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 | Profession | CM&AA® Issue | CM&AA® Expiry | |
|---|---|---|---|---|---|---|
| Naru | Aoyama | konica Minolta Business Solutions U.S.A. | Corporate Development/M&A | https://www.linkedin.com/in/naru-aoyama-81459b11b/ | (not set) | August 1, 2025 |
| Nate | Jordan | Small Business Development Center | Corporate Development/M&A | https://www.linkedin.com/in/medtechnate/ | March 10, 2024 | January 1, 2026 |
| Jeffrey | Harris | Soltis Investment Advisors | Corporate Development/M&A | https://www.linkedin.com/in/jeffrey-harris-cmaa-mba-30a805a/ | July 3, 2023 | May 1, 2025 |
| Cori | Preftakes | Sourcepass | Corporate Development/M&A | https://www.linkedin.com/in/cpreftakes/ | March 6, 2025 | October 1, 2025 |
| Boyd | Burton | Speedwell Monaco, Inc. | Corporate Development/M&A | https://www.linkedin.com/in/boyd-burton-mba-cmaa-82074819/ | June 14, 2019 | April 1, 2026 |
| Benjamen | Tobin | Silverman Schermer, PLLC | Corporate Development/M&A | https://www.linkedin.com/in/benjamen-tobin-esq-63590b85/ | (not set) | January 1, 2026 |
| William | Doroh | Agreeance LLC | Corporate Development/M&A | http://www.linkedin.com/in/william-doroh-999639/ | April 20, 2023 | October 1, 2025 |
| Will | Hogsett | NGage Strategic Capital | Corporate Development/M&A | http://www.linkedin.com/in/will-hogsett-5684481b2/ | November 19, 2023 | February 1, 2026 |
| Taylor | Devine | The CDI Group | Corporate Development/M&A | http://www.linkedin.com/in/taylor-devine-09a19b/ | May 6, 2008 | May 1, 2025 |
| Sridhar | Gurram | SRG Advisors LLC | Corporate Development/M&A | http://www.linkedin.com/in/sridhar-g-2545801b0/ | September 28, 2018 | March 31, 2026 |
| Ryan | Goral | G-Spire Group | Corporate Development/M&A | http://www.linkedin.com/in/ryan-goral/ | November 19, 2021 | August 1, 2025 |
| Michelle | Molnar | Hylant | Corporate Development/M&A | http://www.linkedin.com/in/michelle-molnar-a71aa619/ | April 1, 2022 | January 1, 2026 |
| Michael | Lewis | Wellington Charles Advisors, LLC | Corporate Development/M&A | http://www.linkedin.com/in/michael-lewis-6a090643 | November 30, 2021 | November 1, 2025 |
| William Michael | Dallas | Texcel | Corporate Development/M&A | http://www.linkedin.com/in/michaeldallasmba | May 31, 2011 | June 1, 2025 |
| Kenneth | Marks | High Rock Partners Inc | Corporate Development/M&A | http://www.linkedin.com/in/khmarks | December 19, 2006 | August 1, 2025 |
| Jonathan | Moore | PKF O'Connor Davies | Corporate Development/M&A | http://www.linkedin.com/in/jonathanmoorecpa/ | January 31, 2020 | May 23, 2025 |
| John | Erkert | IPEG Industrial Group | Corporate Development/M&A | http://www.linkedin.com/in/john-erkert-9678077/ | September 23, 2016 | July 1, 2025 |
| Guy | Knuf | Moss Adams LLP | Corporate Development/M&A | http://www.linkedin.com/in/guy-knuf-4b8b01122/ | September 27, 2012 | August 1, 2025 |
| Steve | Rodriguez | BuySell Rx | Corporate Development/M&A | http://www.linkedin.com/in/drsteverx/ | July 7, 2023 | May 1, 2025 |
| Donovan | Pullen | Oro Agri | Corporate Development/M&A | http://www.linkedin.com/in/donovan-pullen-77914a6/ | February 18, 2011 | December 1, 2025 |
| Brian | Squires | Blackmon Mooring & BMS CAT | Corporate Development/M&A | http://www.linkedin.com/in/brianhsquires | November 28, 2023 | June 1, 2025 |
| Brian | Hastings | Web Tech CFO | Corporate Development/M&A | http://www.linkedin.com/in/brianhastingswebtechcfo/ | February 4, 2015 | February 1, 2026 |
| Rileyann | Sexton | Scott CPAs | Corporate Development/M&A | (not set) | April 12, 2023 | January 1, 2026 |
| Walid | Ardhaoui | - | Corporate Development/M&A | (not set) | October 23, 2015 | December 31, 2025 |
