309 CEPAs Join the EPI Network in August 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 August 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.

• Alexander Adami, CEPA, Edward Jones, Stowe, VT
• Dylan Allensworth, CEPA, Edward Jones, Greenville, TX
• Matthew Apple, CEPA, Laguna Wealth Services LLC, Corpus Christi, TX
• Paul Applegate, CEPA, Edward Jones, Aberdeen, MD
• William Arthur, CEPA, Wealth Enhancement, West Des Moines, IA
• Siyavash Askari, CEPA, New York Life, San Diego, CA
• Wayne Atkins, CEPA, FEFA Financial, Valley Park, MO
• Sasha Azarmi, CEPA, Wells Fargo, Beverly Hills, CA
• Alejandro Bachmann, CEPA, Alex Brown, Miami, FL
• Justin Baker, CEPA, Baker Wealth Strategies, Houston, TX
• Bruce Ball, CEPA, Edward Jones, Las Cruces, NM
• Patrick Baltus, CEPA, Edward Jones, North Vernon, IN
• Jeremiah Bauman, CEPA, Bauman Scott Financial Services, Stevenson Ranch, CA
• Matthew Becce, CEPA, Prolific Solutions, New York, NY
• Keegan Bell, CEPA, Bell Wealth Partners, Medford, OR
• Staci Bennett, CEPA, Bennett Financial Partners, St Simons Island, GA
• Timothy Beranek, CEPA, Beranek Capital Advisors, Denver, CO
• Clayton Berryman, CEPA, Edward Jones, Las Cruces, NM
• Alisa Beyer, CEPA, The Northbound Company, Tahoma, CA
• Brad Beyer, CEPA, Corient, Denver, CO
• James Boles, CEPA, Edward Jones, Marion, NC
• Daniel Boudreaux, CEPA, Edward Jones, Slidell, LA
• Paul Box, CEPA, Edward Jones, Waxahachie, TX
• Katrece Boyd, CEPA, Boyd Business Group, LLC dba The Trellis Co., Raleigh, NC
• Jacob Boyer, CEPA, Edward Jones, Danville, VA
• Kevin Bradley, CEPA, Janney, Mount Joy, PA
• Manassah Bradley, CEPA, Cooperative Development Institute, Cranston, RI
• Garrett Brander, CEPA, Aggregate Wealth Strategies | Northwestern Mutual, Coralville, IA
• Benjamin Brazier, CEPA, Edward Jones, Hendersonville, TN
• Garrett Browder, CEPA, Edward Jones | Hoffman Wealth Management, Wilson, NC
• Eric Bryan, CEPA, Edward Jones, Ames, IA
• Dyne Buckley, CEPA, Edward Jones, Rockwall, TX
• Michael Bumgardner, CEPA, Edward Jones, Barboursville, WV
• Cody Byers, CEPA, Edward Jones, Lancaster, OH
• Keswin C. G. Corporaal, CEPA, Van Oers Duurzaamheidsadvies N.V., Breda, Noord-Brabant
• Daniel Calderon, CEPA, Instrumental Wealth, Tampa, FL
• Mason Carrier, CEPA, Merrill Lynch, Pierce, Fenner & Smith Inc., Oklahoma City, OK
• Jena Cashen, CEPA, Edward Jones, Mount Pleasant, MI
• Anna Castro, CEPA, Edward Jones, Whittier, CA
• Roodmy Cesar, CEPA, Edward Jones, St James, NY
• Christopher Chancey, CEPA, National Christian Foundation, Jacksonville, FL
• Anthony Chapman, CEPA, Edward Jones, Winamac, IN
• Alyssa Chapman, CEPA, Edward Jones, Winamac, IN
• Jason Chen, CEPA, Ambrose Advisors, Irvine, CA
• Michael Chiacchira, CEPA, Edward Jones, Newark, OH
• Jeffrey Christensen, CEPA, Edward Jones, El Dorado, KS
• Andrew Circosta, CEPA, Watkins Insurance Group, Austin, TX
• Chad Clemons, CEPA, Edward Jones, Fairfield, OH
