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 Name | Last Name | Company | CM&AA® Issue | CM&AA® Expiry | |
|---|---|---|---|---|---|
| Jeff | Neumeister | Neumeister & Associates, LLP | http://www.linkedin.com/in/ForensicAcct | February 1, 2019 | February 1, 2026 |
| Brian | Wendler | National Transaction Advisors, Inc. | (not set) | November 14, 2003 | December 1, 2026 |
| Zack | Zimmerman | National Business Valuation, LLC | (not set) | December 31, 2022 | August 1, 2026 |
| Ryan | Smith | N/A | https://www.linkedin.com/in/ryan-smith-08239552 | March 6, 2025 | February 1, 2026 |
| Jamison | Rounds | Murphy Business Dakota Lakes/Rounds International | (not set) | April 24, 2015 | October 1, 2026 |
| Greg | Duncan | Murphy Business and Financial Services - NOVA | https://www.linkedin.com/in/kgregduncan/ | November 8, 2025 | October 1, 2026 |
| Jeff | Murphy | Murphy Advisory Solutions, LLC | https://www.linkedin.com/in/jeff-murphy-m-acc-cpa-7906b92/ | April 27, 2025 | April 1, 2026 |
| Maria Elena | Carrion | Multicultural Capital LLC | https://www.linkedin.com/in/maria-elena-carrion-6b09369 | September 23, 2016 | August 1, 2026 |
| Martin | McDermut | MSM Advisory | (not set) | May 1, 2009 | January 1, 2027 |
| Andrew | Miller | MPL Law Firm | (not set) | April 27, 2018 | June 1, 2026 |
| James | Sanders | MPL Law Firm | http://www.linkedin.com/in/james-sanders-esquire/ | August 20, 2020 | November 1, 2026 |
| Jeremy | Broker | Moss Adams LLP | (not set) | November 4, 2019 | October 1, 2026 |
| Guy | Knuf | Moss Adams LLP | http://www.linkedin.com/in/guy-knuf-4b8b01122/ | September 27, 2012 | August 1, 2026 |
| Rick | Simonsen | Moss Adams LLP | http://www.linkedin.com/in/rick-simonsen-9a561734/ | May 21, 2023 | March 1, 2026 |
| Brandon | Henry | Mosaic Advisors | http://www.linkedin.com/in/brandonrhenry/ | November 19, 2016 | March 1, 2026 |
| Joe | Seetoo | Morton Wealth | (not set) | (not set) | February 1, 2026 |
| Jeffrey | Lookup | Morrissey Goodale LLC | http://www.linkedin.com/in/jeffrey-lookup-a75a527/ | March 21, 2017 | February 1, 2026 |
| Nathan | Wentworth | Morrissey Goodale LLC | http://www.linkedin.com/in/nwentworth/ | August 19, 2020 | June 1, 2026 |
| Lisa | Elster | Morrissey Goodale | https://www.linkedin.com/in/lisa-elster/ | November 29, 2025 | September 1, 2026 |
| Cynthia | Luna | Moonshot Financial Group | http://www.linkedin.com/in/cynthia-luna | March 20, 2024 | April 1, 2026 |
| Allan | Smart | Monteca Group | http://www.linkedin.com/in/allansmart | March 3, 2018 | December 1, 2026 |
| Robert | Machiz | MoneySoft, Inc. | (not set) | March 12, 2017 | May 1, 2026 |
| Jeffrey | Shannon | Mission PE | (not set) | July 18, 2022 | April 1, 2026 |
| Bill | Wiersema | Miller Cooper & Co., Ltd. | http://www.linkedin.com/in/bill-wiersema-0835287 | September 30, 2018 | March 1, 2026 |
| William | Thomson | Milestone Financial Engineers, LLC | http://www.linkedin.com/in/bj-thomson-36762026/ | May 7, 2023 | March 1, 2026 |
| Michael | Wellons | Michael Wellons | (not set) | January 9, 2006 | October 1, 2026 |
| Chris | Brodman | Metz Lewis Brodman Must O'Keefe LLC | http://www.linkedin.com/in/christopher-brodman-709934198/ | May 2, 2021 | August 1, 2026 |
| Mark | Mroczkowski | Merger Solution | http://www.linkedin.com/in/markmroczkowski/ | July 18, 2022 | April 1, 2026 |
| Meredith | Egeland | Meredith | https://www.linkedin.com/in/themeredithgrace/ | November 12, 2025 | September 1, 2026 |
| Al | Melchiorre | MelCap Partners, LLC | (not set) | October 13, 2005 | February 1, 2026 |
| John | DeLillo | MDJ Advisors | (not set) | December 12, 2022 | October 1, 2026 |
| Kevin | McMillan | McMillan Consulting Group Inc | (not set) | July 10, 2023 | April 1, 2026 |
| Robert | Petre | McIntosh Corporation | (not set) | April 27, 2021 | March 1, 2026 |
| Malinda | Passmore | Maximum Possibilities | http://www.linkedin.com/in/mindypassmorecfo/ | September 17, 2022 | August 1, 2026 |
| Colvin | Matheson | Matheson Financial Advisors, Inc. | http://www.linkedin.com/in/colvin-t-matheson-cfa-cmaa-b6b3777 | October 1, 2013 | June 1, 2026 |
| David | Dwyer | Mass Virtual, Inc. | (not set) | (not set) | February 1, 2026 |
| Karl | Heckendorn | MarketKinnect | https://www.linkedin.com/in/karlheckendorn22 | (not set) | October 1, 2026 |
| Mike | Trabert | Marcum LLP | (not set) | May 22, 2014 | February 1, 2026 |
| John | Earll | Management Vision, P.C. | http://www.linkedin.com/in/john-j-earll-01a2ba12/ | August 27, 2020 | August 1, 2026 |
| Billey | Johnson | Mamba Tech Grooup, LLC | http://www.linkedin.com/in/billjohnsoninvestor | November 13, 2021 | April 1, 2026 |
| Ryan | McGregor | Lutz M&A | (not set) | May 6, 2016 | March 1, 2026 |
| Daniela | Sherrets | Lutz | https://www.linkedin.com/in/daniela-sherrets-bb816928/ | November 19, 2025 | June 1, 2026 |
| David | Shankar | LR Tullius | https://www.linkedin.com/in/david-shankar-cfa-cmaa-4664327/ | June 9, 2024 | April 1, 2026 |
| Gregory | McGuire | Louis Plung & Company | https://www.linkedin.com/in/greg-mcguire-cpa-cmaa-2411b3a8/ | November 29, 2023 | October 1, 2026 |
| Jay | Lohman | Lohman Company,PLLC | https://www.linkedin.com/in/jaylohman/ | (not set) | August 1, 2026 |
| Mack | Brown | L. M. Brown Capital Advisors, LLC | (not set) | November 27, 2021 | September 1, 2026 |
| Khaled | Azar | Livmo | https://www.linkedin.com/in/khaledazar | (not set) | March 1, 2026 |
| Elijah | Liske | Liske & Brunner CPAs LLC | (not set) | January 5, 2024 | September 1, 2026 |
| Steve | Brunner | Liske & Brunner CPAs LLC | (not set) | February 4, 2024 | September 1, 2026 |
| Thaddeus | Thompson | Leland Healthcare Advisors & Consultants | https://www.linkedin.com/in/thaddeus-thompson/ | (not set) | August 1, 2026 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.