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
ThomasFerstlFerstl Consulting, LLC(not set)(not set)February 1, 2026
ThomasJonesSweeney Conradhttps://www.linkedin.com/in/thomasjonescpaNovember 26, 2025October 1, 2026
ThaddeusThompsonLeland Healthcare Advisors & Consultantshttps://www.linkedin.com/in/thaddeus-thompson/(not set)August 1, 2026
TerriAmbroseRMA, LLC(not set)October 23, 2015April 1, 2026
TeresaCherryThe Family Wealth Collectivehttp://www.linkedin.com/in/teresa-cherry-0843251/February 5, 2004January 1, 2027
TaylorFrameCCMG Capital Partners(not set)November 26, 2023August 1, 2026
TaylorDevineThe CDI Grouphttp://www.linkedin.com/in/taylor-devine-09a19b/May 6, 2008May 1, 2026
TaraSembFormerly Apyx Medical Corporationhttp://www.linkedin.com/in/tara-semb-cfo-fl/February 6, 2024January 1, 2027
SunnyErdmanShorebridge Wealth Managementhttp://www.linkedin.com/in/sunny-erdman-059b2395/March 31, 2022January 1, 2027
StuartLawsonSD Capitalhttp://www.linkedin.com/in/stu-lawson-21494a3/October 29, 2018August 1, 2026
StuartKrahnKrahn Capital Group, LLChttp://www.linkedin/in/stuartkrahnMay 2, 2021March 1, 2026
StevenEgnaValuation Resource Grouphttp://www.linkedin.com/in/steve-egna-a25213/November 14, 2008October 1, 2026
StevenYoungUBS Financial Services Inc.http://www.linkedin.com/in/stevenyoungubsApril 2, 2023February 1, 2026
SteveNeighborsStrategic & Operational Solutions(not set)June 13, 2014March 1, 2026
SteveKeckFive Talents Financial Group(not set)October 1, 2010June 1, 2026
SteveBrunnerLiske & Brunner CPAs LLC(not set)February 4, 2024September 1, 2026
SteveMcAdamsZweig Grouphttps://www.linkedin.com/in/stevemcadams-peNovember 10, 2025August 1, 2026
Stephen E.BarnesReading Rock Inchttp://www.linkedin.com/in/stephenebarnesJune 15, 2011July 1, 2026
StephenCapizziApex Exit Advisors, LLChttp://www.linkedin.com/in/stephencapizziMay 12, 2017February 1, 2026
StephenLewisCross Border Strategies LLChttp://www.linkedin.com/in/stephenelewis/May 1, 2015March 1, 2026
StephanieStudtBlue River Financial Group, Inc.(not set)May 28, 2024March 1, 2026
SridharGurramSRG Advisors LLChttp://www.linkedin.com/in/sridhar-g-2545801b0/September 28, 2018March 1, 2026
SriGeedipalliSimanor, LLChttp://www.linkedin.com/in/srinath-geedipalli-3584622/October 1, 2010January 1, 2027
SoniaBorboniTenet Healthcare(not set)April 17, 2026April 17, 2027
SoerenAarupBusinessQuest Brokers, Inchttp://www.linkedin.com/in/søren-aarup-4327b72b/November 8, 2021January 1, 2027
ShondaleSeymourDisruption + Synergy, Inc(not set)December 3, 2023May 1, 2026
ShelbyClarkiT Valuationshttps://www.linkedin.com/in/shelby-clark/December 17, 2025October 1, 2026
SheaHancockThe Hancock Firm LLChttp://www.linkedin.com/in/shea-hancock-93261b33/May 30, 2014July 1, 2026
ShaneBrothertonBlue River Financialhttps://www.linkedin.com/in/shane-brotherton/(not set)October 1, 2026
ShaneNaccariAllen Villere Partnershttps://www.linkedin.com/in/shane-naccari-p-e-3ab26867April 22, 2024February 1, 2026
SethGordonSink, Gordon & Associates, LLPhttp://www.linkedin.com/in/seth-gordon-b8930814/May 15, 2017April 1, 2026
ScottZickefooseKeiter CPA(not set)November 5, 2013September 1, 2026
ScottWeavilSierra Pacific Partnershttp://www.linkedin.com/in/scottweavil/December 3, 2023September 1, 2026
ScottMcKenzieBaker Newman Noyeshttps://www.linkedin.com/in/scottamckenzie/July 31, 2022September 1, 2026
ScottSharpS.Lawrence & Co.https://www.linkedin.com/in/scottlsharp/April 27, 2018September 1, 2026
ScottSandeeVertex Planning Partners, LLChttps://www.linkedin.com/in/scottsandee/December 23, 2025October 1, 2026
SarahSparlingBlue River Financial Group, Inc.http://www.linkedin.com/in/sarah-blueriverMay 1, 2018March 1, 2026
SaraClevengerBlue River Financial Group, Inc.(not set)April 29, 2018March 1, 2026
SankalpKumarEagle-Eye Consultinghttps://www.linkedin.com/in/sankalp2025/December 1, 2025October 1, 2026
SamuelLukumuenaEagle Accounting Consulting Law and Taxhttps://www.linkedin.com/in/faustin-lukumuena-380329379/March 6, 2026March 6, 2027
SamuelDuffyPrestige Exitshttps://www.linkedin.com/in/samuel-duffy-prestige(not set)March 1, 2026
SamCarpenterKey Bank(not set)(not set)October 1, 2026
RyanMcGregorLutz M&A(not set)May 6, 2016March 1, 2026
RyanGoralG-Spire Grouphttp://www.linkedin.com/in/ryan-goral/November 19, 2021August 1, 2026
RyanSmithN/Ahttps://www.linkedin.com/in/ryan-smith-08239552March 6, 2025February 1, 2026
RuzannaMirzoyanGreenberg Traurighttps://www.linkedin.com/in/ruzanna-mirzoyan/November 16, 2025September 1, 2026
RoyPageCrossings Addiction Recovery, Inc.(not set)(not set)June 1, 2026
RoscoGravesPolaxishttp://www.linkedin.com/in/roscograves/November 28, 2022August 1, 2026
RosaSanabriaSunbelt Central America(not set)(not set)April 1, 2026
RogerSmolikTransworld Business Advisors of Colorado(not set)September 11, 2024August 1, 2026

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

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