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
VahidSharifDF Deutsche Forfait GmbH (Germany)https://www.linkedin.com/in/vahid-sharif-phd-841328200/June 4, 2024December 1, 2025
JohnSheldonExcel Global Partners(not set)May 7, 2010May 1, 2026
DrentShieldsCherry Bekaert, LLPhttps://www.linkedin.com/in/drent-shields-053b493/October 16, 2022August 1, 2026
NerreShuriahFirst Citizens Wealth Managementhttps://www.linkedin.com/in/nerre-shuriah-j-d-ll-m-cmaa-2850484/April 15, 2023February 1, 2026
AdamSidorStrategexhttps://www.linkedin.com/in/adam-sidor-864b8111aOctober 5, 2025October 5, 2026
AdamSilvermanSilverman Schermer(not set)March 9, 2024June 1, 2026
ScotSimmonsSimmons Family Officehttp://www.linkedin.com/in/scot-simmons-1.com(not set)January 1, 2026
RickSimonsenMoss Adams LLPhttp://www.linkedin.com/in/rick-simonsen-9a561734/May 21, 2023March 1, 2026
ChiernoSkinnerOcean Bank(not set)December 12, 2022September 1, 2025
AllanSmartMonteca Grouphttp://www.linkedin.com/in/allansmartMarch 3, 2018December 1, 2025
NicoSmidDigital Mining Solutionshttps://www.linkedin.com/in/nicosmid/(not set)January 1, 2026
BeckySmithWestbound Road, LLChttps://www.linkedin.com/in/beckyjsmith(not set)April 2, 2026
RyanSmithN/Ahttp://www.linkedin.com/in/ryan-smith-08239552March 6, 2025February 1, 2026
DavidSmithSmith Patrick CPAs(not set)May 25, 2018April 1, 2026
PaulaSmithersPaula Smithers Consultinghttps://www.linkedin.com/in/paula-smithers-cpa-2aba18a/October 14, 2025October 14, 2026
OlaSoderquistBioxytran, Inc.http://www.linkedin.com/in/olasoderquist/September 18, 2015October 1, 2025
BrentSolomonStrategic Financial Advisory, LLC and Robert H. Smith School Business(not set)February 5, 2004October 22, 2025
SarahSparlingBlue River Financial Group, Inc.http://www.linkedin.com/in/sarah-blueriverMay 1, 2018March 1, 2026
AngelaSpearsGenuine Business Advisorshttps://www.linkedin.com/in/angela-spears(not set)January 1, 2026
MatthewSpragueHedman M&A Advisorshttp://www.linkedin.com/in/matthewspraguecpaDecember 12, 2022July 1, 2026
ChrisSpringfieldSpringfield Strategieshttp://www.linkedin.com/in/chris-springfield/July 5, 2023April 1, 2026
BrianSquiresBlackmon Mooring & BMS CAThttp://www.linkedin.com/in/brianhsquiresNovember 28, 2023June 1, 2026
XavierStaggsThe Raivax Grouphttps://www.linkedin.com/in/xavierstaggs/June 9, 2024February 1, 2026
BrianSteffensCaber Hill Advisors(not set)February 22, 2012February 1, 2026
MichaelStillB2B CFO(not set)May 16, 2023March 1, 2026
MikeSt MartinAnkura(not set)September 11, 2003January 1, 2026
KirkStovesandPlatform Wealth Advisors(not set)December 20, 2004January 1, 2026
RichardStrautmanStony Hill Advisorshttp://www.linkedin.com/in/richard-strautman-5886154April 2, 2023February 1, 2026
StephanieStudtBlue River Financial Group, Inc.(not set)May 28, 2024March 1, 2026
PatrickSullivanConnecticut Wealth Management, LLC(not set)April 23, 2023February 1, 2026
RebeckaTalleySpringer, Lawson & Associates(not set)November 16, 2023August 1, 2026
DavidTalleyRiverview Capital Advisors(not set)December 19, 2006February 1, 2026
YatinThakoreTechnologyPark.comhttp://www.linkedin.com/in/ythakore/August 29, 2020June 1, 2026
RickThomasFirst Generation Advisorshttp://www.linkedin.com/in/richardpiercethomasApril 20, 2023September 1, 2025
LattaThomasEvexia Enterprises LLC(not set)June 7, 2022January 1, 2026
KristenThompsonThompson Advisory Group(not set)(not set)November 1, 2025
WilliamThomsonMilestone Financial Engineers, LLChttp://www.linkedin.com/in/bj-thomson-36762026/May 7, 2023March 1, 2026
BenjamenTobinSilverman Schermer, PLLChttps://www.linkedin.com/in/benjamen-tobin-esq-63590b85/(not set)January 1, 2026
AndrewTomatFour Pillars, Inc.http://www.linkedin.com/in/andytomat/October 27, 2017September 1, 2025
MikeTrabertMarcum LLP(not set)May 22, 2014February 1, 2026
NicholasTroyanoTaxAlpha Companieshttps://www.linkedin.com/in/nicholas-troyano-cepa%C2%AE-850b80163/(not set)October 1, 2025
David EstuardoTrujilloSunbelt Business Advisorshttps://www.linkedin.com/in/estuardo-trujillo-99121417July 18, 2022April 1, 2026
TatianaTsoirLinza Advisors Inc.http://www.linkedin.com/in/tatiana-tsoir/December 3, 2023October 1, 2025
SamuelTsuiActual Consulting Limited(not set)December 22, 2022September 1, 2025
JackTurgeonVertess(not set)March 16, 2025March 16, 2026
GlennTurnerEnvision GovCon Solutionshttps://www.linkedin.com/in/glenn-turner-9757027/(not set)September 1, 2025
LoriTurner-WilsonRedRover Sales & Marketing Strategyhttp://www.linkedin.com/in/redrover/August 22, 2020June 1, 2026
JanetTylerTobinLeffhttps://www.linkedin.com/in/janettyler/September 21, 2024January 1, 2026
MarkUnderhillBMSS, LLChttp://www.linkedin.com/in/mark-underhill-cpa-94156918September 22, 2019August 1, 2026
FranciscoUriarteConnelly Capital Managementhttp://www.linkedin.com/in/franciscouriarte/May 7, 2010April 1, 2026

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

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