287 CEPAs Join the EPI Network in April 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 April 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.

• Eric Abbott, CEPA, Edward Jones, Cumming, GA
• Kyle Abeln, CEPA, Edward Jones | Abeln Wealth Management, McMinnville, OR
• Nadzeya Adamovich, CEPA, Edward Jones, Rockville, MD
• Joshua Aguirre, CEPA, Bank of America Merrill, Miami, FL
• Sam Aleiwe, CEPA, Structiv Partners, Sandy, UT
• Michael Allee, CEPA, Edward Jones, Lawrenceville, GA
• Glenn Allen, CEPA, Edward Jones, Bakersfield , CA
• Gregory Anderson, CEPA, Balanced Financial Inc, Fort Collins, CO
• Paul Anderson, CEPA, Edward Jones, Zionsville, IN
• Steven Anderson, CEPA, RBC Wealth Management, Reno, NV
• Vincent Andrea, CEPA, TriPoint Wealth, Tampa, FL
• Joseph Auteri, CEPA, Tradecraft Financial Group, LLC, Apollo Beach, FL
• Austin Avery, CEPA, Financial Strategies Group, Fargo, ND
• Scott Ballinger, CEPA, Ballinsure, Waverly, NE
• Jeremiah Barwick, CEPA, Core Advisors, Chapin, SC
• Samuel Beasley, CEPA, Edward Jones, Galax, VA
• Jonah Beauduy, CEPA, Raymond James, Chicago, IL
• Frederick Benford, CEPA, CIBC Private Wealth, Kingston, ON
• Jenna Bennett, CEPA, Edward Jones, Martinsville, IN
• Walter Berend, CEPA, Edward Jones, Dallas, TX
• Jesse Best, CEPA, White Oak, Oakmont, PA
• Ryan Betz, CEPA, UBS Financial Services, St Paul, MN
• David Billingslea, CEPA, Summit Wealth Management, Aurora, CO
• Matt Bishop, CEPA, Edward Jones, Lakeland, FL
• Curtis Bissell, CEPA, Thrivent, Berea, OH
• Doug Bloom, CEPA, DAB Ventures, Inc., Flourtown, PA
• Brandon Bogardus, CEPA, Edward Jones, Clifton Park, NY
• Heather Boivin, CEPA, Edward Jones, St. Louis, MI
• Matthew Bolton, CEPA, Highland Financial Group, Vicksburg, MI
• Jeremy Bouwman, CEPA, Edward Jones, Blanco, TX
• Chad Brennan, CEPA, Capital Analysts of Jacksonville, Guyton, GA
• Scott Brong, CEPA, Edward Jones, Souderton, PA
• Emerson Brown, CEPA, Raymond James & Associates, Chattanooga, TN
• Christopher Bryan, CEPA, Merrill Lynch, Philadelphia, NC
• Merry-Ellen Bryers, CEPA, Thrivent, Appleton, WI
• Jacob Butterfield, CEPA, Ameriprise Financial, Minneapolis, MN
• Mark Cannon, CEPA, RBC Wealth Management, Wilmington, DE
• Sean Carroll, CEPA, Edward Jones, Attleboro, MA
• Leslie Castillo, CEPA, LPL Financial, Carlsbad, CA
• Christopher Cervetto, CEPA, Edward Jones, Portland, OR
• Alexandra Chapman, CEPA, Hometown Wealth Management, Easthampton, MA
• Spencer Chipping, CEPA, Dentist Advisors, Salt Lake City, UT
• Rocky Chopra, CEPA, Former Schwab, Seattle, WA
• Guy Church, CEPA, MomentUs Wealth Management, Bedford, TX
• D Brent Clarkston, CEPA, Edward Jones, Greenwood, IN
• Robert Clay, CEPA, Edward Jones, Flower Mound, TX
