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
SriGeedipalliSimanor, LLChttp://www.linkedin.com/in/srinath-geedipalli-3584622/October 1, 2010January 1, 2027
SunnyErdmanShorebridge Wealth Managementhttp://www.linkedin.com/in/sunny-erdman-059b2395/March 31, 2022January 1, 2027
TaraSembFormerly Apyx Medical Corporationhttp://www.linkedin.com/in/tara-semb-cfo-fl/February 6, 2024January 1, 2027
TeresaCherryThe Family Wealth Collectivehttp://www.linkedin.com/in/teresa-cherry-0843251/February 5, 2004January 1, 2027
TysonWeekesSkinner Clouse Grouphttp://www.linkedin.com/in/tyson-weekes-msat-cpa-b2183120/August 20, 2020January 1, 2027
WestClarkAFC Capital & Advisorshttp://www.linkedin.com/in/westclark11April 23, 2024January 1, 2027
BrentBathurstKLRhttps://www.linkedin.com/in/brentbathurst/(not set)January 1, 2027
EdBaroneEvergreen Wealth Solutionshttps://www.linkedin.com/in/ed-barone-cbec-/April 16, 2023January 1, 2027
JanetTylerTobinLeffhttps://www.linkedin.com/in/janettyler/September 21, 2024January 1, 2027
NigelFentyCemtel Asset Managementhttps://www.linkedin.com/in/nigel-fenty/March 26, 2022January 1, 2027
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
GlenMitchellB2B CFOhttps://www.linkedin.com/in/glenmitchellcfoFebruary 8, 2020January 1, 2027
JeffreyDonlonCatapult Solutions Group Inchttp://www.linkedin.com/in/jeff-donlon-10b76a/December 17, 2020December 31, 2026
KurtElliottFocal 5, LLC(not set)(not set)December 1, 2026
BenjaminCurtisFootprint Capital LLC(not set)August 28, 2020December 1, 2026
NirmailDhaliwalDC Government(not set)October 15, 2014December 1, 2026
AustinBuckettBiggsKofford(not set)January 9, 2006December 1, 2026
ChrisBleesBiggsKofford(not set)February 5, 2004December 1, 2026
ZaherBashaYeo & Yeo PC(not set)September 30, 2019December 1, 2026
BrianWendlerNational Transaction Advisors, Inc.(not set)November 14, 2003December 1, 2026
WalidArdhaoui-(not set)October 23, 2015December 1, 2026
LuisRodriguez Santiago(not set)(not set)December 14, 2025December 1, 2026
MichaelFarneti(not set)(not set)December 8, 2025December 1, 2026
MichaelValucciHeadhouse Capital, LLC(not set)December 21, 2020December 1, 2026
AllanSmartMonteca Grouphttp://www.linkedin.com/in/allansmartMarch 3, 2018December 1, 2026
ArielleSchmeckJTaylor & Associates, LLChttp://www.linkedin.com/in/arielle-austin-schmeck-cpa-abv-99336522/December 18, 2020December 1, 2026
DonovanPullenOro Agrihttp://www.linkedin.com/in/donovan-pullen-77914a6/February 18, 2011December 1, 2026
JeremyBurnsteinSawtooth Value Advisory LLChttp://www.linkedin.com/in/jeremyburnstein/June 6, 2024December 1, 2026
JimEshlemanStrategic Endeavors LLChttp://www.linkedin.com/in/jim-eshleman-25885411/March 5, 2017December 1, 2026
MichaelCoakleyKreischer Miller & Companyhttp://www.linkedin.com/in/michaelcoakley/December 14, 2020December 1, 2026
PaulVisokeyStony Hill Advisorshttp://www.linkedin.com/in/paulvisokey/December 15, 2020December 1, 2026
FaraazAliRAIVAX GROUPhttp://www.linkedin.com/in/raazali/April 5, 2022December 1, 2026
MichaelGradySequence Financial Specialistshttp://www.linkedin.com/in/wmg3830/February 5, 2004December 1, 2026
RichardBurkeBurke Financial Services LLChttp://www.linkedin.com/mwlite/in/rburkecpaJanuary 31, 2020December 1, 2026
JorgeJunqueraUnited Surety and Indemnity Company (USIC)https://www.linkedin.com/in/jorge-junquera-0aa9a52/October 1, 2014December 1, 2026
MichaelEdouardDesjardinshttps://www.linkedin.com/in/michael-edouard-088b1967?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app(not set)December 1, 2026
ErikOlsonBerryDunn(not set)December 27, 2025November 1, 2026
RobertGeorgesAllied Advisors(not set)December 26, 2025November 1, 2026
JayGalassoBeacon Equity Advisors, Inc.http://linkedin.com/in/jaygalassoDecember 1, 2023November 1, 2026
CraigBeckBeyond CFOhttp://www.linkedin.com/in/craig-beck-900089120/September 28, 2018November 1, 2026
ErinO'LearyPegasus Capitalhttp://www.linkedin.com/in/erinolearymba/November 18, 2021November 1, 2026
GregoryDeSimoneCatapult Advisory Grouphttp://www.linkedin.com/in/gregorydesimoneDecember 12, 2020November 1, 2026
JamesSandersMPL Law Firmhttp://www.linkedin.com/in/james-sanders-esquire/August 20, 2020November 1, 2026
KirkJarrettNichols Cauley & Associates, LLChttp://www.linkedin.com/in/kirk-jarrett-62535a15/August 27, 2020November 1, 2026
MasonBradyBrady CFOhttp://www.linkedin.com/in/masonbradyJune 12, 2024November 1, 2026
MichaelLewisWellington Charles Advisors, LLChttp://www.linkedin.com/in/michael-lewis-6a090643November 30, 2021November 1, 2026
OksanaKomarnyckyjNorthern Trusthttp://www.linkedin.com/in/oksanakomarnyckyj/March 3, 2018November 1, 2026
PaulVokatyAvalon Partnershttp://www.linkedin.com/in/paulvokaty/November 12, 2021November 1, 2026
AlexanderMaggiFlyphttps://www.linkedin.com/in/alexandermaggi/May 26, 2024November 1, 2026
BenHoferDeal Memohttps://www.linkedin.com/in/benhofer1/(not set)November 1, 2026

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

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