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 | |
|---|---|---|---|---|---|---|
| David | Leong | Analogic | Corporate Development/M&A | (not set) | July 16, 2021 | August 1, 2024 |
| Christopher | Perfect | Concept and Perspective, LLC | Corporate Development/M&A | (not set) | April 30, 2021 | April 1, 2025 |
| Adrian | Gonzalez | Jordan Foster Construction | Corporate Development/M&A | (not set) | May 10, 2021 | March 1, 2025 |
| Michael | Lewis | Wellington Charles Advisors, LLC | Corporate Development/M&A | http://www.linkedin.com/in/michael-lewis-6a090643 | November 30, 2021 | November 1, 2024 |
| William | Doroh | Agreeance LLC | Corporate Development/M&A | http://www.linkedin.com/in/william-doroh-999639/ | April 20, 2023 | October 1, 2024 |
| Ryan | Goral | G-Spire Group | Corporate Development/M&A | http://www.linkedin.com/in/ryan-goral/ | November 19, 2021 | August 1, 2024 |
| Michelle | Molnar | Hylant | Corporate Development/M&A | http://www.linkedin.com/in/michelle-molnar-a71aa619/ | April 1, 2022 | January 1, 2025 |
| Vijay | Rao | Pontis Group, LLC | Corporate Development/M&A | http://www.linkedin.com/in/vijayrao | April 25, 2023 | April 1, 2025 |
| Rileyann | Sexton | Scott CPAs | Corporate Development/M&A | (not set) | April 12, 2023 | January 1, 2025 |
| Ben | Sermersheim | RTM Engineering Consultants | Corporate Development/M&A | http://www.linkedin.com/in/bsermer/ | May 6, 2023 | March 1, 2025 |
| Will | Hogsett | NGage Strategic Capital | Corporate Development/M&A | http://www.linkedin.com/in/will-hogsett-5684481b2/ | November 19, 2023 | February 1, 2025 |
| Jeffrey | Harris | Carson | Corporate Development/M&A | (not set) | July 3, 2023 | May 1, 2025 |
| Steve | Rodriguez | BuySell Rx | Corporate Development/M&A | http://www.linkedin.com/in/drsteverx/ | July 7, 2023 | May 1, 2025 |
| Brian | Squires | Blackmon Mooring & BMS CAT | Corporate Development/M&A | http://www.linkedin.com/in/brianhsquires | November 28, 2023 | June 1, 2025 |
| Michael | Reed | Smith Reed Partners | Corporate Development/M&A | http://www.linkedin.com/in/msreed948 | December 3, 2023 | September 1, 2024 |
| Joshua | Howard | Bluefin Global LLC | Corporate Development/M&A | http://www.linkedin.com/in/joshhowardfl/ | November 30, 2023 | September 1, 2024 |
| Jaymes | Knox | Flippa | Corporate Development/M&A | (not set) | November 30, 2023 | October 1, 2024 |
| Francis | Brown | Brown Advisory | Financial Advisor | (not set) | May 22, 2014 | March 1, 2025 |
| Jeffrey | Getty | Key Bank | Financial Advisor | http://www.linkedin.com/in/jtgetty | May 16, 2017 | February 1, 2025 |
| Terri | Ambrose | RMA, LLC | Financial Advisor | (not set) | October 23, 2015 | April 1, 2025 |
| Matthew | Vance | VergePointe | Financial Advisor | (not set) | June 29, 2007 | May 1, 2025 |
| Michael | Vaccarella | Wipfli LLP | Financial Advisor | http://www.linkedin.com/in/michael-l-vaccarella | May 6, 2016 | April 1, 2025 |
| Teresa | Cherry | The Family Wealth Collective | Financial Advisor | http://www.linkedin.com/in/teresa-cherry-0843251/ | February 5, 2004 | January 1, 2025 |
| Lisa | Clifford | Callan Family Office | Financial Advisor | http://www.linkedin.com/in/lclifford/ | September 30, 2018 | March 1, 2025 |
| David | Cusimano | Emerge Dynamics | Financial Advisor | http://www.linkedin.com/in/davidcusimano/ | November 1, 2014 | April 5, 2025 |
