379 CEPAs Join the EPI Network in January 2025

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 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.

• Kristin Abel, CEPA, Boutique Fitness Broker, Houston, TX
• Michael Acosta, CEPA, Genesis Wealth Planning, LLC, Charlotte, NC
• Thomas Addison, CEPA, Addison Strategic Advisory, Richmond, VA
• Maile Aiwohi, CEPA, Morgan Stanley, Orlando, FL
• Robert Alexandrovic, CEPA, Merit Financial Advisors, Denver, CO
• Nicolas Allen, CEPA, Ameriprise Financial, Fresno, CA
• Jayson Astel, CEPA, Edward Jones, Westfield, NJ
• Kerri Austwick, CEPA, Edward Jones, Taylorville, IL
• William Avery, CEPA, UBS Financial Services, Inc., Detroit, MI
• Caleb Bagwell, CEPA, Eversource Wealth Advisors, Homewood, AL
• Michael Bain, CEPA, Edward Jones, Cresskill, NJ
• Rachel Baldwin, CEPA, Edward Jones, Gibsonville, NC
• Michael Ball, CEPA, Edward Jones, Apollo Beach, FL
• Joshua Baltzer, CEPA, Monarch Wealth Advisors, Wayzata, MN
• Zuzana Balzerova, CEPA, Edward Jones, Loveland, CO
• Harrison Barresi, CEPA, City National Bank, New York, NY
• Andrew Bartholomew, CEPA, Ignite the Light, LLC, Colorado Springs, CO
• Robert Bedritis, CEPA, Oswego Private Wealth Management, LLC, Lake Oswego, OR
• Royce Belcher, CEPA, Royce A Belcher CPA, Lebanon, TN
• Laura Beldin, CEPA, B&L Wealth Group, McLean, VA
• Tim Beldner, CEPA, Mint Hill Wealth, Mint Hill, NC
• Robert Bell, CEPA, Copper & Friant, Fresno, CA
• Ryan Bennett, CEPA, Delaware Valley Development Company, Wilmington, NJ
• Josh Bennett, CEPA, Lifeworks Advisors, LLC, Indianapolis, IN
• Hyun Berkley, CEPA, Edward Jones, Clifton, NJ
• Stojanka Berry, CEPA, Exit Planning Institute, Cleveland, OH
• Bryan Bibbo, CEPA, JL Smith Holistic Wealth Management, Avon, OH
• James Bishop, CEPA, Morgan Stanley, Columbus, OH
• Sonja Bjork, CEPA, CSV Financial Advisors, Golden Valley, MN
• Jessica Bole, CEPA, Huntington National Bank, Pittsburgh, PA
• Charles Boles, CEPA, Self-Employed, Chatham, NJ
• Dennis Booker, CEPA, BIP Wealth, Alpharetta, GA
• Nicole Borger, CEPA, JPMorgan, Washington, DC
• Christopher Bostock, CEPA, Edward Jones, Revelstoke, British Columbia
• Matthew Bouts, CEPA, Journey Well Financial Partners, Wayzata, MN
• Blaine Bowers, CEPA, Bowers Private Wealth Management, Raleigh, NC
• Heath Bowling, CEPA, Edward Jones, Paducah, KY
• Joel Boyce, CEPA, EPIC Wealth Partners, Westlake Village, CA
• Jacqueline Braddock, CEPA, Edward Jones, Pampa, TX
• Chase Breeden, CEPA, Edward Jones, Raleigh, NC
• Courtney Breen, CEPA, Merrill lynch, San Diego, CA
• Drew Britt, CEPA, ClearTrust Wealth Advisors, Franklin, TN
• Christopher Brown, CEPA, LifeTrust Wealth Advisors, Franklin, TN
• Robert Brown, CEPA, Thrivent Financial, Tipp City, OH
