Edward Jones, Victoria, TX
- James Stein, CEPA, Edward Jones, Sonoma, CA
- Jill Steinberg, CEPA, Beacon Pointe Advisors, Bala Cynwyd, PA
- Michael Stephens, CEPA, StellarPath Private Wealth Advisors, Metairie, LA
- Erik Stephens, CEPA, NOVA Capital, Cincinnati, OH
- Laurie Stirling, CEPA, Laurie Stirling Consulting, Whitley Bay, ENG
- Grant Stoffle, CEPA, Edward Jones, Lexington, SC
- Brian Sweeney, CEPA, Greyson, Columbus, OH
- Michael Thornton, CEPA, Octant QIM, Salt Lake City, UT
- Gregory Timbas, CEPA, Edward Jones, Manchester, NH
- Meg Timbas, CEPA, Edward Jones, St. Louis, NH
- Michael Tomren, CEPA, Tomren & Sullivan Wealth Management, San Ramon, CA
- Andrea Toro, CEPA, Edward Jones, New Orleans, LA
- Daniel Toro, CEPA, Edward Jones, Metairie, LA
- Alexander Townsend, CEPA, Edward Jones, St. Louis, MN
- Donald Townsend, CEPA, NY
- Tate Trovato, CEPA, Trovato Wealth Management, Bakersfield, CA
- Cade Truscott, CEPA, UBS Financial Services Inc, Boise, ID
- Colton Turner, CEPA, Raymond James, Fort Collins, CO
- Laura Urban, CEPA, Edward Jones Investments, Enumclaw, WA
- Matthew Vahue, CEPA, Financial Growth Partners, Reston, VA
- Travis Van Dyke, CEPA, Ameriprise Financial, Redmond, OR
- Gail Van Patten, CEPA, Edward Jones, Nampa, ID
- Roger Wadell, CEPA, Soren McAdam LLP, Redlands, CA
- John Wagner, CEPA, Edward Jones, Mebane, NC
- Craig Wakefield, CEPA, RBC Wealth Management, Houston, TX
- David Wallace, CEPA, Edward Jones, Columbia, SC
- Seth Warren, CEPA, WiseBranch Coaching & Consulting, Edina, MN
- Sessel Washington, CEPA, Edward Jones, St. Louis, MO
- Amy Wasser, CEPA, Wasser Wealth Management - Raymond James RJFS, Pleasant Hill, CA
- Brian Wells, CEPA, HUB Retirement & Private Wealth, Folsom, CA
- Caroline Whitlock, CEPA, Edward Jones, Enumclaw, WA
- Jonathan Wickersheim, CEPA, Edward Jones, Hendersonville, TN
- Christopher Wise, CEPA, Wise Capital Partners, Kingwood, TX
- Luke Wonnacott, CEPA, The Professional Financial Company, Orem, UT
- Shawn Wooden, CEPA, Associated Investor Services, Fort Lauderdale, FL
- Andrew Young, CEPA, Morgan Stanley, Charlotte, NC
- Dariush Youssefiani, CEPA, Morgan Stanley, Washington, DC
- Artin Zakarian, CEPA, Oak Gate Wealth Advisors, Glendale, 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 June 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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