The AM&AA maintains an up-to-date directory of individuals who have earned the CM&AA® certification.

To view a certification holder's status, simply enter an individual's first and last name, company, or profession, in the search fields below and a list of matches will be displayed.

First NameLast NameCompanyLinkedInCM&AA® IssueCM&AA® Expiry
SteveMcAdamsZweig Grouphttps://www.linkedin.com/in/stevemcadams-peNovember 10, 2025August 1, 2026
ZaherBashaYeo & Yeo PC(not set)September 30, 2019December 1, 2026
ChristopherHattenWithumhttp://www.linkedin.com/in/chrishatten/September 23, 2016September 1, 2026
JeanetteJordanWithumhttp://www.linkedin.com/in/jeanette-emmons-jordan-21920212/October 2, 2018September 1, 2026
ChristopherDoddWithumhttps://www.linkedin.com/in/cwdodd/(not set)February 1, 2026
ChrisWiseWise Profitshttps://www.linkedin.com/in/chriswise/March 10, 2024October 1, 2026
MichaelVaccarellaWipfli LLPhttp://www.linkedin.com/in/michael-l-vaccarellaMay 6, 2016May 1, 2026
EdwardFazioWindes, Inc.http://www.linkedin.com/in/edwardfazio/September 23, 2016January 1, 2027
PaulaKrugerWhite Rock Business Advisorshttp://www.linkedin.com/feed/November 10, 2021January 1, 2027
ErnestoBentWhite Knight Acquisitionshttp://www.linkedin.com/in/ernestobent/July 2, 2023April 1, 2026
RobertHartmanWestern M&A Advisoryhttp://www.linkedin.com/in/robjhartman/November 22, 2022September 1, 2026
KaylaWestWestern Alliance Bankhttps://www.linkedin.com/in/kaylawest01April 1, 2026April 1, 2027
ToddSchollWestBridge Partners, LLChttp://www.linkedin.com/company/westbridgepartners/December 2, 2023October 1, 2026
BeckySmithWestbound Road, LLChttps://www.linkedin.com/in/beckyjsmith(not set)April 1, 2026
MartyFahnckeWestbound Road, LLChttps://www.linkedin.com/in/martyfahncke/(not set)March 1, 2026
MeghanMeurerWerner Enterprises(not set)(not set)February 1, 2026
Alvis Cheong SengWongWeProperty Sdn Bhd(not set)(not set)March 1, 2026
JerronGreenWells Fargo Advisors, LLChttp://www.linkedin.com/in/jerron-green-cfp-cima-85aa17b8/March 5, 2017February 1, 2026
MichaelLewisWellington Charles Advisors, LLChttp://www.linkedin.com/in/michael-lewis-6a090643November 30, 2021November 1, 2026
BrianHastingsWeb Tech CFOhttp://www.linkedin.com/in/brianhastingswebtechcfo/February 4, 2015February 1, 2026
JoshTeetersWaterloo Capitalhttps://www.linkedin.com/in/josh-teeters-02474a5November 18, 2025October 1, 2026
BrianAgnewVolition | BAS+https://www.linkedin.com/in/brianaagnew/November 28, 2023August 1, 2026
GoldenBegleyVintage Realty Group, LLChttps://www.linkedin.com/in/golden-begley-12bb7a208/April 21, 2026April 21, 2027
ScottSandeeVertex Planning Partners, LLChttps://www.linkedin.com/in/scottsandee/December 23, 2025October 1, 2026
RaChelGreviousVERTESS Healthcare Advisorshttps://www.linkedin.com/in/rachel-grevious-340032209March 6, 2026March 6, 2027
KevinMaahsVertess Advisors, LLChttps://www.linkedin.com/in/kevin-maahs-2aa6aa346/(not set)September 1, 2026
ConnorCruseVERTESShttp://www.linkedin.com/in/connor-cruse-32aaa1100/November 22, 2023July 1, 2026
MatthewVanceVergePointe(not set)June 29, 2007May 1, 2026
DavidNelsonVerdence Capitalhttp://www.linkedin.com/in/david-nelson-cfa-04351932/August 27, 2020April 1, 2026
LoganLauxVerdant Advisershttp://www.linkedin.com/in/logan-laux-verdant/October 1, 2013September 1, 2026
DavidProwseVelorum Business Advisoryhttp://www.linkedin.com/in/davidprowsetoronto/August 24, 2020July 1, 2026
MichaelWildeveldVeld Mergers & Acquisitionshttp://www.linkedin.com/in/michael-wildeveld-83957315/August 31, 2020February 1, 2026
PriscillaZambranoVector Advisory Services LLC(not set)(not set)October 1, 2026
LeeDahmerValue Growth Consulting Grouphttp://www.linkedin.com/in/leedahmer/February 20, 2008January 1, 2027
EdwardPratesiValuation & Transition Strategies, LLChttp://www.linkedin.com/in/ed-pratesi-140b762/February 22, 2012June 1, 2026
StevenEgnaValuation Resource Grouphttp://www.linkedin.com/in/steve-egna-a25213/November 14, 2008October 1, 2026
ChrisMellenValuation Research Corporation(not set)December 20, 2004January 1, 2027
AngelaUttaroUttaro Consultinghttp://www.Linkedin.com/in/angela-uttaroApril 28, 2021April 1, 2026
DerekGarlandU.S. Bankhttp://www.linkedin.com/in/derek-j-garland-cfp®-07723024/August 20, 2020May 1, 2026
JorgeJunqueraUnited Surety and Indemnity Company (USIC)https://www.linkedin.com/in/jorge-junquera-0aa9a52/October 1, 2014December 1, 2026
JimmyCruseUNCOMN, LLChttps://www.linkedin.com/in/jimmycruse/May 28, 2024March 1, 2026
FahadMurtazaUHY LLP(not set)April 28, 2024March 1, 2026
MichaelLandersUHY LLPhttps://www.linkedin.com/in/michael-landers-3646358/April 14, 2024March 1, 2026
StevenYoungUBS Financial Services Inc.http://www.linkedin.com/in/stevenyoungubsApril 2, 2023February 1, 2026
AlexRistevskiTruist(not set)December 22, 2022September 1, 2026
BrianWassellTrout CPAhttp://www.linkedin.com/in/brianwassell/October 1, 2013January 1, 2027
GeraldKongTrinity Transaction Advisory, LLChttp://www.linkedin.com/in/gerald-kong-6638295/March 10, 2017August 1, 2026
JerryButzTREP Advisorshttps://www.linkedin.com/in/gerold-butz-bb41aa26b/(not set)August 1, 2026
JeffBaileyTransworld Business Advisors of Irelandhttps://www.linkedin.com/in/jeff-bailey-992a10158/March 9, 2026March 9, 2027
RogerSmolikTransworld Business Advisors of Colorado(not set)September 11, 2024August 1, 2026

Questions related to the CM&AA® Directory should be directed to the AM&AA at

info@amaaonline.com or 312-856-9590.