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 November 2025
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.
- Greg Aagaard, CEPA, RAI Wealth, Naperville, IL
- Thomas Abildgaard, CEPA, LPL Financial, Waltham, MA
- Mark Accomando, CEPA, Summit Shore Partners, East Moriches, NY
- Matthew Adragna, CEPA, Edward Jones, Yorba Linda, CA
- Marc-Andre Alary, CEPA, Unison Workplace Strategies Inc, Dieppe, New Brunswick
- Vincent Alessi, CEPA, Edward Jones, Carlsbad, CA
- Adam Allen, CEPA, Raymond James, Greenwood, IN
- Ekua Anyanful, CEPA, EA Wealth Management, Fort Worth, TX
- Willie Arroyo, CEPA, Northwestern Mutual-Arroyo Wealth, Lake Nona, FL
- Laura Baker, CEPA, CyberWyoming, Laramie, WY
- Daniel Ball, CEPA, RBC Wealth Management, Denver, CO
- Robert Barkocy, CEPA, Assured Concepts Group, LTD., East Dundee, IL
- Cindy Barnes, CEPA, Edward Jones, Knoxville, TN
- Heather Barnett, CEPA, Hamilton, IL
- Christian Barrientos, CEPA, Property Owner Advocates, Miami, FL
- Elayna Barrison, CEPA, City National Rochdale, Lake Mary, FL
- David Barron, CEPA, DGB Growth Advisors, Ottawa, ON
- Aaron Becker, CEPA, Edward Jones, Omaha, NE
- Eric Bencivenga, CEPA, Edward Jones, Babylon, NY
- Brent Bigney, CEPA, Resolute Private Wealth, Forest, VA
- Meg Birch, CEPA, Morgan Stanley, Chicago, IL
- Priscilla Birt, CEPA, Donaldson Capital Management, Evansville, TN
- John Neville Blakemore, CEPA, APC Capital, LLC, Louisville, KY
- Marc Boisjoli, CEPA, JVM Solutions Inc., Lac-Beauport, QC
- James Boltz, CEPA, Edward Jones, Manassas, WV
- Eric Bost, CEPA, LII of Seventy2 Capital Wealth Management, LLC, Leesburg, VA
- Jasen Braun, CEPA, Jambalaya Group & Ameriprise Financial, Edina, MN
- Adam Breazeale, CEPA, Charles Schwab, San Francisco, FL
- Travis Brown, CEPA, Edward Jones, Grayslake, IL
- Connor Brown, CEPA, Morgan Stanley, Garden City, NY
- Mark Butterworth, CEPA, Butterworth Financial Group, Tulsa, OK
- Jennifer Campbell, CEPA, Venable, LLP, Newport Beach, CA
- Carl Campbell, CEPA, Yellow Cardinal Advisors, Columbus, IN
- Fernando Carrillo, CEPA, Merrill Lynch Wealth Management, Santa Rosa, CA
- Pat Casey, CEPA, Merrill Lynch, Chicago, IL
- Michael Cassidy, CEPA, Fathom Advisors, Bloomington, MN
- Edward Caulkins, CEPA, SaleEdge Advisors, Parker, CO
- Alyssa Chance, CEPA, Northwestern Mutual, Middleton, WI
- Peter Chouinard, CEPA, Burkland Associates, Larkspur, CA
- Joseph Chu, CEPA, RBC Wealth Management, Stamford, CT
- Ronald Ciminelli Jr, CEPA, Edward Jones, Rochester, NY
- Raymond Clark, CEPA, Ameriprise Financial, Lewisville, TX
- Evalyn Clark, CEPA, Clark & Associates, Lewisville, TX
- Tonyia Cleaver, CEPA, The Wealth Boutique, Chester, TX
- Dylan Cole, CEPA, Northwestern Mutual, Louisville, KY
- Dennis Coleman, CEPA, Wells Fargo Advisors, Charleston, SC
- Will Coleman, CEPA, Wells Fargo Advisors, Nashville, TN
- David Commander, CEPA, Edward Jones, Prairieville, LA
- Joshua Coniglio, CEPA, Pacific Capital, Corona, CA
- Jordan Coomes, CEPA, Edward Jones, Madisonville, KY