• Christopher Bruce, CEPA, Raymond James, Coral Gables, FL
• Libby Brunell, CEPA, Cascadia Management Group, Missoula, MT
• Trey Buckland, CEPA, Edward Jones, Denver, CO
• Aaron Buczek, CEPA, Raymond James, Newton, MA
• Keri Burton, CEPA, Morgan Stanley, Wayzata, MN
• Pete Bush, CEPA, Horizon Financial Group, Baton Rouge, LA
• Aldo Cabrini, CEPA, Thrivent Financial, Meridian, ID
• Christian Calabro, CEPA, Innovative Financial Concepts, LLC, Fort Lauderdale, FL
• John Campbell, CEPA, Northern Trust, Scottsdale, AZ
• Paul Capuzziello, CEPA, Mariner Private Wealth Management, Boca Raton, FL
• Sabrina Carlson, CEPA, Edward Jones, Flagstaff, AZ
• Adam Cary, CEPA, CaryMillar PC, Peoria, AZ
• Jeff Cary, CEPA, Charles Schwab, Phoenix, AZ
• William B. Cassidy, CEPA, Spence, Cassidy & Associates, Scottsdale, AZ
• Carrie Castino, CEPA, Stationery Express, Belleville, MI
• Sarah Cecil, CEPA, Edward Jones, Seattle, WA
• Ricardo Cevallos, CEPA, 1st Estate Planning PLLC, McKinney, TX
• Julia Chase, CEPA, UBS Financial Services, Inc., Weehawken, NJ
• Robert Chatterton, CEPA, Chatterton and Associates, Anaheim, CA
• Jonathan Chen, CEPA, Blue Tide Catalysts, Belmont, MA
• Steve Chenoweth, CEPA, SQmedia, Dallas, TX
• Daniel Chillemi, CEPA, RBC, Indianapolis, IN
• Reece Chiriboga, CEPA, Wells Fargo, Wayzata, MN
• Brian Church, CEPA, Green Beak Inc., Mississauga, Ontario
• Todd Claytor, CEPA, Edward Jones, Englewood Cliffs, NJ
• Geoffrey Cleveland, CEPA, Janus Gate Financial, Mount Laurel, NJ
• Rex Clevenger, CEPA, Aristata Financial, Wichita, KS
• Megan Cochran, CEPA, Beacon Pointe Advisors, Metairie, LA
• Kevin Cochran, CEPA, Hunter Street Investment Advisors, Apex, NC
• Peter Cocolaras, CEPA, Pro Standard Private Wealth, Great Neck, NY
• Brad Coleman, CEPA, FocusCFO, Dublin, OH
• Andrew Collins, CEPA, Edward Jones, Paducah, KY
• Patrick Conners, CEPA, Edward Jones, St. Louis, MO
• Les Consenheim, CEPA, Raymond James, Kamloops, British Columbia
• Rodney Cook II, CEPA, Rosell Wealth Management, Bend, OR
• Erly Cornejo, CEPA, Edward Jones, Redding, CA
• Lee Ann Cunningham, CEPA, UBS Financial Services, Inc., Louisville, KY
• Erin Currin, CEPA, The Unmistakable Entrepreneur, LLC, Lauderhill, FL
• Scott Daniels, CEPA, Edward Jones, Maryland Heights, SC
• Nicholas Dare, CEPA, Thrivent Financial, Federal Way, WA
• Tim Davis, CEPA, Pinnacle Financial Partners, Cumming, GA
• Carina de la Torre, CEPA, Tower Law Group, Orlando, FL
• Kyle Decker, CEPA, Decker Wealth Management Group, Scottsdale, AZ
• Blaine Decker, CEPA, Woodforest Wealth, The Woodlands, TX
• Sue Derlago, CEPA, Derlago Wealth Management, Calgary, Alberta
• Jonathan Derrick, CEPA, Edward Jones, Barrie, Ontario
• Caitlin DeSoye, CEPA, Baystate Financial, Exeter, NH
