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Succeed at exit & succession planning with a CEPA in your area.


Looking for a CEPA in your area? Scroll through the listings or use the buttons to jump straight to your preferred region.

US States: A-H US States: I-M US States: N-R

US States: S-W Canada Outisde US

U.S. STATES: A-H


US States: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii

Note: Currently, there is not a Certified Exit Planning Advisor® (CEPA®) in the following regions: Alaska; Arkansas.
Contact EPI Headquarters for assistance and recommendations.

Alabama

Name
Firm
City
ST
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Hanny Akl Warren Averett LLC Birmingham AL Learn More
Jeremiah Moreland MST CPAs & Advisors, LLC Montgomery AL Learn More
Howard Neiswender Sirote & Permutt Birmingham AL Learn More
Gunter Price McDaniel & Associates PC Dothan AL Learn More
Barry Rhea Sunburst Financial Vestavia Hills AL Learn More

Arizona

Name
Firm
City
ST
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Ed Barkel Lewis Roca Rothgerber Christie Phoenix AZ Learn More
Kurt Cretors Optimized Business Transitions Scottsdale AZ Learn More
Kimberle Dyer Keystone Capital Management Group Glendale AZ Learn More
Joseph Evers Evers Robinson Ltd Phoenix AZ Learn More
John House MasterTech Financial Advisors Scottsdale AZ Learn More
John Kelly Integrated Financial Group Phoenix AZ Learn More
Norm Lemus UBS Financial Services, Inc. Phoenix AZ Learn More
John Levin Levin Funding Group Tucson AZ Learn More
Jason Morgan SBIS Waddell AZ Learn More
Sarah Whitmore UBS Financial Services, Inc. Phoenix AZ Learn More
Rick Wilcox Point North Advisors, LLC Scottsdale AZ Learn More

California

Name
Firm
City
ST
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Richard Andryc UBS Financial Services, Inc. San Diego CA Learn More
Kirk Badii UBS Financial Services, Inc. Los Angeles CA Learn More
Fredric Berger Exit Planning Pros Oceanside CA Learn More
Ronald Berryman Berryman & Company San Dimas CA Learn More
Chaim Borevitz Abrams Valuation Group, Inc North Hollywood CA Learn More
Janette Brooks Wells Fargo Private Bank San Francisco CA Learn More
Ryan J. Clark The Veld Group Los Angeles CA Learn More
Felicia Corbett Woodbury Financial Carlsbad CA Learn More
Charles Curto Tech Coast Equity Solutions Irvine CA Learn More
Richard Davis Lowell BNY Mellon Wealth Management San Francisco CA Learn More
Steve DeMatteo UBS Financial Services, Inc. San Diego CA Learn More
Brian Donaldson UBS Financial Services, Inc. La Jolla CA Learn More
Luke Ervin UBS Financial Services, Inc. San Diego CA Learn More
Jason Ezzell The Ezzell-Conklin Group Folsom CA Learn More
Terrie Firestone BNY Mellon Wealth Management Menlo Park CA Learn More
David Fox SVA Value Accelerators San Francisco CA Learn More
Bruce Frankel Eckhoff Wealth Management, LLC San Rafael CA Learn More
Robert Green RGG Advisors LLC Napa CA Learn More
Rich Gunn BPM LLP San Francisco CA Learn More
Matt Hansen UBS Financial Services, Inc. San Diego CA Learn More
Carl Hattermann UBS Financial Services, Inc. Tustin CA Learn More
Bryce Herman UBS Financial Services, Inc. San Diego CA Learn More
Gunther Hofmann Armanino LLP San Francisco CA Learn More
Mark Jamison BNY Mellon Wealth Management Redwood City CA Learn More
James Junio Junio & Taylor APC Long Beach CA Learn More
Irving Katz Katz Financial, LLC San Clemente CA Learn More
RJ Kelly Wealth Legacy Group, Inc. San Diego CA Learn More
Howard Kern UBS Financial Services, Inc. Beverly Hills CA Learn More
Thomas J. Krumenacker UBS Financial Services, Inc. San Diego CA Learn More
Chris Kurdziel UBS Financial Services, Inc. La Jolla CA Learn More
Paul Kyrimis Legacy Gobal Strategies San Diego CA Learn More
Stephen LaFata UBS Financial Services, Inc. La Jolla CA Learn More
Andrew Low BNY Mellon Wealth Management Newport Beach CA Learn More
Thomas Mahoney UBS Financial Services, Inc. Santa Monica CA Learn More
Chris Marsh UBS Financial Services, Inc. La Jolla CA Learn More
Annette Mason Trilogy Design Works Solana Beach CA Learn More
Adam Mazzaro BNY Mellon Wealth Management San Francisco CA Learn More
Tim McDonald The Leland Group Fallbrook CA Learn More
Jasmine Menard-Lenczewski BPM LLP San Francisco CA Learn More
Jeremy Miller Wells Fargo San Francisco CA Learn More
Robert Mourad UBS Financial Services, Inc. Beverly Hills CA Learn More
Drew Nordlicht HighTower Advisors San Diego CA Learn More
Ayse Ozkan U.S. Trust San Diego CA Learn More
Greg Paffendorf UBS Financial Services, Inc. Rancho Santa Fe CA Learn More
Peter Paik UBS Financial Services, Inc. Brea CA Learn More
Carl Pinkard Aldrich Wealth Carlsbad CA Learn More
Barry Porter UBS Financial Services, Inc. Newport Beach CA Learn More
Chris Radici UBS Financial Services, Inc. La Jolla CA Learn More
Michael Rodman Best Practices of America San Diego CA Learn More
David Rosenthal UBS Financial Services, Inc. San Francisco CA Learn More
Lamar Rutherford Exit Consulting Group Coronado CA Learn More
Joe Sands Corporate Finance Associates Irvine CA Learn More
Joe Seetoo Morton Capital Calabasas CA Learn More
Peter Sieffert Incendia Group Carlsbad CA Learn More
Kevin Sierzant BNY Mellon Wealth Management Long Beach CA Learn More
Melisa Silverman Avenue M Advisors, Inc. Tarzana CA Learn More
Joseph Strazzeri The Founders Group San Diego CA Learn More
Jeanne Taylor Aldrich CPAs & Advisors LLP Carlsbad CA Learn More
Dan Valente LPL Financial San Diego CA Learn More
John Vance Vance Wealth Valencia CA Learn More
Leigh Wasson BNY Mellon Wealth Management San Francisco CA Learn More
Michael Wildeveld The Veld Group Los Angeles CA Learn More
John Willis UBS Financial Services, Inc. San Diego CA Learn More
Brian Young UBS Financial Services, Inc. San Diego CA Learn More
John Zaal Nyhart San Diego CA Learn More

