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
AngelaUttaroUttaro Consultinghttp://www.Linkedin.com/in/angela-uttaroApril 28, 2021April 1, 2026
JeffreyShannonMission PE(not set)July 18, 2022April 1, 2026
JohnRogersThe Bonadio Group(not set)July 6, 2023April 1, 2026
KevinMcMillanMcMillan Consulting Group Inc(not set)July 10, 2023April 1, 2026
NicholasLeoneSchneider Downs & Co., Inc.(not set)June 8, 2024April 1, 2026
JitenMehtaPOLY NOVA TECHNOLOGIES CORPORATION(not set)(not set)April 1, 2026
GokulPrasathPricol Limited(not set)(not set)April 1, 2026
HenryWinchesterPrincipal AM(not set)(not set)April 1, 2026
PhilipBernstorfHeartland Business Advisory LLC(not set)(not set)April 1, 2026
RosaSanabriaSunbelt Central America(not set)(not set)April 1, 2026
MitchellMafraPSMJ Resources, Inc.(not set)(not set)April 1, 2026
AliAlSawadHowden Insurance Brokers(not set)(not set)April 1, 2026
KenDiCairanoCity National Bank(not set)(not set)April 1, 2026
MathewRoseAdheren Capital(not set)(not set)April 1, 2026
AmyCunningham(not set)(not set)(not set)April 1, 2026
LeandraSchindlerKey Bank(not set)December 22, 2025April 1, 2026
TerriAmbroseRMA, LLC(not set)October 23, 2015April 1, 2026
DavidSmithSmith Patrick CPAs(not set)May 25, 2018April 1, 2026
WilliamDittyDitty Financial(not set)February 28, 2021April 1, 2026
EricaWilsonBrightCore(not set)July 27, 2023April 1, 2026
AlexanderNelsonEdgewater Bookshttps://www.linkedin.com/in/alexanderjnelson(not set)May 1, 2026
Hector M.Gutierrez GonzalezCJ CPA Grouphttps://www.linkedin.com/in/ gutierrezhectorm(not set)May 1, 2026
LindaHammonssolidCore CFOhttps://www.linkedin.com/in/lindahammonscfo/(not set)May 1, 2026
JessicaSeffStatesman Corporate Finance, LLChttps://www.linkedin.com/in/jessica-seff-cfa-3657a323/June 18, 2019May 1, 2026
JeffreyHarrisSoltis Investment Advisorshttps://www.linkedin.com/in/jeffrey-harris-cmaa-mba-30a805a/July 3, 2023May 1, 2026
GeorgeBarsomAuxo Capital Advisorshttps://www.linkedin.com/in/george-barsom/(not set)May 1, 2026
DanielSpannBarge Design Solutions, Inchttps://www.linkedin.com/in/daniel-j-spann-pe-ptoe-8628a35b/November 11, 2025May 1, 2026
RichardWeinerAAFCPAshttp://www.linkedin.com/meJuly 5, 2023May 1, 2026
VasilisGeorgiouCrossRoads Business Brokershttp://www.linkedin.com/in/vasilisgeorgiou/October 31, 2018May 1, 2026
TomHewittRehmannhttp://www.linkedin.com/in/tomhewitt/October 23, 2015May 1, 2026
TaylorDevineThe CDI Grouphttp://www.linkedin.com/in/taylor-devine-09a19b/May 6, 2008May 1, 2026
PeterClarkeBaldwinClarkehttp://www.linkedin.com/in/peter-clarke-52b28a23/April 27, 2018May 1, 2026
NolanKappAllston Advisory Group LLChttp://www.linkedin.com/in/nolan-k-kapp-5b6568b/March 4, 2016May 1, 2026
MichaelVaccarellaWipfli LLPhttp://www.linkedin.com/in/michael-l-vaccarellaMay 6, 2016May 1, 2026
JeffreyMannThe Exit Navigator, LLChttp://www.linkedin.com/in/jeffreymanncfo/May 25, 2018May 1, 2026
GeorgeRaftopoulosROI-Cubed, LLChttp://www.linkedin.com/in/george-raftopoulos-5a84683November 1, 2014May 1, 2026
DonHankinsAlamo Corporate Grouphttp://www.linkedin.com/in/don-hankins-0b93b52/May 31, 2012May 1, 2026
DerekGarlandU.S. Bankhttp://www.linkedin.com/in/derek-j-garland-cfp®-07723024/August 20, 2020May 1, 2026
DenisPotapovDGP Capitalhttp://www.linkedin.com/in/denis-potapov-60950a4/June 8, 2022May 1, 2026
BryanGraiffArmaninohttp://www.linkedin.com/in/bryan-graiff-6b764b12/February 4, 2015May 1, 2026
BillNicholsonExit Strategy Advisors, LLChttp://www.linkedin.com/in/billnicholson/October 29, 2022May 1, 2026
William (Bill)BucherCoastline Health Partners, LLChttp://www.linkedin.com/in/bill-bucher-4938981May 3, 2022May 1, 2026
AaronChambersBoos & Associates, PChttp://www.linkedin.com/in/aarongchambers/December 3, 2023May 1, 2026
Georgvon Greiff(not set)http://www.linkedin.com/company/abalarisbusinessventuresJuly 18, 2022May 1, 2026
RayCarterSunbelt Business Advisors(not set)July 23, 2021May 1, 2026
KevinRuthRU Strategic, LLC dba Westlake Global(not set)July 18, 2022May 1, 2026
GaryJackAllegiance Capital Corporation(not set)July 7, 2023May 1, 2026
VinceMazzoneCerity Partners(not set)December 9, 2025May 1, 2026
RobertMachizMoneySoft, Inc.(not set)March 12, 2017May 1, 2026
MatthewVanceVergePointe(not set)June 29, 2007May 1, 2026

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

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