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
StevenEgnaValuation Resource Grouphttp://www.linkedin.com/in/steve-egna-a25213/November 14, 2008October 1, 2026
RobertEisenstadtApriohttp://www.linkedin.com/in/robert-eisenstadt-b1b238/August 23, 2020September 1, 2026
KurtElliottFocal 5, LLC(not set)(not set)December 1, 2026
LisaElsterMorrissey Goodalehttps://www.linkedin.com/in/lisa-elster/November 29, 2025September 1, 2026
YasserELtawansySLB(not set)April 5, 2025February 1, 2026
SunnyErdmanShorebridge Wealth Managementhttp://www.linkedin.com/in/sunny-erdman-059b2395/March 31, 2022January 1, 2027
JohnErkertIPEG Industrial Grouphttp://www.linkedin.com/in/john-erkert-9678077/September 23, 2016July 1, 2026
VicEsclamadoRepublic Capital Group(not set)April 15, 2024March 1, 2026
JimEshlemanStrategic Endeavors LLChttp://www.linkedin.com/in/jim-eshleman-25885411/March 5, 2017December 1, 2026
MartyFahnckeWestbound Road, LLChttps://www.linkedin.com/in/martyfahncke/(not set)March 1, 2026
MichaelFarneti(not set)(not set)December 8, 2025December 1, 2026
BrittanyFarrellBuy and Build Advisors, LLChttps://www.linkedin.com/in/brittany-m-f-83a38145/September 25, 2025June 1, 2026
EdwardFazioWindes, Inc.http://www.linkedin.com/in/edwardfazio/September 23, 2016January 1, 2027
EmilyFeeleyAAFCPAshttps://www.aafcpa.com/people/emily-feeley-cpa/March 26, 2026March 26, 2027
NigelFentyCemtel Asset Managementhttps://www.linkedin.com/in/nigel-fenty/March 26, 2022January 1, 2027
AmyFergusonOlsson(not set)(not set)March 1, 2026
RayFernandez Jr.ABIP CPAs and Advisors, LLChttps://www.linkedin.com/in/rayjfernandez/June 2, 2024March 1, 2026
ThomasFerstlFerstl Consulting, LLC(not set)(not set)February 1, 2026
AndyFertalBeacon Associates, Inc.http://www.linkedin.com/in/andrew-fertal-a09a327/November 1, 2014July 1, 2026
EricFettig(not set)(not set)December 26, 2025October 1, 2026
AlbertFialkovichProspere Companieshttp://www.linkedin.com/in/albertfialkovichApril 16, 2024March 1, 2026
JerryFinkThe Bascom Grouphttp://www.linkedin.com/in/jerryfink/February 22, 2012February 1, 2026
MarcFleagleCopper Runhttp://www.linkedin.com/in/marc-fleagleApril 27, 2012February 1, 2026
KatieFlemingOwner Actions, Inc.https://www.linkedin.com/in/katiemfleming/(not set)August 1, 2026
PeterFlippenIEI Advisorshttp://www.linkedin.com/in/peter-flippen-55636a1/May 6, 2019October 1, 2026
DavidFordFord Law & Advisory, LLC(not set)November 29, 2022June 1, 2026
BruceFraleyBison Fund Management(not set)May 6, 2023March 1, 2026
TaylorFrameCCMG Capital Partners(not set)November 26, 2023August 1, 2026
RahsaanFreemanFreeman Lundthttp://www.linkedin.com/in/rahsaan-freeman-0614b627/August 30, 2020June 1, 2026
KeetonFryeBG/Bluestemhttps://www.linkedin.com/in/keeton-frye-8b69b5a9March 16, 2026March 16, 2027
AndrewFulfordEu & Phi Advisorshttp://www.linkedin.com/in/afulford/June 22, 2019February 1, 2026
JayGalassoBeacon Equity Advisors, Inc.http://linkedin.com/in/jaygalassoDecember 1, 2023November 1, 2026
AidaGarayAccuTec, Inc.https://www.linkedin.com/in/aida-garay-cpaNovember 7, 2025September 1, 2026
IvanGarciaAzul CFOs & Advisorshttps://www.linkedin.com/in/ivangarcia1/November 20, 2023October 1, 2026
DerekGarlandU.S. Bankhttp://www.linkedin.com/in/derek-j-garland-cfp®-07723024/August 20, 2020May 1, 2026
SriGeedipalliSimanor, LLChttp://www.linkedin.com/in/srinath-geedipalli-3584622/October 1, 2010January 1, 2027
RobertGeorgesAllied Advisors(not set)December 26, 2025November 1, 2026
VasilisGeorgiouCrossRoads Business Brokershttp://www.linkedin.com/in/vasilisgeorgiou/October 31, 2018May 1, 2026
JeffreyGettyCallan Family Officehttp://www.linkedin.com/in/jtgettyMay 16, 2017February 1, 2026
LeightonGibsonPwChttp://www.linkedin.com/in/leighton-gibson-067b4278/May 5, 2019April 1, 2026
IanGillespieClark, Schaefer, Hackett & Co.(not set)September 19, 2024August 1, 2026
WalterGilliganSD Capitalhttps://www.linkedin.com/in/walt-gilligan-9356093/March 20, 2026March 20, 2027
MarkGirouardSynergy Financial Managementhttp://www.linkedin.com/in/markgir/February 22, 2012February 1, 2026
ChadGodwinFirst Turn Capitalhttps://www.linkedin.com/in/chad-godwin-652aa611a/June 6, 2024March 1, 2026
JeffreyGoldmanPKF O'connor Davies(not set)November 22, 2022August 1, 2026
GaryGoldwasserTransworld Business Advisorshttp://www.linkedin.com/in/gary-goldwasser/April 16, 2024March 1, 2026
AdrianGonzalezJordan Foster Construction(not set)May 10, 2021March 1, 2026
RyanGoralG-Spire Grouphttp://www.linkedin.com/in/ryan-goral/November 19, 2021August 1, 2026
SethGordonSink, Gordon & Associates, LLPhttp://www.linkedin.com/in/seth-gordon-b8930814/May 15, 2017April 1, 2026
MichaelGradySequence Financial Specialistshttp://www.linkedin.com/in/wmg3830/February 5, 2004December 1, 2026

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

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