321 CEPAs Join the EPI Network in January 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 January 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.

• Adam Beaty, CEPA, Bullogic Wealth Management, Pearland, TX
• Adam LaSacco, CEPA, Morgan Stanley, Phoenix, AZ
• Adam Tarver, CEPA, Parish Wealth, Thibodaux, LA
• Agatha Viernes, CEPA, Bank of Hawaii, Honolulu, HI
• Aimee Reavling, CEPA, Blue & Co, LLC, Carmel, IN
• Al Nicolosi, CEPA, LPL Financial, Hobe Sound, FL
• Alexander Austin, CEPA, Prince George's Chamber of Commerce, Bowie, MD
• Alexis Bullard, CEPA, Northwestern Mutual, Jacksonville, FL
• Ali Carbo, CEPA, Copeland Buhl & Company, Plymouth, MN
• Alissa Todd, CEPA, The Wealth Consulting Group, Los Angeles/San Diego, CA
• Amber Knips, CEPA, Edward Jones, Worthington, MN
• Andres Daniel Thimann, CEPA, Merrill Lynch , Miami, FL
• Andrew Coats, CEPA, Edward Jones, Reston, VA
• Andrew Hoffmeyer, CEPA, Hoffmeyer Wealth Management, Fort Collins, CO
• Andrew Larned, CEPA, Columbus Capital, New Albany, OH
• Andrew Moulton, CEPA, FPG Private Wealth, Carmel, IN
• Andrew Tenaglia, CEPA, TC Financial, Roseville, CA
• Angela Ellison, CEPA, Merrill Lynch, Washington, DC
• Angela Parra-McNeely, CEPA, Cetera Advisors LLC, Las Cruces, NM
• Anne Gouthro, CEPA, Napier Financial, Braintree, MA
• AshLee Knopp, CEPA, Edward Jones, Columbia, TN
• Austin Boniface, CEPA, Legacy Capital Wealth, Forest Lake, MN
• Austin Storck, CEPA, Borza Storck Wealth Management of Raymond James, Virginia Beach, VA
• Basam Malik, CEPA, Rehmann, Lansing, MI
• Ben Majhor, CEPA, Rohloff Associates LLC, Oakdale, MN
• Benjamen Sisk, CEPA, Edward Jones, Minooka, IL
• Benjamin Dodd, CEPA, Edward Jones, Eagle, CO
• Benjamin Lewis, CEPA, Edward Jones, Westminster, SC
• Benjamin Paulding, CEPA, Freidel & Associates, LLC, Rapid City, SD
• Benjamin Smith, CEPA, GPC Group, Spartanburg, SC
• Benjamin Sullivan, CEPA, STI Capital Partners, LLC, Shoal Creek, AL
• Bernard Franko, CEPA, Edward Jones, Greensboro, NC
• Betsy Westhafer, CEPA, The Congruity Group, Springboro, OH
• Billy Hearth, CEPA, Edward Jones, Bolingbrook, IL
• Blaine Johnson, CEPA, BLF Management Consulting, San Francisco, CA
• Bob Brennan, CEPA, Edward Jones, Downers Grove, IL
• Bradford Guess, CEPA, Consumers National Bank, Canton, OH
• Bradley Dumas, CEPA, Key Private Bank, Westlake, OH
• Brandon Leonard, CEPA, Huddleston & Associates, Greenville, SC
• Brandon Mesanovic, CEPA, Corinne Alpha Capital, Clarence Center, NY
• Brent Boden, CEPA, Corient, Cincinnati, OH
• Brett Bringuel, CEPA, Cast Ahead Wealth Management, Peachtree City, GA
• Brian Moles, CEPA, Edward Jones, Stratford, CT
• Brian Sacks, CEPA, Oppenheimer & Co. Inc, Houston, TX
• Brian Sanford, CEPA, Union Street Financial, Kennett Square, PA
• Briana Morris, CEPA, Edward Jones, Scottsdale, AZ
• Caleb Byrd, CEPA, M.C. Byrd Wealth Management, Bellville, TX
• Carly Main, CEPA, Edward Jones, Camp Hill, PA
• Chad Weigle, CEPA, Rock River Wealth Management, Dixon, IL
• Charles Bock, CEPA, Edward Jones, Marion, IN
• Charles Carson, CEPA, Merrill Lynch, Garden City, NY
• Charles Vail, CEPA, Bank of America Merrill Lynch, Summit, NJ
• Charlie Mouaikel, CEPA, RBC, Watertown, NY
• Cheryl Heller, CEPA, Pillar One Consulting, Gaithersburg, MD
• Chris Goeglein, CEPA, True North Strategic Advisors, LLC, Fort Wayne, IN
• Chris Hall, CEPA, Hall Financial Advisors, Marietta, OH
• Chris Phalon, CEPA, Edward Jones, Naperville, IL
• Chris Velasco, CEPA, Edward Jones Canada, Prince George, BC
• Christian Rowe, CEPA, Thrivent, Saint Louis, MO.