- Jeremy Coons, CEPA, Edward Jones, Carmel, IN
- Cavett Cooper, CEPA, Anthem Advisors, Huntsville, AL
- Karen Cooper Keith, CEPA, Pinn Cooper Financial, Beltsville, MD
- Ryan Corry, CEPA, Edward Jones, East Greenwich, RI
- Elba Corujo, CEPA, Abundancia LLC, San Juan, TX
- Bob Coston, CEPA, Edward Jones, Clearwater, FL
- Adam Crumpler, CEPA, J.P. Morgan, New York, NY
- Matthew Cunningham, CEPA, Voyage Wealth Advisory Group, Ann Arbor, MI
- Tony D'Amico, CEPA, Fidato Wealth LLC, Middleburg Heights, OH
- James Davidson, CEPA, Avant Advisory Group, Newport Beach, CA
- Alex Davison, CEPA, Inspire Confidence Group, Plattsburgh, NY
- Elizabeth Devino, CEPA, Self-Employed, Middlebury, CT
- Marcus Dickerson, CEPA, The Dickerson Group, Beaumont, TX
- Marshall Dimond, CEPA, RBC Wealth Management, Salt Lake City, UT
- Sean Dockery, CEPA, Consumers National Bank, Ravenna, OH
- Christopher Donaleski, CEPA, AIAG, The Woodlands, TX
- Kyle Doom, CEPA, Edward Jones, Frankfort, IL
- Myron Doroniuk, CEPA, Edward Jones, Etobicoke, ON
- Joan DuQuette, CEPA, RBC Wealth Management, Salt Lake City, UT
- Sean Dwyer, CEPA, Edward Jones, Lake Zurich, IL
- Kevin Dwyer, CEPA, Edward Jones, Rockford, IL
- Bruce Eckfeldt, CEPA, E&A, Fort Lee, NJ
- Timothy Edgington, CEPA, Edward Jones, Twinsburg, OH
- Hussein Elgohary, CEPA, Mercer Advisors, Scottsdale, AZ
- Douglas Elkins, CEPA, Woodmoor Advisors, Little Rock, AR
- Natalie Elser, CEPA, CPA Group, Irvine, CA
- Gabriel Eriksson, CEPA, Edward Jones, Westfield, NJ
- David Eum, CEPA, Crown Wealth Management, Costa Mesa, CA
- Jared Faris, CEPA, Faris Consulting, Denver, CO
- Lauren Fawcett, CEPA, EastWind Inc, Moncton, New Brunswick
- Fred Ferrer, CEPA, Sabre Financial Group, Katy, TX
- Gregory Lawrence Fisher, CEPA, Accelerate Business Development Services, LLC, Chaska, MN
- Chad Fitzloff, CEPA, Edward Jones, Northfield, IL
- Christian Francaviglia, CEPA, Merrill Lynch, Chicago, IL
- Will Frank, CEPA, Edward Jones, New York, NY
- Toni Frazier, CEPA, Edward Jones, Wheaton, IL
- Matthew Freeman, CEPA, Cedar Finance Group LLC, Miami, FL
- Sean Gaffey, CEPA, Merrill Lynch, New York, NY
- Pearl Galbraith, CEPA, Edward Jones, Kalispell, MT
- Joseph Galbraith, CEPA, Edward Jones, Libby, MT
- Robin Gann, CEPA, Natural State Private Wealth Group, Little Rock, AR
- Tyler Gentry, CEPA, Edward Jones, Lehi, UT
- Abigail George, CEPA, Busey Bank, Saint Louis, MO
- Timothy Gilliam, CEPA, Edward Jones, Las Cruces, NM
- Kevin Gilligan, CEPA, Wells Fargo, Annapolis, MD
- James Gillis, CEPA, JG4 Investments, Inc., Athens, GA
- Justin Goings, CEPA, Edward Jones, Luling, LA
- Steven Goldbloom, CEPA, Goldbloom Wealth Management LLC, Mercer Island, WA
- Chantell Gonzales, CEPA, Edward Jones, Austin, TX
- Matthew Goodrich, CEPA, MassMutual, Dallas, TX
- Tracey Gordon, CEPA, Teqtoniq, Vancouver, BC
- Paul Gordon, CEPA, Teqtoniq, Vancouver, BC
- Martin Gorman, CEPA, Diversified Wealth Management, St. Louis Park, MN
- Aaron Grant, CEPA, Merrill Lynch, Reno, NV
- Chris Grantham, CEPA, Edward Jones, Long Beach, MS
