Top Exit & Succession Planning Blog for Professional Advisors

306 CEPAs Join the EPI Network in July 2026

Written by Member Experience | Aug 20, 2026, 3:00:00 PM

 

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.

  • Kevin John Abouzeid, CEPA, Diligence Wealth Management, Laval, QC
  • Trent Adams, CEPA, Raymond James, Tyler, TX
  • Kashif Ahmad, CEPA, RBC Rochdale, Freehold, NJ
  • Christie Akins, CEPA, Edward Jones, Clinton, IA
  • Nicholas Alexander, CEPA, Raymond James and Associates, Panama City, FL
  • Ryan Alexander, CEPA, Crystal Lake Tax & Financial, Crystal Lake, IL
  • Shepard Allen, CEPA, Bartlett Wealth Management, Worcester, MA
  • Rene Alvarado, CEPA, Morgan Stanley, Philadelphia, PA
  • Gary Amerson, CEPA, Edward Jones Investments, Federal Way, WA
  • Hector Arellano Hernandez, CEPA, Edward Jones, Goodyear, AZ
  • Brady Arnone, CEPA, Edward Jones, Clarkston, WA
  • Farha Aslam, CEPA, CHC, Stamford, CT
  • Varos Babakhanians, CEPA, Brilliant Tax & Accounting Services Inc, Glendale, CA
  • Brandan Bagwell, CEPA, Edward Jones, Las Cruces, NM
  • Elisabeth Baldwin, CEPA, Rushton Wealth Management, Gainesville, GA
  • Matthew Barnes, CEPA, Edward Jones, Staunton, VA
  • Thomas Bartow, CEPA, Boos and Associates, Long Beach, KY
  • David Bassett-Parkins, CEPA, Edward Jones, Seal Beach, CA
  • Dakota Baumhoer, CEPA, Edward Jones, Jefferson City, MO
  • Tyler Baumhoer, CEPA, Edward Jones, Jefferson City, MO
  • Ronald Beauford, CEPA, Big 5 Brands, Fredericksburg, TX
  • Dominick Bencivenga, CEPA, The A Team Consulting, Huntington, NY
  • Trent Benedetti, CEPA, Benedetti & Assoc. CPA, Inc., Santa Maria, CA
  • Nick Benzor, CEPA, Benzor Capital Wealth, Atlanta, GA
  • Kimberly Betz, CEPA, Edward Jones, Marietta, OH
  • Dillan Black, CEPA, Edward Jones, Boonville, IN
  • Bryan Bordelon, CEPA, Raymond James, Metairie, LA
  • Matt Bosway, CEPA, MissionBridge Wealth, Coon Rapids, MN
  • Geoffrey Boyce, CEPA, ForFounder, Cherry Hill, NJ
  • Priscilla Braden, CEPA, Edward Jones, Seattle, WA
  • Michael Brimhall, CEPA, Evoke Advisors, Los Angeles, CA
  • Michael Briscoe, CEPA, Savant Wealth Management, Freeport, IL
  • Dylan Brix, CEPA, The Boston Family Office, LLC, Boston, MA
  • Jarrod Brooksher, CEPA, Aldrich Wealth, San Diego, CA
  • Amy Brown, CEPA, Global Advisors Firm, Omaha, NE
  • Cristen Buchta, CEPA, Edward Jones, Palm Beach Gardens, FL
  • Genevieve Buckman, CEPA, DeForest Group, Kingston, NY
  • Christopher Burmeister, CEPA, Edward Jones, Vancouver, WA
  • Stacey Butler, CEPA, Peinado Construction, Frisco, TX
  • Matthew Byrne, CEPA, Byrne Veritas, LLC., Agoura Hills, CA
  • James Cady, CEPA, 1792 Wealth Advisors RJFS, Red Bank, NJ
  • James Caldwell, CEPA, LPL Financial, Lake Mary, FL
  • Lawrence Carara, CEPA, Raymond James, Allen, TX
  • Paolo Catucci, CEPA, Edward Jones, Greenville, RI
  • Christian Cavender, CEPA, Edward Jones, Shelbyville, TN
  • Wayne Cavender, CEPA, Edward Jones, St. Louis, TN
  • Sairung Chairatsuwan, CEPA, Stellar Financial Planner, Bangkok, Bangkok