• Christoph Stadler, CEPA, Edward Jones, St. Louis, MO.
• Christopher Barry, CEPA, Thrivent, Minneapolis, MN
• Christopher Brison, CEPA, Huntington National Bank, Cincinnati, OH
• Christopher Dillon, CEPA, UBS, Boston, MA
• Christopher Hokokian, CEPA, Merrill Lynch Wealth Management, La Jolla, CA
• Christopher Jewett, CEPA, Edward Jones, Lexington, SC
• Christopher Walker, CEPA, Ameriprise Financial, Inc., Perrysburg, OH
• Cody Sevier, CEPA, Edward Jones, Glendive, MT
• Colby Scorse, CEPA, Edward Jones, Nixa, MO
• Cole Leonida, CEPA, John Moore Associates, Scottsdale, AZ
• Connie Williams, CEPA, Connie Williams, Highlands Ranch, CO
• Connor Barnes, CEPA, RBC Wealth Management, Bel Air, MD
• Courtney Bernhard, CEPA, Performance Brokerage Services, Tampa, FL
• Craig Jamison, CEPA, Edward Jones, Bentonville, AR
• Craig Langhofer, CEPA, Edward Jones, New Carlisle, IN
• Craig Miyamoto, CEPA, Edward Jones, Woodland, CA
• Cristina Curiale, CEPA, Raymond James, Paramus, NJ
• Crystal Wilson, CEPA, Good Apple, Boise, ID
• Dalton Lewis, CEPA, Edward Jones, Union City, TN
• Dane Beiser, CEPA, Thrivent Financial, Alton, IL
• Dane Winter, CEPA, Sindrich and Associates, Denver, CO
• Daniel Galante, CEPA, Edward Jones, Tulsa, OK
• Daniel Gordon, CEPA, PCO Bookkeepers, Palm Beach Gardens, NJ
• Daniel Richburg, CEPA, Edward Jones, Amarillo, TX
• Daniel Sandefur, CEPA, Edward Jones, Saint Louis, MO
• Daniel Stoops, CEPA, Portland, OR
• Danny Anderson, CEPA, Longwise Wealth Partners (Northwestern Mutual), Lakewood, CO
• Dante Coppola, CEPA, Napier Financial, Braintree, MA
• Darrick Munsch, CEPA, Edward Jones, Neenah, WI
• David Baum, CEPA, Edward Jones, Brooklyn, NY
• David Henry, CEPA, Blue Ridge Associates, Wake Forest, NC
• David Little, CEPA, City National Rochdale, New York, NY
• David Miller, CEPA, Ocean View Financial & Insurance Services, La Jolla, CA
• David OMalley, CEPA, Edward Jones, Palm Beach, FL
• David Simpson, CEPA, Hohimer Wealth Management, Seattle, WA
• Denise Houghtaling, CEPA, Southern Country Business Advisors, Saint James City, FL
• Dennie Foss, CEPA, Edward Jones, Portsmouth, NH
• Diego Garcia, CEPA, Edward Jones, Scottsdale, AZ
• Dineen Hughes, CEPA, Oppenheimer & Co. Inc., The Woodlands, TX
• Drake Sacks, CEPA, Oppenheimer & Co. Inc., The Woodlands, TX
• Drew Heinold, CEPA, Edward Jones, Charleston, SC
• Dustin Ramey, CEPA, Edward Jones, Raymond, NH
• Elise Frank, CEPA, Edward Jones, Bar Harbor, ME
• Elise Goldberg, CEPA, Forest Hills Financial Group, New York, NY
• Ellen Brunker, CEPA, UBS, Jackson, WY