• Douglas Dickerson, CEPA, Edward Jones, Durham, NC
• James Donoghue, CEPA, Heartfire Wealth an Ameriprise Private Wealth Advisory, Dunedin, FL
• Paula Dougherty, CEPA, Achieve Private Wealth, Springfield, MO
• Ryan D'Souza, CEPA, Raymond James, Las Vegas, NV
• Chris Duncan, CEPA, Accelerate Well, Trabuco Canyon, CA
• Bruce Dunham, CEPA, Raymond James, Southlake, TX
• Karla Easton, CEPA, TKE INC, Seattle, WA
• Bobby Elder, CEPA, ValueLegacy Advisors, Cary, NC
• John Ellard, CEPA, Wealth Enhancement Group, Atlanta, GA
• Terry Ellis, CEPA, Edward Jones, Muskogee, OK
• Matthew Erbentraut, CEPA, Wealth Enhancement Group, Novato, CA
• Leif Erickson, CEPA, Thrivent Financial, Forest Lake, MN
• Josh Ervasti, CEPA, R² Financial Strategies, West Des Moines, IA
• Shawn Estep, CEPA, The Estep Law Firm, LLC, Chesterfield, MO
• John Fabian, CEPA, Morgan Stanley, Camp Hill, PA
• James Farrow, CEPA, Transworld Business Advisors, Virginia Beach, VA
• Peter Faser, CEPA, The Profitability Coach c/o Peter Faser, Roswell, GA
• Paula Feinberg, CEPA, GranVida Wealth, Dallas, TX
• Doug Feller, CEPA, Rea Wealth, Dublin, OH
• Jacob Fields, CEPA, Burdened Consulting, Wichita Falls, TX
• Richard Fisher, CEPA, Fisher Wealth Management, Burlington, NC
• Matthew Fitzgerald, CEPA, Self-Employed, Bradenton, FL
• Deborah Flugstad, CEPA, Edward Jones, Kennesaw, GA
• Michael Flynn, CEPA, Edward Jones, Newton, NJ
• Will Ford, CEPA, Capital Group Private Client Services, Los Angeles, CA
• Matthew Foss, CEPA, Foss Consulting, Mechanicsburg, PA
• Christian Foster, CEPA, Diversified LLC, Mountain Brook, AL
• Andrew Fotos, CEPA, Morgan Stanley, Boston, MA
• David Frank, CEPA, Edward Jones, Salt Lake City, UT
• Jeremy Frazie, CEPA, Frazie Wealth Management, Portsmouth, OH
• Michael French, CEPA, French Wealth Management, Kalispell, MT
• Benson Frost, CEPA, Huntington Private Bank, Birmingham, MI
• Thomas Gaither, CEPA, RKCA, Cincinnati, OH
• Marc Galey, CEPA, Edward Jones, Lafayette, LA
• John Garrett, CEPA, Edward Jones, Mobile, AL
• Caroline Gaskins, CEPA, Edward Jones, Radford, VA
• Karise Gaynor-Morgan, CEPA, Bernstein Private Wealth, Minneapolis, MN
• Eric George, CEPA, Stockman Wealth Management, Billings, MT
• Sheryl Giles, CEPA, Edward Jones, Dallas, TX
• Walter Gilligan, CEPA, SD Capital, McLean, VA
• Craig Gilmour, CEPA, Raymond James, Bluffton, SC
• Ricky Gleason, CEPA, Prime Capital, Boerne, TX
• Aaron Glosser, CEPA, Edward Jones, Colchester, VT
• Shelley Goglio, CEPA, UBS Financial Services, Inc., Los Gatos, CA
• Matthew Goodson, CEPA, Pinnacle Financial Partners, Atlanta, GA
• John Gordon, CEPA, Hancock Advisors, Peachtree Corners, GA
• Lucy Gore, CEPA, Edward Jones, Farmers Branch, TX
• Daniel Grampp, CEPA, Wells Fargo, El Segundo, CA