| Rodrick | Ballard | Jackson Thornton | Corporate Development/M&A | (not set) | May 21, 2014 | August 1, 2025 |
| John | Curzon | Cck Strategies, Pllc | Corporate Development/M&A | (not set) | January 9, 2006 | September 1, 2025 |
| Don | Quist | Vercon Rentals | Corporate Development/M&A | (not set) | May 10, 2013 | April 1, 2026 |
| Michael | Wellons | Michael Wellons | Corporate Development/M&A | (not set) | January 9, 2006 | October 1, 2025 |
| Ed | Barone | Evergreen Wealth Solutions | Financial Advisor | https://www.linkedin.com/in/ed-barone-cbec-/ | April 16, 2023 | January 1, 2026 |
| David Flores | Wilson | Sincerus | Financial Advisor | https://www.linkedin.com/in/david-flores-wilson-cfp%C2%AE-cfa-02b5a/ | (not set) | March 1, 2026 |
| Christopher | Wells | Victory Financial | Financial Advisor | https://www.linkedin.com/in/cwellstx/ | April 5, 2025 | January 1, 2026 |
| Charles | Maskell | Chesapeake Corporate Advisors, LLC | Financial Advisor | https://www.linkedin.com/in/charlesmaskell/ | July 29, 2002 | October 1, 2025 |
| Tony | Enlow | Bennett Thrasher, LLP | Financial Advisor | http://www.linkedin.com/in/tonyenlow | October 1, 2023 | January 1, 2026 |
| Teresa | Cherry | The Family Wealth Collective | Financial Advisor | http://www.linkedin.com/in/teresa-cherry-0843251/ | February 5, 2004 | January 1, 2026 |
| Sunny | Erdman | Shorebridge Wealth Management | Financial Advisor | http://www.linkedin.com/in/sunny-erdman-059b2395/ | March 31, 2022 | January 1, 2026 |
| Steven | Young | UBS Financial Services Inc. | Financial Advisor | http://www.linkedin.com/in/stevenyoungubs | April 2, 2023 | February 1, 2026 |
| Mark | Girouard | Synergy Financial Management | Financial Advisor | http://www.linkedin.com/in/markgir/ | February 22, 2012 | February 1, 2026 |
| Mario | Rodriguez-Diaz | INVERVALUE COLOMBIA SA | Financial Advisor | http://www.linkedin.com/in/mariord/ | July 31, 2023 | April 1, 2026 |
| Jose | Aquino | Targa Advisors | Financial Advisor | http://www.linkedin.com/in/joseaquino/ | July 7, 2023 | April 1, 2026 |
| George | Raftopoulos | ROI-Cubed, LLC | Financial Advisor | http://www.linkedin.com/in/george-raftopoulos-5a84683 | November 1, 2014 | May 1, 2025 |
| Edward | Papier | Amadeus Wealth Alternatives | Financial Advisor | http://www.linkedin.com/in/edpapier/ | August 29, 2020 | September 1, 2025 |
| Derek | Garland | U.S. Bank | Financial Advisor | http://www.linkedin.com/in/derek-j-garland-cfp®-07723024/ | August 20, 2020 | May 1, 2025 |
| David | Nelson | Verdence Capital | Financial Advisor | http://www.linkedin.com/in/david-nelson-cfa-04351932/ | August 27, 2020 | April 1, 2026 |
| David | Cusimano | Emerge Dynamics | Financial Advisor | http://www.linkedin.com/in/davidcusimano/ | November 1, 2014 | April 2, 2026 |
| Daniel | Yoo | PBMares | Financial Advisor | http://www.linkedin.com/in/danielhyoo/ | December 12, 2022 | October 1, 2025 |
| Cynthia | Luna | Moonshot Financial Group | Financial Advisor | http://www.linkedin.com/in/cynthia-luna | March 20, 2024 | April 1, 2026 |
| Cristina | Givelechian | City National Bank | Financial Advisor | http://www.linkedin.com/in/cristina-givelechian-2020/ | April 8, 2023 | June 1, 2025 |
| Brandon | Henry | Mosaic Advisors | Financial Advisor | http://www.linkedin.com/in/brandonrhenry/ | November 19, 2016 | March 1, 2026 |
| William | Jarry | UBS Financial Services Inc. | Financial Advisor | http://www.linkedin.com/in/billjarry/ | August 19, 2020 | January 1, 2026 |
| Adam | Bott | Crescendo Wealth Strategies | Financial Advisor | http://www.linkedin.com/in/adam-bott-aams | June 14, 2024 | March 1, 2026 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.