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 | |
|---|---|---|---|---|---|
| Phil | Paret | Rize Global Partners | https://www.linkedin.com/in/philparet/ | (not set) | August 1, 2026 |
| Steve | McAdams | Zweig Group | https://www.linkedin.com/in/stevemcadams-pe | November 10, 2025 | August 1, 2026 |
| Thaddeus | Thompson | Leland Healthcare Advisors & Consultants | https://www.linkedin.com/in/thaddeus-thompson/ | (not set) | August 1, 2026 |
| Tom | McBrearty | Rock Hall Partners, LLC | https://www.linkedin.com/in/tmcbrearty | December 17, 2025 | August 1, 2026 |
| Barry | Kasoff | Realization Services Inc | (not set) | April 27, 2012 | July 1, 2026 |
| Megan | Hammann | PNC Bank | (not set) | March 2, 2018 | July 1, 2026 |
| Doug | Briskie | 0dB Advisory, LLC | (not set) | November 5, 2017 | July 1, 2026 |
| John | Bly | Aprio | (not set) | July 28, 2014 | July 1, 2026 |
| Adam | Sidor | Strategex | (not set) | October 5, 2025 | July 1, 2026 |
| Angela | Breznay | Border States | (not set) | September 26, 2024 | July 1, 2026 |
| Andy | Fertal | Beacon Associates, Inc. | http://www.linkedin.com/in/andrew-fertal-a09a327/ | November 1, 2014 | July 1, 2026 |
| Connor | Cruse | VERTESS | http://www.linkedin.com/in/connor-cruse-32aaa1100/ | November 22, 2023 | July 1, 2026 |
| David | Prowse | Velorum Business Advisory | http://www.linkedin.com/in/davidprowsetoronto/ | August 24, 2020 | July 1, 2026 |
| Ethan | Lee | Hemming Morse | http://www.linkedin.com/in/ethanleecpa | September 17, 2022 | July 1, 2026 |
| Gregory | Carlson | Boyum Barenscheer PLLP | http://www.linkedin.com/in/gregory-carlson-cpa-899ba550/ | August 29, 2020 | July 1, 2026 |
| John | Erkert | IPEG Industrial Group | http://www.linkedin.com/in/john-erkert-9678077/ | September 23, 2016 | July 1, 2026 |
| Jonathan | DeLine | Scout Advisors | http://www.linkedin.com/in/jondeline/ | November 10, 2021 | July 1, 2026 |
| Erik | Konicki | 414 Capital | http://www.linkedin.com/in/konicki/ | March 19, 2016 | July 1, 2026 |
| Melissa | Koehler | Koehler Accounting | http://www.linkedin.com/in/melissa-koehler-cpa-tax/ | July 28, 2021 | July 1, 2026 |
| Richard | Scigaj | Easy Dynamics Corporation | http://www.linkedin.com/in/richardscigaj/ | August 25, 2020 | July 1, 2026 |
| William | Lundt | Freeman Lundt | http://www.linkedin.com/in/scott-lundt-66baba175/ | August 20, 2020 | July 1, 2026 |
| Shea | Hancock | The Hancock Firm LLC | http://www.linkedin.com/in/shea-hancock-93261b33/ | May 30, 2014 | July 1, 2026 |
| Stephen E. | Barnes | Reading Rock Inc | http://www.linkedin.com/in/stephenebarnes | June 15, 2011 | July 1, 2026 |
| Cliff | Brown | Jordon Voytek Capital Partners | https://www.linkedin.com/in/cliffbrownib/ | November 20, 2025 | July 1, 2026 |
| Komani | Cedano | Equity Shift Advisors | https://www.linkedin.com/in/inamok/ | September 14, 2025 | July 1, 2026 |
| Jim | Harriot | Hindsight Advantage, LLC | https://www.linkedin.com/in/jimharriot/ | September 17, 2025 | July 1, 2026 |
| Judson | Motes | BMSS, LLC | https://www.linkedin.com/in/judson-motes-cpa-7b747a133 | December 18, 2025 | July 1, 2026 |
| Katera | Snelling | RainCrow Capital | https://www.linkedin.com/in/katerasnelling/ | November 18, 2025 | July 1, 2026 |
| Marlik | Depp | Ergo Comps | https://www.linkedin.com/in/marlikdepp/ | November 27, 2025 | July 1, 2026 |
| Michael | Bentivegna | Eisner Amper LLP | https://www.linkedin.com/in/michael-bentivegna-cpa-cfe-070b1620/ | November 26, 2025 | July 1, 2026 |
| Turki | Alsubaiei | Bayan Credit Bureau | https://www.linkedin.com/in/turki-alsubaiei-cfo/ | (not set) | July 1, 2026 |
| William | Ventura | Resonance Partners | https://www.linkedin.com/in/william-s-ventura/ | September 18, 2025 | July 1, 2026 |
| Manuel | Chalbaud Castellanos | Chalbaud & Co | https://www.linkedin.com/pub/dir/Manuel/Chalbaud | December 12, 2022 | July 1, 2026 |
| Mohamed Ali | Bennis | Desjardins Business | https://www.linkedin.com/in/alibennis | (not set) | July 1, 2026 |
| Joseph | Wik | Policastro & Associates, LLC | https://www.linkedin.com/in/joewik | November 22, 2022 | July 1, 2026 |
| Matthew | Sprague | Hedman M&A Advisors | https://www.linkedin.com/in/matthewspraguecpa | December 12, 2022 | July 1, 2026 |
| Mark | Bailey | EAG | (not set) | (not set) | June 1, 2026 |
| Will | Hendricks | Blue Ocean Companies, LLC | (not set) | September 18, 2024 | June 1, 2026 |
| Roy | Page | Crossings Addiction Recovery, Inc. | (not set) | (not set) | June 1, 2026 |
| David | Ford | Ford Law & Advisory, LLC | (not set) | November 29, 2022 | June 1, 2026 |
| Chris | Meshginpoosh | Kreischer Miller & Company | (not set) | September 23, 2016 | June 1, 2026 |
| Andrew | Miller | MPL Law Firm | (not set) | April 27, 2018 | June 1, 2026 |
| Brad | Minor | Blue & Co., LLC | (not set) | June 15, 2019 | June 1, 2026 |
| Steve | Keck | Five Talents Financial Group | (not set) | October 1, 2010 | June 1, 2026 |
| David | Routzahn | Hempstead & Co. Inc. | (not set) | May 10, 2019 | June 1, 2026 |
| Adam | Silverman | Silverman Schermer | (not set) | March 9, 2024 | June 1, 2026 |
| Anthony | Citrolo | The NYBB Group | http://www.linkedin.com/in/anthonycitrolo/ | December 5, 2011 | June 1, 2026 |
| Arnie | Hendricks | Financial Management Resources | http://www.linkedin.com/in/arnie-hendricks-6b767/ | August 23, 2020 | June 1, 2026 |
| Brian | Squires | Blackmon Mooring & BMS CAT | http://www.linkedin.com/in/brianhsquires | November 28, 2023 | June 1, 2026 |
| Colleen | Migl | Quadros Migl & Crosby PLLC | http://www.linkedin.com/in/cgartner/ | March 12, 2024 | June 1, 2026 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.