| Lou | de la prida | The NYBB Group | Financial Advisor | http://www.linkedin.com/in/ldelaprida | May 22, 2014 | February 1, 2025 |
| Kirk | Stovesand | Walpole & Co LLP | Financial Advisor | (not set) | December 20, 2004 | January 1, 2025 |
| Patrick | Lyons | Peak Valuation & Financial Planning, LLC | Financial Advisor | (not set) | August 17, 2004 | May 1, 2025 |
| Joe | Maas | Synergy Asset Management | Financial Advisor | (not set) | October 1, 2010 | August 1, 2024 |
| Mark | Girouard | Synergy Financial Management | Financial Advisor | http://www.linkedin.com/in/markgir/ | February 22, 2012 | February 1, 2025 |
| Charles | Maskell | Chesapeake Corporate Advisors, LLC | Financial Advisor | (not set) | July 29, 2002 | October 1, 2024 |
| Brandon | Henry | Mosaic Advisors | Financial Advisor | http://www.linkedin.com/in/brandonrhenry/ | November 19, 2016 | March 1, 2025 |
| George | Raftopoulos | ROI-Cubed, LLC | Financial Advisor | http://www.linkedin.com/in/george-raftopoulos-5a84683 | November 1, 2014 | May 1, 2025 |
| William | Jarry | UBS Financial Services, Inc. | Financial Advisor | http://www.linkedin.com/in/billjarry/ | August 19, 2020 | January 1, 2025 |
| Emran | Naser | Clark Schaefer Hackett | Financial Advisor | http://www.linkedin.com/in/emran-naser/ | January 31, 2020 | November 1, 2024 |
| Derek | Garland | U.S. Bank | Financial Advisor | http://www.linkedin.com/in/derek-j-garland-cfp®-07723024/ | August 20, 2020 | May 1, 2025 |
| Edward | Papier | Amadeus Wealth Alternatives | Financial Advisor | http://www.linkedin.com/in/edpapier/ | August 29, 2020 | September 1, 2024 |
| Dan | Chorney | Alliance Bernstein LP | Financial Advisor | http://www.linkedin.com/in/danielchorney/ | August 28, 2020 | September 1, 2024 |
| David | Nelson | Verdence Capital | Financial Advisor | http://www.linkedin.com/in/david-nelson-cfa-04351932/ | August 27, 2020 | April 1, 2025 |
| Sunny | Erdman | Shorebridge Wealth Management | Financial Advisor | http://www.linkedin.com/in/sunny-erdman-059b2395/ | March 31, 2022 | January 1, 2025 |
| Cristina | Givelechian | CNB | Financial Advisor | http://www.linkedin.com/in/cristina-givelechian-2020/ | April 8, 2023 | June 1, 2025 |
| Tony | Enlow | Bennett Thrasher, LLP | Financial Advisor | http://www.linkedin.com/in/tonyenlow | October 1, 2023 | January 1, 2025 |
| Daniel | Yoo | PBMares | Financial Advisor | http://www.linkedin.com/in/danielhyoo/ | December 12, 2022 | October 1, 2024 |
| Ed | Barone | Evergreen Wealth Solutions | Financial Advisor | https://www.linkedin.com/in/ed-barone-cbec-/ | April 16, 2023 | January 1, 2025 |
| Steven | Young | UBS Financial Services Inc. | Financial Advisor | http://www.linkedin.com/in/stevenyoungubs | April 2, 2023 | February 1, 2025 |
| Patrick | Sullivan | Connecticut Wealth Management, LLC | Financial Advisor | (not set) | April 23, 2023 | February 1, 2025 |
| Jose | Aquino | Targa Advisors | Financial Advisor | http://www.linkedin.com/in/joseaquino/ | July 7, 2023 | April 1, 2025 |
| Cynthia | Luna | Edward Jones | Financial Advisor | http://www.linkedin.com/in/cynthia-luna-edwardjones | March 20, 2024 | April 1, 2025 |
| Mario | Rodriguez-Diaz | INVERVALUE COLOMBIA SA | Financial Advisor | http://www.linkedin.com/in/mariord/ | July 31, 2023 | April 1, 2025 |
| Shondale | Seymour | Disruption + Synergy, Inc | Financial Advisor | (not set) | December 3, 2023 | May 1, 2025 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.