276 CEPAs Join the EPI Network in February 2026

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 February 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.

• Joel Adams, CEPA, Raymond James Financial, Tyler, TX
• Joanna Aiken, CEPA, Choreo, Orinda, CA
• Justin Albertson, CEPA, ClearPoint Family Office, Arlington Heights, IL
• Margaret Archer, CEPA, Archer Wealth Management, Atlanta, GA
• David Arvizu, CEPA, Charles Schwab, Phoenix, AZ
• Steven Bellon, CEPA, Fortis Lux Financial, Tarrytown, NY
• Lei Bely-Cheng, CEPA, Morgan Stanley, New York, NY
• Heather Benz, CEPA, Edward Jones, Westfield, NJ
• Jason Besly, CEPA, Edward Jones, Frisco, TX
• David Birnbaum, CEPA, Morgan Stanley, New York, NY
• Dominic Bisirri, CEPA, Broad Street Financial, Radnor, PA
• Stacey Blake, CEPA, Principal Asset Management, San Marcos, CA
• Brandon Blumenstein, CEPA, Edward Jones, Saint Paul, MN
• Jakob Boley, CEPA, Choreo, Davenport, IA
• James Bologa, CEPA, Porter and Chester Institute, Rocky Hill, CT
• Terrell Boone, CEPA, Highlands Wealth Group, Greer, SC
• Wyatt Boshart, CEPA, Principal Asset Management, Des Moines, IA
• Georgiana Bowman, CEPA, Edward Jones, New Bern, NC
• David Bradford, CEPA, Revive Fire Partners, Atlanta, GA
• Julianna Brandenberger, CEPA, Juli Brandenberger, CPA, Little Rock, AR
• Tyler Brengman, CEPA, Edward Jones, Princeton, IN
• Scott Brown, CEPA, RAI Wealth, Naperville, IL
• Paul Bryan, CEPA, Edward Jones, Wayzata, MN
• Jennifer Bryman, CEPA, Jade Partners, Rhododendron, OR
• Bryan Buhoveckey, CEPA, Edward Jones, Avon Lake, OH
• Christian Burch, CEPA, Edward Jones, Princeton, IN
• Ramon Burrola, CEPA, Raymond James Financial, Tucson, AZ
• Kyle Bush, CEPA, Krentz Financial Group / Raymond James, Chesterfield, MO
• Ashli Buxton, CEPA, Structiv Partners, Salt Lake City, UT
• Mark Carey, CEPA, MassMutual, Avoca, PA
• Rachelle Carmel, CEPA, RBC Wealth Management, Atlanta, GA
• Daniel Cathro, CEPA, Edward Jones, Mount Vernon, IN
• Pang-Yuan Nicole Chang, CEPA, Raymond James Financial, Beverly Hills/Pasadena, CA
• Henry Chau, CEPA, Heritage Crest Wealth Management, Irvine, CA
• Andrew Chauvin, CEPA, Edward Jones, Saint Louis, MO
• Denise Chin Quee, CEPA, Merrill Lynch, Miami, FL
• Paul Christman, CEPA, Edward Jones, Port Clinton, OH
• Giovanna Cilento, CEPA, Mad Hatter Publishing, Inc., Sheridan, MI
• Christopher Claybrooks, CEPA, Edward Jones, Haubstadt, IN
• Rich Collop, CEPA, Collop Capital, Chesterfield, MO
• Jim Combs, CEPA, UCB/LPL, Cornelius, NC
• James Conaway, CEPA, JCA Solutions, Anaheim, CA
• Nicole Corning, CEPA, Pathlight Advisors, Scottsdale, AZ
• Chris Coulter, CEPA, Raymond James Financial, Saint Louis, MO
• David Cox, CEPA, BenefitRFP, A Simplicity Company, Sacramento, CA
• Sandra Cramer, CEPA, JPMorgan, Bellevue, WA
• Karel Cremers, CEPA, Propasso, Vught, NB
• Rick Croffut, CEPA, Edward Jones, Monroe, NC
• William Cummins, CEPA, Retirement Counseling Services, Indianapolis, IN
• Garrett D'Alessandro, CEPA, Sandro Wealth Management LLC, Fairfield, NJ
• Dave Debreceni, CEPA, Edward Jones, Sewell, NJ
• Jennifer Deck, CEPA, Edward Jones, Lancaster, OH
• Gabriella Delmonaco, CEPA, Instrumental Wealth, Tampa, FL
• Trevor Deubner, CEPA, Trevor Deubner, Charlotte, NC