• Amanda Grant, CEPA, Southern Capital, Tallahassee, FL
• Gary Gray, CEPA, ESOP Consulting Group, Roswell, GA
• Kyle Green, CEPA, Edward Jones, Bellevue, NE
• Paul Gregory, CEPA, Rea & Associates, Avon, OH
• Janet Griffith, CEPA, AssetBuilder, Inc., Plano, TX
• Matthew Grishman, CEPA, Gebhardt Group, Inc., Lafayette, CA
• Jacob Guttman, CEPA, Rosevest Financial, Phoenix, AZ
• Carl Guzman, CEPA, Main Asset LLC, Hackensack, NJ
• David Halper, CEPA, Trivium Point Advisory, Westport, CT
• Carter Hanckel, CEPA, The Hanckel Group, Cary, NC
• Robert Harris, CEPA, UMB Private Wealth Management, Leawood, KS
• Rob Hartland II, CEPA, Schmiedbauer Investment Partners, Hewitt, KS
• Jennifer Heckart, CEPA, Edward Jones, Frisco, TX
• Samuel Heilshorn, CEPA, Huntington National Bank, Columbus, OH
• John Hickle, CEPA, Florida SBDC at University of Central Florida, Orlando, FL
• Brett Hickman, CEPA, Raymond James, Winston Salem, NC
• Adam Hill, CEPA, Maxwell Financial Management, New Albany, OH
• Doug Hillis, CEPA, Edward Jones, Gulf Shores, AL
• Robert Hodgson, CEPA, Edward Jones, Baton Rouge, LA
• Brent Hogan, CEPA, PDA, Olathe, KS
• Avery Hohlbein, CEPA, Huntington National Bank, Columbus, MI
• Hudson Holcombe, CEPA, Morgan Stanley, College Station, TX
• Peyton Hoppes, CEPA, Parallel Financial, Greenville, SC
• Randall Hord, CEPA, Raymond James, Riverside, CA
• Lexi Howard, CEPA, Wells Fargo, Boise, ID
• Chandler Hueckel, CEPA, Sound Advisors, University Place, WA
• Dennis Huergo, CEPA, Wealth Enhancement Group, Warren, NJ
• Ross Hughes, CEPA, BIP Wealth, Atlanta, GA
• Monica Huh, CEPA, Self-Employed, Exton, PA
• Jonathan Hunt, CEPA, IG Private Wealth Management, Brandon, Manitoba
• James Imoh, CEPA, Edward Jones, Winchester, VA
• Michael Itani, CEPA, John Hancock, Boston, MA
• Kathy Jerritt, CEPA, KPJ Consulting, Comox, British Columbia
• Jonathan Johnson, CEPA, Edward Jones, Omaha, NE
• DJ Johnson, CEPA, Thrivent Financial, Richmond, VA
• Sophia Johnson, CEPA, Exit Planning Institute, Westlake, OH
• Christopher Kandas, CEPA, Ameriprise Financial, Phoenix, AZ
• Connor Kannapell, CEPA, Merrill Lynch, Washington, DC
• Brad Kayton, CEPA, CFO Center, Hollis, NH
• Chad Keller, CEPA, M&K Legacy Wealth, Indianapolis, IN
• John Kelly, CEPA, FocalPoint Coaching & Training, Hilliard, OH
• Tim Kelly, CEPA, Strategic Alliance Wealth Group, Clearwater, FL
• Erika Keough, CEPA, SD Capital, McLean, VA
• Zachary Kiefer, CEPA, Edward Jones, Lake Odessa, MI
• John Kim, CEPA, Huntington Private Bank, Denver, CO
• Jared Kirby, CEPA, Raymond James, Inverness, FL
• Jordan Knight, CEPA, JPMorgan Wealth Management, Columbus, OH
• Sean Kommerstad, CEPA, Two Rivers Capital Consulting, Indian Hills, CO
• Stacey Kovach, CEPA, RBC, New York, FL
