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.
- Amy Frank, CEPA, FEG Investments, Fishers, IN
- David Frey, CEPA, Edward Jones, Murfreesboro, TN
- David Gallagher, CEPA, Catoctin Financial Services, Mount Airy, MD
- Mike Galliani, CEPA, TaylorMade Strategies, LLC, St. Louis, MO
- Aaron Gallaspy, CEPA, Edward Jones, Morton, IL
- Scott Garrett, CEPA, National Financial Network, Cleveland, OH
- Eric Gebhardt, CEPA, Citizen's Financial, Salt Lake City, UT
- Kevin Gemar, CEPA, GT Wealth Advisors, Salt Lake City, UT
- Michael George, CEPA, Edward Jones, Little Rock, AR
- Jim Giallella, CEPA, Legacy Capital Partners, Frisco, TX
- Scott Gifford, CEPA, Edward Jones, Merritt Island, FL
- Bobby Gill, CEPA, Investors Edge, LLC, Flower Mound, TX
- Josh Glanville, CEPA, Visionary Wealth Management, Washington, MO
- Kara Goff, CEPA, wealth management, Alpharetta, GA
- Shane Golba, CEPA, Wealth Advisors of America, Overland Park, KS
- David Gollinger, CEPA, Vanguard, Houston, TX
- David Gorman, CEPA, Fisher Investments, Scottsdale, AZ
- Adam Grainger, CEPA, Grainger Financial Services, Dallas, TX
- Sarah Gray, CEPA, Center Square Investment, Portland, OR
- Christine Green, CEPA, Compass Financial Partners, Plymouth, MN
- Kyle Grewe, CEPA, Grewe Wealth Management, Louisville, CO
- Lena Grob, CEPA, Creighton Wealth Management, St. Louis, MO
- Jim Grove, CEPA, Arista Wealth Management, Santa Clara, CA
- Michael Grucza, CEPA, Financial Advisors, North Royalton, OH
- Michael Gudman, CEPA, Edward Jones, Franklin, TN
- David Hackenbracht, CEPA, Hackenbracht Consulting, Louisville, KY
- Christine Hall, CEPA, Edward Jones, Cranford, NJ
- Leslie Hall, CEPA, CenterPoint Financial, Minneapolis, MN
- Elizabeth Hamlin, CEPA, FEG Wealth, Fishers, IN
- Chris Harris, CEPA, Edward Jones, Oklahoma City, OK
- Jeffrey Harris, CEPA, Harris Financial Group, Mountain Home, AR
- Bill Harris, CEPA, Edward Jones, Monroe, OH
- Rick Hartley, CEPA, Legacy Wealth Partners, York, PA
- Mandy Haug, CEPA, Thrivent Financial, Willmar, MN
- Brent Hedenberg, CEPA, Beacon Financial Group, Gahanna, OH
- Jeremy Hegedus, CEPA, Edward Jones, Des Moines, IA
- Steve Heise, CEPA, Weiss Financial, Toledo, OH
- Derrick Helmuth, CEPA, Thrivent Financial, Bethel Park, PA
- Jacob Hendricks, CEPA, Bankers Life, San Diego, CA
- David Herget, CEPA, Edward Jones, Cincinnati, OH
- Jon Henry, CEPA, Edward Jones, Yakutat, AK
- Ellen Herrmann, CEPA, RBC Wealth Management, Oklahoma City, OK
- Josh Hewitt, CEPA, Edward Jones, Freehold, NJ
- Nicole Hickey, CEPA, Michael W. Hickey, CPA, Brookfield, WI
- Edward Hidalgo, CEPA, Edward Jones, Inglewood, CA
- Sean Hinson, CEPA, Wealthcare Financial Partners, Jacksonville, FL