• Sandra DeVito, CEPA, Edward Jones, Vicksburg, MI
• Kristina Dhountal, CEPA, Edward Jones, Orlando, FL
• Ralph DiDomenico, CEPA, CertaPro, Audubon, PA
• Michael Doman, CEPA, Mariner Wealth  Advisors, Pittsburgh, PA
• Brendan Donoghue, CEPA, Morgan Stanley, Palm Harbor, FL
• John Dove, CEPA, Edward Jones, Ellicott City, MD
• Nicholas Drouin, CEPA, The Drouin Wealth Management Group, Nashua, NH
• Deanna Dubé, CEPA, First Choice Business Brokers, Los Angeles, CA
• Patricia Dyer-Powers, CEPA, PDP Forward, North Haven, CT
• Ben Earls, CEPA, Earls Financial, Fort Worth, TX
• John Elwell, CEPA, Edward Jones, Traverse City, MI
• Julie Ennis, CEPA, Wise Winters LLC, Littleton, CO
• Randel Evleth, CEPA, Merrill Lynch, Florham Park, NJ
• Patrick Fagan, CEPA, ASE Private Wealth, Greenville, SC
• Brian Farley, CEPA, Edward Jones, Sparks, NV
• Denis Fasquelle, CEPA, Transworld Business Advisors of LA Metro NE, Pasadena, CA
• Mitch Fenimore, CEPA, River Wealth Advisors, Lancaster, PA
• Philip Ferraro, CEPA, Semper Salutaris, Jackson, MI
• Christopher Feutz, CEPA, Kuttin Wealth Management, Green Bay, WI
• Dan Finn, CEPA, Finn Financial Group, Newport Beach, CA
• Danyelle Fiorentino, CEPA, Cassa Wealth Management, Oradell, NJ
• Daniel Fiorito, CEPA, Bank of America Merrill Lynch, Chicago, IL
• Marc Firlie, CEPA, RBC Wealth Management, Hunt Valley, MD
• Scott Fisher, CEPA, John Graham & Associates, East Peoria, IL
• Cheryl Flewelling, CEPA, Raymond James Financial, Waterville, ME
• Bret Forsyth, CEPA, Edward Jones, Mishawaka, IN
• Samuel Fragale, CEPA, Seacoast Wealth Management, Jacksonville, FL
• Alberto Francis, CEPA, Corient, Houston, TX
• Taylor Freeman, CEPA, Taylor H Freeman, Raleigh, NC
• Jason Friese, CEPA, Edward Jones, Placerville, CA
• Jason Fuller, CEPA, Edward Jones, Beaumont, TX
• Brianna Gambacini, CEPA, Fiduciam Financial, Middlebury, CT
• Jayanthi Ganapathy, CEPA, FinAccurate LLC, Woburn, MA
• Zainab Gandhi, CEPA, Carson, Baton Rouge, TX
• Jackie Garner, CEPA, Edward Jones Investments, St. Louis, MO
• Nicole Geraci, CEPA, Creekmur Wealth Advisors, Avon, CO
• Taunia Gerber, CEPA, Edward Jones, Schuylkill Haven, PA
• Mark Gerkin, CEPA, Gama Consulting, Vincennes, IN
• Marissa Giamportone, CEPA, Edward Jones, Saint Louis, MO
• Kim Gieseler, CEPA, Valorem Financial, Arvada, CO
• Nathan Gillmore, CEPA, Raymond James Financial, Tomball, TX
• Aaron Glass, CEPA, Edward Jones, Brentwood, TN
• Shawn Glover, CEPA, Wells Fargo Advisors, Greenville, SC
• Emily Godfrey, CEPA, UBS Financial Services Inc., Garden City, SC
• Matthew Greene, CEPA, HUB Retirement Wealth Management, Wilmington, MA
• Allan Gregory, CEPA, Altitude Wealth Management, Lake Wylie, SC
• Gregory Griffin, CEPA, Edward Jones, Jackson, TN
• Jonathan Groleau, CEPA, Thrivent Financial, Worthington, OH
• Kenneth Gross II, CEPA, Heron Creek Advisors, Richmond, VA
• Elizabeth Grzybinski, CEPA, One Percent Today, St Louis, MO
• Jeremy Guay, CEPA, Greymark Advisors, Scottsdale, AZ
• Max Gupton, CEPA, Derse Morgen Wealth Advisors, Greenville, NC
• Jon Hafemann, CEPA, High Point Capital Group, Milwaukee, WI
• Erik Hagstrom, CEPA, Russell Total Wealth & Wellness, Dayton, OH
• Wes Haney, CEPA, Merrill Lynch, Charlotte, NC
