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
LisaElsterMorrissey Goodalehttps://www.linkedin.com/in/lisa-elster/November 29, 2025September 1, 2026
NathanWentworthMorrissey Goodale LLChttp://www.linkedin.com/in/nwentworth/August 19, 2020June 1, 2026
JeffreyLookupMorrissey Goodale LLChttp://www.linkedin.com/in/jeffrey-lookup-a75a527/March 21, 2017February 1, 2026
JoeSeetooMorton Wealth(not set)(not set)February 1, 2026
BrandonHenryMosaic Advisorshttp://www.linkedin.com/in/brandonrhenry/November 19, 2016March 1, 2026
RickSimonsenMoss Adams LLPhttp://www.linkedin.com/in/rick-simonsen-9a561734/May 21, 2023March 1, 2026
GuyKnufMoss Adams LLPhttp://www.linkedin.com/in/guy-knuf-4b8b01122/September 27, 2012August 1, 2026
JeremyBrokerMoss Adams LLP(not set)November 4, 2019October 1, 2026
JamesSandersMPL Law Firmhttp://www.linkedin.com/in/james-sanders-esquire/August 20, 2020November 1, 2026
AndrewMillerMPL Law Firm(not set)April 27, 2018June 1, 2026
MartinMcDermutMSM Advisory(not set)May 1, 2009January 1, 2027
Maria ElenaCarrionMulticultural Capital LLChttps://www.linkedin.com/in/maria-elena-carrion-6b09369September 23, 2016August 1, 2026
JeffMurphyMurphy Advisory Solutions, LLChttps://www.linkedin.com/in/jeff-murphy-m-acc-cpa-7906b92/April 27, 2025April 1, 2026
GregDuncanMurphy Business and Financial Services - NOVAhttps://www.linkedin.com/in/kgregduncan/November 8, 2025October 1, 2026
JamisonRoundsMurphy Business Dakota Lakes/Rounds International(not set)April 24, 2015October 1, 2026
RyanSmithN/Ahttps://www.linkedin.com/in/ryan-smith-08239552March 6, 2025February 1, 2026
ZackZimmermanNational Business Valuation, LLC(not set)December 31, 2022August 1, 2026
BrianWendlerNational Transaction Advisors, Inc.(not set)November 14, 2003December 1, 2026
JeffNeumeisterNeumeister & Associates, LLPhttp://www.linkedin.com/in/ForensicAcctFebruary 1, 2019February 1, 2026
AdamWayneNeway Consulting Group, LLChttp://www.linkedin.com/in/adam-wayne-cpa-cgma-19b8457/March 30, 2022February 1, 2026
WillHogsettNGage Strategic Capitalhttp://www.linkedin.com/in/will-hogsett-5684481b2/November 19, 2023February 1, 2026
KirkJarrettNichols Cauley & Associates, LLChttp://www.linkedin.com/in/kirk-jarrett-62535a15/August 27, 2020November 1, 2026
OksanaKomarnyckyjNorthern Trusthttp://www.linkedin.com/in/oksanakomarnyckyj/March 3, 2018November 1, 2026
ChiernoSkinnerOcean Bank(not set)December 12, 2022September 1, 2026
AmyFergusonOlsson(not set)(not set)March 1, 2026
EricNelsonOnMark Capitalhttps://www.linkedin.com/in/eric-b-nelson/April 30, 2021March 1, 2026
DonovanPullenOro Agrihttp://www.linkedin.com/in/donovan-pullen-77914a6/February 18, 2011December 1, 2026
KatieFlemingOwner Actions, Inc.https://www.linkedin.com/in/katiemfleming/(not set)August 1, 2026
DanielYooPBMareshttp://www.linkedin.com/in/danielhyoo/December 12, 2022October 1, 2026
PatrickLyonsPeak Valuation & Financial Planning, LLC(not set)August 17, 2004May 1, 2026
ErinO'LearyPegasus Capitalhttp://www.linkedin.com/in/erinolearymba/November 18, 2021November 1, 2026
PeterMartinPinion(not set)April 27, 2012January 1, 2027
FabioDe FilippoPKFhttps://www.linkedin.com/in/fabio-de-filippo-cpa-5a75193/(not set)October 1, 2026
JeffreyGoldmanPKF O'connor Davies(not set)November 22, 2022August 1, 2026
JonathanMoorePKF O'Connor Davieshttp://www.linkedin.com/in/jonathanmoorecpa/January 31, 2020June 1, 2026
RobertMaxonPKF O'Connor Davies(not set)April 20, 2024March 1, 2026
AustinDeRosePKF O’Connor Davieshttps://www.linkedin.com/in/austinderose/December 1, 2025October 1, 2026
MaxSeymourPKF O’Connor Davieshttp://www.linkedin.com/in/max-seymour-0343b4a2/April 13, 2024March 1, 2026
DeirdreKeanePKF O’Connor Davies(not set)(not set)October 1, 2026
KirkStovesandPlatform Wealth Advisors(not set)December 20, 2004January 1, 2027
MeganHammannPNC Bank(not set)March 2, 2018July 1, 2026
RickWilcoxPoint North Advisors, LLChttp://www.linkedin.com/in/rick-wilcox-713a47149March 4, 2016February 1, 2026
RoscoGravesPolaxishttp://www.linkedin.com/in/roscograves/November 28, 2022August 1, 2026
JosephWikPolicastro & Associates, LLChttps://www.linkedin.com/in/joewikNovember 22, 2022July 1, 2026
JitenMehtaPOLY NOVA TECHNOLOGIES CORPORATION(not set)(not set)April 1, 2026
PratikMehtaPratik Mehta Professional Corporationhttp://www.linkedin.com/in/pratik-mehta-cpa-ca-macc-433906b2April 2, 2023January 1, 2027
DerrickClarkePreferred Business Brokershttps://www.linkedin.com/in/derrick-clarke-31a920142November 17, 2023June 1, 2026
ChuckCanliPremier Sales Inchttps://www.linkedin.com/in/chuck-canli-b12092206?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_appMarch 16, 2024February 1, 2026
SamuelDuffyPrestige Exitshttps://www.linkedin.com/in/samuel-duffy-prestige(not set)March 1, 2026
GokulPrasathPricol Limited(not set)(not set)April 1, 2026

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

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