289 CEPAs Join the EPI Network in September 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 September 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.

• Kirk Abrahamson, CEPA, Abrahamson Wealth Management of Raymond James, Clive, IA
• Lisa Adames, CEPA, AmbitionCFO, Orlando, FL
• James Adams, CEPA, Edward Jones, Charlestown, IN
• Christopher Adams, CEPA, Edward Jones, Hampstead, NH
• Nathanael Allen, CEPA, Edward Jones, Indianapolis, IN
• Lindsay Allen, CEPA, CAPTRUST, Raleigh, NC
• Garrett Ambrosino, CEPA, Edward Jones, Hebron, CT
• Ray Ansardi, CEPA, The Ansardi Group, Belle Chasse, LA
• Jeffrey Antle, CEPA, Edward Jones, Georgetown, KY
• Jason Appe, CEPA, JPMorgan Wealth Management, Mandeville, LA
• Robert Armstrong, CEPA, NOVA Capital, Cincinnati, OH
• John Arney, CEPA, Edward Jones, Granite Falls, NC
• Antoine Auger, CEPA, IG Wealth Management, Montreal, Quebec
• Zach Baggenstos, CEPA, Edward Jones, Kent, WA
• Robert Bailey, CEPA, Morgan Stanley, Birmingham, AL
• Mark Bailey, CEPA, Edward Jones Investments, Pearland, TX
• David Baker, CEPA, Edward Jones, Columbus, OH
• Michael Barber, CEPA, Morgan Stanley, Bloomfield Hills, MI
• Aaron Barnes, CEPA, Transworld Business Advisors, Austin, TX
• Thomas Barrett, CEPA, Navigate the Journey, Brentwood, TN
• Charles Barrow, CEPA, Edward Jones, Delafield, WI
• Kent Barton, CEPA, Edward Jones, Chandler, OK
• Michael Baumhor, CEPA, JP Morgan Chase, Boca Raton, FL
• Ryan Beach, CEPA, Edward Jones, Xenia, OH
• Ashley Benson, CEPA, Edward Jones, Loudon, TN
• Carlye Bishopp, CEPA, Edward Jones, Plymouth, IN
• Steve Boeckmann, CEPA, BW Wealth Management, Scottsdale, AZ
• Morgan Bonifazi, CEPA, Edward Jones, West Lafayette, IN
• Chad Boudreau, CEPA, HCP Companies, Benton, LA
• David Bowen, CEPA, KeyBank, Salt Lake City, UT
• Samuel Boyle, CEPA, Edward Jones, Ocala, FL
• Donald Brooks, CEPA, Edward Jones, Prairieville, LA
• Ericka Bruce Devine, CEPA, Edward Jones, North Kingstown, RI
• Khristopher Bryan, CEPA, Anchor Financial Group, Tulsa, OK
• Bryce Bunnell, CEPA, Edward Jones, Riverside, CA
• Charlie Burford, CEPA, Burford Brothers Inc, Dallas, TX
• Ashlyn Burtle, CEPA, Edward Jones, Newberry, FL
• Jacob Burton, CEPA, Edward Jones, Bellevue, NE
• Porter Campbell, CEPA, Edward Jones, Richfield, OH
• Jeffrey Cardella, CEPA, Edward Jones, Niles, IL
• Michael Cardella, CEPA, Edward Jones, Niles, IL
• Christopher Carlson, CEPA, Edward Jones LLP, Rockford, MI
• Ryan Carlson, CEPA, Carlson Financial Group, North Royalton, OH
• Brian Carrillo, CEPA, Cetera, Dallas, TX
• Michael Case, CEPA, Wells Fargo Bank, Irving, TX
• Omar Chami, CEPA, Merrill Lynch, Vienna, VA
• James Chapman, CEPA, RBC Wealth Management, Edina, MN
