272 CEPAs Join the EPI Network in November 2024

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 November 2024

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.

• David Adams, CEPA, Adams Wealth Partners, Nashville, TN
• Nicholas Alfino, CEPA, Insignis Financial Group, Melville, NY
• Tobin Anderson, CEPA, SGL Wealth Management, Peachtree Corners, GA
• Matt Baas, CEPA, Calder Capital, Grand Rapids, MI
• Robert Bailey, CEPA, Merrill Lynch, Burlington, WI
• Khooshbu Bassi, CEPA, Edward Jones, Clifton Park, NY
• Preetinder Bassi, CEPA, Edward Jones, Clifton Park, NY
• Kris Beck, CEPA, KLMH LLC., Cleveland, OH
• Molly Bekken, CEPA, Morgan Stanley, Las Cruces, NM
• Briana Berg, CEPA, The ValuGap, Billings, MT
• David Berney, CEPA, JMF Capstone Wealth Management, Tuscaloosa, AL
• Alex Bethune, CEPA, Alex S Bethune, Tampa, FL
• Daniel Beyer, CEPA, Brooklyn Fi, Brooklyn, NY
• William Billinghurst, CEPA, Merrill Lynch, Greenwich, NY
• Jeremy Bisceglia, CEPA, Morgan Stanley, Franklin, TN
• Brian Blair, CEPA, Crossvine A Financial Planning Firm, Wichita Falls, TX
• Matthew Bolewitz, CEPA, Cozza Law Group PLLC, Pittsburgh, PA
• Chris Bonapace, CEPA, Coffield & Associates, Troy, MI
• Ryan Bouchard, CEPA, Rising Tide Wealth Advisory Solutions, St. Louis, MO
• Kyle Boucher, CEPA, Morgan Stanley, Colorado Springs, CO
• DeMarcus Bowden, CEPA, Edward Jones, Hillsborough, NC
• Tyler Bowman, CEPA, Transworld Business Advisors, Denver, CO
• Michael Brady, CEPA, Clarity Advisors, LLC, Buffalo, NY
• Paul Brahan, CEPA, Fort Pitt Capital Group, Pittsburgh, PA
• Troy Brewer, CEPA, ClearPlan Wealth Management, Towson, MD
• Curtis Brewer, CEPA, Edward Jones, Tullahoma, TN
• Chad Brown, CEPA, Compass Financial Strategies, Ashland, OH
• George Brownell, CEPA, Associated Bank, Neenah, WI
• Ted Bulinski, CEPA, UBS Financial Services, Inc., Wayzata, MN
• Dusti Calander, CEPA, Calander Wealth, McKinney, TX
• John Calvert, CEPA, Trapani, Calvert & Meyer / Northwestern Mutual, Los Angeles, CA
• Yu Sun Chan, CEPA, Merrill Lynch, Walnut Creek, CA
• Sophia Chatterton, CEPA, Chatterton & Associates, Anaheim, CA
• Brad Chiesa, CEPA, Bank of America/Merrill, Pittsburgh, PA
• Michael Choe, CEPA, Merrill Lynch, Pasadena, CA
• Gary Clark, CEPA, GJ Clark, Inc, Newport Beach, CA
• Rachel Clark, CEPA, Edward Jones, Conroe, TX
• Daniel Cohen, CEPA, John Hancock, Rockville, MD
• Alexander Collins, CEPA, HCR Wealth Advisors, Los Angeles, CA
• Bob Competiello, CEPA, Edward Jones, Madison, NJ
• Brian Conaway, CEPA, Morgan Stanley, Las Cruces, NM
• Justin Connell, CEPA, Edward Jones, Baytown, TX
• Victoria Courtney, CEPA, Morgan Stanley, New York, NY
• Jessica Craig, CEPA, JC Century Enterprises Inc., Victoria, British Columbia
• Jake Crawford, CEPA, Edward Jones, Lakeside, TX
• Joe Creecy, CEPA, ClearTrust Wealth Advisors, Franklin, TN
• Martin Cumbie, CEPA, Cumbie Financial with Raymond James, Lubbock, TX
• Hanna Cunningham, CEPA, Linkenheimer, LLP, Santa Rosa, CA
• Dana Curtis, CEPA, Edward Jones, Amarillo, TX
• Lawrence Dalessandro, CEPA, Edward Jones, Montgomeryville, PA
• Robert Daley, CEPA, Morgan Stanley, Chesterfield, MO
• John Daniels, CEPA, Management Consulting Group, Clearwater, FL
