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 | |
|---|---|---|---|---|---|
| Steve | McAdams | Zweig Group | https://www.linkedin.com/in/stevemcadams-pe | November 10, 2025 | August 1, 2026 |
| Zaher | Basha | Yeo & Yeo PC | (not set) | September 30, 2019 | December 1, 2026 |
| Christopher | Hatten | Withum | http://www.linkedin.com/in/chrishatten/ | September 23, 2016 | September 1, 2026 |
| Jeanette | Jordan | Withum | http://www.linkedin.com/in/jeanette-emmons-jordan-21920212/ | October 2, 2018 | September 1, 2026 |
| Christopher | Dodd | Withum | https://www.linkedin.com/in/cwdodd/ | (not set) | February 1, 2026 |
| Chris | Wise | Wise Profits | https://www.linkedin.com/in/chriswise/ | March 10, 2024 | October 1, 2026 |
| Michael | Vaccarella | Wipfli LLP | http://www.linkedin.com/in/michael-l-vaccarella | May 6, 2016 | May 1, 2026 |
| Edward | Fazio | Windes, Inc. | http://www.linkedin.com/in/edwardfazio/ | September 23, 2016 | January 1, 2027 |
| Paula | Kruger | White Rock Business Advisors | http://www.linkedin.com/feed/ | November 10, 2021 | January 1, 2027 |
| Ernesto | Bent | White Knight Acquisitions | http://www.linkedin.com/in/ernestobent/ | July 2, 2023 | April 1, 2026 |
| Robert | Hartman | Western M&A Advisory | http://www.linkedin.com/in/robjhartman/ | November 22, 2022 | September 1, 2026 |
| Todd | Scholl | WestBridge Partners, LLC | http://www.linkedin.com/company/westbridgepartners/ | December 2, 2023 | October 1, 2026 |
| Becky | Smith | Westbound Road, LLC | https://www.linkedin.com/in/beckyjsmith | (not set) | April 1, 2026 |
| Marty | Fahncke | Westbound Road, LLC | https://www.linkedin.com/in/martyfahncke/ | (not set) | March 1, 2026 |
| Meghan | Meurer | Werner Enterprises | (not set) | (not set) | February 1, 2026 |
| Alvis Cheong Seng | Wong | WeProperty Sdn Bhd | (not set) | (not set) | March 1, 2026 |
| Jerron | Green | Wells Fargo Advisors, LLC | http://www.linkedin.com/in/jerron-green-cfp-cima-85aa17b8/ | March 5, 2017 | February 1, 2026 |
| Michael | Lewis | Wellington Charles Advisors, LLC | http://www.linkedin.com/in/michael-lewis-6a090643 | November 30, 2021 | November 1, 2026 |
| Brian | Hastings | Web Tech CFO | http://www.linkedin.com/in/brianhastingswebtechcfo/ | February 4, 2015 | February 1, 2026 |
| Josh | Teeters | Waterloo Capital | https://www.linkedin.com/in/josh-teeters-02474a5 | November 18, 2025 | October 1, 2026 |
| Brian | Agnew | Volition | BAS+ | https://www.linkedin.com/in/brianaagnew/ | November 28, 2023 | August 1, 2026 |
| Scott | Sandee | Vertex Planning Partners, LLC | https://www.linkedin.com/in/scottsandee/ | December 23, 2025 | October 1, 2026 |
| Kevin | Maahs | Vertess Advisors, LLC | https://www.linkedin.com/in/kevin-maahs-2aa6aa346/ | (not set) | September 1, 2026 |
| Connor | Cruse | VERTESS | http://www.linkedin.com/in/connor-cruse-32aaa1100/ | November 22, 2023 | July 1, 2026 |
| Matthew | Vance | VergePointe | (not set) | June 29, 2007 | May 1, 2026 |
| David | Nelson | Verdence Capital | http://www.linkedin.com/in/david-nelson-cfa-04351932/ | August 27, 2020 | April 1, 2026 |
| Logan | Laux | Verdant Advisers | http://www.linkedin.com/in/logan-laux-verdant/ | October 1, 2013 | September 1, 2026 |
| David | Prowse | Velorum Business Advisory | http://www.linkedin.com/in/davidprowsetoronto/ | August 24, 2020 | July 1, 2026 |
| Michael | Wildeveld | Veld Mergers & Acquisitions | http://www.linkedin.com/in/michael-wildeveld-83957315/ | August 31, 2020 | February 1, 2026 |
| Priscilla | Zambrano | Vector Advisory Services LLC | (not set) | (not set) | October 1, 2026 |
| Lee | Dahmer | Value Growth Consulting Group | http://www.linkedin.com/in/leedahmer/ | February 20, 2008 | January 1, 2027 |
| Edward | Pratesi | Valuation & Transition Strategies, LLC | http://www.linkedin.com/in/ed-pratesi-140b762/ | February 22, 2012 | June 1, 2026 |
| Steven | Egna | Valuation Resource Group | http://www.linkedin.com/in/steve-egna-a25213/ | November 14, 2008 | October 1, 2026 |
| Chris | Mellen | Valuation Research Corporation | (not set) | December 20, 2004 | January 1, 2027 |
| Angela | Uttaro | Uttaro Consulting | http://www.Linkedin.com/in/angela-uttaro | April 28, 2021 | April 1, 2026 |
| Derek | Garland | U.S. Bank | http://www.linkedin.com/in/derek-j-garland-cfp®-07723024/ | August 20, 2020 | May 1, 2026 |
| Jorge | Junquera | United Surety and Indemnity Company (USIC) | https://www.linkedin.com/in/jorge-junquera-0aa9a52/ | October 1, 2014 | December 1, 2026 |
| Jimmy | Cruse | UNCOMN, LLC | https://www.linkedin.com/in/jimmycruse/ | May 28, 2024 | March 1, 2026 |
| Fahad | Murtaza | UHY LLP | (not set) | April 28, 2024 | March 1, 2026 |
| Michael | Landers | UHY LLP | https://www.linkedin.com/in/michael-landers-3646358/ | April 14, 2024 | March 1, 2026 |
| Steven | Young | UBS Financial Services Inc. | http://www.linkedin.com/in/stevenyoungubs | April 2, 2023 | February 1, 2026 |
| Alex | Ristevski | Truist | (not set) | December 22, 2022 | September 1, 2026 |
| Brian | Wassell | Trout CPA | http://www.linkedin.com/in/brianwassell/ | October 1, 2013 | January 1, 2027 |
| Gerald | Kong | Trinity Transaction Advisory, LLC | http://www.linkedin.com/in/gerald-kong-6638295/ | March 10, 2017 | August 1, 2026 |
| Jerry | Butz | TREP Advisors | https://www.linkedin.com/in/gerold-butz-bb41aa26b/ | (not set) | August 1, 2026 |
| Roger | Smolik | Transworld Business Advisors of Colorado | (not set) | September 11, 2024 | August 1, 2026 |
| Alex | Dvorak | Transworld Business Advisors of Colorado | (not set) | September 16, 2024 | August 1, 2026 |
| Keith | Marlow | Transworld Business Advisors of Colorado | (not set) | September 16, 2024 | August 1, 2026 |
| Elise | Mariner | Transworld Business Advisors of Colorado | (not set) | September 20, 2024 | August 1, 2026 |
| Nathan | Willis | Transworld Business Advisors of Colorado | (not set) | November 20, 2023 | October 1, 2026 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.