• Paul Cochran, CEPA, Edward Jones, Eagan, MN
• Austin Compton, CEPA, Edward Jones, Batesville, IN
• Ben Cook, CEPA, Edward Jones, Jennings, LA
• Ty Costantino, CEPA, Vista Wealth Solutions, Wenonah, NJ
• Gregory Dadian, CEPA, Morgan Stanley, Farmington Hills, MI
• Jeffrey Dagher, CEPA, Edward Jones, Brighton, MI
• Brian Dainton, CEPA, Dainton Financial Services, St John, IN
• Nicholas Davies, CEPA, 7-Figure Advisor, Waxhaw, NC
• Brad Davis, CEPA, Edward Jones, Cookeville, TN
• Frances Day, CEPA, Edward Jones, North Conway, NH
• Kyle Dearing, CEPA, First Merchants Private Wealth Advisors, Columbus, OH
• Brad Decker, CEPA, Unifi Advisors, Harrisburg, PA
• Ron DeLyons, CEPA, Creekwood Growth Advisors, Cincinnati, OH
• Morgan Denham, CEPA, Edward Jones, Greensburg, IN
• Donald Devitto, CEPA, RBC Wealth Management, Rochester, MA
• Idrissa Diawara, CEPA, Edward Jones, Aurora, CO
• Sharon Dickens, CEPA, Edward Jones, Chapel Hill, NC
• Sean Doche, CEPA, Baird, Anchorage, AK
• Michael Dolson, CEPA, Edward Jones, McKinney, TX
• David Dominguez, CEPA, Edward Jones, Prosper, TX
• Scott Donald, CEPA, Edward Jones, New Albany, IN
• Brad Driedger, CEPA, BDC Advisory Services, Winnipeg, Manitoba
• Brandon DuBose, CEPA, Edward Jones, San Antonio, TX
• Mark Durkin, CEPA, Edward Jones, West Nyack, NY
• Amy Dyess, CEPA, Edward Jones, Colorado Springs, CO
• Kimberly Edwards, CEPA, Edward Jones, Littleton, CO
• Chukwuma Ehiwogwu, CEPA, Morgan Stanley, Birmingham, MI
• Logan Eitel, CEPA, Edward Jones, Marshall, IL
• Steven Elder, CEPA, Fox and Bull Wealth Strategies, Seattle, WA
• Michael Ellenhorn, CEPA, Decipher Investigative Intelligence, St. Louis, MO
• Cory Emerson, CEPA, UBS, Dallas, TX
• Logan Emmitt, CEPA, Edward Jones, St. Louis, IN
• Drake Evans, CEPA, RBC Wealth Management, Scottsdale, AZ
• Tom Evans, CEPA, RBC, Chicago, IL
• Harrison Everhart, CEPA, Edward Jones, Lexington, NC
• Alan Federico, CEPA, Mainstay Financial Advisors, Awendaw, SC
• Marty Ferdig, CEPA, Exit Factor of Huntsville, Madison, AL
• Armando Fernandez, CEPA, Portfolio Square, Doral, FL
• Taylor Ferry, CEPA, Merrill Lynch, Philadelphia, PA
• Sean Fitzpatrick, CEPA, Wells Fargo Advisors, McLean, VA
• Roy Flemming, CEPA, Altaris Growth Partners Inc., Maple Ridge, AL
• Philip Floyd, CEPA, Worth Asset Management, Dallas, TX
• Christopher Foley, CEPA, Edward Jones, Alpharetta, GA
• Stuart Freakley, CEPA, Edward Jones, Strasburg, VA
• Austin Frederick, CEPA, Edward Jones, Sugar Land, TX
• Brent Frey, CEPA, Edward Jones, Vandalia, IL
• Scott Frost, CEPA, First Commonwealth Advisors, Lewisburg, PA
• Chris Gant, CEPA, Benjamin F. Edwards & Co., Reno, NV
• Derrick Gibbs, CEPA, Kennedy Financial Services, Eastland, TX
• Brandon Gildark, CEPA, Gildark Financial Solutions Group, El Cajon, CA
• John Gillespie, CEPA, InsightfulAgents.AI, LLC, Palm Coast, FL
• Jonathan Goldman, CEPA, GoldBook Financial, Scottsdale, AZ