Colorado

Name
Firm
City
ST
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Jeff Barker Anton Collins Mitchell, LLP Denver CO Learn More
Sheryl Brake Encompass Transition Solutions LLC Windsor CO Learn More
Bobby Hancock 5H Capital, LLC Colorado Springs CO Learn More
Sean Hutchinson SVA Value Accelerators Castle Rock CO Learn More
Angela Lund Self Employed Fort Collins CO Learn More
Brian O’Neil BNY Mellon Wealth Management Denver CO Learn More
Bob Roark RS Asset Management Colorado Springs CO Learn More
Steven Schlagel Steven D Schlagel CPA PC Durango CO Learn More
Jon Underkofler Bernstein Private Wealth Management Denver CO Learn More

Connecticut

Name
Firm
City
ST
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Alex Demetrio UBS Financial Services, Inc. New London CT Learn More
David Fasi UBS Financial Services, Inc. Hartford CT Learn More
James Fasi UBS Financial Services, Inc. Hartford CT Learn More
Bill Lewis UBS Financial Services, Inc. Stamford CT Learn More
Thomas Mantione UBS Financial Services, Inc. Ridgefield CT Learn More
Greg Merrill UBS Financial Services, Inc. Stamford CT Learn More
Steven Prigionieri Nicola, Yester & Co, PC Glastonbury CT Learn More
Paul Sapiro UBS Financial Services, Inc. Litchfield CT Learn More
Andrew Shantz UBS Financial Services, Inc. Fairfield CT Learn More

Delaware

Name
Firm
City
ST
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Thomas Gogarty Thomas P. Gogarty Jr CPA Dagsboro DE Learn More

Florida

Name
Firm
City
ST
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Peter Allport Florida Capital Advisors Orlando FL Learn More
Mauricio Alvarez UBS Financial Services, Inc. Ponte Vedra FL Learn More
Edgar Collado Tobias Financial Advisors Plantation FL Learn More
Christopher Dunne UBS Financial Services, Inc. Ponte Vedra FL Learn More
Ghislain Gouraige Jr. UBS Financial Services, Inc. Coral Gables FL Learn More
Warland Griffith III SVA Value Accelerators Miami FL Learn More
John Haas Morgan Stanley Stuart FL Learn More
Cathy Hagan Florida Small Business Development Center in Unive Jacksonville FL Learn More
Kenneth Hamner The Entrepreneur Law Center, PL Orlando FL Learn More
Jeffrey Hogue UBS Financial Services, Inc. Gainesville FL Learn More
Samantha Hopkins UBS Financial Services, Inc. Lakeland FL Learn More
Jason Hughes UBS Financial Services, Inc. Sarasota FL Learn More
Kyle Mooney Exit Advisor’s Jacksonville FL Learn More
Chuck Owston Florida Capital Bank Orlando FL Learn More
Regina Premil Eavenson, Fraser, Lunsford & Ivan Saint Augustine FL Learn More
Claudio Ravinet UBS Financial Services, Inc. Coral Gables FL Learn More
Matt Shafer Morgan Stanley Boca Raton FL Learn More
Jay Simecek MyBizAgenda St. Augustine FL Learn More
Jeff Strouse UBS Financial Services, Inc. Tampa FL Learn More
Don Wiggins Heritage Capital Group Jacksonville FL Learn More
David Wisehaupt HighTower Advisors Palm Beach Gardens FL Learn More
Alan Zinkin EisnerAmper LLP Miami FL Learn More

Georgia

Name
Firm
City
ST
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Philip Beatty SignatureFd Atlanta GA Learn More
Stephen Capizzi Apex Exit Advisors Alpharetta GA Learn More
Justin Gladieux Nationwide Insurance Atlanta GA Learn More
Rebecca Glasgow UBS Financial Services, Inc. Atlanta GA Learn More
Ron Green Merrill Lynch Milton GA Learn More
Glenn Keen Keen & Company Alpharetta GA Learn More
Wiliam Keen Keen Advisor Group Alpharetta GA Learn More
Jon LeDoyen UBS Financial Services, Inc. Atlanta GA Learn More
William Lee Applied Economics Smyrna GA Learn More
Bruce McFadden Carr, Riggs & Ingram Atlanta GA Learn More
Gina Miller Bennett Thrasher Sandy Springs GA Learn More
Jeremy Mykulak UBS Financial Services, Inc. Atlanta GA Learn More
Jeff Plank HLB Gross Collins Atlanta GA Learn More
Christina Rebel-Otterbach CRO Management Consulting LLC Peachtree Corners GA Learn More
Curt Rubinas UBS Financial Services, Inc. Atlanta GA Learn More
Gary Rzucidlo BNY Mellon Wealth Management Marietta GA Learn More
Tim Sheehan BNY Mellon Wealth Management Atlanta GA Learn More
Michael Tarrant Integrated Financial Group Atlanta GA Learn More
Lewis Walker Life Transitions Advisors LLC Peachtree Corners GA Learn More
Laura Wellon UBS Financial Services, Inc. Norcross GA Learn More

Hawaii

Name
Firm
City
ST
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Geal Talbert UBS Financial Services, Inc. Honolulu HI Learn More

U.S. STATES: I-M


US States: Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana

Note: Currently, there is not a Certified Exit Planning Advisor® (CEPA®) in the following regions: Mississippi.
Contact EPI Headquarters for assistance and recommendations.