• Christopher Chudyk, CEPA, Traphagen CPAs and Wealth Advisors, Oradell, NJ
• Melissa Clemens Williamson, CEPA, Merrill Lynch, Bristol, TN
• Jonathan Close, CEPA, Edward Jones, Ames, IA
• Brian Cohlmia, CEPA, Edward Jones, Edmond, OK
• Louis Colombo, CEPA, Edward Jones, Daytona Beach, FL
• Robb Combs, CEPA, Seeker Sailing LLC, Glastonbury, CT
• Matthew Creekmore, CEPA, Edward Jones, St. Louis, MO
• Dominic Criscuolo, CEPA, Edward Jones, Dexter, MI
• Bill Cundiff, CEPA, Edward Jones, Munster, IN
• Clayton Cunningham, CEPA, Edward Jones, Gilbert, AZ
• Steve Dale, CEPA, Edward Jones, Fort Collins, CO
• Francis Dalykas, CEPA, Edward Jones, Mountain Top, PA
• Kelly Dandurand, CEPA, Edward Jones, Wichita, KS
• Brian Davies, CEPA, Sopris Consulting, Basalt, CO
• Joseph Davis, CEPA, Stonebriar Wealth Management, Inc., Buffalo, NY
• Felix Delgado, CEPA, Edward Jones Investments, Saint Louis, MO
• Eric DeLorey, CEPA, Edward Jones, Rochester, MA
• Eric Denney, CEPA, Baker Boyer, Walla Walla, WA
• Larry Deutsch, CEPA, Edward Jones, St. Louis, MO
• Taylor Dewey, CEPA, Rockefeller Capital Management, Grand Rapids, MI
• Felicity Di Pisa, CEPA, UHY Wealth Management RIA LLC, San Diego, CA
• Eric Dietzenbach, CEPA, Dietzenbach Financial, Calmar, IA
• Ravikant Dintyala, CEPA, Vectonomics AI, Inc, San Ramon, CA
• Timothy DiVito, CEPA, Raymond James, Goodyear, AZ
• Alejandro Doble, CEPA, Allocation Resource Group, Rye Brook, NY
• Jonathan Dobroskay, CEPA, Edward Jones, West Kelowna, BC
• Wilfredo Dominguez Nunez, CEPA, Edward Jones, North Oaks, MN
• Samuel Drewry, CEPA, Edward Jones, Williamsburg, VA
• Ulrick Edmonds, CEPA, Northwestern Mutual - Ulrick Edmonds & Associates, Houston, TX
• Bridger El-Bakri, CEPA, Bridger El-bakri, Cottonwood Heights, UT
• Stacey Ellis, CEPA, RBC Wealth Management, St. Petersburg, FL
• Danielle Engelke, CEPA, Valoré Financial, Chicago, IL
• Robert Ervolina, CEPA, Lifetime Wealth Management, Buffalo, NY
• LaTonya Estell, CEPA, Edward Jones, De Queen, AK
• Lindsay Fager, CEPA, New Vision Solutions, Kings Mills, OH
• Kaitlyn Fay, CEPA, Edward Jones, Bad Axe, MI
• Aaron Fayzulayev, CEPA, Edward Jones, Fresh Meadows, NY
• Aldrin Raphael Fernandes, CEPA, A R Business Brokers, Inc., Mississauga, Ontario
• Joseph Fetty, CEPA, Edward Jones, Springfield, MO
• Benjamin Fielder, CEPA, National Christian Foundation, Clarkston, MI
• Tim Forrester, CEPA, Charles Schwab, Westlake, TX
• Heather Foster, CEPA, Edward Jones, West Plains, MO
• Michelle Frazier, CEPA, Edward Jones, New Castle, IN
• Ahndi Fridell, CEPA, Edward Jones, Edina, MN
• Lia Garvin, CEPA, Lia Garvin Consulting, Corte Madera, CA
• Samuel Giffin, CEPA, Edward Jones, Hoover, AL
• Jim Giffin, CEPA, Edward Jones, Lake Charles, LA
• Le Glick, CEPA, Edward Jones, Wilmington, NC
