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
DanielaSherretsLutzhttps://www.linkedin.com/in/daniela-sherrets-bb816928/November 19, 2025June 1, 2026
DanielSpannBarge Design Solutions, Inchttps://www.linkedin.com/in/daniel-j-spann-pe-ptoe-8628a35b/November 11, 2025May 1, 2026
DavidLongArizona Business Sales Advisorshttps://www.linkedin.com/in/davelongazDecember 7, 2025September 1, 2026
David FloresWilsonSincerushttps://www.linkedin.com/in/david-flores-wilson-cfp%C2%AE-cfa-02b5a/(not set)March 1, 2026
DavidRobinsonGenerational Grouphttps://www.linkedin.com/in/david-robinson-cmaa-624a74108/(not set)September 1, 2026
DavidShankarLR Tulliushttps://www.linkedin.com/in/david-shankar-cfa-cmaa-4664327/June 9, 2024April 1, 2026
DerrickClarkePreferred Business Brokershttps://www.linkedin.com/in/derrick-clarke-31a920142November 17, 2023June 1, 2026
DrentShieldsCherry Bekaert, LLPhttps://www.linkedin.com/in/drent-shields-053b493/October 16, 2022August 1, 2026
ToddCushingEBIT Associates, Ltd.https://www.linkedin.com/in/ebitassociates/December 22, 2009October 1, 2026
EdBaroneEvergreen Wealth Solutionshttps://www.linkedin.com/in/ed-barone-cbec-/April 16, 2023January 1, 2027
EricNelsonOnMark Capitalhttps://www.linkedin.com/in/eric-b-nelson/April 30, 2021March 1, 2026
EricHeathBluejay Advisorshttps://www.linkedin.com/in/ericheath06/0February 4, 2019November 1, 2026
David EstuardoTrujilloSunbelt Business Advisorshttps://www.linkedin.com/in/estuardo-trujillo-99121417July 18, 2022April 1, 2026
FabioDe FilippoPKFhttps://www.linkedin.com/in/fabio-de-filippo-cpa-5a75193/(not set)October 1, 2026
GeorgeBarsomAuxo Capital Advisorshttps://www.linkedin.com/in/george-barsom/(not set)May 1, 2026
JerryButzTREP Advisorshttps://www.linkedin.com/in/gerold-butz-bb41aa26b/(not set)August 1, 2026
GlenMitchellB2B CFOhttps://www.linkedin.com/in/glenmitchellcfoFebruary 8, 2020January 1, 2027
GlennTurnerEnvision GovCon Solutionshttps://www.linkedin.com/in/glenn-turner-9757027/(not set)September 1, 2026
GoranPavlovskiAWG Capital Advisoryhttps://www.linkedin.com/in/goranpavlovski/November 29, 2025February 1, 2026
GregoryMcGuireLouis Plung & Companyhttps://www.linkedin.com/in/greg-mcguire-cpa-cmaa-2411b3a8/November 29, 2023October 1, 2026
Hector M.Gutierrez GonzalezCJ CPA Grouphttps://www.linkedin.com/in/ gutierrezhectorm(not set)May 1, 2026
KomaniCedanoEquity Shift Advisorshttps://www.linkedin.com/in/inamok/September 14, 2025July 1, 2026
IvanGarciaAzul CFOs & Advisorshttps://www.linkedin.com/in/ivangarcia1/November 20, 2023October 1, 2026
JaireRuffin(not set)https://www.linkedin.com/in/jaireruffin-mba/October 9, 2025August 1, 2026
JamesNortonFourteener Strategieshttps://www.linkedin.com/in/james-norton-dc/(not set)April 1, 2026
JanetTylerTobinLeffhttps://www.linkedin.com/in/janettyler/September 21, 2024January 1, 2027
JasonWarnerBlue Riverhttps://www.linkedin.com/in/jason-warner-51725871/November 8, 2025September 1, 2026
JayLohmanLohman Company,PLLChttps://www.linkedin.com/in/jaylohman/(not set)August 1, 2026
JeffBergamoHBK CPAs & Consultantshttps://www.linkedin.com/in/jeffbergamoSeptember 22, 2025October 1, 2026
JeffDavisKimberly Advisorshttps://www.linkedin.com/in/jeffdavis-November 27, 2023September 1, 2026
JeffMurphyMurphy Advisory Solutions, LLChttps://www.linkedin.com/in/jeff-murphy-m-acc-cpa-7906b92/April 27, 2025April 1, 2026
JeffreyHarrisSoltis Investment Advisorshttps://www.linkedin.com/in/jeffrey-harris-cmaa-mba-30a805a/July 3, 2023May 1, 2026
JeffreyPottsGold Country Advisors, Inc.https://www.linkedin.com/in/jeffrey-potts-39b9b16/December 12, 2022October 1, 2026
JeffreyRuckRuckus Solutions Inc.https://www.linkedin.com/in/jeffreyruck/November 24, 2025November 1, 2026
JessicaSeffStatesman Corporate Finance, LLChttps://www.linkedin.com/in/jessica-seff-cfa-3657a323/June 18, 2019May 1, 2026
JessicaTrombleyBlue River Financial Group, Inc.https://www.linkedin.com/in/jessica-trombley-004468237/November 14, 2025September 1, 2026
JimDeShayesTransworld Business Advisors of Coloradohttps://www.linkedin.com/in/jim-deshayes-675a4b4/September 18, 2024August 1, 2026
JimHarriotHindsight Advantage, LLChttps://www.linkedin.com/in/jimharriot/September 17, 2025July 1, 2026
JimmyCruseUNCOMN, LLChttps://www.linkedin.com/in/jimmycruse/May 28, 2024March 1, 2026
JosephWikPolicastro & Associates, LLChttps://www.linkedin.com/in/joewikNovember 22, 2022July 1, 2026
JohnRavisTransworldhttps://www.linkedin.com/in/john-ravis-557b155a/(not set)April 1, 2026
JohnWoodhullTransworld Business Advisorshttps://www.linkedin.com/in/john-woodhull-883309/September 24, 2024September 1, 2026
JorgeJunqueraUnited Surety and Indemnity Company (USIC)https://www.linkedin.com/in/jorge-junquera-0aa9a52/October 1, 2014December 1, 2026
JoshTeetersWaterloo Capitalhttps://www.linkedin.com/in/josh-teeters-02474a5November 18, 2025October 1, 2026
JoelRedmondKey Bankhttps://www.linkedin.com/in/jtredmond/July 18, 2022August 1, 2026
JudsonMotesBMSS, LLChttps://www.linkedin.com/in/judson-motes-cpa-7b747a133December 18, 2025July 1, 2026
KarlHeckendornMarketKinnecthttps://www.linkedin.com/in/karlheckendorn22(not set)October 1, 2026
KateraSnellingRainCrow Capitalhttps://www.linkedin.com/in/katerasnelling/November 18, 2025July 1, 2026
KathleenDysonKMG Consulting, LLChttps://www.linkedin.com/in/kathleen-dyson-9b540214/November 15, 2025September 1, 2026
KatieFlemingOwner Actions, Inc.https://www.linkedin.com/in/katiemfleming/(not set)August 1, 2026

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

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