Idaho

Name
Firm
City
ST
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Jeanine Barkan PoleStar Entrepreneurial Group Boise ID Learn More
Steve Neighbors Strategic & Operational Solutions, Inc. Boise ID Learn More

Illinois

Name
Firm
City
ST
Learn More
Nancy Anderson BNY Mellon Wealth Management Chicago IL Learn More
Rick Bastian Blackhawk Bank Rockford IL Learn More
Craig Farmer Farmer, Poklop, Hoppa CPAs Lake Zurich IL Learn More
C. Matthew Geesman UBS Financial Services, Inc. Chicago IL Learn More
Barry Goodman SVA Value Accelerators Chicago IL Learn More
Roy Gray Merrill Lynch Swansea IL Learn More
Glen Hampton Equilibrium IT Solutions, Inc. Chicago IL Learn More
Mary Hoffer DHJJ Naperville IL Learn More
Jacob Hong Archford Capital Strategies Caseyville IL Learn More
Robert Legan Whitnell Western Springs IL Learn More
Kim Liva PNC Bank, NA Oak Brook IL Learn More
Jennifer Lucas BNY Mellon Wealth Management Chicago IL Learn More
James Maher Archford Capital Strategies Swansea IL Learn More
Lisa Mullaney BNY Mellon Wealth Management Chicago IL Learn More
Linda Nayder LA Nayder Enterprises Inc. Naperville IL Learn More
Peter Paolilli BNY Mellon Wealth Management Naperville IL Learn More
Scott Sandee BNY Mellon Wealth Management Chicago IL Learn More
James Scherzinger Cray, Kaiser Ltd. Oakbrook Terrace IL Learn More
Mike Sedlak Golden Trail Advisers LLC Orland Park IL Learn More
Todd Sivia Sivia Business & Legal Services PC Edwardsville IL Learn More
Jeffrey Smiejek Porte Brown LLC Elk Grove Village IL Learn More
Brett Spencer D3 Financial Counselors Chicago IL Learn More
Jacob Taylor Busey Trust Company Urbana IL Learn More
Patrick Thompson UBS Financial Services, Inc. Northbrook IL Learn More
Deidre Waltz UBS Financial Services, Inc. Oakbrook IL Learn More
Frank Washelesky Ostrow Reisin Berk & Abrams, Ltd. Chicago IL Learn More
Nate Wasson Capital Group Hinsdale IL Learn More
Marquita Wiley Innovative Business Advisors Belleville IL Learn More

Indiana

Name
Firm
City
ST
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Gordon Bell The Midland Group Fort Wayne IN Learn More
Steve Boltz Charles Schwab Indianapolis IN Learn More
Richard Campbell Myriad CPA Group, LLC Evansville IN Learn More
Mike Hutson Edge Financial Strategies Indianapolis IN Learn More
L. Robert Lowe EWOL LLC Indianapolis IN Learn More
Andy Manchir Katz Sapper & Miller Indianapolis IN Learn More
Robert Mendoza Insight Accounting Group PC Mishawaka IN Learn More
Edwin Mysogland Legacy Transition Advisors, LLC Indianapolis IN Learn More
Matt Roop Deerfield Financial Advisors Indianapolis IN Learn More
Lorelei Tolson Oxford Financial Group Indianapolis IN Learn More
Scott Waddell Waddell Consulting Services LLC Indianapolis IN Learn More
Dennis Wimer Butler University Indianapolis IN Learn More
Steven Young UBS Financial Services, Inc. Indpls IN Learn More

Iowa

Name
Firm
City
ST
Learn More
Jack Gonder Honkamp Krueger & Co., P.C. Hiawatha IA Learn More
Dennis Leininger Business Transition Solutions Clive IA Learn More
James Nalley BCC Advisers Des Moines IA Learn More

Kansas

Name
Firm
City
ST
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Lisa Brumbaugh Kansas Small Business Development Center Emporia KS Learn More
Tom Byler Kansas SBDC Pittsburg KS Learn More
Jackson Harwell Johnson County Community Colleg Overland Park KS Learn More
Karl Klein Washburn University Kansas SBDC Lawrence KS Learn More
Brian Lang SS&C Solutions Inc Topeka KS Learn More
Barry Nelson Columbia Threadneedle/ Ameriprise Olathe KS Learn More
Gary Summers SS&C Solutions Lawrence KS Learn More

Kentucky

Name
Firm
City
ST
Learn More
John Daly UBS Financial Services, Inc. Louisville KY Learn More
David Demarest UBS Financial Services, Inc. Lexington KY Learn More
Russ Ferreri UBS Wealth Management Louisville KY Learn More
Ryan Hall UBS Financial Services, Inc. Louisville KY Learn More
Kent Hisle Hisle and Company CPAs Lexington KY Learn More
Mark Korona UBS Financial Services, Inc. Lexington KY Learn More
Kellie Sheryak UBS Financial Services, Inc. Louisville KY Learn More
Mike Wade BLUE & CO. LLC Louisville KY Learn More

Louisiana

Name
Firm
City
ST
Learn More
Vanessa Claiborne Chaffe & Associates, Inc New Orleans LA Learn More
Frank Devay Chaffe & Associates, Inc New Orleans LA Learn More
Ben Domingue UBS Financial Services, Inc. Lafayette LA Learn More
Matthew Doucet UBS Financial Services, Inc. Lafayette LA Learn More
Carl Drury E Six Thirteen Mandeville LA Learn More
Travis Frayard UBS Financial Services, Inc. Lafayette LA Learn More
Jacque Kuchta UBS Financial Services, Inc. Metairie LA Learn More
Camm Morton VR Business Sales | Mergers & Acquisitions Baton Rouge LA Learn More
Owen Thompson Vincent, Liles & Thompson Private Wealth Managemen Lake Charles LA Learn More

Maine

Name
Firm
City
ST
Learn More
Peter Buzzini UBS Financial Services, Inc. Bangor ME Learn More
Joseph Dieterle UBS Financial Services, Inc. Freeport ME Learn More
Hal Dursema UBS Financial Services, Inc. Portland ME Learn More
Anthony Jessen UBS Financial Services, Inc. Portland ME Learn More
Frank O’Shea BerryDunn Portland ME Learn More
Joseph Powers UBS Financial Services, Inc. Yarmouth ME Learn More
Steven Tenney UBS Financial Services, Inc. Portland ME Learn More
Seth Webber BerryDunn Yarmouth ME Learn More