• Graham Hardy, CEPA, Infusion Group Ltd, London, ENG
• Justin Harlan, CEPA, Soundview Financial Group, Bangor, ME
• Mollie Harris, CEPA, Jade Partners, Portland, OR
• Bryce Harrison, CEPA, Harford Financial Group, Bel Air, MD
• Chad Harward, CEPA, Predictive Edge Consulting, North Salt Lake, UT
• Matthew Hatfield, CEPA, Edward Jones, Heath, OH
• Justin Heller, CEPA, Heller Private Wealth, Fort Lauderdale, FL
• Jeff Hicks, CEPA, Edward Jones, Tucson, AZ
• David Higgins, CEPA, Northwestern Mutual, Houston, TX
• Robert D. Hill, CEPA, RBC Wealth Management, Cincinnati, OH
• Wongwarit Hiranthadarak, CEPA, Move On Executive Co., Ltd., Bangkok, BKK
• Nicholas Horstman, CEPA, Edward Jones, Charlotte, MI
• Jonathan Ingalls, CEPA, Ameriprise Financial, Glastonbury, CT
• William Irby, CEPA, RBC Wealth Management, Richmond, VA
• Strahil Iskrov, CEPA, Comprehensive Financial Strategies, Honolulu, HI
• Barry Jacobs, CEPA, Edward Jones, St Louis, MO
• Joshua Johnson, CEPA, Bennett Financial Partners, Saint Simons Island, GA
• Jeremiah Johnson, CEPA, Edward Jones, Clovis, NM
• Patrick Jones, CEPA, Edward Jones, Brunswick, GA
• Brian Joyce, CEPA, Murphy Business Sales - Greensboro, Greensboro, NC
• Paul Kalafut, CEPA, Edward Jones, Shorewood, IL
• Khory Katz, CEPA, Edward Jones, North Olmsted, OH
• Sam Khoury, CEPA, Wefinx Corporation, Oakville, ON
• Joseph Kicinski, CEPA, Edward Jones, West Chester, PA
• Michael Kiessling, CEPA, Edward Jones, South Burlington, VT
• Darin Kight, CEPA, Southpaw Financial, Tulsa, OK
• Stacey Koeppen, CEPA, Edward Jones, Ankeny, IA
• Alex Krisak, CEPA, Baystate Financial, Wakefield, MA
• Cynthia Kurz, CEPA, Mariner, McLean, VA
• Richard Kurzendoerfer, CEPA, Edward Jones, Jasper, IN
• Hector W Laffitte, CEPA, Merrill Lynch, San Juan, PR
• Ian Laimbeer, CEPA, True Wealth Group, Bend, OR
• Pieter Lamley, CEPA, Reiner Financial Group, Doylestown, PA
• Trent LaMonica, CEPA, ArchPoint Wealth Advisors, Glenview, IL
• Patrick Landucci, CEPA, Manulife, Montreal, QC
• Alex Lange, CEPA, Full Beaker, Kirkland, WA
• Chadwick Lee, CEPA, Edward Jones, Spring, TX
• Caden Lee, CEPA, Westpoint Financial, Madison, WI
• Michael Leeder, CEPA, Merrill Lynch, San Luis Obispo, CA
• Andrea Lichlyter, CEPA, Edward Jones, Jasper, IN
• Aaron Louisell, CEPA, Covered Bridge Wealth Planning of Raymond James, Grand Rapids, MI
• Brian Lowe, CEPA, Edward Jones, Evansville, IN
• Julie Lucas, CEPA, Edward Jones, Hallowell, ME
• Corey Luckett, CEPA, Carson Wealth - The Shobe Financial Group, Baton Rouge, LA
• James Mack, CEPA, Capital Family Office, Sandy Springs, GA
• John Mangan, CEPA, Beacon Legacy Law, Palm City, FL
• Craig Marquardt, CEPA, C.A. Marquardt Advisors LLC, Lebanon, NJ
• Aaron Martin, CEPA, Edward Jones, Phoenix, AZ
• Kent Mathis, CEPA, Wells Fargo Advisors, Memphis, TN
• Keri May, CEPA, Edward Jones, Sandusky, OH
• Ryan McCarthy, CEPA, Transworld Business Advisors - Phoenix, Avondale, AZ
• Delaney McCoy, CEPA, NFA Wealth Management, Norman, OK
• Jeff McDonald, CEPA, Merrill Lynch, Oklahoma City, OK
• Dan McGinnis, CEPA, Carver Financial Services LLC, Mentor, OH
• Toril McGuigan, CEPA, Edward Jones, Dillon, CO
• Mac McLaughlin, CEPA, Clearstead, Cleveland, OH
• Robert Mendez, CEPA, RLM Wealth Group, Riverside, CA