- Kendal Greene, CEPA, KeyGuard Equity Holdings LLC, North Bethesda, MD
- Gwen Griggs, CEPA, ADVOS legal, Ponte Verda Beach, FL
- Jim Gruber, CEPA, Novare Business Advisors, Saint Cloud, MN
- Jermaine Guthrie, CEPA, Prosperity, New York City, NY
- Kevin Hansen, CEPA, Principal Asset Management, Des Moines, IA
- Lee Harcrow, CEPA, Edward Jones, St. Louis, TX
- Kimberly Harrison, CEPA, TrailMark CFO, Paige, TX
- Nicolas Hauff, CEPA, Fillgap, Mexico City
- Rob Hawkinson, CEPA, Hawkinson & Co., Williams Bay, WI
- Casey Heathcott, CEPA, Edward Jones, Conroe, TX
- Cameron Heathcott, CEPA, Edward Jones, Conroe, TX
- Marc Henn, CEPA, Harvest Financial Advisors, West Chester, OH
- Lance Hennesay, CEPA, Principal Financial Group, Fresno, CA
- Brandi Herring, CEPA, Edward Jones, Carlsbad, NM
- Keaton Hineman, CEPA, Edward Jones, Conroe, TX
- Ron Hodge, CEPA, Valley Group Wealth Management, Terre Haute, IN
- Matthew Hoekzema, CEPA, Edward Jones, Cincinnati, OH
- Melissa Hofmeister, CEPA, Thrivent, Muskego, WI
- James Holland, CEPA, Go Blue Enterprise, Westlake Village, CA
- James Holm, CEPA, ClearCourse Wealth Advisors, Columbus, OH
- Joshua Holwerda, CEPA, Merrill Lynch Wealth Management, Austin, TX
- Xander Horwitz, CEPA, Edward Jones, Deerfield, IL
- Matt Howard, CEPA, Morgan Stanley, New York, NY
- Richard Hoy, CEPA, Consumers National Bank, Canton, OH
- Peter Hughan, CEPA, Manulife John Hancock Investments, Boston, MA
- Jeffrey Humbert, CEPA, Canandaigua Investment Services, Victor, NY
- Stephan Ihde, CEPA, Edward Jones, Asheville, NC
- Ileana Ille, CEPA, Morgan Stanley, Manchester, NH
- Gannon Irons, CEPA, Edward Jones, Harrisonburg, VA
- Einar Johnson, CEPA, Stockbridge, Phoenix, AZ
- Joel Johnson, CEPA, Delong & Brower Financial, Holland, MI
- Kathryn Johnson, CEPA, EOS Worldwide, Sioux Falls, SD
- Brittney Johnston, CEPA, Thrivent, Hiawatha, WI
- Kathleen E. Judge, CEPA, Edward Jones, St Louis, MO
- Roger Kalina, CEPA, Benchmark Financial Wealth Advisors, Boca Raton, FL
- Andrew Karasyk, CEPA, Wells Fargo, New York, NY
- Michael Kebler, CEPA, Morgan Stanley, Traverse City, MI
- Aimee Keeney, CEPA, Firenze Wealth Management, Tigard, OR
- Chris Kehoe, CEPA, R. W. Roge & Co., Bohemia, FL
- Dwayne Keller, CEPA, Keller Financial Group Inc., Camp Hill, PA
- Herbert Kelly III, CEPA, Socium Advisors - Northwestern Mutual, St. Louis, VA
- Michael Kepesky, CEPA, Raymond James, St. Petersburg, AR
- Dario Kerkez, CEPA, IHT Wealth Management, Chicago, IL
- Todd Kern, CEPA, Timberline Business Advisors, Littleton, CO
- Kevin Kettering, CEPA, Schulte and Company CPAs Inc., Fairlawn, OH
- James Kilgore, CEPA, Buckeye Wealth Partners, LLC, Dayton, OH
- Jay Kirkwood, CEPA, Secure Financial Management, San Antonio, TX
- Pearce Klevan, CEPA, Merrill, Miami, FL
- Larry Knudsen, CEPA, Hohimer Wealth Management, Seattle, WA
- Sharon Koenig, CEPA, Windy Hill Advisors, Oakland, MI
- David Kopittke, CEPA, Lighthouse Planning, Little Rock, AR
- Jack Kress, CEPA, Merrill Lynch, Vienna, VA