  • Robert Chamberlin, CEPA, Founder to Founder Partners, Walnut Creek, CA
  • Bill Chronister, CEPA, Edward Jones, Delmar, NY
  • Melissa Cilmi, CEPA, The Weber Group of Merrill, Boston, MA
  • Nancy Clark, CEPA, Edward Jones, Broomfield, CO
  • Nicholas Combs, CEPA, Forman Investment Services, Columbus , IN
  • Brandon Combs, CEPA, Edward Jones, Cumberland, MD
  • Lucas Conaway, CEPA, Harris, Miller, and Bernhardt PA, Rockledge, FL
  • Eric Conway, CEPA, Edward Jones , Spokane Valley, WA
  • Harry Cormier, CEPA, ProActive Strategies, Jacksonville, FL
  • Tyler Craig, CEPA, Invesco, Los Angeles, CA
  • Kristin Cranias, CEPA, Raymond James, St. Petersburg, FL
  • David Cubbage, CEPA, Edward Jones, Pantego, TX
  • Daniel Daley, CEPA, Edward Jones, Delmar, NY
  • Timothy Dalton, CEPA, Edward Jones Investments, Branchville, NJ
  • Kristen Daniel, CEPA, Edward Jones, Lecanto, FL
  • Michael Davenport, CEPA, Edward Jones, Summerville, SC
  • Brandon Davis, CEPA, Edward Jones, Edinburg, VA
  • Rena Day, CEPA, Edward Jones, Monticello, AK
  • Amir De la Vega, CEPA, None, Sandy, UT
  • Thomas Decker, CEPA, Cerity Partners, New York, NY
  • Michael DeMarco, CEPA, Edward Jones, Ballston Spa, NY
  • John Demboski, CEPA, Demboski & Chapman, Santa Barbara, CA
  • Ryan Dempsey, CEPA, UBS Financial Services Inc., New York, NY
  • Susan DeRenzo, CEPA, Heritage Wealth Strategies, Vancouver, WA
  • Andrew Derouin, CEPA, Edward Jones, St Louis, PA
  • Michael Dexter, CEPA, EDJ, Crown Point, IN
  • Sal DiLeo, CEPA, Focal Point Coaching, Thornwood, NY
  • Maria DiMaggio, CEPA, Edward Jones, Agoura Hills, CA
  • Bradley Dixon, CEPA, Harlan Sage LLC, Leawood, KS
  • Rob Donovan, CEPA, RBC Wealth Management, Portland, ME
  • Maxwell Drexler, CEPA, P.H.X Wealth Management Group of Wells Fargo Advisors, Phoenix, AZ
  • Erin Drumheller, CEPA, Edward Jones, Stephens City, VA
  • Michelle Dubena, CEPA, Edward Jones, Port Clinton, OH
  • William duPont, CEPA, Morgan Stanley, Fort Myers, FL
  • Craig Dykstra, CEPA, Edward Jones, Leesburg, FL
  • Jeffrey Earnhardt, CEPA, Edward Jones, Orange, VA
  • Taylor Erickson, CEPA, Edward Jones, Monroe, WA
  • Morgan Eye, CEPA, Edward Jones, Harrisonburg, VA
  • Wade Farquhar, CEPA, Edward Jones Investments, Tulsa, OK
  • Adam Fass, CEPA, Merrill Lynch, Fort Lauderdale, FL
  • Toriano Faulkner, CEPA, Raymond James, St. Petersburg, FL
  • Jackson Fay, CEPA, Blue Sky, Orlando, WA
  • James Fazio, CEPA, Edward Jones, Fort Collins, CO
  • Nathan Feld, CEPA, Lido Advisors, St. Louis, MO
  • Richard Fetherolf, CEPA, Merrill Lynch , Ponte Vedra Beach, FL
  • Christina Fierro, CEPA, Edward Jones, Wyoming, MI
  • Albert Finkelstein, CEPA, Edward Jones, Medford, NJ
  • David Fitzgerald, CEPA, JP Morgan Wealth Management, Dallas, TX
  • Sasha Fitzpatrick, CEPA, Edward Jones, Waterville, ME
  • Noah Fletcher, CEPA, Financial Services of Virginia, Glen Allen, VA
  • Barbara Foy-Pilchner, CEPA, Manulife Investments, Toronto, ON
  • James Freund, CEPA, Edward Jones, Vashon, WA