• Ellen Osthus, CEPA, Truman Wealth Advisors, Columbia, MO
• Eric Hanson, CEPA, Raymond James, Bethesda, MD
• Eric Schnyder, CEPA, Edward Jones, St. Louis, MO
• Erica Pu, CEPA, MassMutual South California, Newport Beach, CA
• Esther Aguilera, CEPA, Ayrie Soar, LLC, Silver Spring, MD
• Francine Price, CEPA, U.S. Bank, Cleveland, OH
• Frank Albanese, CEPA, RBC Wealth Management, Syracuse, NY
• Frank Federici, CEPA, Merrill Lynch, Stamford, CT
• Frank Scalise, CEPA, FocusCFO, Rocky Hill, CT
• Fred Ymker, CEPA, Legacy Wealth Group, Sioux Falls, SD
• Gabriel Nelson, CEPA, Edward Jones, Overland Park, KS
• Gage Kennedy, CEPA, Aristata Financial, Wichita, KS
• Gregory Katulka, CEPA, Merrill Lynch, Gainesville, GA
• Gregory Marsh, CEPA, Edward Jones, Weddington, NC
• Gregory Younts, CEPA, Murphy Business & Financial, Marietta, GA
• Gwen Taniguchi, CEPA, Peek Advisory Group, TX
• Hank Adams, CEPA, Hightower Signature Wealth, Mandeville, LA
• Hays Evans, CEPA, Clover Capital Partners, Atlanta, GA
• Isaac Bradley, CEPA, Baird, Penrose, NC
• Jacalin Ascough Russo, CEPA, PNC Bank, Tampa, FL
• Jack Furlong, CEPA, Ameriprise Financial, Hibbing, MN
• Jacob Lytle, CEPA, Intrepid Capital Management, Jacksonville Beach, FL
• Jacqueline Kuiper, CEPA, The Founders Office, Reno, NV
• Jaimin Garabedian, CEPA, Assurance Wealth Management, The Woodlands, TX
• James Hammerstedt Jr, CEPA, Fabietti, Hale, Hammerstedt, & Powers, PA, Egg Harbor Township, NJ
• James Hammerstedt Sr, CEPA, Fabietti, Hale, Hammerstedt, & Powers, PA, Egg Harbor Township, NJ
• James Pipino, CEPA, Edward Jones, Warren, OH
• James Selu, CEPA, Palm Coast Wealth Management, Westlake Village, CA
• James Tatem, CEPA, Transworld Business Advisors, Greenville, SC
• James William Karbach, CEPA, Navigator 267, Inc., Daleville, VA
• Jamison Edlund, CEPA, CorTrust Wealth Management, Delano, MN
• Janine Millensifer, CEPA, Morgan Stanley, New York, NY
• Jason Pettner, CEPA, Raymond James, Cranberry Township, PA
• Jason York, CEPA, Trust Company of North Carolina, Cary, NC
• Jay Mehta, CEPA, Veraz, San Ramon, CA
• Jed Moore, CEPA, Manulife John Hancock Investments, Boston, MA
• Jeffrey Hendel, CEPA, Hendel Wealth Management Group, Smithtown, NY
• Jeffrey King, CEPA, Raymond James, West Conshohocken, PA
• Jeffrey Mumper, CEPA, Jeff and Kim Mumper, Cincinnati, OH
• Jelena Sanja, CEPA, Blue & Co LLC, Lexington, KY
• Jennifer Ahern, CEPA, Tryon & Co, Newport Beach, CA
• Jennifer Barrett, CEPA, Edward Jones, Baton Rouge, LA
• Jennifer Phillips, CEPA, Encore Capital Wealth, Mt. Pleasant, SC
• Jennifer Piper, CEPA, Volare Ai, Zephyr Cove, NY
