May Class of 2020

Please join us in congratulating and welcoming the newest Certified Exit Planning Advisors to join the growing exit planning community!

• Christian Aguirre, CEPA, Merrill Lynch, Furlong, PA
• Elizabeth Anderson, CEPA, Whittier Trust, South Pasadena, CA
• Peter Anderson, CEPA, Woodforest Wealth Strategies, Fort Lauderdale, FL
• Devin Anthony, CEPA, Merrill Lynch, Carmel IN
• Michael Balstad, CEPA, MassMutual Northern California Roseville CA
• J. Max Barger, CEPA, PNC Wealth Management, McLean, VA
• Michael Benedict, CEPA, BOK Financial, Kingsland, TX
• Jason Bird, CEPA, Amherst, NY
• Fredrik Borstad, CEPA, Business Owner Succession Strategies, Edina MN
• Christopher Bostick, CEPA, Merrill Lynch, La Jolla, CA
• Andrew Bouquet, CEPA, Moneta Group, Clayton, MO
• John Boyle, CEPA, Integrum Wealth Management, Phoenix AZ
• Coty Brawdy, CEPA, Merrill Lynch, Buffalo NY
• Brooklyn Brock, CEPA, Ellevate Advisors, Tulsa, OK
• Douglas Brown, CEPA, UBS Financial Services, Inc.
• David Brunori, CEPA, Valentus Specialty Chemicals, Phoenix AZ 
• Joe Calao, CEPA, UBS Financial Services, Inc., Hutto, TX 
• Alessandro Caringi, CEPA, Mass Mutual, Mamaroneck NY
• Jake Carlson, CEPA, LifePlan Legal, Gilbert, AZ
• Jason Chirogianis, CEPA, UBS Financial Services, Inc., Austin, TX
• Isaac Cohen, CEPA, Bedrock Wealth Strategies, Elmsford, NY 
• Karen Collingsworth-Crusse, CEPA, Hawthorn Family Wealth, Troy, MI
• Tyler Conley, CEPA, Syverson Strege
• Douglas Cook, CEPA, Headwaters Strategic Succession Consulting, LLC., Saint Cloud, MN
• Andres Curiel, CEPA, UBS Financial Services Inc., Merced, CA
• Jama DeHeer, CEPA, Regions Bank, Fortville, IN
• Jason DeKeuster, CEPA, Northern Prairie Financial Saint Anthony MN
• Frederick Dennis, CEPA, Merrill Lynch, Columbia, SC
• Graham Falbo, CEPA, UBS Financial Services, Inc., Franklin Lakes, NJ 
• William Fernandez, CEPA, Merrill Lynch, Selma, TX
• Taemee Feuer, CEPA, Chung Strategic Solutions, Las Vegas, NV
• Matthew Flynn, CEPA, F.I.T. Financial Group, Troy, MI
• Regina Garrido, CEPA, PNC Bank N.A., Philadelphia, PA
• Luke Gawronski, CEPA, Barnum Financial Group, Bluffton, SC
• John Geist, CEPA, UBS Financial Services, Inc., Nebraska
• Emily George, CEPA, UBS Financial Services, Inc., St. Louis, MO
• Frank Gerome, CEPA, HRA Partners Coppell, TX 
• Heather Goodbody, CEPA, Goodbody & Associates/Merrill Private Wealth, Pittsford, NY
• William Goodson, Wells Fargo Advisors, Winston Salem, NC
• Jeff Gregorio, CEPA, Merrill Lynch, DC
• Ranjeet Guptara, CEPA, UBS Financial Services, Inc., Altadena, CA
• Greg Harrison, CEPA, Harrison Financial Management, El Dorado, AR
• Mark Harter, CEPA, Golden Gate Growth Solutions, San Rafael, CA
• Christopher Hastings, CEPA, Brown Schultz Sheridan & Fritz Camp Hill PA
• Joseph Hilger, CEPA, UBS Financial Services, Inc., Lincoln, NE 
• Leonard Hill, CEPA, Hartford Funds, Issaquah, WA 
• Daniel Hoops, CEPA, PNC, Troy, MI
• Bruce Hosler, CEPA, Hosler Wealth Management LLC., Prescott, AZ
• Jason Hosler, CEPA, Hosler Wealth Management, Arizona 
• Bellann Hyten, CEPA, Wealth Partners, Plano, TX
• F Michael Hyzdu, CEPA, UBS Financial Services, Cincinnati, OH 
• Suzanne Katz, CEPA, Merrill Lynch Wealth Management, New York, NY 
• Ramsey Khattab, CEPA, Lincoln Financial Advisors, West New York, NJ 
• Greg Khost, CEPA, Deutsche Bank, New York, NY
• Robert Kitzman, CEPA, Bank of America, Dallas, TX 