• Michael Gray Jr, CEPA, MEG Financial, Inc., Pensacola, FL
• Kenneth Green, CEPA, Edward Jones, Troy, AL
• Dawn Green, CEPA, Wisdom Wealth and Winning, Newark, DE
• Michael Gregson, CEPA, NC
• Malorie Griffith, CEPA, Edward Jones, Scottsboro, AL
• Jimmy Grigsby, CEPA, Edward Jones, Fort Worth, TX
• Roy Gross, CEPA, Edward Jones, Nicholasville, KY
• John Gross III, CEPA, Jc Gross Agency INC., Bridgeton, MO
• Vinny Grucza, CEPA, Raymond James, Stuart, FL
• Julia Gunn, CEPA, Edward Jones, Tempe, AZ
• Jaclyn Gwost, CEPA, Edward Jones, Sartell, MN
• Ayden Hanes, CEPA, Networth Advisors LLC, Canonsburg, PA
• Len Hardison, CEPA, National Christian Foundation, Memphis, TN
• Creighton Hardy, CEPA, Westpac Wealth Partners, Scottsdale, AZ
• Lee Hartman, CEPA, Edward Jones, Indianapolis, IN
• Kurt Hawkesworth, CEPA, Sandro Wealth Management, Fairfield, NJ
• Ilse Heflin, CEPA, Edward Jones, Colorado Springs, CO
• Lucas Heiderscheidt, CEPA, Edward Jones, Sleepy Eye, MN
• Michael Hemme, CEPA, MDH, Croydon, England
• Brian Henning, CEPA, Edward Jones, Fernandina Beach, FL
• Oliver Hewitt, CEPA, Fifth Third Private Bank, Cleveland, OH
• Cody Heying, CEPA, Edward Jones, Saint Louis, MO
• Michael Hill Jr., CEPA, Edward Jones, Lutz, FL
• Candace Hobbs, CEPA, Edward Jones, Edmond, OK
• Patrick Hollenbeck, CEPA, Edward Jones, Olean, NY
• Donna Hollenbeck, CEPA, Edward Jones, Bradford, PA
• Tucker Horsley, CEPA, Mariner, Sarasota, FL
• Madalynn Hovila, CEPA, Edward Jones, Bismarck, ND
• John (JJ) Hughes, CEPA, Kuttin Wealth Management-A Private Wealth Advisory Practice of Ameriprise Financial, LLC, Dothan, AL
• Jason Hull, CEPA, Edward Jones, Cocoa, FL
• John Iseghohi, CEPA, Insightful Solutions Consulting Inc, Abbotsford, BC
• JT Jacobson, CEPA, Edward Jones, Goshen, IN
• Tara Jeffers, CEPA, Strategic Financial Management, Augusta, GA
• Matthew Jeglinski, CEPA, Erie, PA
• Brandon Jobe, CEPA, Edward Jones, Lenexa, KS
• Blake Johnson, CEPA, Edward Jones, Keller, TX
• Mark Johnson, CEPA, Fortress Asset Management, Salt Lake City, UT
• Christopher Johnson, CEPA, Edward Jones, Seattle, WA
• David Jones, CEPA, Edward Jones, East Syracuse, NY
• Benjamin Karst, CEPA, Edward Jones, Chillicothe, OH
• Bobak Khodaie, CEPA, Capital Strategies, Albuquerque, NM
• John King, CEPA, Drive , Maitland, FL
• Mark Kingsbery, CEPA, Thrivent , Slidell , LA
• Tyler Kirby, CEPA, Ameriprise- Sylvan Capital Advisors, Lancaster, PA
• Matthew Kistner, CEPA, Edward Jones, Binghamton, NY
• Tatyana Kjellberg, CEPA, Morgan Stanley, Roseville, CA
• Cole Knutson, CEPA, Edward Jones, Des Peres, MO
• Michael Koehler, CEPA, Barrett Group Wealth Management, Hinsdale, IL
• David Koehn, CEPA, Koehn Ventures LLC, Jacksonville Beach, FL
• Heidi Krueger, CEPA, Edward Jones, Saint Maries, ID
• Richard Kutia, CEPA, Howland Capital Management, Boston, MA
• Duston Ladieu, CEPA, Synergy Private Wealth, Needham, MA
• Richard LaLance, CEPA, LaLanceMcKellar Wealth Management, Murfreesboro, TN