• Jennifer Reddinger, CEPA, Ameriprise Financial, Pittsburgh, PA
• Jerry David, CEPA, Prescient Financial Solutions, Milwaukee, WI
• Jessica Lepore, CEPA, New York Life, Victor, NY
• Joel Bird, CEPA, Legacy Financial Partners, Bismarck, ND
• Joel Gardner, CEPA, Consolidated Planning, Charlotte, NC
• Joesph Trovato, CEPA, Trovato Wealth Management, Bakersfield, CA
• John Berger, CEPA, Chill Tech / Cool Werx, Glendale, AZ
• John Chiappetta, CEPA, Kaizen Financial Partners, Kenosha, WI
• John Gross, CEPA, Driving Change, Inc, Washington, MO
• John Millhouse, CEPA, John Millhouse CPA, Santa Fe, NM
• John Negrete, CEPA, Merrill Lynch, Napa, CA
• John Ta, CEPA, Castlewatch Wealth, Glendale, CA
• John Thompson, CEPA, Edward Jones, Madison, GA
• John Wilson, CEPA, Ameriprise Financial, Tucson, AZ
• Jon Saleem, CEPA, RBC Wealth Management, Houston, TX
• Jonathan Beuoy, CEPA, Morgan Stanely, Huntsville, AL
• Jonathan Paramore, CEPA, StoneBridge CFO LLC, Birmingham, TN
• Jonathan Stanley, CEPA, Raymond James, Myrtle Beach, SC
• Jonathan Thornberry, CEPA, Baird Wealth Management, Fort Wright, KY
• Jose Garcia, CEPA, UBS Financial Services, Miami, FL
• Joseph OKrepky, CEPA, Edward Jones, Oak Park, IL
• Joseph Ortiz, CEPA, Edward Jones, Palm Springs, FL
• Joseph Perino, CEPA, Edward Jones, Elmwood Park, IL
• Josh Franken, CEPA, LVZ Inc, Holland, MI
• Joshua Fuller, CEPA, Fuller's Collision Center, Auburn, MA
• Joshua Gay, CEPA, Mass Mutual, Lake Oswego, OR
• Joshua Reyes, CEPA, RBC Rochdale, Beverly Hills, CA
• Julia Carlson, CEPA, Financial Freedom Wealth Management Group, LLC, Newport, OR
• Justin Clapsaddle, CEPA, NC
• Justin Machado, CEPA, Jeremy A Johnson, CPA, Fort Worth, TX
• Karthik Muraliraj, CEPA, MPACT Financial Group, Dallas, TX
• Kathryn Snyder, CEPA, FirstBank Investment Partners (Raymond James), Dickson, TN
• Kathrynanne Powell Hinitz, CEPA, The Founder's Office, Reno, NV
• Katie Horton, CEPA, Legacy Planning Advisors, LLC, New Castle, DE
• Kenneth Jones, CEPA, Edward Jones, Mocksville, NC
• Kenneth Nesselroad, CEPA, Northpointe Wealth Management, Zanesville, OH
• Kevin Curley, CEPA, Clearfront Advisory, Dallas, TX
• Kevin Stophel, CEPA, Kumquat, Chattanooga, TN
• Kia Coleman, CEPA, Edward Jones, Lansdale, PA
• Kim Sherman, CEPA, B2B CFO, Pennington, NJ
• Korey Grow, CEPA, Summit Financial Group, Fort Wayne, IN
• Kurt Niebuhr, CEPA, Edward Jones, Olathe, KS
• Kurtis Medeiros, CEPA, Stone House Investment Management, Clarks Summit, PA
• Lance Ihry, CEPA, Edward Jones, Fargo, ND
• Laura Harkort, CEPA, Edward Jones, Salt Lake City, UT