  • David Furniss, CEPA, Focus CFO, Mason, OH
  • Nathan Gainer, CEPA, Edward Jones, Milton, WV
  • Bradley Garges, CEPA, Prepared Retirement Institute, Montgomeryville, PA
  • John Garon, CEPA, Edward Jones, St. Louis, NH
  • William Gass, CEPA, Edward Jones, Wake Forest, NC
  • Donald Giannangeli, CEPA, Edward Jones, Charlottesville, VA
  • May Gibson, CEPA, Raymond James, Chattanooga, GA
  • Rocco Giglio, CEPA, Cramer Capital Management, Smithville, MO
  • Kimberly Gill, CEPA, Merrill Lynch, Chicago, IL
  • William Goldman, CEPA, Quantum Leap Wealth Management, Henderson, NV
  • Peter Grange, CEPA, Boldcoast Investments, Smyrna, TN
  • Gerald Grant, CEPA, G Financial Group in Alliance with Equitable Advisors, Miami, VA
  • Bradley Gravelle, CEPA, ZeroThreeSixty Wealth Partners, Albuquerque, NM
  • Duane Gurbach, CEPA, Morgan Stanley, Houston, TX
  • Ceata Hackett, CEPA, Edward Jones, Lafayette, LA
  • Andrew Hale, CEPA, Edward Jones, Covington, GA
  • Joshua Hallum, CEPA, Edward Jones, Rolla, MO
  • Ryan Hamilton, CEPA, Janney Montgomery Scott, Yardley, PA
  • Nathan Haney, CEPA, Edward Jones, Shawnee, KS
  • Jessy Harb, CEPA, Edward Jones, Shoreline, WA
  • Brandon Harbrecht, CEPA, edward jones, Liberty, SC
  • Cody Hartley, CEPA, Merrill Lynch, Naples, FL
  • Kyle Hatfield, CEPA, Edward Jones, Dublin, OH
  • Crystal Henning, CEPA, Edward Jones, Fernandina Beach, FL
  • Patrick Hogan, CEPA, Edward Jones, North Attleboro, MA
  • Joshua Hollandsworth, CEPA, Edward Jones, Vancouver, WA
  • Ryan Holloway, CEPA, Edward Jones, Redlands, CA
  • Charles Holt, CEPA, Edward Jones, Erie, OH
  • Christopher Hoover, CEPA, Edward Jones, Savannah, GA
  • David Houchen, CEPA, Pro 31 Tax and Accounting, Louisburg, KS
  • Robert Howard, CEPA, Cornerstone Advisor Group, Fairfax, VA
  • Jodi Hoy, CEPA, Edward Jones, Denver, CO
  • Thomas Hulse, CEPA, UBS, McLean, VA
  • Gregory Hutto, CEPA, Heritage Retirement Advisors, Colleyville, TX
  • Walter Janeczek, CEPA, Edward Jones, Franklin Lakes, NJ
  • Paul Jansen, CEPA, Edward Jones, Lebanon, IL
  • Tyler Johns, CEPA, Edward Jones, Wilson, NC
  • Edward Johnson, CEPA, UMB Bank, Phoenix, AZ
  • Stuart Johnson, CEPA, Cetera, Phoenix, AZ
  • Korina Kannedy, CEPA, Whitespace Consulting, Lake Forest, CA
  • Bryan Kaye, CEPA, Edward Jones, North Myrtle Beach, SC
  • Austin King, CEPA, The Pearce Group at Merrill Lynch Private Wealth Management, Towson, MD
  • Gabriel King, CEPA, Edward Jones, Gettysburg, PA
  • John Kledis, CEPA, Peridot Consulting Inc., Asheville, NC
  • Christina Klug, CEPA, Edward Jones, St. Louis, MN
  • Christopher Kmetz, CEPA, Vision Wealth Advisors, Orlando, FL
  • Ken Kooistra, CEPA, TruForge Group, Allendale, MI
  • Noah Koreman, CEPA, Mariner, Sarasota, FL
  • Julia Kretlow, CEPA, Edward Jones, Westville, IN
  • Jeffrey Kurtz, CEPA, SVN North Star, Champaign, IL
  • Alex Kuzmin, CEPA, Edward Jones, New Port Richey, FL
  • Dianna Laney, CEPA, Solvia Wealth, Folsom, CA
  • Connor Law, CEPA, Crusonia Wealth Advisors LLC, Denver, CO