• Victor Connor, CEPA, Connor Wealth Management, Boynton Beach, FL
• Jeffrey Cook, CEPA, JERL Advisors, Ashburn, VA
• Braden Cope, CEPA, Edward Jones, Sun City West, AZ
• Joseph Corsino, CEPA, Edward Jones, Napa, CA
• Elsa Cranford, CEPA, Edward Jones, New Braunfels, TX
• Jason Crenshaw, CEPA, Edward Jones, Ferris, TX
• Michael Crews, CEPA, North Texas Wealth Management, Allen, TX
• Chad Currie, CEPA, Edward Jones, San Angelo, TX
• Lisa David, CEPA, Edward Jones, Cedar Park, TX
• Brian Davis, CEPA, Destiny Wealth Partners, Winter Park- Orlando, FL
• Angela Davis, CEPA, Cetera Investment Services, Hillsboro, OR
• Christopher Davis, CEPA, Concenture Wealth Management, Dallas, TX
• Nancy Demirtas, CEPA, Edward Jones, Douglasville, GA
• Brian Denman, CEPA, Edward Jones, Prairie Grove, AR
• Scott Dewhurst, CEPA, Dewhurst Wealth Management, Peoria, AZ
• Robert Diaz, CEPA, Edward Jones, Plainview, NY
• Kevin Dillon, CEPA, UBS, Boston, MA
• Timothy Dolan, CEPA, Edward Jones Investments, Hoover, AL
• Jennifer Dombkowski, CEPA, Merrill Lynch, Naples, FL
• Lindsey Downey, CEPA, Edward Jones, Mishawaka, IN
• John Duda, CEPA, Edward Jones, San Antonio, TX
• Stephen Dunbar, CEPA, Equitable Advisors, Atlanta, GA
• Laura E Lommler, CEPA, Edward Jones, Bangor, ME
• Christopher Eaker, CEPA, Edward Jones, Blythewood, SC
• Jennifer Eastman, CEPA, Birchbrook, Bangor, ME
• Kurtis Eby, CEPA, Bare Wealth Advisors, Gap, PA
• James Edwards, CEPA, Raymond James & Associates, Virginia Beach, VA
• David Eger, CEPA, Edward Jones, Trafalgar, IN
• Brooke Ellerbe, CEPA, Morgan Stanley, Phoenix, AZ
• Kris Ernst, CEPA, Crump, Okemos, MI
• Charles Ethridge, CEPA, Edward Jones, Lilburn, GA
• Cole Ferguson, CEPA, VR Business Brokers, Raleigh, NC
• Anthony Ferragamo, CEPA, Edward Jones, Bandera, TX
• Andrew Fincher, CEPA, VLP Financial Advisors, Vienna, VA
• Harrison Fisher, CEPA, Raymond James, Atlanta, GA
• Matthew Fletcher, CEPA, Merrill Lynch, Atlanta, GA
• William Flock, CEPA, Generational Wealth Advisers, Richardson, TX
• Michael Flores, CEPA, Edward Jones, El Paso, TX
• Lucas Forristall, CEPA, Edward Jones, Sandy, OR
• Nathan Foster, CEPA, Edward Jones, Selinsgrove, PA
• Joseph Freemont, CEPA, Legacy Planning Partners, Allentown, PA
• Joseph Fritz, CEPA, Edward Jones, Ann Arbor, MI
• Christopher Fry, CEPA, Edward Jones, Elkins, WV
• Joe Funderburk, CEPA, 3D Wealth Management, Greenville, SC
• Jason Gabrieli, CEPA, HFM Investment Advisors LLC, Glassboro, NJ
• Taylor Gardner, CEPA, Edward Jones, Oklahoma City, OK
• Frank Geary, CEPA, Raymond James, Jackson, MS
• Ashley Gerner, CEPA, Edward Jones, Wahpeton, ND
• Charlie Gillespie, CEPA, Castle Coast Wealth, La Jolla, CA
• Michael Giudici, CEPA, Mike Giudici, Davenport, IA