• Chad Glosson, CEPA, Edward Jones, Sterling, CO
• Nichole Glosson, CEPA, Edward Jones, Sterling, CO
• Dimitri Gnall, CEPA, Riggs Asset Management, Dallas, PA
• Dariusz Godlewski, CEPA, Kaizen Wealth Advisors, Northbrook, IL
• Markus Goff, CEPA, Goff Wealth Management, Monona, WI
• Julio Gonzalez, CEPA, Opticution, Hollywood, FL
• Alan Gonzalez, CEPA, Morgan Stanley, San Antonio, TX
• Ryan Gonzalez, CEPA, Edward Jones, Hartford, WI
• Walt Green, CEPA, Edward Jones, Giddings, TX
• Eric Guillot, CEPA, D.A. Davidson, Seattle, WA
• James Gulbrandsen, CEPA, Kingsbury Wealth Strategies, Salt Lake City, UT
• John Gunn, CEPA, Edward Jones, Oxford, MS
• Michael Hagood, CEPA, Edward Jones, The Villages, FL
• Patrick Hall, CEPA, Raymond James, Clive, IA
• Jason Hall, CEPA, D.A. Davidson, Tacoma, WA
• Jason Hamilton, CEPA, Focal Point Business Coaching, Calgary, Alberta
• Jennifer Hamilton, CEPA, Edward Jones, Brentwood, CA
• Cheryl Harris, CEPA, CleanFinancials, Inc., Playa Vista, CA
• Kyle Harvey, CEPA, Edward Jones, Jeffersonville, IN
• Stephanie Havens, CEPA, Edward Jones, Troy, NY
• Davis Hendrickson, CEPA, Untapt Consulting, Champaign, IL
• Harry Henning III, CEPA, Edward Jones, Panama City, FL
• Seth Herbeck, CEPA, Edward Jones, Liberty Hill, TX
• James Herbert, CEPA, Avance Business Coaching, Broken Arrow, OK
• Les Herr, CEPA, Herr Wealth Advisory, Guelph, Ontario
• Cody Higgins, CEPA, Edward Jones, Lake Placid, FL
• Brittany Higgins, CEPA, Edward Jones, Lake Placid, FL
• Layne Hoekema, CEPA, Blue Trust, Indianapolis, IN
• Phil Hofweber, CEPA, Edward Jones, Gaylord, MI
• Eric Holland, CEPA, Edward Jones, Baytown, TX
• Kathleen Intelisano, CEPA, Reveille Wealth Management, Ocala, FL
• Mircea Ionescu, CEPA, Edward Jones, Surprise, AZ
• Steve Jackson, CEPA, D.A. Davidson Wealth Management, Long Beach, CA
• Emily James, CEPA, Exemplar Wealth Advisors, Bend, OR
• Timothy Janis II, CEPA, Edward Jones, Gaylord, MI
• Claudia Jaric, CEPA, Edward Jones, Pembroke Pines, FL
• Keith Jensen, CEPA, Alex Brown, A Divison of Raymond James, Chicago, IL
• Joseph Johnsick, CEPA, Midas Wealth, Hampton, VA
• Reginold Jones, CEPA, Vantage Point Business Advisory, Cary, NC
• Shawn Juenger, CEPA, Edward Jones, Charlestown, RI
• Crystal Kehrer, CEPA, Edward Jones, Jeffersonville, IN
• Christopher Kingsley, CEPA, Merrill Lynch, Charlotte, NC
• Bradley Knecht, CEPA, Edward Jones, Quakertown, PA
• Thomas Knutson, CEPA, Mayo Clinic, Rochester, MN
• Jim Komoroski, CEPA, Foguth Financial Group, Troy, MI
• Derrick Krause, CEPA, Edward Jones, Marshall, MO
• Brooke Kreuser, CEPA, Edward Jones, Kenosha, WI
• Meghan Kuczmarski, CEPA, Edward Jones, Blacksburg, VA
• Andrew Lalley, CEPA, Steward Partners, Washington, DC
