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
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
Hyung TaiLimPrime Appraisal Co.Ltd.(not set)April 15, 2015October 1, 2026
HenryWinchesterPrincipal AM(not set)(not set)April 1, 2026
MarkMachnicPrivate Wealth Accounting LLChttp://www.linkedin.com/in/mark-machnic-cpa-cva-cdfa-maff-cbec-cvb-cta-2a1a6414March 12, 2026March 12, 2027
AlbertFialkovichProspere Companieshttp://www.linkedin.com/in/albertfialkovichApril 16, 2024March 1, 2026
MitchellMafraPSMJ Resources, Inc.(not set)(not set)April 1, 2026
KellyLussonPursant, LLC(not set)December 1, 2023September 1, 2026
LeightonGibsonPwChttp://www.linkedin.com/in/leighton-gibson-067b4278/May 5, 2019April 1, 2026
ColleenMiglQuadros Migl & Crosby PLLChttp://www.linkedin.com/in/cgartner/March 12, 2024June 1, 2026
Dr. SeanSaundersQuantum Performance Partners(not set)September 13, 2025January 1, 2027
KateraSnellingRainCrow Capitalhttps://www.linkedin.com/in/katerasnelling/November 18, 2025July 1, 2026
FaraazAliRAIVAX GROUPhttp://www.linkedin.com/in/raazali/April 5, 2022December 1, 2026
Stephen E.BarnesReading Rock Inchttp://www.linkedin.com/in/stephenebarnesJune 15, 2011July 1, 2026
ConnorPrivittReal Athlete Consulting Enterprises(not set)March 6, 2025February 1, 2026
SaumilParikhRealDeal360, Inc.https://www.linkedin.com/in/saumil-parikh-05344921/June 1, 2026June 1, 2027
AndrewZezasReal Estate Strategies Corporationhttp://www.linkedin.com/in/andrewzezas/December 2, 2023June 1, 2027
BarryKasoffRealization Services Inc(not set)April 27, 2012July 1, 2026
LoriTurner-WilsonRedRover Sales & Marketing Strategyhttp://www.linkedin.com/in/redrover/August 22, 2020June 1, 2026
TomHewittRehmannhttp://www.linkedin.com/in/tomhewitt/October 23, 2015May 1, 2026
ThomasMichelRepublic Aviationhttps://www.linkedin.com/in/thomas-michel-265499b9/April 5, 2026April 5, 2027
BuddyJaeschkeRepublic Aviationhttps://www.linkedin.com/in/buddy-jaeschke-7a23b23/April 5, 2026April 5, 2027
MichaelReedRepublic Capital Grouphttp://www.linkedin.com/in/msreed948December 3, 2023September 1, 2026
VicEsclamadoRepublic Capital Group(not set)April 15, 2024March 1, 2026
WilliamVenturaResonance Partnershttps://www.linkedin.com/in/william-s-ventura/September 18, 2025July 1, 2026
BenjaminRichRich Growth Consultinghttps://www.linkedin.com/in/ben-rich-growth-expertNovember 28, 2023September 1, 2026
WesleySanfordRiver City Bankhttps://www.linkedin.com/in/reece-sanford-cfa-69323828?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_appMarch 15, 2024January 1, 2027
LoriVan DykeRiverview Advisory Group(not set)November 22, 2022September 1, 2026
DavidTalleyRiverview Capital Advisors(not set)December 19, 2006February 1, 2026
PhilParetRize Global Partnershttps://www.linkedin.com/in/philparet/(not set)August 1, 2026
TerriAmbroseRMA, LLC(not set)October 23, 2015April 1, 2026

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

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