  • Erin Layton, CEPA, Edward Jones, Indianapolis, IN
  • Daniel Lee, CEPA, Mariner , Englewood, CO
  • Christopher Leverett, CEPA, RBC Wealth Management, Rochester, NY
  • Joseph Liberty, CEPA, Raymond James, Duluth, MN
  • Thomas Linski, CEPA, Edward Jones, Culpeper, VA
  • David Lobeck, CEPA, Edward Jones, Sellersburg, IN
  • Sarah Loe, CEPA, Robert W. Baird & Co. Inc, Scottsdale, AZ
  • Hunter Mahlum, CEPA, Manulife John Hancock Investments, Tempe, AZ
  • Anthony Manfrin, CEPA, Baird, Milwaukee, IL
  • Ronald Markel, CEPA, Edward Jones, Cleveland, TN
  • Joshua Marx, CEPA, Edward Jones , Salt Lake City , UT
  • Lisa Mason, CEPA, Edward Jones, Fort Myers, FL
  • Tim Massie, CEPA, Edward Jones, Knoxville, TN
  • Case Matheis, CEPA, Haven Mercer, New York, NY
  • Keri Mayfield, CEPA, Edward Jones, Dallas, TX
  • Kyle McCloe, CEPA, Edward Jones, Des Peres, PA
  • Shanika McCloud, CEPA, Edward Jones, Winchester, WV
  • Kristen McDade, CEPA, McClarigan CPAs & Advisors, Paradise, PA
  • Kamila McDonald, CEPA, Edward Jones, Ridgeland, GA
  • Andrew McFarlane, CEPA, RBC Dominion Securities, Ottawa, ON
  • Carrie A. McPherson, CEPA, Ameriprise Financial Services, LLC, Providence, RI
  • Brett Meiring, CEPA, Katterhenry Investment Group of Nest Capital, Troy, OH
  • Pantharadtee Meyteesutivong, CEPA, Stellar Financial Planner, Prawet, NY
  • Allison Miller, CEPA, The Miller Financial Group, Boca Raton, FL
  • Gregory Miller, CEPA, Edward Jones, Severna Park, MD
  • Erin Milnikel, CEPA, Edward Jones, North Liberty, IN
  • Sarah Minakary, CEPA, The Rand Group, Newport Beach, CA
  • Patrick Mitchell, CEPA, Quashi International | Tallawah Private Capital, Loxahatchee, FL
  • Brian Mong, CEPA, Edward Jones, Franklin, PA
  • Mario Montiel, CEPA, Edward Jones, Keizer, OR
  • Nathan Moody, CEPA, Lebel & Harriman Retirement Advisors, Falmouth, ME
  • Hayley Moore, CEPA, Stewardship Wealth Advisors, Phoenix, AZ
  • Dena Morgan, CEPA, Edward Jones, Martinsburg, WV
  • Gzim Muja, CEPA, CNL, Orlando, AZ
  • Michael Mungenast, CEPA, Ella Valley Wealth Advisors, Inc., Birmingham, AL
  • Todd Murphy, CEPA, M Wealth Advisors l Raymond James, Metairie, LA
  • Donald Musnicki, CEPA, RBC Capital Markets, Llc, Watertown, NY
  • Joshua Natham, CEPA, Kenneth E Boone Wealth Management, LLC, Oakdale, CA
  • Justin Nelson, CEPA, Edward Jones Investments, Southlake, TX
  • Benjamin Norrie, CEPA, Merrill Lynch , El Segundo, CA
  • Robert Norris, CEPA, Edward Jones, Salem, VA
  • Jason Null, CEPA, Edward Jones, Boerne, TX
  • Matthew OBrien, CEPA, Edward Jones, Farmington, MI
  • Jamie ONeill, CEPA, Magnolia Wealth, Spring, TX
  • Christian Onyemem, CEPA, Co cpa, Houston, TX
  • Scott Oostdyk, CEPA, Edward Jones Investments, Flat Rock, MI
  • Hope O'Rear, CEPA, Edward Jones, Center, TX
  • Natallia Ornelas , CEPA, Northwestern Mutual Wealth Managment, The Woodlands, TX
  • Kristopher Lorne Osborne, CEPA, Edward Jones, Airdrie, AB
  • Noah Parris, CEPA, Parris Financial, Tulsa, OK
  • Chetna Patwa, CEPA, Windes, Irvine, CA