• Deron Glickert, CEPA, Edward Jones, Hazle Township, PA
• Bo Godfrey, CEPA, Edward Jones, Melbourne, FL
• Aaron Goldberg, CEPA, AWM, Encinitas, CA
• William Goldstein, CEPA, Edward Jones, Durham, NH
• Joshua Golston, CEPA, Edward Jones, Wilsonville, OR
• Ryan Goodchild, CEPA, Principal Financial Group, Des Moines, IA
• Sean Grady, CEPA, Edward Jones, Arlington Heights, IL
• Brittany Greenwood, CEPA, Edward Jones, Gallatin, TN
• Brian Groves, CEPA, Edward Jones, Mechanicsville, VA
• Chase Grundy, CEPA, Balanced Wealth Partners, Fort Collins, CO
• Michael Guelcher, CEPA, Prism Consulting Partners, LLC, Fort Mill, SC
• Mark Guelich, CEPA, Edward Jones, Kearney, MO
• Alok Gupta, CEPA, Sandro Wealth Management, New York, NY
• Adam Guzek, CEPA, Colibri Capital - Ameriprise Financial, Bellevue, WA
• Maria Hagaman, CEPA, Edward Jones, Commerce, TX
• Tyler Hamilton, CEPA, Janney Montgomery Scott LLC, Yardley, PA
• Frank Haney, CEPA, Purefinancial, San Diego, CA
• Christopher Harris, CEPA, Morgan Stanley, Phoenix, AZ
• Stephen Harris, CEPA, Edward Jones, New Palestine, IN
• Kaleb Haub, CEPA, Edward Jones, Billings, MT
• Darrin Haubert, CEPA, Katterhenry Investment Group of Nest Capital, Bellefontaine, OH
• Ryne Henrich, CEPA, Choreo Advisors, Cedar Rapids, IA
• Rashellee Herrera, CEPA, RNB Capital Accounting & Advisory LLC, Groveland, FL
• Jeff Hertig, CEPA, Edward Jones, Sun City West, AZ
• Colton Hill, CEPA, Edward Jones, Crown Point, IN
• Kristin Hill, CEPA, Ameriprise Financial, Watertown, SD
• Greg Hinkson, CEPA, Hinkson Wealth Management, Troy, MI
• Philip Hoang, CEPA, Edward Jones, Richmond, BC
• Jamie Holzer White, CEPA, Crescendo, Camarillo, CA
• Ben Hopper, CEPA, Edward Jones, Irving, TX
• Cathy Hou, CEPA, CIPS Accounting LLC, San Diego, CA
• Jacob Andrew Howeth, CEPA, Generational Wealth Advisors, Richardson, TX
• Zaihua (Daniel) Hu, CEPA, Curb, Walnut, CA
• Travis Hughes, CEPA, Gentry Partners Wealth Management, El Paso, TX
• Jeri Hunt, CEPA, Edward Jones, Wellington, KS
• John Hutchens, CEPA, Monon Wealth Management, Carmel, IN
• Jonathan Hyre, CEPA, Mariner, Tulsa, OK
• Jordan Ingram, CEPA, Merrill Lynch, Bloomfield Hills, MI
• Jonathan Israel, CEPA, Legacy Point Wealth Management, Woodland Hills, CA
• Charles Jackson, CEPA, Edward Jones, Billings, MT
• Mary Helen Jacobus, CEPA, RBC, Greenwood Village, CO
• Brandon James, CEPA, Stifel, Savannah, GA
• Jeremy Johnson, CEPA, Jeremy A. Johnson, CPA P.C., Fort Worth, TX
• Michael Jones, CEPA, N/A, Atlanta, GA
• William Jones, CEPA, Raymond James, Chicago, IL
• Michael Jones, CEPA, Edward Jones, Erie, PA
• Stefen Jordan, CEPA, Edward Jones, Brentwood, TN
• Dede Kalt, CEPA, Gatepass Capital, Cleveland, OH