• Lauren Williams-Kirsch, CEPA, Edward Jones, Waconia, MN
• Laurie Martin, CEPA, Pitcairn Wealth Advisors, Conshohocken, MD
• Laurin Johnson, CEPA, MB Law Firm Consulting, LLC, Marblehead, MA
• Leigh Lyon, CEPA, Edward Jones, Sanford, FL
• Leslie Hurm, CEPA, Breakwater Accounting + Advisory, Wilmington, MD
• Levi Gentry, CEPA, Edward Jones, Yakima, WA
• Lincoln Franke, CEPA, Blue Ridge Associates, Centennial, CO
• Linda Suraci, CEPA, Morgan Stanley, Chicago, IL
• Lisa Howe, CEPA, NEST Capital, Troy, OH
• Llester Noisom, CEPA, Noisom Wealth Management, Miami, FL
• Logan Bowles, CEPA, Edward Jones, Manitowoc, WI
• Logan Youngblood, CEPA, Edward Jones, Brooklyn, NY
• Lucas Austin, CEPA, WestPac Wealth Partners, Kansas City, MO
• Mai Luc, CEPA, Edward Jones, St. Louis, MO
• Marcus Winfrey, CEPA, Exit Factor of Livonia, Livonia, MI
• Maria Hernandez Huerta, CEPA, Truman Wealth Advisors, Columbia, TN
• Mark Basile, CEPA, SouthBridge Exit Consulting, Bay Shore, NY
• Mark Ferris, CEPA, UBS, Boston, MA
• Mark Robinson, CEPA, Pitcairn, Conshohocken, PA
• Mark Schumacher, CEPA, Edward Jones, Lincoln, CA
• Marty McMahon, CEPA, Edward Jones, Windsor, FL
• Mary Berns, CEPA, Salon Spa Connection, Oconomowoc, WI
• Mary Coats, CEPA, Edward Jones, Fairfax, VA
• MaryRose Clarke, CEPA, Exit Factor of Tysons Corner, Vienna, VA
• Matt Patterson, CEPA, Edward Jones Canada, Sutton West, ON
• Matt Snowden, CEPA, The Mahoney Group, Phoenix, AZ
• Matthew Berquist, CEPA, Intrepid Capital, Jacksonville Beach, FL
• Matthew Carpenter, CEPA, Edward Jones, Conway, AR
• Matthew Hertig, CEPA, Unity Enterprise Solutions, Kennesaw, KS
• Matthew Knell, CEPA, Alaska Wealth Advisors, Anchorage, AK
• Matthew Lichtenstein, CEPA, Edward Jones, Bridgeville, PA
• Matthew Tremaine, CEPA, Ameriprise Financial, Pittsburgh, PA
• Megan Rehill, CEPA, Rioga Capital LLC, Long Branch, NJ
• Melanie Alexandra Velez, CEPA, Merrill Lynch, Guaynabo, PR
• Melinda McCubbin, CEPA, Truman Wealth Advisors, Columbia, MO
• Michael Andrew Clancy, CEPA, Orion Advisors (FocusCFO), Kennett Square, PA
• Michael Bailey, CEPA, ClearEdge Private Wealth, Alta Loma, CA
• Michael Clayton, CEPA, Harford Financial Group, Bel Air, MD
• Michael Esser, CEPA, Edward Jones, Durham, NC
• Michael Joyce, CEPA, Taylor Associates, Charlottesville, VA
• Michael Koch, CEPA, RKL LLP, Lancaster, PA
• Michael Nulicek, CEPA, Edward Jones, Downers Grove, IL
• Michael Rangel, CEPA, Broadway Bank Wealth Management, San Antonio, TX
• Michelle Ford, CEPA, LifeLong Financial Corp, New Hope, PA