• Sonja Lamar, CEPA, Morgan Stanley, Huntsville, AL
• Terrence Lapan, CEPA, Lapan, Matthewson & Associates, Gardnerville, NV
• Gregory Law, CEPA, Aspiriant, Los Angeles, CA
• Caleb Lawler, CEPA, Edward Jones, Athens, AL
• Scott Lawrence II, CEPA, Consumers National Bank, Minerva, OH
• Robert Lawton, CEPA, Baird, Denver, CO
• David Leavitt, CEPA, CxO Advisory, Overland Park, KS
• Duncan Lechner, CEPA, Morgan Stanley, New York, NY
• Amanda Leija, CEPA, Edward Jones, Bryant, AR
• Laura Leopardi, CEPA, Leopardi Valuation, Scottsdale, AZ
• Andrea Lepley, CEPA, Edward Jones, Norwalk, OH
• Christopher Lewis, CEPA, Abundance Financial Group - Thrivent, Bloomville, OH
• Gregory Lippert, CEPA, HKS Financial Partners, Pittsburgh, PA
• William Lloyd, CEPA, Covenant Wealth Strategies, Wilmington, DE
• Leon Lowman, CEPA, Focal Point of the Pikes Peak Region, Colorado Springs, CO
• Yevgeniya Lymar, CEPA, ClearSky CPA, Destin, FL
• Larz Macfarlane, CEPA, Carson Wealth, Murray, UT
• Jerry Maddaluna, CEPA, Luna Financial Group LLC, Rutherford, NJ
• Erin Madonna, CEPA, Edward Jones, Hackettstown, NJ
• Daniel Magill, CEPA, ClearPath Results, Houston, TX
• Brian Magnan, CEPA, Magnan Family Wealth Management, Oak Brook, IL
• Jose Maldonado, CEPA, CIMA Financial, Raleigh, NC
• George Mallay, CEPA, Coldwell Banker Southwest Realty, Sarnia, Ontario
• Francisco Mantilla, CEPA, Edward Jones, Plantation, FL
• Adam Mark, CEPA, Wealth Enhancement Group, Rochester, NY
• Daniel Marting, CEPA, Morgan Stanley, Phoenix, AZ
• AK Mashhoon, CEPA, Buena Vista Financial Planning, Decatur, GA
• Gabriele Mastrobuono, CEPA, Edward Jones, Mantua, NJ
• William McDonough, CEPA, John Hancock, Albuquerque, AZ
• Jared McGrath, CEPA, Petrous Leadership, Thayne, WY
• Myles McHenry, CEPA, Avondale Resources, LLC, Dallas, TX
• Howard McMillan, CEPA, Wells Fargo, McLean, VA
• Annette McNiven, CEPA, Morgan Stanley, Billings, MT
• Tobin Meisenheimer, CEPA, LaSalle St. Investment Advisors, LLC, Elmhurst, MI
• Vicky Meo, CEPA, Edward Jones, Cresskill, NJ
• Michael Mohr, CEPA, Northwestern Mutual, Mitchell, SD
• Bobby Moore, CEPA, Self-Employed, Houston, TX
• Malia Morales, CEPA, Merrill Lynch, Houston, TX
• Jeffrey Morgan, CEPA, Edward Jones, Hampstead, NC
• David Morker, CEPA, Exit Factor of Minneapolis, St. Louis Park, MN
• Adam Morse, CEPA, AssetBuilder, Inc., Plano, TX
• Andrew Moskovitz, CEPA, Bryson Financial, Long Beach, CA
• Thomas Mullooly, CEPA, Edward Jones, Rye Brook, NY
• Rafael Munguia, CEPA, Lone Star Bank, McAllen, TX
• Luke Murray, CEPA, Edward Jones, Gilbert, AZ
• Brook Nash, CEPA, BDL Advisors, Walland, TN
• Cord Neal, CEPA, NYLIFE Securities LLC, Fairfield, CA
• Todd Neff, CEPA, Edward Jones, Burlington, Ontario