• Jeffrey Davids, CEPA, Edward Jones, Winston Salem, NC
• Greg Davis, CEPA, Heritage Wealth Management, San Diego, CA
• Candice Davis, CEPA, Candice Davis Law Group PC, The Woodlands, TX
• Connor Day, CEPA, Park Front Wealth, Salem, OR
• Ted de Groot, CEPA, Spurstone, Higganum, CT
• Marigny Demauriac, CEPA, deMauriac LLC, New Orleans, LA
• Gerald Anne DeRubeis, CEPA, Sentinel Business Partners, LLC, Rio Vista, CA
• Matthew DeVito, CEPA, Morgan Stanley, New York, NY
• Steven Devlin, CEPA, DF Consulting, LLC, Roanoke, VA
• Kathryn Diamond, CEPA, U.S. Bank, Seattle, WA
• Patrick DiGiacomo, CEPA, UBS Financial Services, Inc., Greenville, DE
• Pierre Dion, CEPA, Brio Advisors LLC, Sheridan, CA
• James Dischert, CEPA, Three Sixty Wealth Management, Bloomington, IL
• Matthew Dollins, CEPA, Edward Jones, Cleburne, TX
• Joshua Donner, CEPA, Clear Advice, Weston, FL
• Chris Donovan, CEPA, Edward Jones, Bentonville, AR
• Christopher Drouin, CEPA, Beyond Wealth Management Group, LLC, New Paltz, NY
• Kris Dureau, CEPA, Green Private Wealth, Burlington, Ontario
• Joel Eggerding, CEPA, Thrivent, Bloomingdale, IL
• Jack Ehrke, CEPA, Edward Jones, Lincoln, NE
• Micah Elkins, CEPA, von Hellens & Partners, Thomasville, GA
• Robert Escobedo, CEPA, Edward Jones, Goodyear, AZ
• Robert Fankhauser, CEPA, Range Financial Group LLC, Tigard, OR
• Michele Farrell, CEPA, Elevate Wealth Advisors, Woodland Hills, CA
• Ira Feldman, CEPA, Bush Tecosky Goodman Feldman LLC, Warminster, PA
• Bob Fincher, CEPA, Southeast Retirement Planners, Attn: Bob Fincher, Hickory, NC
• Nelisha Firestone, CEPA, Firestone Financial Group, Littleton, CO
• Kathi Fleck, CEPA, Growth Team Strategies, Bryan, PA
• Paige Fowler, CEPA, Edward Jones, Kansas City, MO
• James Frangenberg, CEPA, Wells Fargo, McLean, VA
• Ann Freeman, CEPA, Merrill Lynch, Chicago, IL
• Bill Fruit, CEPA, Edward Jones, Allen, TX
• Jordan Frye, CEPA, RBC Wealth Management, Indianapolis, IN
• Bethany Garner, CEPA, Edward Jones, White House, TN
• John Gaudet, CEPA, J Gaudet Associates, Inc., Westbrook, ME
• Sydney Gilbert, CEPA, The O'Quin Group, Little Rock, AR
• Ethan Gilley, CEPA, Edward Jones, Lenoir, NC
• Amanda Glanz, CEPA, Janney Montgomery Scott, Bedminster, NJ
• Brian Goldsack, CEPA, Edward Jones, Dunmore, PA
• Rachel Greene, CEPA, Edward Jones, Lenoir, NC
• Ron Gruninger, CEPA, Signature Wealth Advisors, Orlando, FL
• Jeff Gump, CEPA, Choreo Advisors, Virginia Beach, VA
• Robert Gustavis, CEPA, John Hancock, Roseville, CA
• Jennifer Haggerty, CEPA, Merrill Lynch, Pittsburgh, PA
• Gary Hallett, CEPA, Gateway Business Advisors, Jacksonville, FL
• Jessica Harman, CEPA, Edward Jones, College Station, TX
• Sarah Harstad, CEPA, 112 Advising, Mankato, MN
• James Haviland, CEPA, Impact Architects, Independence, OH
• Joseph Hayes, CEPA, Boston Hill Advisors / Hightower Advisors, North Andover, MA
• Stacy Heger, CEPA, Principal Asset Management, St. Louis, MO
• Kelly Heinen, CEPA, Northwestern Mutual, Long Beach, CA
• Michael Hermes, CEPA, HORAN Securities, Inc., Cincinnati, OH
• Cory Hixson, CEPA, Edward Jones, Marysville, OH
• Kyle Hodges, CEPA, CB&T Wealth Advisors, San Diego, CA
• Pete Hogan, CEPA, Morgan Stanley, Clayton, MO
• Thomas Hosey, CEPA, Edward Jones, Rockwall, TX
