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
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
DougRobbinsRobbinex Inc(not set)June 17, 2003February 1, 2026
TomMcBreartyRock Hall Partners, LLChttps://www.linkedin.com/in/tmcbreartyDecember 17, 2025August 1, 2026
MarkBirminghamRock Hall Partners, LLChttps://www.linkedin.com/in/mark-birmingham4/December 17, 2025August 1, 2026
GeorgeRaftopoulosROI-Cubed, LLChttp://www.linkedin.com/in/george-raftopoulos-5a84683November 1, 2014May 1, 2026
MattSlawsonRose Paving, LLChttps://www.linkedin.com/in/mattslawson/November 8, 2025August 1, 2026
MatthewWoodruffRoth&Cohttp://www.linkedin.com/in/mwoodruffcpaMarch 6, 2026March 6, 2027
JeffreyRuckRuckus Solutions Inc.https://www.linkedin.com/in/jeffreyruck/November 24, 2025November 1, 2026
CarlVon HakeRusk O'Brien Gido + Partners(not set)January 31, 2020September 1, 2026
KevinRuthRU Strategic, LLC dba Westlake Global(not set)July 18, 2022May 1, 2026
JeremyBurnsteinSawtooth Value Advisory LLChttp://www.linkedin.com/in/jeremyburnstein/June 6, 2024December 1, 2026
BrianMatthewsSchneider Downs & Co., Inc.https://www.linkedin.com/in/brian-matthews-83508ba/September 22, 2022March 1, 2026
NicholasLeoneSchneider Downs & Co., Inc.(not set)June 8, 2024April 1, 2026
RileyannSextonScott CPAs(not set)April 12, 2023January 1, 2027
MarkScottScott CPAs(not set)April 12, 2023January 1, 2027
JonathanDeLineScout Advisorshttp://www.linkedin.com/in/jondeline/November 10, 2021July 1, 2026
ChristineMarshallSD Capitalhttps://www.linkedin.com/in/christinejmarshall/(not set)August 1, 2026
WaynePigottSD Capitalhttp://www.linkedin.com/in/wayne-pigott-24938a51/November 16, 2023August 1, 2026
TomSpringerSD Capitalhttp://www.linkedin.com/in/tom-springerOctober 29, 2018August 1, 2026
StuartLawsonSD Capitalhttp://www.linkedin.com/in/stu-lawson-21494a3/October 29, 2018August 1, 2026
RebeckaTalleySD Capital(not set)November 16, 2023August 1, 2026
WalterGilliganSD Capitalhttps://www.linkedin.com/in/walt-gilligan-9356093/March 20, 2026March 20, 2027
KyleDudderarSelf Employed(not set)March 30, 2026March 30, 2027
KinPoonSelf-Employed(not set)September 25, 2025August 1, 2026
MichaelGradySequence Financial Specialistshttp://www.linkedin.com/in/wmg3830/February 5, 2004December 1, 2026
SunnyErdmanShorebridge Wealth Managementhttp://www.linkedin.com/in/sunny-erdman-059b2395/March 31, 2022January 1, 2027
ScottWeavilSierra Pacific Partnershttp://www.linkedin.com/in/scottweavil/December 3, 2023September 1, 2026
AdamSilvermanSilverman Schermer(not set)March 9, 2024June 1, 2026
ChristopherDenneySilvermark CPAs & Advisorshttp://www.linkedin.com/inchristopherdenneycpaMay 10, 2015February 1, 2026
SriGeedipalliSimanor, LLChttp://www.linkedin.com/in/srinath-geedipalli-3584622/October 1, 2010January 1, 2027
David FloresWilsonSincerushttps://www.linkedin.com/in/david-flores-wilson-cfp%C2%AE-cfa-02b5a/(not set)March 1, 2026
SethGordonSink, Gordon & Associates, LLPhttp://www.linkedin.com/in/seth-gordon-b8930814/May 15, 2017April 1, 2026
TysonWeekesSkinner Clouse Grouphttp://www.linkedin.com/in/tyson-weekes-msat-cpa-b2183120/August 20, 2020January 1, 2027
PatrickWalshSkoda Minottihttp://www.linkedin.com/in/patrickwalsh14/September 20, 2019August 1, 2026
DonaldVanderZwaagSkyway Associates LLC(not set)February 22, 2012January 1, 2027
ScottSharpS.Lawrence & Co.https://www.linkedin.com/in/scottlsharp/April 27, 2018September 1, 2026
YasserELtawansySLB(not set)April 5, 2025February 1, 2026
DavidSmithSmith Patrick CPAs(not set)May 25, 2018April 1, 2026
AaronThomasSolar Industries, Inc.https://www.linkedin.com/in/aaron-thomas-9812253/December 8, 2014September 1, 2026
LindaHammonssolidCore CFOhttps://www.linkedin.com/in/lindahammonscfo/(not set)May 1, 2026
JeffreyHarrisSoltis Investment Advisorshttps://www.linkedin.com/in/jeffrey-harris-cmaa-mba-30a805a/July 3, 2023May 1, 2026
CoriPreftakesSourcepasshttps://www.linkedin.com/in/cpreftakes/March 6, 2025October 1, 2026
BoydBurtonSpeedwell Monaco, Inc.https://www.linkedin.com/in/boyd-burton-mba-cmaa-82074819/June 14, 2019April 1, 2026
ChrisSpringfieldSpringfield Strategieshttp://www.linkedin.com/in/chris-springfield/July 5, 2023April 1, 2026
SridharGurramSRG Advisors LLChttp://www.linkedin.com/in/sridhar-g-2545801b0/September 28, 2018March 1, 2026

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

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