• Jordan Niefeld, CEPA, Raymond James, Hallandale Beach, FL
• Griffin Nienberg, CEPA, Merrill Lynch, Bloomfield Hills, MI
• Michael Palmieri, CEPA, Ohio Employee Ownership Center, Kent, OH
• Gary Pancoast, CEPA, Peapack Private, Bedminster, NJ
• Michael Paolino, CEPA, Edward Jones, South Kingstown, RI
• Noel Pariseau, CEPA, Canaccord Genuity Corp., Calgary, Alberta
• Cal Parker, CEPA, BizEquity, Philadelphia, PA
• Allison Parsons, CEPA, Synovus, Savannah, GA
• Ann Pellegrini, CEPA, Edward Jones, Clinton, CT
• Daniel Perry, CEPA, DG Perry, PLLC, Naples, FL
• Kenan Peterson, CEPA, Baird, Denver, CO
• Barry Peterson, CEPA, UBS Financial Services, Inc., Los Angeles, CALacy
• Phelps, CEPA, Edward Jones, Frenchtown, NJ
• Justin Phelps, CEPA, Edward Jones, Lawton, OK
• Austin Pierce, CEPA, Edward Jones, Mechanicsville, VA
• Billy Wayne Pierson, CEPA, Longstreet Wealth Management, Hereford, TX
• William Poland, CEPA, Carolina Financial Advisors, Greensboro, NC
• Scott Posner, CEPA, Edward Jones, St. James, NY
• Martha Post, CEPA, Growth Catalytics, New York, NJ
• Eric Potvin, CEPA, Command Chanin LLC, Newport News, VA
• Brandon Prell, CEPA, Edward Jones, Medina, MN
• Michael Pruitt, CEPA, MBE Wealth, Sun Prairie, WI
• Logan Queck, CEPA, Total Wealth, West Des Moines, IA
• Austin Rap, CEPA, Merrill Lynch, Charlotte, NC
• Jason Rapelje, CEPA, Edward Jones, Marshall, MI
• Shaun Rayman, CEPA, Edward Jones, Grandville, MI
• Josh Reider, CEPA, Raymond James, Denver, CO
• Ryan Rettberg, CEPA, Edward Jones, Mechanicsville, VA
• Chris Rice, CEPA, CoreConnection Business Coaching, Denver, CO
• Tara Rich, CEPA, Capital Group Private Client Services, Atlanta, GA
• Benjamin Risser, CEPA, Provident Financial Services, Ltd., Lititz, PA
• Michael Rodegerdts, CEPA, Ameriprise Financial, Woodland, CA
• Avery Rodts, CEPA, Janney Montgomery Scott, Atlanta, GA
• Samuel Roloff, CEPA, Edward Jones, Whitefish, MT
• Ann Rosevear, CEPA, Dunham Trust Company, Reno, NV
• Brandon Rotsky, CEPA, Kinetic Wealth Investment Advisors LLC, Westlake, OH
• Jennifer Ryder, CEPA, Ameriprise Financial, Mobile, AL
• Sneha Salgam, CEPA, Edward Jones, Pennington, NJ
• Anthony Satriano, CEPA, Morgan Stanley, Denver, CO
• Zachery Saunders, CEPA, Confluence Financial Partners, Sewickley, PA
• Patrick Scanlan, CEPA, Alex.Brown, Chicago, IL
• Penny Schlyer, CEPA, Authentic Impact Business Coaching, Portage, IN
• Daniel Schmaltz, CEPA, Touchstone Wealth, Scottsdale, AZ
• Melanie Schmieding, CEPA, Baird, Denver, CO
• Dave Schnorrenberg, CEPA, Edward Jones, Eldridge, IA
• Cory Schroeder, CEPA, Bison Wealth Management, Cheyenne, WY
• Michael Schudel, CEPA, Retire SMART, Omaha, NE
• Greg Schultze, CEPA, Landmark, Oakbrook Terrace, IL
• Dylan Schwartz, CEPA, MAI Capital Management, St. Louis, MO