• Joshua Howard, CEPA, Bluefin Capital Advisors, Brandon, FL
• Matthew Hudak, CEPA, CoCreate Financial, Bozeman, MT
• Carrie Hughes, CEPA, Edward Jones, Hamilton, Ontario
• Priti Huisinga, CEPA, Edward Jones, Temecula, CA
• Jordan Husted, CEPA, Edward Jones, Great Falls, MT
• Neal Isaacs, CEPA, VR Business Brokers, Raleigh, NC
• Mark Jamieson, CEPA, Town or Orangeville, Orangeville, Ontario
• Leslie Janssen, CEPA, Compass Advisory Group, Franklin, TN
• Bradford Jeter, CEPA, Exit Architects, Reston, VA
• Shu (Esther) Jian, CEPA, Edward Jones, Vancouver, British Columbia
• Dazha Jones, CEPA, Capitalwize LLC, Charlotte, NC
• Sarah Jones, CEPA, Sarah Jones CPA, Willis, TX
• Jeff Kaczmarczyk, CEPA, Financial Advice, Wilmington, DE
• Solomon Kafoure, CEPA, Compass Advisory Group, Franklin, TN
• Steve Kennedy, CEPA, ALBANY FINANCIAL GROUP, Albany, NY
• Dennis Klein, CEPA, Focus CFO, Grand Rapids, MI
• Kirk Knudsen, CEPA, UBS Financial Services, Inc., New Haven, CT
• Peter Kofflin, CEPA, Morgan Stanley, Jackson, MI
• Sarah LaFountain, CEPA, Edward Jones, Battle Creek, MI
• Basil Lamastus, CEPA, Ameriprise Financial, Franklin, TN
• Meagan Larson, CEPA, TruVista Wealth Advisors, Troy, MI
• Aaron Lathrop, CEPA, Edward Jones, Darien, IL
• Michiel Laubscher, CEPA, Laubscher Wealth Management LLC, Newtown, PA
• Sarah Lawer, CEPA, Insightline Consulting, LLC, Seattle, WA
• Cam Lawson, CEPA, Ninety, Park City, SC
• Richard Laymon Jr., CEPA, Beacon Wealth Consultants, Inc., Roanoke, VA
• Edward Leach, CEPA, HIGHLAND Financial Advisors, LLC, Wayne, NJ
• Robert Leavitt, CEPA, Edward Jones, Kokomo, IN
• Michael Lee, CEPA, First Choice Business Brokers, Park City, UT
• Christian Lemke, CEPA, The AmeriFlex Group, Las Vegas, NV
• Scott Leslie, CEPA, Edward Jones, Granite Bay, CA
• Conrad Levesque, CEPA, Alison Wealth Management, Marietta, GA
• Jeffrey Lewis, CEPA, Edward Jones, Mountain Lakes, IN
• Kevin Lewis, CEPA, Edward Jones, Charlotte, NC
• Daniel Lima, CEPA, Morgan Stanley, Providence, RI
• Natalie Lim-Taylor, CEPA, LPL Financial, Norman, OK
• Ralph Lober, CEPA, Consumers National Bank, Minerva, OH
• Joseph Lopresti, CEPA, Arlington Wealth Management, Arlington Heights, IL
• Andrew Macdonald, CEPA, Macdonald Financial Services, Loveland, CO
• Mark Maddux, CEPA, Edward Jones, Ponca City, OK
• Kelly Maestas, CEPA, Edward Jones, Pagosa Springs, CO
• Jed Magstadt, CEPA, NorthRock, Minneapolis, MN
• Kyle Malavasi, CEPA, LPL Financial, Bedminster, NJ
• Lantz Martin, CEPA, NestEggs Retirement Services Inc., Jacksonville, FL
• Sean Martin, CEPA, Edward Jones, Charlotte, NC
• Rocky Martini, CEPA, Starboard Wealth Strategies, Pittsford, NY
• Richard J. Massaux, CEPA, Morgan Stanley Wealth Management, Philadelphia, NJ
• Colby Mayberry, CEPA, Edward Jones, Kenmore, WA
• Maria Jose McChesney, CEPA, Edward Jones, Acworth, GA
• Nathan McDuffee, CEPA, Oliver Wealth Management, Towson, MD
• Patrick McEwen, CEPA, Edward Jones, Griffin, GA
• Timothy McKinley, CEPA, Edward Jones, Slidell, LA
• Zeb McKinzey, CEPA, Ameriprise Financial, Atlanta, GA
• Jeremy McLean, CEPA, Edward Jones, Murfreesboro, TN
• Tim McNeely, CEPA, Dental Wealth Alliance, Bakersfield, CA
• Isaac Meacham, CEPA, Keeler Thomas Management, Orem, UT