• Patrick Lane, CEPA, Edward Jones, Indianapolis, IN
• Jennifer Larsen, CEPA, Wohlstand Wealth Strategies, New Braunfels, TX
• James Larson, CEPA, Edward Jones, St. Louis Park, MN
• Scott Laughlin, CEPA, Evermay Wealth Management, Arlington, VA
• Corey Lefavor, CEPA, Edward Jones, Townsend, MA
• Phillip Lennon, CEPA, Edward Jones, Staunton , VA
• Fernando Leon, CEPA, Edward Jones, Ann Arbor, MI
• Chad Lewis, CEPA, Edward Jones, Madison, IN
• John Lewis, CEPA, Edward Jones, Jackson, OH
• Edward Lex, CEPA, Edward Jones, Springfield, IL
• Ian Leyden, CEPA, Sandro Wealth Management, Fairfield, NJ
• Bill Logue, CEPA, ClearFocus, Mountainside, NJ
• Travis Lowis, CEPA, Edward Jones, Woodstock, GA
• Craig Lowrie, CEPA, Edward Jones, Lebanon, PA
• Nate Lowther, CEPA, AMB Wealth, Charleston, SC
• Brent Lyons, CEPA, Edward Jones, Metairie, LA
• Thomas Mains, CEPA, UBS Financial Services, Atlanta, GA
• Derek Mantel, CEPA, Edward Jones, Brunswick, OH
• Arlene Martin, CEPA, Martin Financial Resources LLC, Kenosha, WI
• Nichelle Mayberry, CEPA, PNC Private Bank, Troy, MI
• James McConnaughey, CEPA, Edward Jones, Lecanto, FL
• Nathan Medina, CEPA, After-Tax Wealth Management, San Diego, CA
• Pankti Mehta, CEPA, Morgan Stanley, New York, NY
• John Meno, CEPA, Edward Jones, Arlington, WA
• Brennan Meyer, CEPA, Edward Jones, Arlington Heights, IL
• Michael Milich, CEPA, Swift LLC, Overland Park , KS
• Pantelis Miliotis, CEPA, Pathfinder Wealth Consulting, Wilmington, NC
• Jonathan Miller, CEPA, Axiom Strategic, Orlando, FL
• Rob Miller, CEPA, TMFG, LLC, Boca Raton, FL
• Kent Miller, CEPA, Fidelity Bank, Raleigh, NC
• Chris Miller, CEPA, Northwestern Mutual, San Antonio, TX
• Isaac Mills, CEPA, Edward Jones, Gallipolis, OH
• Nathan Mize, CEPA, Edward Jones, Overland Park, KS
• Peter Monteleone, CEPA, Edward Jones, Sonoma, CA
• Abraham Moosa, CEPA, Merrill Lynch, Houston, TX
• Brittany Moran, CEPA, Merrill Lynch, Miami, FL
• James Morrill, CEPA, Generation to Generation Leadership Coaching, Oak Ridge, TN
• Devon Mulligan, CEPA, Edward Jones, Chesterton, IN
• Jordan Nance, CEPA, Edward Jones, Pittsburgh, PA
• Erica Neal, CEPA, Infinity Investment Strategies, Fort Worth, TX
• Peter Newton, CEPA, Newton Financial Solutions, Cambridge, MN
• Matthew Nichols, CEPA, Northwestern Mutual- Matt Nichols, Ames, IA
• Steve Oniya, CEPA, OM Investments, Houston, TX
• Frank O'Shea, CEPA, Edward Jones, Florence, SC
• Morgan Owens, CEPA, Edward Jones, Edina, MN
• Nicholas Pardon, CEPA, Edward Jones, Broken Arrow, OK
• Joshua Park, CEPA, Coal Creek Advisors, Golden, CO
• Donald Parson, CEPA, Ascent Advisors, Maple Grove, MN
• Adam Patten, CEPA, Prota Financial, Houston, TX
• Sharam Pavri, CEPA, Merrill Lynch , San Francisco, CA
• Rochelle Peabody, CEPA, Edward Jones, Pulaski, NY
• Jon Pedersen, CEPA, Baird, Sioux City, IA
• Michael Pendleton, CEPA, Edward Jones, Roanoke, VA
• Richard Peoples, CEPA, Edward Jones, Plano, TX