• Kevin Lane, CEPA, Edward Jones, Columbus, IN
• Holly Lansidel, CEPA, Burford Brothers, Inc., Dallas, TX
• Thomas Lansing, CEPA, Clifton Park, NY
• McKenzie Lee, CEPA, Edward Jones, Midland, MI
• Joseph Lerner, CEPA, True Cycle / Owners In Honor, Houston, CA
• Roy Lopez, CEPA, Sage Stone Wealth Management, La Jolla, CA
• Ali Lucas, CEPA, Edward Jones, Rayne, LA
• Elizabeth Luckenbill, CEPA, Edward Jones, Yardley, PA
• Matthew Lytell, CEPA, Riverwalk Wealth Advisors, Tampa, FL
• Adam Maher, CEPA, Grand Glaize Wealth Management, Osage Beach, MO
• Tim Malinowski, CEPA, Edward Jones, Portsmouth, NH
• Matthew Maloy, CEPA, The Investment Group, Helena, MT
• Trent Markey, CEPA, Baystate Financial, Boston, MA
• Jami Martorana, CEPA, Cetera Investors, Phoenix, AZ
• Peter Masin-Peters, CEPA, Edward Jones, Camden, ME
• Matthew Mast, CEPA, Thrivent Financial, Saint Joseph, MI
• Michael Mastruzzo, CEPA, Sax Advisory Group, Parsippany, NJ
• Timothy Matta, CEPA, Edward Jones, Fox River Grove, IL
• Joe Mazzocchi, CEPA, Edward Jones, Schaumburg, IL
• Brittney McAuley, CEPA, Edward Jones, Brookville, FL
• George McCabe, CEPA, McCabe & Associates, Mokena, IL
• Ryan McCarty, CEPA, Vista Wealth Management Group, Schaumburg, IL
• Julie McCormick, CEPA, Continuum Planning Partners, Brentwood, TN
• Ian McCulloch, CEPA, Morgan Stanley, Troy, MI
• Bob McDowell, CEPA, Edward Jones, Gulf Shores, AL
• Gregory McMillin, CEPA, Edward Jones, Portland, OR
• Adam Miller, CEPA, Edward Jones, St Louis, MO
• Scott Miller, CEPA, The Growth League, Berwyn, PA
• Sam Mingear, CEPA, Edward Jones, Vero Beach, FL
• Jonathan Moerbe, CEPA, Owners in Honor, Houston, TX
• Joshua Montanez, CEPA, Montanez Wealth Advisors, Rogers, AK
• Karissa Mooney, CEPA, Edward Jones, Lafayette, IN
• Robert Moore, CEPA, Morgan Stanley, Dallas, TX
• Delphine Morrill, CEPA, Merrill Lynch, Wellesley, MA
• Mason Mortimer, CEPA, Edward Jones, Temecula, CA
• Kelsey Mullen, CEPA, Edward Jones, Saint Louis, MO
• Scott Mullins, CEPA, Merrill Lynch, Oklahoma City, OK
• Ryan Mullins, CEPA, Morgan Stanley, Austin, TX
• Kevin Murray, CEPA, Massmutual, Springfield, MA
• Kate Nagel, CEPA, Rohr-Nagel Advisory LLC, Cornelius, NC
• Stephanie Negip, CEPA, Edward Jones, Matlacha, FL
• John Nespoli, CEPA, L2 Growth Ventures, Brooklyn, NY
• Jacob Nesvig, CEPA, Iris Co., Bismarck, ND
• Johnathan Newcomb, CEPA, Stellarix Group, Denver, CO
• Thuy Ngo, CEPA, Edward Jones, Houston, TX
• Trevor Nielsen, CEPA, Edward Jones, Sturbridge, MA
• Keven Nielsen, CEPA, Edward Jones, Heber City, UT
• Thaddeus Niemiec, CEPA, UBS, Wellesley, MA
• Nicholas Oakes, CEPA, Edward Jones, Sellersburg, IN
• Clayton O'Dell, CEPA, Edward Jones, Abilene, TX
• Ryan OLeary, CEPA, Edward Jones, Warwick, NY
• Amy Parrish, CEPA, Highland Trust Partners, Athens, GA