• Robert Melillo, CEPA, Edward Jones, Louisville, KY
• Adam Miller, CEPA, Canaccord Genuity, Oakville, Ontario
• Rob Mockard, CEPA, Mockard Consulting, Marysville, OH
• James Mosbacher, CEPA, Edward Jones, St. Louis, MO
• Jennifer Moser, CEPA, Maestro Wealth Advisors, Winston Salem, NC
• Jason Moxness, CEPA, Apex Business Advisors, Overland Park, KS
• Dillon Mulherin, CEPA, Kemper CPA Group, LLP, Evansville, IN
• Pat Murphy, CEPA, UBS Financial Services, Inc., Milton, MA
• Matthew Nadeau, CEPA, Sutter Wealth Management, Roseville, CA
• Caryn Neal, CEPA, The Hultquist Firm, Greenville, SC
• Patrick Neel, CEPA, ATA PLLC, Jackson, KY
• Jacob Niggemann, CEPA, UBS Financial Services, Inc., Barrington, IL
• Jeremy Noel, CEPA, Edward Jones, Warrenton, VA
• Roger Nurrenbern, CEPA, Edward Jones, Evansville, IN
• Sean O'Donnell, CEPA, Morningstar, Inc., Pittsburgh, PA
• Nickey Owens, CEPA, First Choice Business Brokers Cincinnati, Middletown, OH
• Richard Palmer-Smith, CEPA, Peak Coach Inc., Denver, CO
• Stephen Parker, CEPA, First Citizens Bank, Smithfield, NC
• Derek Parrish, CEPA, Edward Jones, Durham, NC
• Victoria Peterson, CEPA, Productive Dentist Academy, Anacortes, HI
• Nicholas Petito, CEPA, J.P. Morgan, New York, NY
• John Picco, CEPA, Edward Jones, Key West, FL
• Theresa Pidcock, CEPA, Theresa Pidcock Consulting, Leander, CA
• Joshua Pierce, CEPA, JH Pierce Wealth Management PC, Gillette, WY
• Jesse Plunkett, CEPA, Edward Jones, Sanford, FL
• Reynaldo Pol, CEPA, Ameriprise Financial, Atlanta, GA
• Vawta Pratmaetekul, CEPA, Union Wealth, Bangkok, Bangkok
• Mark Pritchard, CEPA, Edward Jones Investments, Alexandria, LA
• Bryan Purdom, CEPA, Edward Jones, Jefferson City, TN
• Christian Ragsdale, CEPA, Merrill Lynch, East Lansing, MI
• Timothy Rea, CEPA, Edward Jones, St. Louis, MO
• Omar Ritter, CEPA, Wells Fargo, Charlotte, NC
• Angela Robinson, CEPA, Kennedy Financial Services, Eastland, MT
• Kurt Rupprecht, CEPA, K Street Financial, Phoenix, AZ
• Keagan Rushmore, CEPA, L2 Advisors LLC, Grand Rapids, MI
• Brad Ruth, CEPA, GLBA Business Advisors Brokered by eXp Commercial, Stow, OH
• Harichandra Sadagopal, CEPA, IWC, Singapore, Singapore
• Gregory Safford, CEPA, Edward Jones, Plainville, MA
• Derrik Sankey, CEPA, Edward Jones, Shoreline, WA
• Dr. Nick Sarantopoulos, CEPA, Cambridge Strategic, LLC, Cambridge, MA
• Kyle Scott, CEPA, THIRTY30 Wealth Advisors, Spokane Valley, WA
• Ryan Scott, CEPA, Edward Jones, Rock Springs, WY
• Chad Seifert, CEPA, Sturgill & Associates, Westminster, MD
• David Servatius, CEPA, Bank of America, Greenwood Village, CO
• Brian Shepherd, CEPA, Edward Jones, Garland, TX
• Vikram Singh, CEPA, Edward Jones, Bloomfield Hills, MI
• Megan Slatter, CEPA, Crewe Advisors, Salt Lake City, UT
• Brendan Slein, CEPA, Edward Jones, Salem, NH
• Sean Smith, CEPA, Edward Jones, Laguna Beach, CA
• Brandon Smoot, CEPA, UBS Financial Services, Inc., San Antonio, TX
• Scott Snider, CEPA, Mercer Advisors, Jacksonville, FL
• Brian Sohovich, CEPA, Edward Jones, Statesville, NC
• Chris Spafford, CEPA, Frabul LLC, Wilbraham, MA
• Blake Spain, CEPA, Edward Jones, Fayetteville, AR
• Stephanie Spain, CEPA, Cremeens, Harris, Cavett & Spain, LLP, Wichita Falls, TX
• Brian Spangler, CEPA, Edward Jones, Burlington, NC