• Luis Perez Urena, CEPA, EverGrow Co., Madrid
• Joshua Peterson, CEPA, Wells Fargo Advisors, Phoenix, AZ
• Ryan Pettinella, CEPA, Wilmington Trust, Rochester, NY
• Jaime Phillips, CEPA, Edward Jones, Appleton, WI
• Ryan Piotter, CEPA, Castle & Rook, Chicago, IL
• Brooks Pitaniello, CEPA, PFG Advisors, Lubbock, TX
• Hunter Pitaniello, CEPA, PFG Advisors, Lubbock, TX
• Christina Price, CEPA, Edward Jones, Gresham, OR
• MacKenzie Provost, CEPA, Edward Jones Investments, Battle Lake, MN
• Cameron Rahbar, CEPA, Howland Capital, Boston, MA
• Gerald Ramirez, CEPA, Wells Fargo Advisors, San Diego, CA
• Lucas Ramsey, CEPA, Edward D Jones & Co., Creve Coeur, MO
• Paul Rand, CEPA, The Rand Group, Newport Beach, CA
• Cindy Randolph, CEPA, Beacon Pointe Advisors, Newport Beach, CA
• Julie Rea, CEPA, Edward Jones, St. Louis, MO
• Bayard Read, CEPA, Coolidge Wealth Management, Brookline, MA
• Stephen Reber, CEPA, WayFinder Finance, Queen Creek, AZ
• Brock Reed, CEPA, Northwestern Mutual, Coralville, ID
• Trent Reichley, CEPA, Edward Jones, Centerville, IN
• James Renitsky, CEPA, BlackRock, Princeton, PA
• Jonathan Richmond, CEPA, Provise Management Group, Clearwater, FL
• Matthew Rickeman, CEPA, LPL Financial, Westminster, MD
• Douglas Rickert, CEPA, Edward Jones, Leesville, SC
• Joshua Rifkin, CEPA, Edward Jones, Sarasota, FL
• Dillan Riter, CEPA, Edward Jones, St Louis, HI
• Robert Ritz, CEPA, Edward Jones, Jeffersonville, IN
• Cedric Joseph Benton Robert, CEPA, Bentons et al., Strategic Advisors Inc., Montreal, QC
• Damion Robertson, CEPA, Edward Jones, Frisco, TX
• Armando Rodriguez, CEPA, LPL Financial, San Diego, CA
• Philip Rogero, CEPA, Rogero Wealth Planning, St. Augustine, FL
• Shane Rooney, CEPA, Rooney Advisors, Mount Prospect, IL
• Mark Ross, CEPA, Ross Consulting , Oceanside, CA
• Ryan Rubin, CEPA, Edward Jones, Huntersville, NC
• Kalle Ruga, CEPA, Kuttin Wealth Management, Hauppauge, NY
• Edward Ruvins, CEPA, Optimum Consulting Group, Sunny Isles Beach, FL
• Liam Ryan, CEPA, UBS, Denver, CO
• Debra Lynn Sapp, CEPA, Edward Jones, Prairie Village, KS
• Don Saulic, CEPA, The Bahnsen Group - Suite 930, Dallas, TX
• Patrick Schiltz, CEPA, Edward Jones, Arlington Heights, IL
• Bradley Schooler, CEPA, Prosperity Planning Partners, Coralville, IA
• Julia Schulz, CEPA, Morgan Stanley, Oak Brook, IL
• Kyle Scott, CEPA, Edward Jones, Dickson, TN
• Kelly Sculpher, CEPA, Edward Jones, Dallas, TX
• Götz Christian Sennhenn, CEPA, MacLean Financial Group, Reno, NV
• Michael Shaeffer, CEPA, Edward Jones, St. Louis, MO
• Devang Shah, CEPA, JP Morgan Chase, Brooklyn, NY
• Matthew Sheffield, CEPA, Edward Jones, Greeley, CO
• Craig Shipcott, CEPA, Edward Jones, St. Louis, MO
• Richard Shumway, CEPA, Edward Jones, Bowie, MD
• Alena Shurpita, CEPA, Annex Wealth Management, Libertyville, IL
• Kelsey Sigala, CEPA, Edward Jones, Harrisonburg, VA
• Mary Charmion Silver, CEPA, Edward Jones, Dawsonville, GA