• Alexander Koury, CEPA, Hosler Wealth Management, Arizona
• Terri Krivosha, CEPA, Maslon, Minneapolis, MN 
• Diane Kurek, CEPA, Harford Financial Group 
• John Kvamme, CEPA, Associated Bank, St. Louis Park, MN
• Jimmy Lee, CEPA, JTL Wealth Partners, Plano, TX
• Tom Lenkiewicz, CEPA, BMO Private Bank, Chicago IL
• Katie Longhauser, CEPA, Kaizen Unlimited, Overland Park, KS
• Paul Lowerre, CEPA, UBS Financial Services, Inc., New York, NY
• Breanna Lundy, CEPA, Edward Jones, Argyle, NY 
• Elizabeth MacRae, CEPA, Commercial Ventures, Okotoks, Alberta 
• Gregg Marano, The Riedy-Marano Wealth Management Group, Islip New York 
• Jared Marshall, CEPA, Merrill Lynch, Conshohocken, PA
• Michael McCluskey, CEPA UBS Financial Services, Fort Thomas, KY
• Bryan McCollam, CEPA, UBS Financial Servies, Inc., Los Gatos, CA
• Michael McGrann, CEPA, The Telos Group, West Chester, PA
• Diane McNeal, CEPA, Wilmington Trust, North Palm Beach, FL
• Justin Merola, CEPA, Mohamed-Merola Wealth Management, Southborough, MA 
• Derek Mohamed, CEPA, Merrill Lynch, Wellesley MA
• Daniel Montilla, CEPA, Bank of New York Mellon, Plantation, FL
• Ashley Murphy, CEPA, Arete Wealth Strategists Australia, Minneapolis, MN
• Neal Narahara, CEPA, UBS Financial Services, Inc., San Jose, CA 
• Tami Norris, CEPA, Business Brokers LLC., Lawrence, KS
• Mark O’Brien, CEPA, Value Growth Partners, LTD., Chicago, IL
• Nancy Olzack, CEPA, Merrill Lynch, Chicago, IL
• James O’Reilly, CEPA, Merrill Lynch, Cincinnati, OH
• Paul Pappageorge, CEPA, Ashland Capital Advisors, Evanston, IL
• Charlotte Philips, CEPA, Wilmington Trust, Baltimore, MD
• Marcus Plouzek, CEPA, UBS Financial Servies, Inc., Lincoln, NE
• Antony Pougnet, CEPA, UBS Financial Services, Inc., Westminster, CO
• Andy Preikschat, CEPA Edgebrook Partners, Santa Monica, CA 
• Joseph Quattrocchi, CEPA, KLR, Lincoln, RI
• Kimberly Read, CEPA, Ameriprise Financial Services, Inc. 
• Dean Ridgway, CEPA, Merrill Lynch, San Diego, CA 
• Drew Roggenburk, CEPA, UBS Financial Services Inc., Avon, OH
• Scott Scheer, CEPA, Vista Financial Strategies, LLC., Appleton, WI 
• Erik Seeney, CEPA, UBS Financial Services Inc., Milton, GA 
• Charles A Smith, Academy Advisors LLC., Gilbert, AZ
• Joseph Stalnaker, CEPA, Capital Financial Group
• David Stephens, CEPA, Legacy Business Advisors Mid-Atlantic, Virginia Beach, VA
• Andrew Tavares, CEPA, Kahn, Litwin, Renza & Co., Ltd., Middletown, RI
• Kyle Thompson, CEPA, Leetown Advisors LLC., Ankeny, IA
• Mark Thorndyke, CEPA, Merrill Lynch, Chicago, IL
• Andy Timmerwilke, CEPA, Merrill Lynch Wealth Management, Elmhurst, IL
• Jui Trivedi, CEPA, Next Point, Pittsford, NY
• John Adam,CEPA, Trouy Altitude Financial Management, LLC., Bellevue Washington 
• William Vinck, CEPA, Chapman Associates, Scottsdale, AZ
• Simeon Wallis, CEPA, Aprio Wealth Management LLC., Atlanta Georgia 
• Meredith Westerman, UBS Financial Services, Inc., Redwood City, CA
• Jeffrey Winick, CEPA, Regions Bank (Private Wealth Management)
• Jordan Winterfeld, CEPA, UBS Financial Services Inc., Houston TX
• Jeff Wood, Merrill Lynch, Saginaw, MI
• Joshua Wright, The Bedford Group, Kirkwood, MO

We look forward to supporting all of you, alongside the entire CEPA network, as you change outcomes for the middle market!

To learn how to create, lead, or advise others on how to use exit planning in business, visit www.EPIMasterclass.com now.

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