Maryland

Name
Firm
City
ST
Learn More
Robert Carter Hertzbach & Company, P.A. Owings Mills MD Learn More
Bob Cinquegrana Strategy Management, LLC Owings Mills MD Learn More
Walter Deyhle GRF CPAs Potomac MD Learn More
Ryan Gutowski UBS Financial Services, Inc. Hunt Valley MD Learn More
Clarke Langrall Forecast Strategic Advisors Towson MD Learn More
Jeff Leventhal HighTower Bethesda Potomac MD Learn More
Jason Lowy UBS Financial Services, Inc. Parkton MD Learn More
Corby Megorden ENNIS Legacy Partners Gaihersburg MD Learn More
John Morgan Verdence Capital Advisors Ellicott City MD Learn More
Theo Pahigiannis Catapult BD LLC Olney MD Learn More
Stephen Rosen HighTower Bethesda Bethesda MD Learn More
Andrew Seested Wells Fargo Private Bank Bethesda MD Learn More
David Witherspoon KatzAbosch Timonium MD Learn More

Massachusetts

Name
Firm
City
ST
Learn More
Alexis Bishop UBS Financial Services, Inc. Rockland MA Learn More
Karen Carlin UBS Financial Services, Inc. Boston MA Learn More
Joseph Drier UBS Financial Services, Inc. Rockland MA Learn More
Kenneth Fischer KMF Consulting Services Osterville MA Learn More
Nick Giacoumakis New England Investment & Retirement Group, Inc N. Andover MA Learn More
Jeffrey Goodstein UBS Financial Services, Inc. Boston MA Learn More
Brian Gormley UBS Financial Services, Inc. Boston MA Learn More
John Halloran UBS Financial Services, Inc. Ipswich MA Learn More
Thomas Hanlon UBS Financial Services, Inc. Peabody MA Learn More
Allen Harris Berkshire Money Management Dalton MA Learn More
Todd Ingwersen The Harvest Group Wealth Management Waltham MA Learn More
William Jarry BNY Mellon Wealth Management Newton MA Learn More
Wilfred Keyser UBS Financial Services, Inc. Natick MA Learn More
Clare Kiesel UBS Financial Services, Inc. Boston MA Learn More
Kelly LeVangie UBS Financial Services, Inc. Millis MA Learn More
Brian Lynch UBS Financial Services, Inc. Boston MA Learn More
Justin Makso First Republic Wealth Management Boston MA Learn More
Jonathan Penta UBS Financial Services, Inc. Wellesley MA Learn More
Dan Ronan BNY Mellon Wealth Management Winchester MA Learn More
William Shad UBS Financial Services, Inc. Chestnut Hill MA Learn More
Brian Trzcinski MassMutual Springfield MA Learn More
Michael Tulman Michael M. Tulman CPA, CGMA, CVA, MAFF, CEPA Osterville MA Learn More
Eric Vidal UBS Financial Services, Inc. Westwood MA Learn More

Michigan

Name
Firm
City
ST
Learn More
Paul Bernhard Plante Moran Auburn Hills MI Learn More
Barton Burns Comerica Bank Detroit MI Learn More
Paul Damon Strategic Stewardship Partners Grand Rapids MI Learn More
Cathy Gearig LifePlan Financial Advisory Group Rochester Hills MI Learn More
Vito Gioia Fifth Third Private Bank West Bloomfield MI Learn More
Meagan Hardcastle Harmon Partners, LLC Birmingham MI Learn More
Vincent Mastrovito Prometis Partners Inc. Grand Rapids MI Learn More
Randy Rua Rua Associates Zeeland MI Learn More
Donald Van der Zwaag Rua Associates Grand Rapids MI Learn More
Mary Van Skiver Rehmann Grand Rapids MI Learn More

Minnesota

Name
Firm
City
ST
Learn More
Rob Collins Collins Law Office, P.A. Forest Lake MN Learn More
Mark Eisenschenk Goldmark Advisors North Oaks MN Learn More
Leon Flottemesch Simma Flottemesch & Orenstein, Ltd Minneapolis MN Learn More
Ryan Haag Sagemark Consulting Bloomington MN Learn More
Farley Kaufmann Lurie, LLP Minneapolis MN Learn More
Julie Keyes KeyeStrategies, LLC Coon Rapids MN Learn More
Joel Lebewitz Lurie LLP St. Louis Park MN Learn More
Dyanne Ross-Hanson Exit Plan Strategies White Bear Lake MN Learn More
Shaun Simma Simma Flottemesch & Orenstein MInneapolis MN Learn More
Chris Van Schooneveld Lurie, LLP Minneapolis MN Learn More
Chris Watkins UBS Financial Services, Inc. Orono MN Learn More
Jean Wolfe RW Baird Minnetonka MN Learn More

Missouri

Name
Firm
City
ST
Learn More
Derek Barnard Anders CPAs and Advisors St. Louis MO Learn More
Kyle Danner Kyle Danner Solutions for Family Businesses Kansas City MO Learn More
Adam Goldstein Buckingham Strategic Wealth St. Louis MO Learn More
Larry Guess Plancorp, LLC St. Louis MO Learn More
Joseph Hershewe Hershewe & Co PC St. Joseph MO Learn More
Jonathan Krueger Accelerated Wealth Chesterfield MO Learn More
Mike Lissner Acropolis Investment Management Chesterfield MO Learn More
Lucas Luckett Anders CPAs and Advisors Fenton MO Learn More
Brent McClure Anders CPAs and Advisors St. Louis MO Learn More
Drew McLaughlin UBS Financial Services, Inc. Clayton MO Learn More
Michael Patchett RubinBrown, LLP St. Louis MO Learn More
John Placht John J Placht, CPA, PC St. Louis MO Learn More
Stevens Plowman Bayard Business Capital and Consulting Hannibal MO Learn More
Jared Ribley Ballwin MO Learn More
Matt Sallaberry Moneta Group Clayton MO Learn More
Mike Schumacher Headwaters MB St. Louis MO Learn More
Jeff Shore BRS CPAs and Advisors Springfield MO Learn More
Kevin Summers Anders CPAs and Advisors St. Louis MO Learn More
John Williamson Wells Fargo Advisors St. Louis MO Learn More

Montana

Name
Firm
City
ST
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Shaun McChesney PayneWest Insurance Missoula MT Learn More
Alistair Stewart Montana Manufacturing Extension Center Bozeman MT Learn More

U.S. STATES: N-R


US States: Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania

Note: Currently, there is not a Certified Exit Planning Advisor® (CEPA®) in the following regions: Rhode Island.
Contact EPI Headquarters for assistance and recommendations.

