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
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
ChristinaUngaroGrowth Foundry Partnershttps://www.linkedin.com/in/christina-ungaro-cfa-0a17321/May 26, 2026May 26, 2027
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
KaylaWestWestern Alliance Bankhttps://www.linkedin.com/in/kaylawest01April 1, 2026April 1, 2027
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
DaryaWhiteEsther Grouphttps://www.linkedin.com/in/darya-white-abv-b47aa747/April 21, 2026April 21, 2027
KenWhitleyKen Whitleyhttp://www.linkedin.com/in/kenbwhitley/March 3, 2017January 1, 2027
BillWiersemaMiller Cooper & Co., Ltd.http://www.linkedin.com/in/bill-wiersema-0835287September 30, 2018March 1, 2026
JosephWikPolicastro & Associates, LLChttps://www.linkedin.com/in/joewikNovember 22, 2022July 1, 2026
RickWilcoxPoint North Advisors, LLChttp://www.linkedin.com/in/rick-wilcox-713a47149March 4, 2016February 1, 2026
MichaelWildeveldVeld Mergers & Acquisitionshttp://www.linkedin.com/in/michael-wildeveld-83957315/August 31, 2020February 1, 2026
JeffreyWileyIntyllus Advisors, LLChttp://www.linkedin.com/in/jeffrey-wiley-47701512November 5, 2013October 1, 2026
KevinWilliamsCumulus Services LLChttp://www.linkedin.com/in/kevindwill/April 21, 2023February 1, 2026
NathanWillisTransworld Business Advisors of Colorado(not set)November 20, 2023October 1, 2026
David FloresWilsonSincerushttps://www.linkedin.com/in/david-flores-wilson-cfp%C2%AE-cfa-02b5a/(not set)March 1, 2026
EricaWilsonBrightCore(not set)July 27, 2023April 1, 2026
HenryWinchesterPrincipal AM(not set)(not set)April 1, 2026

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

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