  • Richard Pearson, CEPA, Newcleus, LLC, Yardley, PA
  • Ryan Peel, CEPA, The XPO Partners, Houston, TX
  • Lorin Pierucci, CEPA, Edward Jones, Wilmington, DE
  • Gregory Pilla, CEPA, Edward Jones, New Rochelle, NY
  • Zach Pipoly, CEPA, Manning & Napier, Dublin, OH
  • Timothy Pollard, CEPA, Edward Jones, Lexington, NC
  • Kevin Poussard, CEPA, Edward Jones, Saint Petersburg, FL
  • Zachery Price, CEPA, Edward Jones, Anderson, SC
  • Kimberley Price , CEPA, Edward Jones, Gresham, OR
  • Leah Pugh, CEPA, Edward Jones , Staunton, VA
  • John Query, CEPA, Edward Jones, Carolina Beach, NC
  • Nicholas Quinn, CEPA, J.P. Morgan, Farmingdale, MA
  • Karen Rader, CEPA, Edward Jones , San Antonio, TX
  • Christopher Rakow, CEPA, Edward Jones, Franklin, PA
  • Kyle Rasmussen, CEPA, Generational Wealth Partners, Cedar Falls, IA
  • Robin Redding, CEPA, Edward Jones, Moultrie, GA
  • Jeremy Richey, CEPA, Edward Jones, Shelbyville, TN
  • Carl Rickmeier, CEPA, RBC Wealth Management, Fond du Lac, WI
  • Joseph Riley, CEPA, Manulife John Hancock Investments, Tempe, AZ
  • William Ritman, CEPA, Edward Jones, Peoria, AZ
  • Matthew Robertson, CEPA, Edward Jones, Lethbridge, AB
  • Philip Robillard, CEPA, Edward Jones, Saratoga Springs, NY
  • Allison Robinson, CEPA, Ballentine Partners, LLC, Waltham, MA
  • Magnum Rocha, CEPA, Mag Ventures LLC, Ewing, NJ
  • Greg Rodriguez, CEPA, Greg J. Rodriguez, CPA, Henderson, NV
  • Tiffany Rosetti, CEPA, Wealth Enhancement Group, Atlanta, GA
  • Manuel Salazar III, CEPA, Wildes Financial Strategies, Georgetown, SC
  • Kenneth Sanginario, CEPA, Corporate Value Metrics, LLC, Boston, MA
  • Logan Sartain, CEPA, Edward Jones, Tyler, TX
  • Patrick Savage, CEPA, Lido Advisors, Los Angeles, WI
  • Willie Sawyers, CEPA, Edward Jones, Lebanon, PA
  • Eric Schranck, CEPA, Edward Jones, Parker, CO
  • Emily Secord, CEPA, Bright Future Wealth Management, Eugene, OR
  • Tony Seery, CEPA, Edward Jones, Grand Prairie, TX
  • Scott Seifer, CEPA, Edward Jones, Tampa, FL
  • William Senn, CEPA, Edward Jones, Charleston, SC
  • Brian Shambo, CEPA, Merrill Lunch, Vero Beach, FL
  • George Shewchuk, CEPA, Eide Bailly LLP, Long Beach, CA
  • Ivan Shiffman, CEPA, Edward Jones, New Milford, CT
  • John Shockley, CEPA, First Financial Bank, Cincinnati, OH
  • Davidson Sidden, CEPA, Raymond James, St Petersburg, FL
  • Victor Simonelli, CEPA, Edward Jones, Mount Prospect, IL
  • Jack Skinner, CEPA, Edward Jones , Vincennes , IN
  • Matthew Slawson, CEPA, Harper Development and Consulting, Lees Summit, MO
  • Cory Smith, CEPA, Discretionary Inc., Reno, NV
  • Clayton Smith, CEPA, IBEX Advisors, Kingwood, TX
  • Daniel Snapp, CEPA, Edward Jones, Winchester, VA
  • Daniel Snow, CEPA, Edward Jones, New Castle, CO
  • Samuel Snow, CEPA, Voyager Wealth Advisors, Salt Lake City, UT
  • Thierry Sommer, CEPA, Thierry V Sommer and Associates, Knoxville, TN
  • Clara Starkey, CEPA, Edward Jones, Greenfield, IN
  • Aaron Starr, CEPA, Edward Jones, Topeka, KS
  • Kristen Starr, CEPA, Edward Jones, Topeka, KS