Nebraska

Name
Firm
City
ST
Learn More
Clark Bellin Bellwether Wealth Lincoln NE Learn More
Sara Bennett Nebraska Business Development Center Kearney NE Learn More
Scott Carrico Lutz Consulting & M&A Elkhorn NE Learn More
William Gaines HBE LLP Norfolk NE Learn More
Greg Harr O’Donnell, Ficenec, Wills & Ferdig, LLP Omaha NE Learn More
Odee Ingersoll Nebraska Business Development Center Kearney NE Learn More
Bill Kenedy Lutz Consulting and M&A Omaha NE Learn More
Nick Niemann McGrath North Mullin & Kratz, PC LLO Omaha NE Learn More

Nevada

Name
Firm
City
ST
Learn More
Steve Beatty Financial Solutions for Business Las Vegas NV Learn More
Brian Blaylock Snell & Wilmer LLP Las Vegas NV Learn More
Ileana Dominguez UBS Financial Services, Inc. Henderson NV Learn More
Robert Glaser BNY Mellon Wealth Management Las Vegas NV Learn More
Jordan Grangard UBS Financial Services, Inc. Las Vegas NV Learn More
Katrina Jonah Jondewin Consulting Services Henderson NV Learn More
Jim Main CLA Las Vegas NV Learn More
Ian McNeil McNeil Consulting Group Henderson NV Learn More
Sam Mineo UBS Financial Services, Inc. Las Vegas NV Learn More
Chuck Mohler Eagle Corporate Advisors Las Vegas NV Learn More
Leland Pace Stewart, Archilbald & Barney Las Vegas NV Learn More
Russell Price UBS Financial Services, Inc. Las Vegas NV Learn More
Staci Scharadin Diamond Wealth Management Henderson NV Learn More
Scott Voltz Scott Premier Growth Advisors, Inc. Las Vegas NV Learn More
Bryan Weeks Sphere Partners LLC Las Vegas NV Learn More
Chris Wilcox Eide Bailly LLP Las Vegas NV Learn More

New Hampshire

Name
Firm
City
ST
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Jason Achmoody Ledyard National Bank Hanover NH Learn More
Mark Beliveau Gallagher Flynn & Co. LLP Lebanon NH Learn More
Andy Chace Ameriprise Financial Portsmouth NH Learn More
Stephen Demarais UBS Financial Services, Inc. Hampton NH Learn More
John Howe Business Transition Strategies Pembroke NH Learn More
Raymond Noel Northeast Planning Associates Bedford NH Learn More
Erik Wheeler UBS Financial Services, Inc. Concord NH Learn More

New Jersey

Name
Firm
City
ST
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Angelo Amitsis UBS Financial Services, Inc. Upper Saddle River NJ Learn More
Jennifer Becker Glenmede Morristown NJ Learn More
Ray Chase UBS Financial Services, Inc. Florham Park NJ Learn More
Mark Hartmann HartmannRhodes Chester NJ Learn More
Jeffrey Kates The Founders Group Freehold NJ Learn More
Michael Reynolds Capaldi Reynolds & Pelosi P.A. Northfield NJ Learn More
Tony Rogers BNY Mellon Wealth Management Madison NJ Learn More

New Mexico

Name
Firm
City
ST
Learn More
Rosane (Bobbi) Hayes RPC CPAs + Consultants, LLP Albuquerque NM Learn More

New York

Name
Firm
City
ST
Learn More
John Alex UBS Financial Services, Inc. New York NY Learn More
Matthew Beaulieu UBS Financial Services, Inc. New York NY Learn More
Paula Brancato Barnum Financial Group New york NY Learn More
Muriel Cheng Friedman LLP New York NY Learn More
Roman Ciosek HighTower Advisors Harrison NY Learn More
Jim Cornell Praxiis Business Advisors West Seneca NY Learn More
Brett Dearing BNY Mellon Wealth Management New york NY Learn More
Phil Dipasquale UBS Financial Services, Inc. Rochester NY Learn More
Steven Flanders UBS Financial Services, Inc. Syracuse NY Learn More
Ed Foley UBS Financial Services, Inc. New York NY Learn More
Thomas Gallo Thomas S. Gallo, CPA Staten Island NY Learn More
Samuel Gallucci UBS Financial Services, Inc. New York NY Learn More
Taylor Gray Fieldpoint Private New Rochelle NY Learn More
Catherine Guidera UBS Financial Services, Inc. New York NY Learn More
Jay Hochheiser Hochheiser, Deutsch & Company, Inc. Woodbury NY Learn More
James Jack UBS Financial Services, Inc. New York NY Learn More
Laurie Kamhi Hightower Advisors/LCK Wealth New York NY Learn More
Barry Kasoff Realization Services Inc Bedford Hills NY Learn More
Andrea Kimball UBS Financial Services, Inc. Syracuse NY Learn More
Mark Kravietz HighTower Advisors Melville NY Learn More
Steven La Sala La Sala CPA PC Riverhead NY Learn More
Michael Manasia Morgan Stanley Garden City NY Learn More
Sam Messina UBS Financial Services Inc Rochester NY Learn More
Cliff Olin Olin Capital Advisors Inc. Afton NY Learn More
Ernie Osle UBS Financial Services, Inc. New York NY Learn More
Alan Schoenberger Endeavor Financial Planning Melville NY Learn More
Daniel Shaughnessy BNY Mellon Wealth Management Garden City NY Learn More
Bryan Stephens UBS Financial Services, Inc. New York NY Learn More
Gary Vengelen UBS Financial Services, Inc. Rochester NY Learn More
John Walsh UBS Financial Services, Inc. Albany NY Learn More
Bonnie Yam Pension Maxima Scarsdale NY Learn More
Scott Yoder SEA New York NY Learn More
Leora Zach UBS Financial Services, Inc. Staten Island NY Learn More