• Sara Meyer, CEPA, Thrivent, Winter Park, FL
• Teresa Michaels, CEPA, McKinley Carter Wealth Services, Wheeling, WV
• Jeff Migneault, CEPA, Edward Jones, Campbell, CA
• H Jon Miller, CEPA, Northern Trust, Chicago, IL
• Drew Miller, CEPA, UBS Financial Services Inc., Charlotte, NC
• Ryan Miron, CEPA, Baker Tilly Advisory Group, LLP, Santa Rosa, CA
• Sean Moloney, CEPA, Merrill Lynch, Latham, NY
• Robert Monaco, CEPA, UBS Financial Services Inc., Lake Oswego, OR
• Dean Moore, CEPA, Edward Jones, Hermiston, OR
• Gary Morea, CEPA, Edward Jones, Savannah, GA
• Katrina Morris, CEPA, Edward Jones, Alice, TX
• Trenton Morton, CEPA, Raymond James Financial, Kirkland, WA
• Mark P Moser, CEPA, First Financial Bank, Cincinnati, OH
• Thomas Mullan, CEPA, Edward Jones, Fort Myers, FL
• Andrew Murrell, CEPA, EEPB iTax, Houston, TX
• Maria Natarelli, CEPA, Inspire Confidence Group, Albany, NY
• Khanh Ngo, CEPA, RBC Wealth Management, San Diego, CA
• Mitchell Nordstrom, CEPA, Raymond James Financial, Atlanta, GA
• John Nuckolls, CEPA, Wells Fargo Advisors, Flowery Branch, GA
• Dustin O'Brien, CEPA, Edward Jones, Camp Hill, PA
• Brian O'Connor, CEPA, Merrill Lynch, Fairfield, CT
• Tomoe Odahara, CEPA, Merrill Lynch, New York, NY
• Jordan Olson, CEPA, WestPoint Financial, Madison, WI
• Sean O'Riordan, CEPA, Kindred Wealth Partners, Columbus, OH
• Joe Paredez, CEPA, Edward Jones, Hooksett, MA
• Kelly Pedersen, CEPA, Caissa Wealth Strategies, Minneapolis, MN
• Harry Pence, CEPA, Raymond James, Atlanta, GA
• Jimmy Peraffan, CEPA, Wells Fargo Advisors, Canonsburg, PA
• Elisha Porterfield, CEPA, Stifel, Crown Point, IN
• Lewis Post, CEPA, ClearPath Wealth Partners, Norman, OK
• Michelle Poston, CEPA, Infinitas, Overland Park, KS
• Timothy Price, CEPA, Edward Jones, Mount Vernon, WA
• Peter Pulido, CEPA, Ameriprise Financial, Las Vegas, NV
• Alia Rea, CEPA, Edward Jones, Maitland, FL
• James Redmond, CEPA, Edward Jones, Highland Heights, OH
• Kenneth Reiter, CEPA, The Strategy Playbook, Fort Mill, SC
• Nick Riotto, CEPA, Kindred Wealth Partners, Sewickley, PA
• Shannon Ritzhaupt, CEPA, Edward Jones, Cleveland, TN
• Jeana Rivera, CEPA, Edward Jones, Newburgh, IN
• Curran Robertson, CEPA, RBC Wealth Management, La Jolla, CA
• Karina Rodriguez, CEPA, UBS Financial Services Inc., New York, NY
• Jennifer Rohleder, CEPA, Dunlap Bennett & Ludwig PLLC, Vienna, VA
• Kim Rosenfield, CEPA, Morgan Stanley, La Plata, MD
• Andrew Rothermel, CEPA, Fifth Third, Akron, OH
• Shaun Rudgear, CEPA, Strategic Medical Brokers, Phoenix, AZ
• Todd Ruston, CEPA, Pinnacle Financial Partners/Raymond James, Bartlett, TN
• Gabriel Ruz, CEPA, Edward Jones, La Mesa, CA
• Melissa Sahagun, CEPA, Birmingham Business Alliance, Birmingham, AL
• Jennifer Salmon, CEPA, Edward Jones, Niles, MI
• Jake Sanders, CEPA, Surefooted Wealth, Atlanta, GA
• Julio Sandoval, CEPA, Edward Jones, St. Louis, CA
• Rick Sanfratello, CEPA, Corporate Valuation Advisors, Chicago, IL
• Kevin Schafer, CEPA, Edward Jones, Lawrenceburg, IN
• Kristina Schnuckel, CEPA, Ellenbecker Investment Group, Waukesha, WI
• Anne Schutt, CEPA, Midwestern Securities/ Fortress Wealth Planning Group, East Peoria, IL
• Mark Scott, CEPA, Thrivent Financial, Minneapolis, MN