• Braedon Killion, CEPA, Merrill Lynch, Columbus, OH
• Kevin Kimbrough, CEPA, The Kimbrough Team @ The Pinnacle Group, Clearwater Beach, FL
• Sheronne King, CEPA, First Command, Las Vegas, NV
• Craig Kliebert, CEPA, Carson Wealth - Shobe Financial Group, Baton Rouge, LA
• Cameron Kline, CEPA, Moneta, Mission, MO
• Joseph Klug, CEPA, Edward Jones, Marinette, WI
• Chad Knittel, CEPA, Edward Jones, Jackson, OH
• Phillip Knutson, CEPA, Edward Jones, Stoughton, WI
• Joseph Kochera, CEPA, Edward Jones, Silverdale, WA
• Jared Kohn, CEPA, Edward Jones, Lutz, FL
• Paavan Kotini, CEPA, Kotini & Kotini, Glen Allen, VA
• Steve Koziol, CEPA, StoneBridge Advisors, Inc, Ellicott City, VA
• Edward Kriczky, CEPA, Kriczky Wealth Management LLC, Downingtown, PA
• Ryan Kubasek, CEPA, Edward Jones, Farmington, CT
• Vladimir Kulenovic, CEPA, Prudential, Chicago, IL
• Mackenzie Larsen, CEPA, Merrill Lynch, Phoenix, AZ
• Ryan Ledbetter, CEPA, Charles Schwab, Indianapolis, IN
• Jeff Lee, CEPA, Edward Jones, Snellville, GA
• Michael Lesser, CEPA, Advisors Excel, Topeka, KS
• Jonathan Lising, CEPA, Edward Jones, Pasadena, CA
• Jose Lopes, CEPA, Carson Wealth Foxborough, Foxborough, RI
• Michael Mack, CEPA, Edward Jones, Greenfield, IN
• Kevin Mahoney, CEPA, Raymond James, West Nyack, NY
• Tanner Mann, CEPA, Raymond James, Little Rock, AR
• Anthony Martin, CEPA, M3 Advisors, LLC, Savannah, GA
• Charles Matthews, CEPA, Edward Jones, Atascadero, CA
• Steven McCann, CEPA, Edward Jones, Frisco, TX
• Tom McConnell, CEPA, Edward Jones, Tucson, AZ
• Melvin McFall, CEPA, Morgan Stanley, Newport News, VA
• Frances McKay, CEPA, Edward Jones, Portland, OR
• Nathan McLaughlin, CEPA, Edward Jones, Ashburn, VA
• Anthony Medici, CEPA, Edward Jones, Clifton Park, NY
• Blake Meers, CEPA, Edward Jones, St. Louis, MO
• Debora Meskell, CEPA, Edward Jones, Ramona, CA
• Patrick Meskell, CEPA, Edward Jones, Ramona, CA
• Bridget Metz, CEPA, Katterhenry Investment Group, Hilliard, OH
• Mariana Ng Meyerson, CEPA, Merrill Lynch, Bank of America, New York, NY
• Stephanie Midler, CEPA, MGR Wealth Management, Boca Raton, FL
• Kayla Mitchell, CEPA, Edward Jones, Pickens, SC
• John Mobley, Jr, CEPA, Merrill Lynch, Atlanta, GA
• Todd Monahan, CEPA, Stone House Investment Management, Tunkhannock, PA
• Bryan Montenegro, CEPA, Vantage Financial Group | Equitable, Fort Worth, TX
• Brian Mosher, CEPA, Edward Jones, El Paso, TX
• Samuel Nagher, CEPA, Edward Jones, Conway, AR
• Katelyn Nass, CEPA, SCS, Bellevue, WA
• Mary-Charles Nassif, CEPA, Edward Jones, Durham, NC
• Dan Navarra, CEPA, National Christian Foundation, Turlock, CA
• Michael Neeley, CEPA, Equity 401k Consultants, San Dimas, CA
• Ryan Nees, CEPA, Morgan Stanley, Morristown, NJ
