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 | |
|---|---|---|---|---|---|
| Andrew | Fulford | Eu & Phi Advisors | http://www.linkedin.com/in/afulford/ | June 22, 2019 | February 1, 2026 |
| Albert | Fialkovich | Prospere Companies | http://www.linkedin.com/in/albertfialkovich | April 16, 2024 | March 1, 2026 |
| Albert | Hakim | Kensington Company & Affiliates, Inc. | http://www.linkedin.com/in/alberthakim/ | September 15, 2017 | March 1, 2026 |
| Allan | Smart | Monteca Group | http://www.linkedin.com/in/allansmart | March 3, 2018 | December 1, 2026 |
| Allen | Crouch | Strategic Growth Advisors, LLC | http://www.linkedin.com/in/allen-crouch-67631b15/ | June 14, 2019 | August 1, 2026 |
| Andy | Fertal | Beacon Associates, Inc. | http://www.linkedin.com/in/andrew-fertal-a09a327/ | November 1, 2014 | July 1, 2026 |
| Andrew | Zezas | Real Estate Strategies Corporation | http://www.linkedin.com/in/andrewzezas/ | December 2, 2023 | June 1, 2027 |
| Andrew | Tomat | Four Pillars, Inc. | http://www.linkedin.com/in/andytomat/ | October 27, 2017 | September 1, 2026 |
| Angela | Uttaro | Uttaro Consulting | http://www.Linkedin.com/in/angela-uttaro | April 28, 2021 | April 1, 2026 |
| Anthony | Citrolo | The NYBB Group | http://www.linkedin.com/in/anthonycitrolo/ | December 5, 2011 | June 1, 2026 |
| Arielle | Schmeck | JTaylor & Associates, LLC | http://www.linkedin.com/in/arielle-austin-schmeck-cpa-abv-99336522/ | December 18, 2020 | December 1, 2026 |
| Arnie | Hendricks | Financial Management Resources | http://www.linkedin.com/in/arnie-hendricks-6b767/ | August 23, 2020 | June 1, 2026 |
| Tony | Boschetto | Brook Trail Associates | http://www.linkedin.com/in/avboschetto/ | August 29, 2020 | October 1, 2026 |
| Chris | Ayers | Cornerstone Business Services | http://www.linkedin.com/in/ayerschris/ | November 22, 2022 | September 1, 2026 |
| Berlin | Haugen | Bowpoint, LLC | http://www.linkedin.com/in/berlinhaugen/ | August 29, 2020 | February 1, 2026 |
| William (Bill) | Bucher | Coastline Health Partners, LLC | http://www.linkedin.com/in/bill-bucher-4938981 | May 3, 2022 | May 1, 2026 |
| Billey | Johnson | Mamba Tech Grooup, LLC | http://www.linkedin.com/in/billjohnsoninvestor | November 13, 2021 | April 1, 2026 |
| Bill | McCalpin | Capitalize Network | http://www.linkedin.com/in/bill-mccalpin-59b33349/ | November 21, 2021 | October 1, 2026 |
| Bill | Nicholson | Exit Strategy Advisors, LLC | http://www.linkedin.com/in/billnicholson/ | October 29, 2022 | May 1, 2026 |
| Bill | Wiersema | Miller Cooper & Co., Ltd. | http://www.linkedin.com/in/bill-wiersema-0835287 | September 30, 2018 | March 1, 2026 |
| William | Thomson | Milestone Financial Engineers, LLC | http://www.linkedin.com/in/bj-thomson-36762026/ | May 7, 2023 | March 1, 2026 |
| Brandon | Henry | Mosaic Advisors | http://www.linkedin.com/in/brandonrhenry/ | November 19, 2016 | March 1, 2026 |
| Brendan | Hollis | Aldrich CPAs + Advisors LLP | http://www.linkedin.com/in/brendanholliscpaaldrich/ | October 28, 2018 | August 1, 2026 |