• Michelle Grippi Baker, CEPA, Northwestern Mutual, Jacksonville, FL
• Mike Wolfgang, CEPA, Spearpoint Coaching, St Paul, MN
• Mikki Drake, CEPA, Edward Jones, Mount Vernon, WA
• Mitch Faulkner, CEPA, Nichols Wealth Partners, Boca Raton, FL
• Mitchel Skyer, CEPA, AFI Strategic Partners LLC, Johns Creek, GA
• Nathan Baumann, CEPA, LVZ Financial Planning, Holland, MI
• Nicholas Bednarczyk, CEPA, MissionBridge Wealth, Coon Rapids, MN
• Nicholas Katzaroff, CEPA, UBS Financial Services, Irvine, CA
• Nicholas Lonski, CEPA, Edward Jones, Sidney, MT
• Nicholas Stebner, CEPA, McKinley Carter Wealth Services, Wheeling, WV
• Nick Auger, CEPA, Everspring Wealth, Scarborough, ME
• Nivine Woods, CEPA, NBW Solutions, Wildwood, MO
• Norman Auger, CEPA, Alta Strada, Lincoln, NE
• Oladapo Shobowale, CEPA, Edward Jones, Plano, TX
• Patrick Giamanco, CEPA, Edward Jones, St. Louis, CA
• Patrick Searle, CEPA, Bali Capital Connect, Denpasar, ENG
• Paul Baader, CEPA, Heritage Financial Consultants, Hunt Valley, MD
• Paul Lee, CEPA, Edward Jones, Fredericksburg, VA
• Paul Phillips, CEPA, Lloyds Corporate Brokers, Mornington, VIC
• Paul Sandberg, CEPA, Focal Point, Pittsburgh, PA
• Phuong Quach, CEPA, Animo Advisors, Santa Clara, CA
• Rachel Cohen, CEPA, Morgan Stanley, West Conshohocken, PA
• Rajdeep Chatterjee, CEPA, Carver Financial Services, Mentor, OH
• Ramiro Paz, CEPA, Thrivent - Ramiro Paz, West Bend, WI
• Ramon Delgadillo, CEPA, Morgan Stanley, Scottsdale, AZ
• Randolph Daniels, CEPA, JDK Wealth Advisors, San Antonio, TX
• Raymond Sura, CEPA, Fulton Financial Advisors - Raymond James, Jackson, NJ
• Rebecca Smith, CEPA, Owners in Honor, Archer, FL
• Renee McLeod, CEPA, Merrill Lynch, Pierce, Fenner & Smith Inc, Napa, CA
• Richard Warner, CEPA, Warner Financial, Auburn, NE
• Robert Alaniz, CEPA, Raymond James, San Antonio, TX
• Robert Durkin, CEPA, William Blair, Boston, NH
• Robert Willis, CEPA, The Law Offices of Robert J. Willis, Cleveland, OH
• Rodney Deloe, CEPA, MFG Tax Services, LLC, Canonsburg, PA
• Ronald Garrison, CEPA, Morgan Stanley, Orlando, FL
• Ross Christiansen, CEPA, Pacific Advisors, Irvine, CA
• Ross Evans Jr., CEPA, Edward Jones, Mt. Pleasant, SC
• Ryan Hazard, CEPA, Huntington National Bank, Cincinnati, OH
• Rylan Rozell, CEPA, The Ameriflex Group, Whitefish, MT
• Salvadore Miletello, CEPA, Merrill Lynch, Shreveport, LA
• Samantha Bowling, CEPA, GW CPA LLP, Prince Frederick, MD
• Samuel Oakey, CEPA, RBC Wealth Management, Roanoke, VA
• Samuel Villarreal, CEPA, Broadway Bank, San Antonio, TX
• Sean Scope, CEPA, TSP Family Office, Vero Beach, FL