• Gary Scott, CEPA, Edward Jones, Sonoma, CA
• Chase Scott, CEPA, Lone Star Financial Network, Frisco, TX
• Chris Seegers, CEPA, Exceptional Business Advisors, Colorado Springs, CO
• Caleb Seegers, CEPA, Exceptional Business Advisors, Colorado Springs, CO
• Brian Seelinger, CEPA, Knox McLaughlin Gornall & Sennett, P.C., Erie, PA
• Daniel Seghi, CEPA, Edward Jones, Coconut Creek, FL
• Mike Senechal, CEPA, Bravera Wealth, Bismarck, ND
• Momodou Senghore, CEPA, Edward Jones, Savannah, GA
• Kevin Sexton, CEPA, RSC, Sacramento, CA
• Mike Shackel, CEPA, Thrivent Financial, Minneapolis, IL
• Michael Shea, CEPA, Transworld, Lakeland, FL
• Sibghat Sheikh, CEPA, Self-Employed, Indianapolis, IN
• Kristen Shields, CEPA, Nesbit Scott Group, Lake Forest, IL
• Stafford Sievert, CEPA, Fidens Strategy, Ogden, UT
• David Simon, CEPA, 1792 Wealth Advisors, Fort Washington, PA
• Eric Sitton, CEPA, Edward Jones, Chandler, AZ
• Craig Slater, CEPA, Morgan Stanley, Wellesley, MA
• Brittany Slater-Gautreau, CEPA, Clarity Capital Partners, Newport Beach, ID
• Clifton Smith, CEPA, Aces Path Private Wealth Management of Raymond 
  James, Atlanta, GA
• Todd Smith, CEPA, Lifeworks Advisors, LLC, Colorado Springs, CO
• Kurt Smith, CEPA, Northwestern Mutual, Milwaukee, WI
• Hatim Smouni, CEPA, Merrill Lynch, Little Rock, AR
• Ryne Sorenson, CEPA, Soundview Financial Group, Billings, MT
• Sean Soulvie, CEPA, RS Asset Management, Colorado Springs, CO
• Erin Spaulding, CEPA, Spaulding Financial, Los Angeles, CA
• Joseph Spina, CEPA, Northeast Private Wealth Management, Woodbury, NY
• Christopher Spires, CEPA, Raymond James, Bluffton, SC
• Ethan Stambler, CEPA, SES ESOP Strategies, Raleigh, NC
• Regan Stanfield, CEPA, CNR, Auburn, AL
• Barbara Steinhauser, CEPA, Guiding Light Strategic Business Advisor, Elko New Market, MN
• Ashley Stevens, CEPA, Edward Jones, Bemidji, MN
• Eric Stevens, CEPA, Morgan Stanley, Marlton, NJ
• David Stevens, CEPA, Stevens Capital Partners, Omaha, NE
• Mya Stone, CEPA, Calder Capital, Grand Rapids, MI
• Christopher Stone, CEPA, Morgan Stanley, Purchase, NY
• Shannon Storch, CEPA, Thrivent Financial, Frederick, MD
• Adam Stovall, CEPA, Merrill Lynch, Houston, TX
• Adam Strahan, CEPA, Webb Strahan, PLLC, Houston, TX
• Brett Striker, CEPA, Traction With Brett, Forest Lake, MN
• Austin Sturrock, CEPA, Edward Jones, The Woodlands, TX
• Jason Susee, CEPA, Thrivent Financial, Idaho Falls, ID
• Robert Sutton, CEPA, Guaranty Private Wealth, Memphis, TN
• Ryan Swain, CEPA, Big Sky Wealth Advisors, Great Falls, MT
• Paul Swift, CEPA, The Upstream Group, Dublin, OH
• Archie Tanaka, CEPA, Ameriprise Financial, Jordan, UT
• Cory Tanner, CEPA, Exit IQ, South Jordan, UT
• Laura Taylor, CEPA, Edward Jones, Dayton, TX
