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
MatthewBristowClearRidge Capital, LLChttp://www.linkedin.com/in/matthewbristowNovember 13, 2009September 1, 2026
MatthewAllisonCitrin Cooperman Advisorshttp://www.linkedin.com/in/matthew-allison-460aa215/August 27, 2020September 1, 2026
MartinDikkersCardinal Business Advisors LLChttp://www.linkedin.com/in/martin-dikkers-82991417/December 18, 2020September 1, 2026
MarkHerndonStillwater M&A Advisors (Dallas, Atlanta, Toronto)http://www.linkedin.com/in/mark-herndonDecember 3, 2023September 1, 2026
LoganLauxVerdant Advisershttp://www.linkedin.com/in/logan-laux-verdant/October 1, 2013September 1, 2026
LaurieBarkmanStony Hill Advisorshttp://www.linkedin.com/in/lauriebarkman/November 14, 2021September 1, 2026
JeanetteJordanWithumhttp://www.linkedin.com/in/jeanette-emmons-jordan-21920212/October 2, 2018September 1, 2026
JosephSextonAmerican Healthcare Capitalhttp://www.linkedin.com/in/healthcaredealmaker/December 12, 2022September 1, 2026
EdwardPapierAmadeus Wealth Alternativeshttp://www.linkedin.com/in/edpapier/August 29, 2020September 1, 2026
DanMatteoEndgame Advisoryhttp://www.linkedin.com/in/danmatteo/November 5, 2021September 1, 2026
ChristopherHattenWithumhttp://www.linkedin.com/in/chrishatten/September 23, 2016September 1, 2026
CharlesBedardERGO Comps LLChttp://www.linkedin.com/in/charlesbedard/December 11, 2020September 1, 2026
ChrisAyersCornerstone Business Serviceshttp://www.linkedin.com/in/ayerschris/November 22, 2022September 1, 2026
AndrewTomatFour Pillars, Inc.http://www.linkedin.com/in/andytomat/October 27, 2017September 1, 2026
MikeHeydenrych(not set)(not set)November 16, 2021September 1, 2026
ChiernoSkinnerOcean Bank(not set)December 12, 2022September 1, 2026
LoriVan DykeRiverview Advisory Group(not set)November 22, 2022September 1, 2026
AlexRistevskiTruist(not set)December 22, 2022September 1, 2026
SteveBrunnerLiske & Brunner CPAs LLC(not set)February 4, 2024September 1, 2026
ElijahLiskeLiske & Brunner CPAs LLC(not set)January 5, 2024September 1, 2026
KellyLussonPursant, LLC(not set)December 1, 2023September 1, 2026
JesseJonesFourscore Business Law(not set)November 18, 2023September 1, 2026
CharleyMitchellTransworld Business Advisors(not set)(not set)September 1, 2026
ScottZickefooseKeiter CPA(not set)November 5, 2013September 1, 2026
LindseyWendler414 Capital(not set)October 27, 2017September 1, 2026
CarlVon HakeRusk O'Brien Gido + Partners(not set)January 31, 2020September 1, 2026
JasonVetterEide Bailly LLP(not set)September 17, 2017September 1, 2026
JohnCurzonCck Strategies, Pllc(not set)January 9, 2006September 1, 2026
MikeRidderBlueprint Business Advisory(not set)October 23, 2015September 1, 2026
MackBrownL. M. Brown Capital Advisors, LLC(not set)November 27, 2021September 1, 2026
KarlHeckendornMarketKinnecthttps://www.linkedin.com/in/karlheckendorn22(not set)October 1, 2026
ThomasJonesSweeney Conradhttps://www.linkedin.com/in/thomasjonescpaNovember 26, 2025October 1, 2026
ShelbyClarkiT Valuationshttps://www.linkedin.com/in/shelby-clark/December 17, 2025October 1, 2026
ShaneBrothertonBlue River Financialhttps://www.linkedin.com/in/shane-brotherton/(not set)October 1, 2026
ScottSandeeVertex Planning Partners, LLChttps://www.linkedin.com/in/scottsandee/December 23, 2025October 1, 2026
SankalpKumarEagle-Eye Consultinghttps://www.linkedin.com/in/sankalp2025/December 1, 2025October 1, 2026
MehmoodSyedSyed Brokeragehttps://www.linkedin.com/in/mehmood-h-syed-cmaa-3a091626/October 1, 2013October 1, 2026
MariaKutscher, CEPA, CFP, CFA, CPWAClub Level Consultinghttps://www.linkedin.com/in/mariakutscher/December 26, 2025October 1, 2026
GregDuncanMurphy Business and Financial Services - NOVAhttps://www.linkedin.com/in/kgregduncan/November 8, 2025October 1, 2026
JoshTeetersWaterloo Capitalhttps://www.linkedin.com/in/josh-teeters-02474a5November 18, 2025October 1, 2026
JeffreyPottsGold Country Advisors, Inc.https://www.linkedin.com/in/jeffrey-potts-39b9b16/December 12, 2022October 1, 2026
JeffBergamoHBK CPAs & Consultantshttps://www.linkedin.com/in/jeffbergamoSeptember 22, 2025October 1, 2026
IvanGarciaAzul CFOs & Advisorshttps://www.linkedin.com/in/ivangarcia1/November 20, 2023October 1, 2026
GregoryMcGuireLouis Plung & Companyhttps://www.linkedin.com/in/greg-mcguire-cpa-cmaa-2411b3a8/November 29, 2023October 1, 2026
FabioDe FilippoPKFhttps://www.linkedin.com/in/fabio-de-filippo-cpa-5a75193/(not set)October 1, 2026
ToddCushingEBIT Associates, Ltd.https://www.linkedin.com/in/ebitassociates/December 22, 2009October 1, 2026
DanielBergvallKreischer Millerhttps://www.linkedin.com/in/dan-bergvall-cpa-646a2337/November 19, 2025October 1, 2026
CoriPreftakesSourcepasshttps://www.linkedin.com/in/cpreftakes/March 6, 2025October 1, 2026
ChrisWiseWise Profitshttps://www.linkedin.com/in/chriswise/March 10, 2024October 1, 2026
CharlesMaskellChesapeake Corporate Advisors, LLChttps://www.linkedin.com/in/charlesmaskell/July 29, 2002October 1, 2026

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

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