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
RichardStrautmanStony Hill Advisorshttp://www.linkedin.com/in/richard-strautman-5886154April 2, 2023February 1, 2026
StephanieStudtBlue River Financial Group, Inc.(not set)May 28, 2024March 1, 2026
PatrickSullivanConnecticut Wealth Management, LLC(not set)April 23, 2023February 1, 2026
MehmoodSyedSyed Brokeragehttps://www.linkedin.com/in/mehmood-h-syed-cmaa-3a091626/October 1, 2013October 1, 2026
RebeckaTalleySD Capital(not set)November 16, 2023August 1, 2026
DavidTalleyRiverview Capital Advisors(not set)December 19, 2006February 1, 2026
JoshTeetersWaterloo Capitalhttps://www.linkedin.com/in/josh-teeters-02474a5November 18, 2025October 1, 2026
YatinThakoreTechnologyPark.comhttp://www.linkedin.com/in/ythakore/August 29, 2020June 1, 2026
AaronThomasSolar Industries, Inc.https://www.linkedin.com/in/aaron-thomas-9812253/December 8, 2014September 1, 2026
RickThomasFirst Generation Advisorshttp://www.linkedin.com/in/richardpiercethomasApril 20, 2023September 1, 2026
ThaddeusThompsonLeland Healthcare Advisors & Consultantshttps://www.linkedin.com/in/thaddeus-thompson/(not set)August 1, 2026
WilliamThomsonMilestone Financial Engineers, LLChttp://www.linkedin.com/in/bj-thomson-36762026/May 7, 2023March 1, 2026
AndrewTomatFour Pillars, Inc.http://www.linkedin.com/in/andytomat/October 27, 2017September 1, 2026
MikeTrabertMarcum LLP(not set)May 22, 2014February 1, 2026
JessicaTrombleyBlue River Financial Group, Inc.https://www.linkedin.com/in/jessica-trombley-004468237/November 14, 2025September 1, 2026
David EstuardoTrujilloSunbelt Business Advisorshttps://www.linkedin.com/in/estuardo-trujillo-99121417July 18, 2022April 1, 2026
GlennTurnerEnvision GovCon Solutionshttps://www.linkedin.com/in/glenn-turner-9757027/(not set)September 1, 2026
LoriTurner-WilsonRedRover Sales & Marketing Strategyhttp://www.linkedin.com/in/redrover/August 22, 2020June 1, 2026
JanetTylerTobinLeffhttps://www.linkedin.com/in/janettyler/September 21, 2024January 1, 2027
MarkUnderhillBMSS, LLChttp://www.linkedin.com/in/mark-underhill-cpa-94156918September 22, 2019August 1, 2026
FranciscoUriarteConnelly Capital Managementhttp://www.linkedin.com/in/franciscouriarte/May 7, 2010April 1, 2026
AngelaUttaroUttaro Consultinghttp://www.Linkedin.com/in/angela-uttaroApril 28, 2021April 1, 2026
MichaelVaccarellaWipfli LLPhttp://www.linkedin.com/in/michael-l-vaccarellaMay 6, 2016May 1, 2026
BrianValikLeague Advisorshttps://www.linkedin.com/in/brianvalik/(not set)March 1, 2026
MichaelValucciHeadhouse Capital, LLC(not set)December 21, 2020December 1, 2026
MatthewVanceVergePointe(not set)June 29, 2007May 1, 2026
DonaldVanderZwaagSkyway Associates LLC(not set)February 22, 2012January 1, 2027
LoriVan DykeRiverview Advisory Group(not set)November 22, 2022September 1, 2026
TimothyVaughnAcuity Financial Services Group, LLChttp://www.linkedin.com/in/timothy-m-vaughn/April 25, 2021March 1, 2026
WilliamVenturaResonance Partnershttps://www.linkedin.com/in/william-s-ventura/September 18, 2025July 1, 2026
JasonVetterEide Bailly LLP(not set)September 17, 2017September 1, 2026
PaulVisokeyStony Hill Advisorshttp://www.linkedin.com/in/paulvisokey/December 15, 2020December 1, 2026
PaulVokatyAvalon Partnershttp://www.linkedin.com/in/paulvokaty/November 12, 2021November 1, 2026
Georgvon Greiff(not set)http://www.linkedin.com/company/abalarisbusinessventuresJuly 18, 2022May 1, 2026
CarlVon HakeRusk O'Brien Gido + Partners(not set)January 31, 2020September 1, 2026
PatrickWalshSkoda Minottihttp://www.linkedin.com/in/patrickwalsh14/September 20, 2019August 1, 2026
JasonWarnerBlue Riverhttps://www.linkedin.com/in/jason-warner-51725871/November 8, 2025September 1, 2026
ToddWarnerAgribusiness Brokers Inc(not set)January 9, 2006August 1, 2026
BrianWassellTrout CPAhttp://www.linkedin.com/in/brianwassell/October 1, 2013January 1, 2027
AdamWayneNeway Consulting Group, LLChttp://www.linkedin.com/in/adam-wayne-cpa-cgma-19b8457/March 30, 2022February 1, 2026
ScottWeavilSierra Pacific Partnershttp://www.linkedin.com/in/scottweavil/December 3, 2023September 1, 2026
TysonWeekesSkinner Clouse Grouphttp://www.linkedin.com/in/tyson-weekes-msat-cpa-b2183120/August 20, 2020January 1, 2027
RichardWeinerAAFCPAshttp://www.linkedin.com/meJuly 5, 2023May 1, 2026
MichaelWellonsMichael Wellons(not set)January 9, 2006October 1, 2026
LindseyWendler414 Capital(not set)October 27, 2017September 1, 2026
BrianWendlerNational Transaction Advisors, Inc.(not set)November 14, 2003December 1, 2026
NathanWentworthMorrissey Goodale LLChttp://www.linkedin.com/in/nwentworth/August 19, 2020June 1, 2026
BrianWhalenStarboard CPAs LLChttps://www.linkedin.com/in/brianwhalen-tax-cpa/December 18, 2025September 1, 2026
TimWhippleHUB Commercial (Sunbelt)http://www.linkedin.com/in/twhipple/April 22, 2023February 1, 2026
KenWhitleyKen Whitleyhttp://www.linkedin.com/in/kenbwhitley/March 3, 2017January 1, 2027

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

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