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 | |
|---|---|---|---|---|---|
| Michael | Lewis | Wellington Charles Advisors, LLC | http://www.linkedin.com/in/michael-lewis-6a090643 | November 30, 2021 | November 1, 2026 |
| Jerron | Green | Wells Fargo Advisors, LLC | http://www.linkedin.com/in/jerron-green-cfp-cima-85aa17b8/ | March 5, 2017 | February 1, 2026 |
| Alvis Cheong Seng | Wong | WeProperty Sdn Bhd | (not set) | (not set) | March 1, 2026 |
| Meghan | Meurer | Werner Enterprises | (not set) | (not set) | February 1, 2026 |
| Marty | Fahncke | Westbound Road, LLC | https://www.linkedin.com/in/martyfahncke/ | (not set) | March 1, 2026 |
| Becky | Smith | Westbound Road, LLC | https://www.linkedin.com/in/beckyjsmith | (not set) | April 1, 2026 |
| Todd | Scholl | WestBridge Partners, LLC | http://www.linkedin.com/company/westbridgepartners/ | December 2, 2023 | October 1, 2026 |
| Robert | Hartman | Western M&A Advisory | http://www.linkedin.com/in/robjhartman/ | November 22, 2022 | September 1, 2026 |
| Ernesto | Bent | White Knight Acquisitions | http://www.linkedin.com/in/ernestobent/ | July 2, 2023 | April 1, 2026 |
| Paula | Kruger | White Rock Business Advisors | http://www.linkedin.com/feed/ | November 10, 2021 | January 1, 2027 |
| Edward | Fazio | Windes, Inc. | http://www.linkedin.com/in/edwardfazio/ | September 23, 2016 | January 1, 2027 |
| Michael | Vaccarella | Wipfli LLP | http://www.linkedin.com/in/michael-l-vaccarella | May 6, 2016 | May 1, 2026 |
| Chris | Wise | Wise Profits | https://www.linkedin.com/in/chriswise/ | March 10, 2024 | October 1, 2026 |
| Christopher | Dodd | Withum | https://www.linkedin.com/in/cwdodd/ | (not set) | February 1, 2026 |
| Jeanette | Jordan | Withum | http://www.linkedin.com/in/jeanette-emmons-jordan-21920212/ | October 2, 2018 | September 1, 2026 |
| Christopher | Hatten | Withum | http://www.linkedin.com/in/chrishatten/ | September 23, 2016 | September 1, 2026 |
| Zaher | Basha | Yeo & Yeo PC | (not set) | September 30, 2019 | December 1, 2026 |
| Steve | McAdams | Zweig Group | https://www.linkedin.com/in/stevemcadams-pe | November 10, 2025 | 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.