North Carolina

Name
Firm
City
ST
Learn More
Sam Catlett UBS Financial Services, Inc. Wilmington NC Learn More
Jim Guenther Strategic Veterinary Consulting, Inc. Asheville NC Learn More
Andrew Kittelson UBS Financial Services, Inc. Charlotte NC Learn More
Jennifer McKinnon HPG Wealthcare Advisors Raleigh NC Learn More
W. Paul Patterson UBS Financial Services, Inc. Wilmington NC Learn More
Michael (Chad) Pearson UBS Financial Services, Inc. Wilmington NC Learn More
Ellen Rankin UBS Financial Services, Inc. Charlotte NC Learn More
Dean St. Marie St Marie Financial Advisors Brevard NC Learn More
John Stanford UBS Financial Services, Inc. Charlotte NC Learn More
Bonnie Suther UBS Financial Services, Inc. Winston Salem NC Learn More

North Dakota

Name
Firm
City
ST
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Jerry Arends Fargo ND Learn More
Keith Olson WSC SBDC Williston ND Learn More
Zachary Schnitzler First International Bank & Trust Fargo ND Learn More

Ohio

Name
Firm
City
ST
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Emmet L Apolinario International Resource Group, Inc. Dublin OH Learn More
Christopher Bart Aurum Wealth Management Mayfield Village OH Learn More
Mark Boslett Mark W. Boslett Inc CPA Hudson OH Learn More
Bob Brooks Practice Endeavors, LLC Alexandria OH Learn More
Darren Cherry FocusCFO Columbus OH Learn More
Andrew Connors Fairport Asset Management Chesterland OH Learn More
David Coomer Clark Schaefer Hackett Dayton OH Learn More
Josh Curtis Footprint Capital Columbus OH Learn More
Bill Ditty Ditty Financial Dublin OH Learn More
Mike Ella KeyBank Cleveland OH Learn More
Scott Everhart Everhart Advisors Dublin OH Learn More
Mike Fissel Clark Schaefer Hackett Miamisburg OH Learn More
Mark Gaudet Clark Schaefer Hackett Miamisburg OH Learn More
Chris Goebel Crossroad Advisers Cleveland OH Learn More
Rich Gulling Next Consultancy Germantown OH Learn More
Kenneth Haffey Skoda Minotti Mayfield Village OH Learn More
Jack Hagmeyer William Vaughan Company Maumee OH Learn More
Andrew Hollenkamp Fifth Third Corp Cincinnati OH Learn More
Karina Horton PNC Bank Cincinnati OH Learn More
Renea Irick Clark Schaefer Hackett Miamisburg OH Learn More
Ryan Kilpatrick Clark Schaefer Hackett Miamisburg OH Learn More
Wade Kozich GBQ Partners Columbus OH Learn More
John Lame Lenox Wealth Management Cincinnati OH Learn More
Ray Lampner Sikich, LLP Akron OH Learn More
Leslie Lauer UBS Financial Services, Inc. Columbus OH Learn More
Steven LeClair UBS Financial Services, Inc. Dublin OH Learn More
Frank Legan Cedar Brook Group Gates Mills OH Learn More
Rob Lemmons Total Wealth Planning Cincinnati OH Learn More
Steve Lundregan Footprint Capital Columbus OH Learn More
Laura Malone American Endowment Foundation Hudson OH Learn More
Owen McBride UBS Financial Services, Inc. Cleveland OH Learn More
Tyler McKean UBS Financial Services, Inc. Sylvania OH Learn More
Anne Megerle Lenox Wealth Cincinnati OH Learn More
Roy Messing Ohio Employee Ownership Center Kent OH Learn More
Matthew Michael Bank of America Merrill Lynch Cincinnati OH Learn More
Renee Milyiori UBS Financial Services, Inc. Dublin OH Learn More
Rebecca Murphy Skylight Financial Cleveland OH Learn More
William Murphy UBS Financial Services, Inc. Cleveland OH Learn More
David Nienaber Foster & Motley Cincinnati OH Learn More
Patrick O’Brien PNC Bank Cleveland OH Learn More
Linda Olejko Glenmede Beachwood OH Learn More
Matthew Olver HPM Partners LLP Cleveland OH Learn More
Michael Pappas Barnes Wendling CPAs Cleveland OH Learn More
Mary Patton First Commonwealth Bank Columbus OH Learn More
Jim Rollins Meaden & Moore Ltd. Richfield OH Learn More
Eric Schwarz BNY Mellon Wealth Management Lorain OH Learn More
Tony Schweier Clark Schaefer Hackett Miamisburg OH Learn More
Christopher Snider Aspire Management Strongsville OH Learn More
Chuck Stevens MCM CPAs and Advisors Cincinnati OH Learn More
Isaiah Stidham Budros, Ruhlin & Roe, Inc. Columbus OH Learn More
Mike Trabert Skoda Minotti Cleveland OH Learn More
Kazim Unalan GBQ Partners, LLC Columbus OH Learn More
Amy Vegh BNY Mellon Wealth Management Cleveland OH Learn More
Paul Weisinger Rea & Associates, Inc. Cleveland OH Learn More
Ben Wells Dinsmore & Shohl LLP Cincinnati OH Learn More
David Wilder Total Wealth Planning Cincinnati OH Learn More
Amy Wirtz Family & Business Success, LLC Sheffield Villge OH Learn More
Eric Wulff Aurum Mayfield Village OH Learn More