• Crystal Neil, CEPA, Edward Jones, Shelbyville, IN
• Kelly Newbold, CEPA, Edward Jones, Republic, MO
• Calvin Ockey, CEPA, Edward Jones, Kennewick, WA
• Warren O'Connor, CEPA, Edward Jones Investments, Saratoga Springs, NY
• Joseph Oliver, CEPA, Edward Jones Investments, Oxford, PA
• Wesley Oliver, CEPA, Edward Jones, Heath, TX
• Thomas Olsen, CEPA, Merrill Lynch, Charlotte, NC
• Lowell Craig Overmyer, CEPA, Cultures That Work, Inc, Chelsea, MI
• Andrew Paul, CEPA, Edward Jones, Arroyo Grande, CA
• Lindsay Peterson, CEPA, Charles Schwab, Avon, OH
• Jason Pochily, CEPA, Edward Jones, Laconia, NH
• Donna Polizzi Quinones, CEPA, Edward Jones, Melbourne Beach, FL
• Matthew Pruitt, CEPA, Raymond James Advisors, Doylestown, PA
• Devin Rajza, CEPA, Edward Jones, Waterford, CT
• Javier Ramirez, CEPA, Edward Jones, Corpus Christi, TX
• James Randall, CEPA, N/A, N/A, OK
• Michael Ready, CEPA, Summit Financial Group, Indianapolis, IN
• Zach Reau, CEPA, Edward Jones, Manistee, MI
• Dave Reed, CEPA, GPWA, Denison, TX
• Cody Richardson, CEPA, Northwestern Mutual, Milwaukee, TX
• Grant Richars, CEPA, AsherStone Capital, Kirkwood, MO
• Michael Riggs, CEPA, Manulife John Hancock Investments, Boston, CA
• Charla Sue Riley, CEPA, Crestbridge Financial, Santa Ana, CA
• Paul Riskus, CEPA, Charles Schwab Wealth Advisory, Inc., Westlake, TX
• Joel Roberts, CEPA, Edward Jones, Lancaster, PA
• Keith Rogers, CEPA, Edward Jones, Mansfield, TX
• Nolan Rose, CEPA, Edward Jones, Mineola, TX
• Robert Ross, CEPA, Edward Jones, St. Louis, AK
• Spencer Ross, CEPA, Edward Jones, Searcy, AR
• Alex Roth, CEPA, Moneta, St. Louis, IL
• Sean Roth, CEPA, Lehigh Valley Investment Group, Bethlehem, PA
• Kirsty Roux, CEPA, MB Law Firm Consulting, Somerset West, Western Cape
• Marcus Rowe, CEPA, Merrill Lynch, St. Augustine, FL
• Sean Ryan, CEPA, Allworth Financial, Dallas, TX
• Sami Sahab, CEPA, Edward Jones, Lutz, FL
• Scott Schiller, CEPA, Scott Schiller, Austin, TX
• Hans Schreiber, CEPA, Fifth Third Private Bank, Charlotte, NC
• Trevor Schutte, CEPA, Southtowns Financial Group, Orchard Park, NY
• Matt Sebastian, CEPA, Morgan Stanley, Rochester, MI
• Matthew Seib, CEPA, Edward Jones, Athens, GA
• Stephen Selige, CEPA, Edward Jones, Olyphant, PA
• Edward Semmerling, CEPA, Edward Jones, Bradenton, FL
• Blair Sexton, CEPA, Edward Jones, Puyallup, WA
• Basma Shaikhaleid, CEPA, AFFCO, Miami, FL
• Jason Shapiro, CEPA, WestPac Wealth Advisors, Encino, CA
• Mark Shone, CEPA, Allworth Financial, Folsom, NV
• Dan Sigman, CEPA, Edward Jones, Spring Grove, IL
• Boyd Sorem, CEPA, The Wealth Consulting Group, Scottsdale, AZ
• Dean Spaniol, CEPA, Edward Jones, Snellville, GA
• Conner Sparks, CEPA, Edward Jones, Searcy, AR