- Alex Holman, CEPA, Edward Jones, Waxahachie, TX
- Russell Holt, CEPA, Strategic Wealth Partners, Denver, CO
- Steve Hoover, CEPA, Thrivent Financial, Waukesha, WI
- Ryan Hopwood, CEPA, Blackbridge Wealth Management, Littleton, CO
- Bruce Howell, CEPA, Howell Wealth Management, LLC, Auburn, IN
- Jessica Howell, CEPA, Howell Wealth Management, LLC, Auburn, IN
- Sandy Howenstein, CEPA, Sandstone Financial Services, Denver, CO
- Brian Hurlbut, CEPA, Edward Jones, West Des Moines, IA
- Tommy Hunt, CEPA, Edward Jones, Westlake, TX
- Matt Hutzel, CEPA, Financial Strategies, Columbus, OH
- Vance Ingram, CEPA, Edward Jones, Montpelier, VA
- Mark Iovino, CEPA, Aspire Financial, Cranberry Township, PA
- Jonathan Irving, CEPA, AIG Financial Partners, Winter Park, FL
- Reed Jackson, CEPA, Edward Jones, Houlton, ME
- Paul Johnson, CEPA, Edward Jones, Cheyenne, WY
- Matthew Johnson, CEPA, Johnson Wealth Advisors, Colorado Springs, CO
- Nicole Johnson, CEPA, Guardian, Omaha, NE
- Trey Johnson, CEPA, Edward Jones, Frisco, TX
- Daniel Jutz, CEPA, Edward Jones, Fresno, CA
- Patty Kaiser, CEPA, Kaiser Wealth Partners, Lincoln, NE
- John Kapp, CEPA, Kapp Financial Advisors, Sarasota, FL
- Bill Keith, CEPA, WealthCare Financial Partners, Charlotte, NC
- Steve Kelly, CEPA, Gresham & Associates, Houston, TX
- Troy Kessler, CEPA, Edward Jones, Springfield, IL
- Jim King, CEPA, Financial Strategies, Brighton, CO
- Don Knutson, CEPA, Edward Jones, Edina, MN
- Ben Kocsis, CEPA, Kocsis Financial, LLC, Southfield, MI
- Ryan Koller, CEPA, CCG Wealth Management, North Little Rock, AR
- Gustavo Kotsonis, CEPA, Edward Jones, Tampa, FL
- Jordan Kresge, CEPA, LPL Financial, Kingston, PA
- Jesse Kuehler, CEPA, H2 Financial Partners, Denver, CO
- Frank Labriola, CEPA, Labriola Financial Group, Chicago, IL
- Jessica Lambert, CEPA, Edward Jones, Malvern, PA
- Lindsay Lancaster, CEPA, Legacy Wealth Partners, Muncie, IN
- Chris Lantz, CEPA, Edward Jones, Mount Vernon, OH
- Ted Laskey, CEPA, Laskey Wealth Management, Weston, FL
- Holly Lavelle, CEPA, Edward Jones, Bellevue, WA
- Amy Lawrence, CEPA, Manna Financial, Denver, CO
- Nancy Lawther, CEPA, Edward Jones, Fort Collins, CO
- Jodie Leach, CEPA, Edward Jones, Troy, MI
- Jeff Leach, CEPA, Edward Jones, Troy, MI
- Jim Lee, CEPA, Compass Financial Partners, Shreveport, LA
- Susan Lentz, CEPA, Edward Jones, Franklin, WI
- Michael Leone, CEPA, Hylant, Tampa, FL
- Todd Lewis, CEPA, Lewis & Matthews Wealth Management, Chatham, NJ
- Matt Lichtenwalter, CEPA, Lichtenwalter & Associates, LLC, Lebanon, OH
- Cameron Lloyd, CEPA, Wells Fargo, Lincoln, NE
- Pablo Lopez, CEPA, Edward Jones, Aventura, FL
- Scott Love, CEPA, Edward Jones, Jacksonville Beach, FL
- Matt Lucas, CEPA, Edward Jones, Scottsdale, AZ