- Gulzat Kurmankozhoeva, CEPA, Vita Spaces, West Hills, CA
- Luke LaManna, CEPA, Founder360° Family Office, Mequon, WI
- Spencer Lambright, CEPA, Merrill Lynch, Nashville, TN
- Nicolas Lareau, CEPA, Edward Jones, Sterling, IL
- John LaVelle, CEPA, Focus Financial, Eureka, MO
- Adam Lawrie, CEPA, Charter Wealth Strategies, Troy, MI
- Leslie Layne, CEPA, Edward Jones, Birmingham, AL
- John Leary, CEPA, Edward Jones, Barrington, RI
- Jason Lee, CEPA, Exponent Prosperity Accelerator Advisors LLC, Houston, TX
- Michael Lee, CEPA, Peregrine Coaching & Talent, Brush Prairie, WA
- Junyu Li, CEPA, Exit Factor of Fort Lee, Hackensack, NJ
- Eli Loncar, CEPA, Rivertowne Advisors, Beaver, PA
- Rafael Lopez, CEPA, Sunbelt Business Brokers of Los Angeles/Whittier, Whittier, CA
- Ramon Lopez, CEPA, Edward Jones, Park Ridge, IL
- Mario Lopez, CEPA, Merrill Lynch, El Paso, TX
- Albert Lopez, CEPA, IWC, Edinburg, TX
- Jennifer Lownsbury, CEPA, Conway, Deuth & Schmiesing, PLLP, Willmar, MN
- Taylor Lundstrom, CEPA, Morgan Stanley, Chicago, IL
- Jeff Mahoney, CEPA, inFORM Financial Planning, Lakeville, MN
- Joseph Mallo, CEPA, Elite Edge Consulting Group, Stow, OH
- Gerald Maloney, CEPA, Trailhead CFO, Georgetown, PA
- Mark Mansur, CEPA, Thrivent, Cincinnati, OH
- Jason Marion, CEPA, Three Sixty Wealth Management, LLC, Bloomington, IL
- Whitney Massey, CEPA, The Reserve Investments, Newport Beach, CA
- Lester Matlock, CEPA, Ameriprise Financial, Little Rock, AR
- Russell McAlister, CEPA, Edward Jones, Richmond, KY
- David McCallum, CEPA, Wells Fargo, Charleston, SC
- Kenneth McClintock, CEPA, Touchstone Investments, Katy, TX
- Chase McClung, CEPA, Windes, Irvine, CA
- Matthew McClure, CEPA, Edward Jones, Arlington Heights, IL
- Jessica McKnight, CEPA, CarneyCo, Jamestown, NC
- Ann Marie McLaughlin, CEPA, M2M Consulting Group LLC, Jacksonville, FL
- Sarah McMullin, CEPA, McMullin Community Law, Shenandoah, TX
- Catalina Mejia-Hensel, CEPA, CrossleyShear, Merritt Island, FL
- Jay Miars, CEPA, AZCA Financial Group, Carlsbad, CA
- Amber Middleton, CEPA, Edward Jones, Richmond, KY
- John Miller, CEPA, Merrill Lynch, Winter Park, FL
- Bob Min, CEPA, Solutions Wealth Management, San Jose, CA
- Lori Morris, CEPA, AMG Wealth Advisors, Austin, TX
- Michael Morrison, CEPA, Resolute Private Wealth, Forest, VA
- Brett Michael Mossman, CEPA, My Manifest, Dublin, CA
- Sara Musch, CEPA, Edward Jones, St. Louis, IL
- Anthony Myers, CEPA, Northwestern Mutual, Downers Grove, IL
- Nathaniel Neill, CEPA, The Mather Group, Phoenix, AZ
- Stephen Neville, CEPA, Merrill Lynch / Bank of America, Florham Park, NJ
- Joey Nieto, CEPA, Edward Jones, Metairie, LA
- Erik Nilius, CEPA, Edward Jones, Huxley, IA
- Janet North, CEPA, Ameriprise Financial, Charlotte, SC
- William Oakley, CEPA, Morgan Stanley, Montgomery, AL
- Michael Oberdorf, CEPA, Triad Wealth Advisors, Sea Girt, NJ
- Erik Ochoa, CEPA, Northern Trust, San Diego, CA
- Liam O'Mara, CEPA, LPL Financial, San Diego, CA
- Candice Owens, CEPA, Blackgarden Law, Albuquerque, NM