• Shad Shriver, CEPA, Edward Jones Investments, Grants Pass, OR
• Sharon Lu, CEPA, L&Y Global Consulting LLC, New York, NY
• Sharon McKarns, CEPA, McKarns & Associates, Tempe, AZ
• Shawn Faurote, CEPA, Edward Jones, Thornton, CO
• Shawn Gibbs, CEPA, Edward Jones, St Louis, MO
• Sheri Pan, CEPA, Pantheon Wealth Planning, San Jose, CA
• Simon Hamilton, CEPA, Raymond James & Associates, Reston, VA
• Skyler Duncan, CEPA, Merrill Lynch, Asheville, NC
• Steve Boots, CEPA, Baird, Cookeville, TN
• Susanne Thalman, CEPA, Edward Jones, Park City, UT
• Tali Levin, CEPA, Transworld Business Advisors of Colorado, Greenwood Village, CO
• Tamara Uribe, CEPA, Edward Jones, Lincoln, NE
• Taylor Sohns, CEPA, LifeGoal Investments, Saratoga Springs, NY
• Teni Shahnazarian, CEPA, My 360 Wealth Management Group, Glendale, CA
• Tessa Alves Fortes, CEPA, Good Apple, Boise, ID
• Thad Rhodes, CEPA, Edward Jones, Biloxi, MS
• Theodore Burgoon, CEPA, Edward Jones, St. Louis, IN
• Thomas Cox, CEPA, Cox, Klugh & Company, LLC, Anderson, SC
• Thomas Dixon, CEPA, Merrill Lynch, Kingsport, TN
• Thomas Herlihy, CEPA, Means Wealth Management, Bangor, ME
• Thomas Martin, WMCP®, CEPA®, CEPA, Martin Strategic Wealth LLC, North Haven, CT
• Timothy Albergotti, CEPA, The Templeton Group, Columbia, SC
• Timothy Dixon, CEPA, Morgan Stanley, Boise, ID
• Timothy Graham, CEPA, Edward Jones, Saint Louis, MO
• Trever Christian, CEPA, Freedom Financial Partners, Oakdale, MN
• Trevor Bonnell, CEPA, Box Trotter Inc., Ocala, FL
• Troy Bergeron, CEPA, Edward Jones, St. Louis, MO
• Troy Okumura, CEPA, Animo Advisors, Santa Clara, CA
• Wesley Hoppe, CEPA, Triton Wealth, Aitkin, MN
• Whitney Harper, CEPA, ADVOS, Ponte Vedra Beach, FL
• William ( Bill) Whichard, CEPA, Whichard Woolard & Mitchell Wealth Management, Elizabeth City, NC
• William (Joey) Dunbar, CEPA, Merrill Lynch, Mandeville, LA
• William DiMaio, CEPA, Parker River Ventures, Atlanta, GA
• William Godines Castro, CEPA, Capstone Financial Group, Irvine, CA
• William Obrien, CEPA, Morgan Stanley, Chicago, IL
• William Roebuck, CEPA, William Roebuck - Thrivent, Cleveland, TN
• William Whichard III, CEPA, Whichard Woolard & Mitchell Wealth Management, Elizabeth City, NC
• Yashi Poole, CEPA, Merrill Lynch, Pierce, Fenner & Smith Inc, Seattle, WA
• Yekaterina Shkolnik, CEPA, JPMorgan Wealth Management, Brooklyn, NY
• Zachary Flechtner, CEPA, Manulife John Hancock Investments, Boston, MA

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 January 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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