- Jared Lutz, CEPA, Edward Jones, Irvine, CA
- Marina Maclver, CEPA, Edward Jones, Spokane, WA
- Chris Magliocca, CEPA, R.A. Snyder, Inc., Orlando, FL
- Nicole Maran, CEPA, Edward Jones, Langhorne, PA
- Bill Margolis, CEPA, Margolis Wealth Group, Westlake Village, CA
- Kurt Masiak, CEPA, Triad Advisors, Tustin, CA
- Drew Mathews, CEPA, The Mathews Group, Chicago, IL
- James Maughan, CEPA, Edward Jones, Hillsboro, OR
- Mike McBride, CEPA, Edward Jones, Des Peres, MO
- Landon McCormack, CEPA, Edward Jones, Clinton, TN
- Dan McLaughlin, CEPA, McLaughlin, Inc., Clinton, TN
- David McLeod, CEPA, Edward Jones, Portland, ME
- Jacob Meyer, CEPA, Edward Jones, Northwood, OH
- Paul Mifflin, CEPA, Edward Jones, Laramie, WY
- Michael Milburn, CEPA, Milburn Financial Services, Overland Park, KS
- Tom Miller, CEPA, Edward Jones, Cedar Rapids, IA
- Douglas Mitchell, CEPA, Edward Jones, Eau Claire, WI
- John Mitchelson, CEPA, Edward Jones, Dover, OH
- Janet Moen, CEPA, Edward Jones, Minneapolis, MN
- Richard Moon, CEPA, Edward Jones, Newton, MA
- Michael Moss, CEPA, Moss Consulting Group, Littleton, CO
- Michael Mould, CEPA, Mould & Associates, Beachwood, OH
- Stephanie Moul, CEPA, Independent Financial, Wilkes-Barre, PA
- Bryce Mussman, CEPA, LPL Financial, Colorado Springs, CO
- Leslie Myers, CEPA, Edward Jones, Woodland Park, CO
- Patricia Nally, CEPA, Morgan Stanley, Hartford, CT
- Cameron Neal, CEPA, Thrivent Financial, Dallas, TX
- Misty Nelson, CEPA, The Vision Group, Cedar Rapids, IA
- Andrea Newland, CEPA, Edward Jones, Oklahoma City, OK
- Chris Norgard, CEPA, Norgard Wealth Management, Lakewood, CO
- David Norton, CEPA, Edward Jones, Tucson, AZ
- Ben O'Connell, CEPA, Legacy Wealth Management, Winter Park, FL
- Lindsay O’Keefe, CEPA, Edward Jones, Westfield, IN
- Jared Olsen, CEPA, Olson Wealth Advisory, Winter Park, FL
- Robert Ott, CEPA, Edward Jones, Bellefontaine, OH
- Cory Overturf, CEPA, Overturf & Associates, Maryville, TN
- Dale Page, CEPA, Edward Jones, Boston, MA
- Paul Parker, CEPA, OneTrust Wealth Management, Inc., Portland, OR
- Randy Pendergrass, CEPA, WealthPlan Partners, Cary, NC
- Eric Peterson, CEPA, Thrivent Financial, Kansas City, MO
- Jeff Pettit, CEPA, Edward Jones, Mount Vernon, OH
- Andrew Ponder, CEPA, Edward Jones, Louisville, KY
- Ruth Pomeroy, CEPA, Edward Jones, Fort Collins, CO
- Sarah Powell, CEPA, Raymond James, Carmel, IN
- Stefanie Praeger, CEPA, Edward Jones, St. Louis, MO
- Kim Prus, CEPA, United Capital, San Francisco, CA
- Sandy Quigg, CEPA, Edward Jones, Pittsburgh, PA
- David Radwan, CEPA, Edward Jones, Pittsburgh, PA
- Drew Raudabaugh, CEPA, Wealth Management, Inc., Edinboro, PA
- William Rawlins, CEPA, Rawlins Financial, LLC, Rochester, MI