- John Palen, CEPA, Edward Jones, St Louis, SC
- Pamela Palko, CEPA, Edward Jones, Orwigsburg, PA
- Jane Panneton, CEPA, Corcoran Consulting Group, Newport Center, VT
- Adam Parks, CEPA, Trinity Wealth Management Group, Tampa, FL
- Gerard Perillo, CEPA, Shark Team, Destin, FL
- Erik Pettine, CEPA, Edward Jones, Houston, TX
- Amanda Phillips-DeSaverio, CEPA, Wealthspire Advisors, Denver, CO
- Stephen Piacentini, CEPA, First Horizon Advisors, Memphis, TN
- Brian Pick, CEPA, Raymond James, Williamsport, PA
- Gary Pinkerton, CEPA, Paradigm Life, Salt Lake City, UT
- Michael W Pirolli, CEPA, Kahn Litwin Renza, Providence, RI
- Joseph Pisani, CEPA, Bank of Montréal, Toronto, ON
- Laurelyn Pohlmeier, CEPA, Edward Jones, Corpus Christi, TX
- Todd Polyniak, CEPA, SaxLLP, Parsippany, NJ
- Matthew Priest, CEPA, Signature Retirement Group, Overland Park, KS
- Michael Prokop, CEPA, Strategic Financial Partners, Nashville, TN
- Barbara Puttick, CEPA, Edward Jones, Brandon, Manitoba
- Sotiraq Qirjollari, CEPA, AdviceWise Financial, Safety Harbor, FL
- Karen Quintanilla, CEPA, King of Kings Firm LLC, Atlanta, GA
- Juan Quintanilla, CEPA, King of Kings Firm LLC, Atlanta, GA
- Stephen Randolph, CEPA, Edward Jones, Bristol, RI
- Ryan Rayburn, CEPA, Strategic Wealth Partners, PLLC, Plano, TX
- John Redd, CEPA, Edward Jones, Centerville, UT
- Chris Reed, CEPA, Edward Jones, Morrisville, VT
- Daniel Reese, CEPA, Avery Wealth, Inc., Jackson, MI
- Daniel Reisdorff, CEPA, Edward Jones, Arlington, WA
- Jeffrey Rislov, CEPA, Conway, Deuth & Schmiesing PLLP, Sartell, MN
- Broderick Robbins, CEPA, Merrill Lynch, Greenwood Village, CO
- Eric Robbins, CEPA, Edward Jones, Columbus, IN
- Douglas Roberts, CEPA, Edward Jones, Basking Ridge, NJ
- Kevin Rochford, CEPA, Bernstein Private Wealth Management, Chicago, IL
- Carrie Rodriguez, CEPA, Edward Jones, Rochester, NY
- Brian Roeder, CEPA, Bee Oak Partners LLC, Transworld Tri-Valley Monterey Bay, Pebble Beach, CA
- George Rosen, CEPA, Contango Investments, Inc., Orlando, FL
- Marc Rossouw, CEPA, Edward Jones, Plano, TX
- Michael Rowland, CEPA, Raymond James and Associates, Melbourne, FL
- Tara Rowlette, CEPA, Edward Jones, Hilo, HI
- Margaret Runke, CEPA, Edward Jones, Waconia, MN
- Trenton Ruxlow, CEPA, Edward Jones, McPherson, KS
- Michael Ryan, CEPA, Triton Wealth, Aitkin, MN
- William Ryon, CEPA, Ryon Wealth Strategies, Stevensville, MD
- Angel Saczko, CEPA, Edward Jones, Hermantown, MN
- Jeffrey Sahm, CEPA, Morgan Stanley, Clayton, MO
- Ecklyn Salazar, CEPA, Sunsets Financial Services, Inc., El Paso, TX
- Greg Salvatore, CEPA, Equitable Advisors, Crown Point, FL
- Jeff Sanders, CEPA, Harwood Advisors LLC, Saint Louis, MO
- Travis Schiele, CEPA, Aldrich Wealth LP, Lake Oswego, ID
- Brock Schimbeno, CEPA, Blackmore Financial Solutions, Bozeman, MT
- Micah Schmidt, CEPA, Prime Financial, Overland Park, MO
- Ryan Schmitt, CEPA, GSG Wealth Management, Evansville, IN
- Joseph Schreiner III, CEPA, Smart Financial Planning, Orlando, FL