Oklahoma

Name
Firm
City
ST
Learn More
Tom Evans Encompass Financial Services Inc Enid OK Learn More
Marcus Huck CCK Strategies, PLLC Tulsa OK Learn More
Nancy Hyde Hyde & Company CPAs Oklahoma City OK Learn More

Oregon

Name
Firm
City
ST
Learn More
Alan Bird Lane Powell Portland OR Learn More
John Brunk Columbia Bank The Dalles OR Learn More
Doug Davison AKT – Salem Salem OR Learn More
Jay Halverson First Republic Wealth Management West Linn OR Learn More
Will Hendricks First Republic Wealth Management Portland OR Learn More
Gower Idrees RareBrain Capital, LP Lake Oswego OR Learn More
Damon Mapes Columbia Bank Hillsboro OR Learn More
Kirk Marley Premier Northwest Insurance Salem OR Learn More
Jon Owens BPG Wealth Management, LLC Clackamas OR Learn More
Bob Shingler KMJ Partners LLC Gearhart OR Learn More

Pennsylvania

Name
Firm
City
ST
Learn More
Paula Barrett RKL LLP Reading PA Learn More
Cliff Brown Navigence, Inc. Lewisburg PA Learn More
Christopher Butsko UBS Financial Services, Inc. Pittsburgh PA Learn More
E G Conley E.G. Conley, P.C. Pittsburgh PA Learn More
Anthony Conte Conte Wealth Advisors Camp Hill PA Learn More
Zak Deschaine UBS Financial Services, Inc. Pittsburgh PA Learn More
Randy Fackler Brown Schultz Sheridan & Fritz Camp Hill PA Learn More
Carly Fagan Neals BNY Mellon Wealth Management Gibsonia PA Learn More
William Fasy William I Fasy MS CPA West Grove PA Learn More
Tom Garrity Compass Point Consulting Bethlehem PA Learn More
John Garvey UBS Financial Services, Inc. Philadelphia PA Learn More
Jan Graybill Legacy Planning Partners Allentown PA Learn More
Bill Guerin Catalytics Performance Consulting Warrington PA Learn More
Daniel Heth UBS Financial Services, Inc. Conshohocken PA Learn More
Charles Kedra FPA Wealth Management Media PA Learn More
Matt Kulp Legacy Planning Partners Sinking Spring PA Learn More
Matthew Lang UBS Financial Services, Inc. Erdenheim PA Learn More
Charles Laverty Arnett Carbis Toothman LLP New Castle PA Learn More
Kevin Leigh JP Morgan Philadelphia PA Learn More
Sheryl Linck BNY Mellon Wealth Management Pittsburgh PA Learn More
Mark Metzler Kreischer Miller Horsham PA Learn More
Frank Michel Exit Decisions Malvern PA Learn More
William Minor UBS Financial Services, Inc. Canonsburg PA Learn More
Scott Pinchak Sageworth Trust Company Enola PA Learn More
Greg Sarian HighTower Advisors Malvern PA Learn More
Brian Sharkey Kreischer Miller Allentown PA Learn More
Thomas Taricani Boyer & Ritter State College PA Learn More
Brian Tarquinio UBS Financial Services, Inc. Pittsburgh PA Learn More
John Tarquinio UBS Financial Services, Inc. Pittsburgh PA Learn More
Mark Uehling UBS Financial Services, Inc. Newtown PA Learn More
Josh Weiskopf Edelman Wealth Management Yardley PA Learn More
Dave Wimer Murphy McCormack Capital Advisors Sinking Spring PA Learn More

U.S. STATES: S-W


US States: South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, D.C., Washington (State), Wisconsin

Note: Currently, there is not a Certified Exit Planning Advisor® (CEPA®) in the following regions: West Virginia; Wyoming.
Contact EPI Headquarters for assistance and recommendations.

South Carolina

Name
Firm
City
ST
Learn More
Allen Brown LCM Columbia SC Learn More
Christopher Brown Family Legacy, Inc. Greenville SC Learn More
Cindy Collier Healthcare Valuation Solutions Myrtle Beach SC Learn More
Kent McKown McKown Company Greer SC Learn More
Matt Morley Pendleton Street Advisors Columbia SC Learn More

South Dakota

Name
Firm
City
ST
Learn More
Kayce Gerlach Casey Peterson Ltd Rapid City SD Learn More

Tennessee

Name
Firm
City
ST
Learn More
William Braddy KraftCPAs/ Kraft Asset Management Nashville TN Learn More
Rob Cook Fifth Third Private Bank Nashville TN Learn More
Justin Goodbread Financially Simple Knoxville TN Learn More
Jay Healy Century Wealth Management Memphis TN Learn More
Dana Holmes 2nd Generation Capital LLC Nashville TN Learn More
Bryce Jenney Raymond James & Associates Nashville TN Learn More
Jessica Jung Wealth Management Group of TN Nashville TN Learn More
Matt Knight FTB Advisors, Inc. Brentwood TN Learn More
Jana Lisle Parham UBS Financial Services, Inc. Nashville TN Learn More
Ashley Propst SunTrust Bank Nashville TN Learn More
Jim Ward 2nd Generation Capital, LLC Nashville TN Learn More
Jeffery Wiese UBS Financial Services, Inc. Chattanooga TN Learn More