• Dillon Seiler, CEPA, Edward Jones, Jasper, IN
• Tim Semke, CEPA, Kindred Wealth Partners, Sewickley, PA
• Tom Sheehy, CEPA, US Bank, Beverly Hills, CA
• Cameron Shorey, CEPA, Morgan Stanley, Portland, ME
• Sarah Shortridge, CEPA, Prosperity Tax Advisors, Tampa, FL
• Jake Skiles, CEPA, Edward Jones, Fort Worth, TX
• Brian Smith, CEPA, Prosper Financial, Schererville, IN
• Andrew Smith, CEPA, Ameriprise Financial, Eugene, OR
• Earnest Smith, CEPA, Truist Investment Services, Nashville, TN
• Ryan Smith, CEPA, Snowpine Wealth Strategies, Salt Lake City, UT
• Mark Sneider, CEPA, The Firefly Group, St. Louis, MO
• Christian Solsma, CEPA, Edward Jones, Oelwein, IA
• Garrett Spangler, CEPA, Bryn Mawr Trust Advisors, Philadelphia, PA
• Dak Spivey, CEPA, Rockefeller Capital Management, Newport Beach, CA
• Gary Starr, CEPA, Starr Wealth Management, Topeka, KS
• Adrian Stevens, CEPA, Stevens Wealth Management, St Louis, MO
• John Stewart, CEPA, Next Step Services, Salt Lake City, UT
• Jim Stumbo, CEPA, Edward Jones, Bozeman, MT
• Marcus Sullivan, CEPA, IGX Solutions Corp., San Juan, PR
• Jacob Swearingen, CEPA, Synergy Wealth Solutions, Chesterfield, MO
• Corey Sylvester, CEPA, Edward Jones, Cicero, IN
• Erica Sylvia, CEPA, Wealth Management Strategies, Irvine, CA
• Alan Tennant, CEPA, Edward Jones, Clark, NJ
• Grant Thomas, CEPA, Principal Asset Management, Des Moines, IA
• Robert Thomas, CEPA, Merrill Lynch, McKinney, TX
• Clint Throop, CEPA, Edward Jones, Foothill Ranch, CA
• Jonah Tinajero, CEPA, Mercer Advisors, San Diego, CA
• Tel Tipton, CEPA, RBC Wealth Management, Eagle, ID
• Jacob Tolk, CEPA, Morgan Stanley, Scottsdale, NM
• Jonathan Tominac, CEPA, Wells Fargo Advisors, Merrillville, IN
• Yue Townell, CEPA, ClarityBridge Advisors, Irvine, CA
• Alex Turan, CEPA, Edward Jones, Richardson, TX
• William Turner, CEPA, Merrill Lynch, Charlotte, NC
• Jonathan Upton, CEPA, Keystone Financial Group LLC, Louisville, KY
• Laura Van Buren, CEPA, Whichard Woolard and Mitchell, Kill Devil Hills, NC
• Mark Vance, CEPA, Edward Jones, Sunset Hills, MO
• Max Vande Slunt, CEPA, Edward Jones, Waupun, WI
• Tyler Vieke, CEPA, Edward Jones, Vincennes, IN
• Susan Wade, CEPA, Edward Jones, Ogden, UT
• Stephen Walker, CEPA, Edward Jones, Gainesville, FL
• Scott Wall, CEPA, Edward Jones, Lees Summit, MO
• Daniel Wallach, CEPA, Merrill Lynch, Houston, TX
• Jason Ward, CEPA, TruView Business Advisors, Houston, TX
• Nicklaus Webster, CEPA, Edward Jones, Odessa, TX
• Nathan White, CEPA, Midwestern Securities Trading Company LLC, East Peoria, IL
• Todd White, CEPA, Edward Jones, Albuquerque, NM
• Dustin Williams, CEPA, Edward Jones, Edmond, OK
• Jonathan Wilson, CEPA, JFW Partners LLC, Miramar Beach, AL
• Michael Woitkoski, CEPA, The Wealth Consulting Group, San Diego, CA
• Kayla Wolf, CEPA, Edward Jones, St. Louis, MO
• Ryan Wood, CEPA, Morgan Stanley Private Wealth Management, Newport Beach, CA
• Olivia Wyndham, CEPA, KWP LLC, Linton, IN
• Melissa Young, CEPA, Edward Jones, White Hall, AR
• Loi Yu, CEPA, U-Core Capital, Granite Bay, 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 February 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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