• Geoff Stevens, CEPA, Esteem Wealth Partners, Cincinnati, OH
• Kenneth Stewart, CEPA, Morgan Stanley, Princeton, PA
• Jonathan Strandlie, CEPA, Edward Jones, Shavano Park, TX
• Melinda Striegel, CEPA, Principal Asset Management, Des Moines, IA
• Josh Strieter, CEPA, Edward Jones, Troy, IL
• Bryan Strike, CEPA, Mercer Advisors, Atlanta, GA
• Max Stukenberg, CEPA, Manulife John Hancock Investments, Tempe, AZ
• Kristin Stutz, CEPA, illume Financial Strategies, Presque Isle, WI
• Andrea Sutton, CEPA, Edward Jones, Weiser, ID
• Matthew Swango, CEPA, Fisher Investments, Plano, TX
• Cooper Swenson, CEPA, Edward Jones, Lakewood, CO
• Kevin Tavares, CEPA, Blue Ridge Associates, S Dartmouth, MA
• Gina Tedesco, CEPA, Freedom Wealth Planning, Sarasota, FL
• Matt Terwilliger, CEPA, Iterhic Wealth Advisors, Columbus, OH
• Michael Thames, CEPA, Capital Analysts of Jacksonville, FL, Jacksonville, FL
• David Thead Jr., CEPA, Edward Jones, Des Moines, WA
• Eric Thompson, CEPA, Edward Jones, Shelton, WA
• David Thomson, CEPA, Stifel, Savannah, GA
• Emma Trainor, CEPA, Edward Jones, Granby, CO
• Joshua Tweedel, CEPA, Edward Jones, Lafayette, LA
• Susan Vaher, CEPA, Edward Jones, Hillsboro, OH
• Craig Valentine, CEPA, HWMG - Raymond James, Smithtown, NY
• Robynn Vande Krol, CEPA, Principal Asset Management, Tempe, AZ
• Scott Verne, CEPA, Edward Jones, Highland Park, IL
• Stephen Villanueva, CEPA, Life & Legacy Law, Boulder, CO
• William Wallace, CEPA, Edward Jones, Madison, AL
• Jill Walsh, CEPA, Highland Financial Group, Vicksburg, MI
• Tucker Walters, CEPA, Edward Jones, Madison, AL
• William Wang, CEPA, Edward Jones, Surrey, BC
• Bobbi-Lyn Weiman, CEPA, Edward Jones Canada, Melfort, SK
• Melanie Weintraub, CEPA, Morgan Stanley, New York, NY
• Laura Wheatley, CEPA, Infusion Group Ltd, St Albans, England
• Chad Wicker, CEPA, True Alpha Wealth Management, Sandusky, OH
• Konnor Wildfeuer, CEPA, Wells Fargo Advisor, Sioux Falls, SD
• JC Wilhelm, CEPA, Morgan Stanley, Troy, MI
• Brandon Willert, CEPA, Edward Jones, Colorado Springs, CO
• Steve Wilson, CEPA, SVN Imperial Realty, Allentown, PA
• Michael Wimmer II, CEPA, Magnolia Wealth Strategies, Metairie, LA
• Frederick Wright, CEPA, Royal Fund Management, Orlando, FL
• Jim Yerxa, CEPA, Atlantic M&A|BB, Harvey, NB
• Camille York Adrien, CEPA, Clark and York Wealth Partners of Raymond James, Tampa, FL
• Yunlong Ken Zhang, CEPA, Edward Jones Canada, Calgary, AB
• Amy Zipper, CEPA, Morgan Stanley Private Wealth Management, New York, NY
• Kami Zonin, CEPA, Zonin Wealth Management, Palm Coast, FL

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 April 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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