• Teresa Speir, CEPA, Crump Life Insurance Services, Harrisburg, NC
• Robert Standish, CEPA, Wealth Enhancement Group, Pittsburgh, PA
• Ray Stark, CEPA, Thrivent, Harrisburg, PA
• Chad Stevens, CEPA, Merit Financial Advisors, Denver, CO
• Brad Stoehr, CEPA, Elsass Financial Group, Wadsworth, SC
• Caleb Stokes, CEPA, Caleb Stokes, Cumming, GA
• Vicki Stonebarger, CEPA, Columbia Private Bank, A Division of Umpqua Bank, Roseville, CA
• Aaron Stremick, CEPA, Self, Tucson, AZ
• James Sturdivant, CEPA, Park Front Wealth, Salem, OR
• Lindsay Sturgeon, CEPA, Edward Jones, Bartlesville, OK
• Kris Sykes, CEPA, Edward Jones, Staten Island, NY
• Treston Teague, CEPA, Crossvine A Financial Planning Firm, Wichita Falls, TX
• Donna Temple, CEPA, Wilmington Trust, Portland, ME
• Kanokvun Thanasobhon, CEPA, Transglobal, San Jose, CA
• Vivek Thoppay, CEPA, Merrill Lynch, San Jose, CA
• Rodney Torbush, CEPA, Edward Jones, Fort Thomas, OH
• Tatiana Tsoir, CEPA, Linza Advisors, Mount Kisco, NY
• George Tzimas, CEPA, Morgan Stanley, Manchester, NH
• Sean Ulik, CEPA, Consumers National Bank, Minerva, OH
• James Uren, CEPA, Phase 3 Advisory Services, LTD, Buffalo Grove, IL
• Jake Valente, CEPA, Guardian Tax Consultants, Franklin, TN
• Eric Van Der Hyde, CEPA, Concentric Wealth Partners, Richmond, VA
• David VanHorn, CEPA, PPR Capital Management, LLC, Wayne, PA
• Marc Verga, CEPA, Morgan Stanley, Providence, RI
• Michael Vines, CEPA, Self-Employed, Asheville, NC
• Brian Waddell, CEPA, New England Financial Group, West Hartford, CT
• David Waddell, CEPA, Waddell and Associates, Memphis, TN
• Paul Wallin, CEPA, Client Centric Wealth Management, San Antonio, TX
• Bill Walter, CEPA, Wayfinder Advisory Services, Urbana, IL
• Gary Warnica, CEPA, Gen1 Financial Advisors, Safford, AZ
• Rian Waterman, CEPA, Farther Finance Advisors LLC, Davenport, IA
• Dana Watkins, CEPA, Due North Enterprises, Sarasota, FL
• Brandon Weaver, CEPA, Washington Avenue Advisors, Grand Rapids, MI
• John "Bird" Wende, CEPA, Merit Wealth Management, Tustin, CA
• Eric Wheeler, CEPA, Wheeler Wealth Management, LLC, Louisville, KY
• Jeannie Whipple, CEPA, Edward Jones, Sarasota, FL
• Chris White, CEPA, Chronicle Partners, LLC, Franklin, TN
• Leslie Widmann, CEPA, Preservation Wealth, Walnut Creek, CA
• Michael Williams, CEPA, Morgan Stanley, Chesterfield, MO
• Sharolyn Williams, CEPA, Edward Jones, Lebanon, TN
• Jennifer Williams, CEPA, Trustmark, Houston, TX
• Matt Wilson, CEPA, Capital Connect, Louisville, KY
• Terrence Wittman, CEPA, Iron Arrow Strategies, Franklin, TN
• Matthew Woolbright, CEPA, North By Nine Consulting, Colorado Springs, CO
• Jacob Wright, CEPA, Raymond James/Pinnacle, Mount Pleasant, SC
• Meredith Young, CEPA, Central Trust Co., Clayton, MO
• Dex Yudelson, CEPA, Charles Schwab, San Diego, CA
• Arrash Zare, CEPA, Chatterton Inc., Anaheim, CA
• Emily Zeigler, CEPA, C&A Financial Group, Manasquan, NJ
• Chad Zoretic, CEPA, Armanino, Woodstock, GA
• Steven Zorn, CEPA, Oder Investment Management, Woodland Hills, CA
• Brady Zwiefelhofer, CEPA, Thrivent Financial, Chippewa Falls, WI

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 November 2024 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."