• James Simmons, CEPA, Edward Jones, Mount Prospect, IL
• Jacob Singleton, CEPA, Edward Jones, Pace, FL
• Tom Skelley, CEPA, Trillium Wealth, Downingtown, PA
• Jeffrey Smith, CEPA, Edward Jones, Madison, IN
• Michael Smith, CEPA, Flex Wealth Management, LLC, Louisville, KY
• Kendall Snider, CEPA, Edward Jones, La Porte, IN
• Neal Soenksen, CEPA, Edward Jones, Cadillac, MI
• Stephen Sorensen, CEPA, UBS, Greenville, SC
• David Souter, CEPA, Northlight Wealth Partners, LLP, San Clemente, CA
• Jason Spanhook, CEPA, Edward Jones, Monmouth, IL
• Robert Speciale, CEPA, OEC Solutions, Rochester, NY
• Michael Spencer, CEPA, Ten Four CFO, Dallas, TX
• Neil Stalker, CEPA, Edward Jones, Cayce, SC
• Jeffrey Stefek, CEPA, Edward Jones, Pflugerville, TX
• Steven Steinbruegge, CEPA, Renaissance Financial, Phoenix, AZ
• Samuel Stockstill, CEPA, Edward Jones, Lexington, VA
• Kyle Storms, CEPA, Edward Jones, Fishers, IN
• Allison Swantkowski, CEPA, Balance Apprach, TX
• Michael Swinson, CEPA, Edward Jones, Staunton, VA
• Anthony Synegal, CEPA, WestPac Wealth Partners, Gilbert, AZ
• Yolanda Szabo, CEPA, Lane Gorman Trubitt LLC, Dallas, TX
• Ralph Taylor, CEPA, Edward Jones, Moultrie, GA
• Jordan Thayer, CEPA, Morgan Stanley, Seattle, WA
• Frederick Shawn Thielker, CEPA, Merrill Lynch, Providence, MA
• Jacob Thomas, CEPA, Fidelity Investments, Austin, TX
• Javaka Thompson, CEPA, Aggregate Wealth Strategies, Coralville, IA
• Nicole Thrift-Johnson, CEPA, Edward Jones, Huntington, IN
• Ryan Tiwari, CEPA, ASE Private Wealth, Greenville, SC
• John Tornes, CEPA, Edward Jones, Novato, CA
• Jess Troyak, CEPA, RBC Wealth Management, Minneapolis, MN
• Thomas Tucker, CEPA, Edward Jones, Ogden, UT
• Schuyler Tudor, CEPA, Edward Jones, Bigfork, MT
• Aaron VandeGuchte, CEPA, Sandhill Investment Management, Buffalo, NY
• Caryn Vedane, CEPA, Edward Jones, Spartanburg, SC
• Evan Vishion, CEPA, Capstone M&A, Clayton, MO
• Aaron Voss, CEPA, Ameriprise Financial, LLC, Minneapolis, MN
• Jason Wang, CEPA, Morgan Stanley, New York, NY
• Kariyah Ward, CEPA, Edward Jones, Atlanta, GA
• Brian Warner, CEPA, Edward Jones, Queensbury, NY
• Ronda Warrener, CEPA, Edward Jones, St. Louis, MO
• Nathan Weddle, CEPA, Raymond James, Carmel, IN
• Matthew Weiner, CEPA, Kuttin Wealth Management- Ameriprise Financial, Hauppaugge, NY
• Christopher Whitehead, CEPA, Edward Jones, Leesville, SC
• Ryan Wilkey, CEPA, Edward Jones, Henderson, KY
• Tammy Williams, CEPA, Cooke Financial Group, Indianapolis, IN
• Brad Williams, CEPA, Kentucky Business Sales, LLC, Bowling Green, KY
• Samuel Wood, CEPA, Edward Jones, Kailua, HI
• Nancy Woolver, CEPA, Eagle Strategies, Victor, NY
• Michael Wright, CEPA, Edward Jones, Indianapolis, IN
• Jason Yuhase, CEPA, Blueprint Financial, Reston, NC 

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 August 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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