- Jonathan Schubert, CEPA, Resolute Private Wealth, Forest, VA
- Seth Schuett, CEPA, Edward Jones, Golden Valley, MN
- Robb Scott, CEPA, Mariner, Boston, MA
- Jeff Shallow, CEPA, DealBridge Advisors LLC, Broomall, PA
- John Shibles, CEPA, Triad Wealth Advisors, Sea Girt, NJ
- Dalton Shotwell, CEPA, Edward Jones, Odessa, TX
- Henry Silva, CEPA, Apollon Wealth, Aventura, FL
- E. Justin Simone, CEPA, Ameriprise Financial, Providence, RI
- Connor Simpkins, CEPA, Edward Jones, Holland, MI
- Jacob Sinderman, CEPA, Edward Jones, Denver, CO
- James Smith, CEPA, Ascension Advisors, LLC, Steeleville, IL
- Emily Spriggs, CEPA, Edward Jones, St. Louis, MO
- Taylor Starnes, CEPA, Edward Jones - Taylor Starnes, Hempstead, TX
- Daniel Stelling, CEPA, Synovus, Atlanta, GA
- Jeremy Stephens, CEPA, Wells Fargo Advisors, Nashville, TN
- Michael Stevens, CEPA, Merrill Lynch, Albuquerque, NM
- Eric Tashlein, CEPA, OES Wealth Partners, LLC, Madison, CT
- Andre Thickening, CEPA, BDO USA, Philadelphia, PA
- Keith Thieman, CEPA, River Cities Financial Services, Marietta, OH
- Scott Thoma, CEPA, Edward Jones, St. Louis, MO
- Jill Tichenor, CEPA, Delap LLP, Lake Oswego, OR
- Jeffrey Tidwell, CEPA, Merrill Lynch, Rehoboth Beach, DE
- Joseph Timm, CEPA, Edward Jones, LaBelle, FL
- Nitinant Trongtrairat, CEPA, iWS Wealth Advisory, Bangkok, Bangkok
- Shawn Valukas, CEPA, UBS Financial Services, Chicago, TN
- Jessica Vets, CEPA, Edward Jones, Seattle, WA
- Dan Walkowski, CEPA, Transworld Business Advisors of Portland, Portland, OR
- Jonathan Wax, CEPA, Waller & Wax Advisors, Tampa, FL
- Adam Wayne, CEPA, Wayne Financial Management, Waxahachie, TX
- Coleman Webb, CEPA, Wells Fargo Advisors, Portland, OR
- Justin Webb, CEPA, Wells Fargo, Nashville, TN
- Ron Wenang, CEPA, 88 Advisors, Tampa, FL
- Alyssa Wetterlund, CEPA, Ameriprise - Clark & Associates, Lewisville, TX
- Leah Wetzel, CEPA, RBC Wealth Management, Sewickley, PA
- Nathan Wheeler, CEPA, The Miliare Group, Colorado Springs, CO
- Edwin Todd White, CEPA, ClearPeg LLC, Sugar Land, TX
- Vickie Wicks, CEPA, Edward Jones, Lake Charles, LA
- Jesse Wideman, CEPA, Zenith Wealth Partners, Philadelphia, NC
- David Wiebe, CEPA, Edward Jones, Brandon, Manitoba
- Hope Wilden, CEPA, Merrill Lynch, Lexington, KY
- Dustin Wilder, CEPA, Raymond James & Assoc., Bluffton, SC
- Andrea Williamson, CEPA, Edward Jones, Armonk, NY
- Hayden Willner, CEPA, Carson Wealth, Minneapolis, MN
- Christopher Wilsbach, CEPA, NAI CIR, Wormleysburg, PA
- Shane Wolden, CEPA, The Partner's Group, Minneapolis, MN
- Vernon Wong, CEPA, FHB, Honolulu, HI
- Mark Woodburn, CEPA, Edward Jones, Scottsdale, AZ
- Christopher Wrench, CEPA, Comerica Private Wealth, Raleigh, NC
- Ravi Yeleswarapu, CEPA, Addison, IL
- Wyn Yelin, CEPA, Edward Jones, Boynton Beach, FL
- William Young, CEPA, Edward Jones, Madisonville, KY
- Keith Young, CEPA, Sunbelt Business Brokers, Houston, TX
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 November 2025 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.