| Brian | Hastings | Web Tech CFO | http://www.linkedin.com/in/brianhastingswebtechcfo/ | February 4, 2015 | February 1, 2026 |
| Brian | Squires | Blackmon Mooring & BMS CAT | http://www.linkedin.com/in/brianhsquires | November 28, 2023 | June 1, 2026 |
| Brian | Wassell | Trout CPA | http://www.linkedin.com/in/brianwassell/ | October 1, 2013 | January 1, 2027 |
| Bryan | Berent | Blue River Financial Group, Inc. | http://www.linkedin.com/in/bryan-berent-1a23884/ | August 28, 2020 | March 1, 2026 |
| Bryan | Graiff | Armanino | http://www.linkedin.com/in/bryan-graiff-6b764b12/ | February 4, 2015 | May 1, 2026 |
| Calvin | Hedman | Hedman Partners LLP | http://www.linkedin.com/in/calvinhedman/ | August 2, 2002 | April 1, 2026 |
| Colleen | Migl | Quadros Migl & Crosby PLLC | http://www.linkedin.com/in/cgartner/ | March 12, 2024 | June 1, 2026 |
| Charles | Bedard | ERGO Comps LLC | http://www.linkedin.com/in/charlesbedard/ | December 11, 2020 | September 1, 2026 |
| Chelsea | Wood | Acquisition Lab | http://www.linkedin.com/in/chelsea-wood-9708bb4 | March 4, 2016 | March 1, 2026 |
| Christopher | Hatten | Withum | http://www.linkedin.com/in/chrishatten/ | September 23, 2016 | September 1, 2026 |
| Chris | Springfield | Springfield Strategies | http://www.linkedin.com/in/chris-springfield/ | July 5, 2023 | April 1, 2026 |
| Christine | Hollinden | Hollinden | inbound + strategists | http://www.linkedin.com/in/christinehollinden/ | November 20, 2023 | January 1, 2027 |
| Chris | Brodman | Metz Lewis Brodman Must O'Keefe LLC | http://www.linkedin.com/in/christopher-brodman-709934198/ | May 2, 2021 | August 1, 2026 |
| Christopher | Denney | Silvermark CPAs & Advisors | http://www.linkedin.com/inchristopherdenneycpa | May 10, 2015 | February 1, 2026 |
| Chuck | Mohler | Eagle Corporate Advisors | http://www.linkedin.com/in/chuckmohlerlasvegas | November 19, 2016 | February 1, 2026 |
| Colvin | Matheson | Matheson Financial Advisors, Inc. | http://www.linkedin.com/in/colvin-t-matheson-cfa-cmaa-b6b3777 | October 1, 2013 | June 1, 2026 |
| Connor | Cruse | VERTESS | http://www.linkedin.com/in/connor-cruse-32aaa1100/ | November 22, 2023 | July 1, 2026 |
| Craig | Beck | Beyond CFO | http://www.linkedin.com/in/craig-beck-900089120/ | September 28, 2018 | November 1, 2026 |
| Curt | Cyliax | Strategic Exit Advisors | http://www.linkedin.com/in/curt-a-cyliax-cm-aa-a0b47/ | March 15, 2012 | January 1, 2027 |
| Carrie | Wisniewski | B D Compliance Associates Inc | http://www.linkedin.com/in/cwisniewski/ | October 1, 2014 | August 1, 2026 |
| Cynthia | Luna | Moonshot Financial Group | http://www.linkedin.com/in/cynthia-luna | March 20, 2024 | April 1, 2026 |
| Daniel | Yoo | PBMares | http://www.linkedin.com/in/danielhyoo/ | December 12, 2022 | October 1, 2026 |
| Dan | Matteo | Endgame Advisory | http://www.linkedin.com/in/danmatteo/ | November 5, 2021 | September 1, 2026 |
| Daniel | McMahon | Integrated Growth Advisors | http://www.linkedin.com/in/danmcmahoncpa/ | July 7, 2023 | March 1, 2026 |
| 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 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.