• Gregory Parsons, CEPA, Kuttin Wealth Management - Ameriprise Financial, Hauppauge, NY
• Elaine Perretta, CEPA, Key Private Bank, Plymouth Meeting, PA
• Lars Petersen, CEPA, Raymond James Financial, Newton, MA
• Joshua Petersen, CEPA, Punchlist Advisors, Winchester, VA
• Austin Peterson, CEPA, Backbone Planning Partners, Mesa, AZ
• Christopher Peterson, CEPA, Keller Peterson Wealth Advisors, St Charles, IL
• James Pierlioni, CEPA, SKY Investment Group, Hartford, CT
• Adam Poff, CEPA, Edward Jones, Lebanon, KY
• Kyle Pope, CEPA, Edward Jones, Windsor, CO
• Scott Price, CEPA, Edward Jones, La Conner, WA
• Kasey Priddy, CEPA, Edward Jones, Topeka, KS
• Philip Quitoriano, CEPA, Mariner, Walnut Creek, CA
• Kimberly Ramsay, CEPA, Edward Jones, Pineville, MO
• Kimberly Ramsey, CEPA, Transworld Business Advisors of Eastern NC, Greenville, NC
• Ryan Redmond, CEPA, Stone Pillars Wealth Management, Franklin, TN
• Brian M. Rees, CEPA, Raymond James/CKE Financial Services, Westlake, OH
• Eric Rickey, CEPA, Edward Jones, Mobile, AL
• Henley Ridore, CEPA, Morgan Stanley, Orlando, FL
• Justin Rodriguez, CEPA, Merrill Lynch, Austin, TX
• Karen Roehrich, CEPA, Wealth Enhancement Group, Minnetonka, MN
• Joseph Rogers, CEPA, C3bank, Encinitas, CA
• Stephen Roop, CEPA, Morgan Stanley Wealth Management, Portland, ME
• David Rosell, CEPA, Exemplar Wealth Advisors, Bend, OR
• Ronald Rowell, CEPA, LPL Financial, Gulf Shores, AL
• Roderick Salter, CEPA, Edward Jones, Chambersburg, PA
• Jason Samuelsen, CEPA, Edward Jones, San Diego, CA
• Richard Schembechler II, CEPA, Independent Planning Group, Hernando, MS
• Jody Schilling, CEPA, Edward Jones, Ocala, FL
• Scott Schlofman, CEPA, Baird, Peoria, AZ
• Steve Schmidt, CEPA, Investiprise Inc, Montreal, Quebec
• Casey Schuetz, CEPA, Edward Jones, Maple Valley, WA
• Ward Schultz, CEPA, Profit Line Advisors LLC, Philadelphia, PA
• Colton Seiler, CEPA, Edward Jones, Portland, OR
• Christopher Sewell, CEPA, Wise Capital Partners, Kingwood, TX
• Ben Shamberger, CEPA, Resolved Financial, Winston Salem, NC
• David Sheir, CEPA, Sheir Financial Inc., Fort Lauderdale, FL
• Brad Shermeto, CEPA, Carson Wealth, Pittsburgh, PA
• Heather Shonkwiler, CEPA, Edward Jones, Jeffersonville, IN
• Kervin Simmons, CEPA, Northwestern Mutual, Houston, TX
• Robert Singer, CEPA, Edward Jones, Cranberry Township, PA
• Robert Smith, CEPA, Edward Jones, Carlsbad, CA
• Parker Smith, CEPA, Merrill Lynch, Houston, TX
• Adam Snelling, CEPA, Royal Financial Partner, Charlotte, NC
• Marcio Soares, CEPA, The Soares Law Firm, PLLC, Tyler, TX
• Jesse Sobel, CEPA, Boss Group International, Orlando, FL
• Molly Solari, CEPA, RBC Wealth Management, Boston, MA
• Kyle Soscia, CEPA, Zions Wealth Advisors, Irvine, CA