  • Byron Stevens, CEPA, Merrill Lynch, Indianapolis, IN
  • Adam Stevko, CEPA, Merrill Lynch, Farifield, CT
  • Bradley Stewart, CEPA, Savant Wealth Management, Freeport, IL
  • Edward Stone, CEPA, Edward Jones, Inwood, WV
  • Eric Sturhann, CEPA, Presidio Capital Management, San Diego, CA
  • Timothy Swallers, CEPA, Edward Jones, Crown Point, IN
  • Scott Swinehart, CEPA, Edward Jones, Newaygo, MI
  • Jessica Szafranski, CEPA, Edward Jones, Gorham, ME
  • Michael Tamayo, CEPA, Edward Jones, Menifee, CA
  • Kate Tastrom, CEPA, First Financial Advisors Group, Mount Sinai, NY
  • George Tatchell, CEPA, The Tatchell Wealth Management Team, St. Louis, MI
  • Clyde Tew, CEPA, The Tew Companies, LLC, Shreveport, LA
  • Robert Thomas, CEPA, Edward Jones, Seneca, SC
  • Olivia Thomason, CEPA, Gearhart & Associates, Cincinnati, OH
  • Trevor Thome, CEPA, Kirsch CPA Group, Hamilton, OH
  • Devon Thompson, CEPA, American Energy Partners, Monterey, CA
  • Hugh Thompson, CEPA, Edward Jones, St. Louis, OK
  • Patrick Traverse, CEPA, Breakaway Financial Group LLC, Charleston, SC
  • Theresa Trayner, CEPA, Edward Jones, Tracy, CA
  • Austin Tucker, CEPA, Edward Jones, St. Louis, WV
  • Michael Tuell, CEPA, ClearPoint Capital, Bangor, ME
  • Kendrick Tunstall, CEPA, Edward Jones, Indianapolis, IN
  • Brian Turnbull, CEPA, Edward Jones, Seattle, WA
  • Kirk Tushaus, CEPA, Tushaus Wealth Management, Scottsdale, AZ
  • Ethan Tyack, CEPA, UBS Financial Services, Columbus, OH
  • Roger Veome, CEPA, Raymond James, Chicago, IL
  • Kyle Vrhovac, CEPA, Edward Jones, Culpeper, VA
  • Norman Scott Wade, CEPA, BIB Group, Fort Wayne, IN
  • Zachary Walker, CEPA, Edward Jones, Dallas, TX
  • Keith Ward, CEPA, Nichols Wealth Partner, Boca Raton, FL
  • Katie Wasserstrom, CEPA, Elevate Your Business, Leawood, KS
  • Eric Waszolek, CEPA, Raymond James, Scottsdale, AZ
  • Brianna Waters, CEPA, Edward Jones, Savannah, GA
  • Karen Wearden, CEPA, Wealth Market LLC, Rehoboth Beach, DE
  • Andrew Weaver, CEPA, Edward Jones, Traverse City, MI
  • Brent Wegner, CEPA, Mass Mutual, Meridian, ID
  • Guy Weinhold, CEPA, Edward Jones, Bee Cave, TX
  • Louis Wellmeier, CEPA, Edward Jones, Sausalito, CA
  • Shawn Wesley, CEPA, Northside Tax Service, Tallahassee, FL
  • Shawn Whitt, CEPA, Edward Jones, Pataskala, OH
  • Kristina Wiig, CEPA, Weld Valuations, New York, NY
  • David Williams, CEPA, Plyler, Long & Corigliano, LLP, Monroe, NC
  • Zach Wimmer, CEPA, Edward Jones, Rocky Mount, VA
  • Brandon Wolf, CEPA, Evermay, Arlington, VA
  • Christopher Yeakel, CEPA, Edward Jones, Roanoke, VA
  • Christian Young, CEPA, Citi Private Bank, Atlanta, GA
  • Shannon Young-Frey, CEPA, Edward Jones, Pickerington, OH
  • Jing Yu, CEPA, Truist Financial, Orlando, FL
  • Christina Zalewski, CEPA, Merrill Lynch, Naples, FL
  • Kencie Zmich, CEPA, Edward Jones, Bloomingdale, IL

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 July 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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