- Brady Remien, CEPA, Edward Jones, Cincinnati, OH
- John Rice, CEPA, Rice Wealth Management, Winter Park, FL
- Laura Roberts, CEPA, Edward Jones, Jackson, MI
- Jared Robison, CEPA, Robison Financial, Cedar Rapids, IA
- David Roth, CEPA, Managing Partner, Radnor, PA
- Tyler Runck, CEPA, Runck Wealth Management, Leawood, KS
- Steve Safranek, CEPA, Safranek & Associates, Omaha, NE
- Rick Santaniello, CEPA, New York Life, McLean, VA
- James Savage, CEPA, Edward Jones, Lakewood, CO
- Trey Schuette, CEPA, Schuette Consulting, Omaha, NE
- Amy Shand, CEPA, Edward Jones, Fort Wayne, IN
- Randy Sharpe, CEPA, Sharpe & Associates Wealth Management, Lakewood, CO
- Scott Shiels, CEPA, Edward Jones, Fort Collins, CO
- Josh Smith, CEPA, Waddell & Reed, San Antonio, TX
- Brian Smith, CEPA, Salt River Financial, LLC, Mesa, AZ
- Kyle Smith, CEPA, Edward Jones, Pittsburgh, PA
- Blaine Sorensen, CEPA, Edward Jones, Salt Lake City, UT
- Chris Spriggs, CEPA, Edward Jones, Washington, DC
- Tony Spurling, CEPA, Spurling Financial, Lenexa, KS
- Jeff Staley, CEPA, Edward Jones, Mount Juliet, TN
- Matt Stanley, CEPA, Edward Jones, Midland, TX
- Tyler Still, CEPA, Still Wealth Advisors, Sarasota, FL
- Sarah Stokes, CEPA, Edward Jones, Norman, OK
- Daniel Stross, CEPA, Edward Jones, Denver, CO
- Jackie Tavares, CEPA, Hilltop Capital, Indianapolis, IN
- Chris Taylor, CEPA, Focus Wealth Group, Salt Lake City, UT
- Ryan Terrell, CEPA, Terrell Wealth Management, Richardson, TX
- Jim Thomas, CEPA, Edward Jones, Minneapolis, MN
- Tommy Thompson, CEPA, Edward Jones, Oakton, VA
- Tyler Thorne, CEPA, Westfield Capital, Denver, CO
- Matthew Tillman, CEPA, Morgan Stanley, Little Rock, AR
- Eric Tjepkema, CEPA, Edward Jones, Greeley, CO
- Patrick Tobin, CEPA, Asset Management Group, Westminster, CO
- Joel Towe, CEPA, Towe Financial, Seattle, WA
- Ryan Vann, CEPA, Aspire Wealth Partners, Grapevine, TX
- John VanKirk, CEPA, Edward Jones, Tulsa, OK
- Danny Walker, CEPA, Edward Jones, Woodland, CA
- Casey Wells, CEPA, Edward Jones, Kirkwood, MO
- Scott Wheeler, CEPA, Wheeler Financial Group, Dallas, TX
- Michael White, CEPA, White & Associates Financial Services, Carmel, IN
- Kelly Whittaker, CEPA, Edward Jones, Sandy, UT
- Mike Willis, CEPA, Willis Wealth Advisors, St. George, UT
- Laura Wilson, CEPA, Edward Jones, Minneapolis, MN
- Kevin Wirth, CEPA, Wealth Advisors Group, Grosse Pointe, MI
- Brian Wray, CEPA, Edward Jones, Charlotte, NC
- David Ziegler, CEPA, Edward Jones, Chattanooga, TN
- Chris Zimmer, CEPA, Edward Jones, Tulsa, OK
- Dan Zimmer, CEPA, Edward Jones, Duluth, MN
- David Zwerdling, CEPA, Edward Jones, Westfield, NJ
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.