• Peter St Aubin, CEPA, Edward Jones, Niles, IL
• Marina St. Cyr, CEPA, AIM Forward Solutions, LLC, Rancho Cucamonga, CA
• Jeremy Stafford, CEPA, Edward Jones, Alpharetta, GA
• William Stephens, CEPA, Edward Jones, St Louis, MO
• Travis Stepro, CEPA, TS3 Coaching and Training, Inc., Lakeland, FL
• Keenan Stout, CEPA, Mercer Advisors, Midlothian, VA
• William Strong, CEPA, Edward Jones, Plano, TX
• Peter Swerz, CEPA, JPM Private Bank, El Segundo, CA
• Jeremy Swonger, CEPA, Braun Wealth Management Group of Nest Capital, Fort Wayne, IN
• Lesley Telatovich, CEPA, Edward Jones, Ft Walton Beach, FL
• Ivan Tenreyro, CEPA, Tenreyro Consulting LLC, Puerto Rico
• Loren Testa, CEPA, Edward Jones, Santa Fe, NM
• Luke Thalman, CEPA, Merrill Lynch, Charlotte, NC
• Phillip Thompson, CEPA, Edward Jones, Danville, VA
• Mark Thompson, CEPA, Edward Jones, Brookfield, WI
• Mavi Thorpe, CEPA, Morgan Stanley, Little Falls, NJ
• Jennifer Thurswell, CEPA, Charles Schwab, Chicago, IL
• Sean Travis, CEPA, Edward Jones, Cornelius, NC
• Duncan Tyson, CEPA, Edward Jones, Charleston, SC
• Mark Uebelacker, CEPA, Edward Jones, Punta Gorda, FL
• Melissa Valentine, CEPA, Edward Jones, Orwigsburg, PA
• Ashley Vasquez, CEPA, Edward Jones, Panama City, FL
• Charles Vergara, CEPA, Edward Jones, Attica, IN
• Brittany Villeneuve, CEPA, Edward Jones, Russellville, AK
• Stephanie Vinat, CEPA, CNL Securities Corp, Fort Lauderdale, FL
• Brenda Violette, CEPA, Violette Business Services, LLC, Middletown, CT
• Christopher Vitton, CEPA, Edward Jones, Fond du Lac, WI
• Andrew Vree, CEPA, Edward Jones, Manassas, VA
• Brian Waild, CEPA, Start With The Answer, Corry, PA
• Isis Waites, CEPA, Temperance Wealth Management, Atlanta, GA
• Chris Wall, CEPA, Axle CPA Advisory, Indianapolis, IN
• Liang Wang, CEPA, Edward Jones, St. Louis, MO
• Baishi Wang, CEPA, Edward Jones, Briarcliff Manor, NY
• Justin Wells, CEPA, Aspen Standard Wealth, Chicago, IN
• Taylor White, CEPA, Freedom Financial Group, Tyler, TX
• James Whitfield, CEPA, Stable Mischief, Hendersonville, TN
• Karen Williams, CEPA, Edward Jones, Severna Park, Maryland
• Bradley Wilson, CEPA, Edward Jones, Woodway, TX
• Loren Winter, CEPA, Edward Jones, Kirkland, AL
• Abby Wiser, CEPA, Edward Jones, Lebanon, KY
• Mitchell Wood, CEPA, Intrua Financial, Andover, MN
• Aaron Yoon, CEPA, North Lake Wealth Advisors, Seattle, WA
• Kevin Young, CEPA, Edward Jones, Owensboro, KY
• Jacklin Youssef, CEPA, JP Morgan, New York, NY
• Katherine Zobro, CEPA, Edward Jones, Arden Hills, MN
• Olivia Zwetzig, CEPA, Edward Jones, Bay City, MI

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 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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