• Isaac Taylor, CEPA, Thrivent Financial, Arcadia, CA
• Jason Tholander, CEPA, North Atlantic Investment Partners LLC, Newton Lower Falls, MA
• Debra Thompson, CEPA, Boston Business Growth, Scituate, CA
• Charles Thompson, CEPA, Raymond James, The Villages, FL
• Rich Tierney, CEPA, Edward Jones, Florham Park, NJ
• Jennifer Tix, CEPA, Thrivent Financial, Vadnais Heights, MN
• Alex Tokunga, CEPA, Kona CFO LLC, Tustin, CA
• Colin Tracy, CEPA, Edward Jones, Buda, TX
• Seth Tracy, CEPA, Harrison Financial Services, Omaha, NE
• Luke Trammell, CEPA, Capital Group, Dallas, TX
• Andrew Turcotte, CEPA, Principal, Des Moines, IA
• Marcus van der Meulen, CEPA, UBS Financial Services, Inc., Tampa, FL
• Christopher Van Horn, CEPA, Concurrent Investment Advisors, Tampa, OH
• Robert Van Idour, CEPA, Edward Jones, Ontario, OR
• Zach Veenstra, CEPA, Performance Financial, LLC, Des Moines, IA
• Javier Vega, CEPA, Huntington National Bank, Chicago, IL
• Todd Villarrubia, CEPA, Wealth Planning Law Group, New Orleans, LA
• David Visco, CEPA, Your Business Made Easy, Merrimack, NH
• Matt Wade, CEPA, Edward Jones, Nampa, ID
• Michael Wagner, CEPA, MPact 3, Raleigh, NC
• Douglas Wahlenmayer, CEPA, Huntington National Bank, Columbus, PA
• Sean Walker, CEPA, Applied Financial Planning, Irvine, CA
• Ryan Walker, CEPA, Edward Jones, Northglenn, NE
• Charles Walling, CEPA, RBG Capital LLC, Scottsdale, AZ
• Andy Wasserstrom, CEPA, Edward Jones, Columbus, OH
• Elizabeth Weast, CEPA, Edward Jones, Charlotte, NC
• Kyle Webb, CEPA, Webb Investments, Ontario, CA
• Andrew Weese, CEPA, Three Peaks Wealth Management, Farmington, UT
• Deneen Wells, CEPA, Merrill Lynch, Statesville, NC
• David Weygandt, CEPA, Weygandt Law, The Woodlands, TX
• Jason Whitley, CEPA, Merrill Lynch, Houston, TX
• Christopher Wiegert, CEPA, Merrill Lynch Wealth Management, Glastonbury, CT
• Monica Wiesel, CEPA, Raymond James, Memphis, TN
• Chris Wilbratte, CEPA, Echelon Financial, Austin, TX
• Melissa Wilcox, CEPA, Edward Jones, Walla Walla, WA
• Sean Williams, CEPA, Cadence Wealth Partners, Concord, NC
• Rodney Williams, CEPA, Merrill Lynch, Houston, TX
• Steven Williams, CEPA, Raymond James, Salt Lake City, UT
• Josh Williford, CEPA, Wells Fargo, McLean, MD
• Dan Witt, CEPA, FNBO, Omaha, NE
• Kristine Wolfe, CEPA, Wolfe Law, PLLC, Newport News, VA
• Thad Wolgamott, CEPA, Edward Jones, Weatherford, OK
• Kirsti Woods, CEPA, Merrill Lynch, Bellevue, WA
• Mark Woody, CEPA, Kindred Wealth, Norman, OK
• Robert Wyckoff, CEPA, Morgan Stanley, San Antonio, TX
• Ernest Wyder, CEPA, Wyder Wealth Partners, Calgary, Alberta
• Lyle Zaichkin, CEPA, Edward Jones, Mesa, AZ

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 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.