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 | |
|---|---|---|---|---|---|
| Fabio | De Filippo | PKF | https://www.linkedin.com/in/fabio-de-filippo-cpa-5a75193/ | (not set) | October 1, 2026 |
| Evan | Haigh | Blue River Financial Group, Inc. | (not set) | April 18, 2023 | March 1, 2026 |
| Ethan | Lee | Hemming Morse | http://www.linkedin.com/in/ethanleecpa | September 17, 2022 | July 1, 2026 |
| Ernesto | Bent | White Knight Acquisitions | http://www.linkedin.com/in/ernestobent/ | July 2, 2023 | April 1, 2026 |
| Erin | O'Leary | Pegasus Capital | http://www.linkedin.com/in/erinolearymba/ | November 18, 2021 | November 1, 2026 |
| Erik | Olson | BerryDunn | (not set) | December 27, 2025 | November 1, 2026 |
| Erik | Konicki | 414 Capital | http://www.linkedin.com/in/konicki/ | March 19, 2016 | July 1, 2026 |
| Erica | Wilson | BrightCore | (not set) | July 27, 2023 | April 1, 2026 |
| Eric | Fettig | (not set) | (not set) | December 26, 2025 | October 1, 2026 |
| Eric | Nelson | OnMark Capital | https://www.linkedin.com/in/eric-b-nelson/ | April 30, 2021 | March 1, 2026 |
| Eric | Heath | Bluejay Advisors | https://www.linkedin.com/in/ericheath06/0 | February 4, 2019 | November 1, 2026 |
| Elise | Mariner | Transworld Business Advisors of Colorado | (not set) | September 20, 2024 | August 1, 2026 |
| Elijah | Liske | Liske & Brunner CPAs LLC | (not set) | January 5, 2024 | September 1, 2026 |
| Edwin | Mysogland | Indiana Business Advisors, LLC | http://www.linkedin.com/in/edmysogland/ | December 2, 2023 | August 1, 2026 |
| Edward | Papier | Amadeus Wealth Alternatives | http://www.linkedin.com/in/edpapier/ | August 29, 2020 | September 1, 2026 |
| Edward | Pratesi | Valuation & Transition Strategies, LLC | http://www.linkedin.com/in/ed-pratesi-140b762/ | February 22, 2012 | June 1, 2026 |
| Edward | Fazio | Windes, Inc. | http://www.linkedin.com/in/edwardfazio/ | September 23, 2016 | January 1, 2027 |
| Eduardo | Alarcon | SunBridge M&A Advisors | http://www.linkedin.com/in/eduardo-alarcon-3624542/ | February 6, 2024 | February 1, 2026 |
| Ed | Barone | Evergreen Wealth Solutions | https://www.linkedin.com/in/ed-barone-cbec-/ | April 16, 2023 | January 1, 2027 |
| Dr. Sean | Saunders | Quantum Performance Partners | (not set) | September 13, 2025 | January 1, 2027 |
| Drent | Shields | Cherry Bekaert, LLP | https://www.linkedin.com/in/drent-shields-053b493/ | October 16, 2022 | August 1, 2026 |
| Douglas | Bradley | Capital Stewardship Group, LLC | https://www.linkedin.com/mwlite/profile/me?trk=p_mwlite_feed-secondary_nav | December 14, 2025 | June 1, 2026 |
| Doug | Semple | First Citizens Bank | (not set) | April 27, 2023 | February 1, 2026 |
| Doug | Robbins | Robbinex Inc | (not set) | June 17, 2003 | February 1, 2026 |
| Doug | Briskie | 0dB Advisory, LLC | (not set) | November 5, 2017 | July 1, 2026 |
| Donovan | Pullen | Oro Agri | http://www.linkedin.com/in/donovan-pullen-77914a6/ | February 18, 2011 | December 1, 2026 |
| Donald | VanderZwaag | Skyway Associates LLC | (not set) | February 22, 2012 | January 1, 2027 |
| Don | Hankins | Alamo Corporate Group | http://www.linkedin.com/in/don-hankins-0b93b52/ | May 31, 2012 | May 1, 2026 |
| Derrick | Clarke | Preferred Business Brokers | https://www.linkedin.com/in/derrick-clarke-31a920142 | November 17, 2023 | June 1, 2026 |
| Derek | Garland | U.S. Bank | http://www.linkedin.com/in/derek-j-garland-cfp®-07723024/ | August 20, 2020 | May 1, 2026 |
| Denis | Potapov | DGP Capital | http://www.linkedin.com/in/denis-potapov-60950a4/ | June 8, 2022 | May 1, 2026 |
| Deirdre | Keane | PKF O’Connor Davies | (not set) | (not set) | October 1, 2026 |
| David Flores | Wilson | Sincerus | https://www.linkedin.com/in/david-flores-wilson-cfp%C2%AE-cfa-02b5a/ | (not set) | March 1, 2026 |
| David Estuardo | Trujillo | Sunbelt Business Advisors | https://www.linkedin.com/in/estuardo-trujillo-99121417 | July 18, 2022 | April 1, 2026 |
| David | Ford | Ford Law & Advisory, LLC | (not set) | November 29, 2022 | June 1, 2026 |
| David | Leong | Analogic | (not set) | July 16, 2021 | August 1, 2026 |
| David | Routzahn | Hempstead & Co. Inc. | (not set) | May 10, 2019 | June 1, 2026 |
| David | Smith | Smith Patrick CPAs | (not set) | May 25, 2018 | April 1, 2026 |
| David | Talley | Riverview Capital Advisors | (not set) | December 19, 2006 | February 1, 2026 |
| David | Boersma | (not set) | (not set) | December 16, 2025 | October 1, 2026 |
| David | Dwyer | Mass Virtual, Inc. | (not set) | (not set) | February 1, 2026 |
| David | Bowen | (not set) | (not set) | February 6, 2024 | January 1, 2027 |
| David | Cusimano | Emerge Dynamics | http://www.linkedin.com/in/davidcusimano/ | November 1, 2014 | April 1, 2026 |
| David | Nelson | Verdence Capital | http://www.linkedin.com/in/david-nelson-cfa-04351932/ | August 27, 2020 | April 1, 2026 |
| David | Prowse | Velorum Business Advisory | http://www.linkedin.com/in/davidprowsetoronto/ | August 24, 2020 | July 1, 2026 |
| David | Robinson | Generational Group | https://www.linkedin.com/in/david-robinson-cmaa-624a74108/ | (not set) | September 1, 2026 |
| David | Shankar | LR Tullius | https://www.linkedin.com/in/david-shankar-cfa-cmaa-4664327/ | June 9, 2024 | April 1, 2026 |
| David | Long | Arizona Business Sales Advisors | https://www.linkedin.com/in/davelongaz | December 7, 2025 | September 1, 2026 |
| Daniela | Sherrets | Lutz | https://www.linkedin.com/in/daniela-sherrets-bb816928/ | November 19, 2025 | June 1, 2026 |
| Daniel | Yoo | PBMares | http://www.linkedin.com/in/danielhyoo/ | December 12, 2022 | October 1, 2026 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.