Texas

Name
Firm
City
ST
Learn More
Jesse Abercrombie Edward Jones Dallas TX Learn More
Don Ames A&D Advisors LLC Lakeway TX Learn More
Jim Bartlett B2B CFO Arlington TX Learn More
Jack Beam Dailey Resources, Inc. Grapevive TX Learn More
Thomas Brandino Frost Bank Houston TX Learn More
Luke Britt Level Four Wealth Management Plano TX Learn More
Lynne Candler N/A Dallas TX Learn More
Ray Croff Mobius Financial Advisors Denton TX Learn More
Paul Crozier Frost Bank Bishop TX Learn More
Douglas Dickey DRDA, PLLC Houston TX Learn More
John Dini The Exit Map San Antonio TX Learn More
Steve Eisnaugle Frost Bank Dallas TX Learn More
Jim Ferguson Ferguson Financial, Inc. McKinney TX Learn More
Chris Gain Generational Equity Dallas TX Learn More
Robert Gardner Armor Wealth Management Addison TX Learn More
Laura Garofanello Frost Bank Dallas TX Learn More
Lidiya Gold Frost Bank Houston TX Learn More
Curtis Groves Frost Bank San Antonio TX Learn More
Robert Hancock The Hancock Firm Houston TX Learn More
Shea Hancock The Hancock Firm Houston TX Learn More
Brandon Henry Mosaic Advisors Houston TX Learn More
Lee Jones Empyrean Associates, Inc. Houston TX Learn More
Jason Kimball Generational Equity Richardson TX Learn More
Bob Kitzman Bank of America Dallas TX Learn More
Celeste Koh Generational Equity Dallas TX Learn More
Marc Laborde UBS Financial Services, Inc. Houston TX Learn More
Chris Massey Frost Wealth Advisors Fort Worth TX Learn More
Shaun McDuffee Northstar Financial Austin TX Learn More
Andrew McGee UBS Financial Services, Inc. Tomball TX Learn More
Mariann Montgomery Murphy Business Sales Richardson TX Learn More
David Moody BNY Mellon Wealth Management Dallas TX Learn More
Matt Orth BB&T Sugar Land TX Learn More
Ann Page UBS Financial Services, Inc. Houston TX Learn More
Linnie Phebus Frost Wealth Advisors Austin TX Learn More
Darlene Plumly Darlene Plumly CPA Houston TX Learn More
Kevin Roth Tanglewood Legacy Advisors, LLC Kingwood TX Learn More
Ron Salmon IPS Advisors, Inc. Trinidad TX Learn More
John Sands Frost Bank Fort Worth TX Learn More
Thomas Schmidt Velocity Business Advisors Houston TX Learn More
Lori Siegel UBS Financial Services, Inc. Houston TX Learn More
Andrew Tanner U.S. Trust Dallas TX Learn More
Joe Torres Joe L Torres, PC Odessa TX Learn More
Shei Unger BNY Mellon Wealth Management Dallas TX Learn More

Utah

Name
Firm
City
ST
Learn More
Peter Christman The Christman Group St. George UT Learn More
Einar Schow Knox Capital Group Draper UT Learn More

Vermont

Name
Firm
City
ST
Learn More
John Davis Davis & Hodgdon Associates Williston VT Learn More
Peter Stone Legacy Partners, LLP Dorset VT Learn More
Chris Vanderzyden Legacy Partners, LLP Dorset VT Learn More

Virginia

Name
Firm
City
ST
Learn More
Matthew Barrette Barrette Financial Consulting Roanoke VA Learn More
David Bastiaans Wolcott Rivers Gates Virginia Beach VA Learn More
Dan Doran Quantive Tysons corner VA Learn More
Tom Fish Go Beyond LLC Springfield VA Learn More
Holly Flores Quantive McLean VA Learn More
Bert Henderson SunTrust Norfolk VA Learn More
Darren Koch Steigerwald, Gordon & Koch Wealth Advisors Leesburg VA Learn More
Sterling Neblett Centurion Wealth Management LLC McLean VA Learn More
Jonathan Peyton Horizon Ridge Wealth Management Leesburg VA Learn More
Elida Pierson Fitzgerald & Co., CPAs, PC Vienna VA Learn More
Ben Rodgers BNY Mellon Wealth Management Tysons VA Learn More
Thomas Troxell BNY Mellon Wealth Management Tysons VA Learn More
Cindy Vu Vu Forensics & Advisory LLC Vienna VA Learn More
Matt Whitaker Clear Rock M&A Advisors Alexandria VA Learn More
Donald Wright BNY Mellon Wealth Management Reston VA Learn More

Washington, D.C.

Name
Firm
City
ST
Learn More
Keith Apton UBS Financial Services, Inc. Washington DC Learn More
Will Finnerty UBS Financial Services, Inc. Washington DC Learn More
Nick Francia UBS Financial Services, Inc. Washington DC Learn More
Felipe Peres DC Small Business Development Center Washington DC Learn More
Kayvon Sarmadi UBS Financial Services, Inc. Washington DC Learn More

Washington (State)

Name
Firm
City
ST
Learn More
Matthew Bisturis Schwabe Williamson & Wyatt Vancouver WA Learn More
Michael Cadigan CMBIgroup Redmond WA Learn More
Kelly Deis Soundpoint Consulting Bainbridge Island WA Learn More
William Gibbs BNY Mellon Wealth Management Bellevue WA Learn More
Thomas Godwin CB Financial Services Anacortes WA Learn More
Arnie Hendricks Financial Management Resources Issaquah WA Learn More
John Kamprath UBS Financial Services, Inc. Spokane WA Learn More
Charles Kanieski The Business Guides Inc Port Townsend WA Learn More
Bob King C.O.O. Services, LLC Bellevue WA Learn More
Patrick McConn Baker Boyer Bank Walla Walla WA Learn More
Vincent McDonough Anderson Hostnik PLLC Tacoma WA Learn More
Thomas Ryan BNY Mellon Wealth Management Tacoma WA Learn More
Chad Wall BNY Mellon Wealth Management Maple Valley WA Learn More

Wisconsin

Name
Firm
City
ST
Learn More
Amy Biersteker Schenck SC Appleton WI Learn More
Frank Bremser Honkamp Krueger & Co., P.C. Waunakee WI Learn More
Kevin Eismann Epiphany Law, LLC Appleton WI Learn More
Eric Golueke Honkamp Krueger & Co., P.C. Madison WI Learn More
Lisa Horn Schenck SC Appleton WI Learn More
Kent Kohn Belgium WI Learn More
Jayne McQuillan Journey Consulting, LLC Green Bay WI Learn More
Paul Meyer Paul Meyer Financial Menasha WI Learn More
Scott Miller Enterprise Services Inc. Delafield WI Learn More
William Otto Investors Advisory Group Waukesha WI Learn More
Martha Sullivan Honkamp Krueger & Co., P.C. Waunakee, Village of WI Learn More