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
AngelaBreznayBorder States(not set)September 26, 2024July 1, 2026
BerlinHaugenBowpoint, LLChttp://www.linkedin.com/in/berlinhaugen/August 29, 2020February 1, 2026
GregoryCarlsonBoyum Barenscheer PLLPhttp://www.linkedin.com/in/gregory-carlson-cpa-899ba550/August 29, 2020July 1, 2026
MelissaKingBoyum Barenscheer PLLP(not set)November 27, 2023October 1, 2026
MasonBradyBrady CFOhttp://www.linkedin.com/in/masonbradyJune 12, 2024November 1, 2026
EricaWilsonBrightCore(not set)July 27, 2023April 1, 2026
TonyBoschettoBrook Trail Associateshttp://www.linkedin.com/in/avboschetto/August 29, 2020October 1, 2026
FrancisBrownBrown Advisory(not set)May 22, 2014March 1, 2026
CarliLehrBrown Plus Transitionshttps://www.linkedin.com/in/carlilehr/November 23, 2023September 1, 2026
MarshallOlneyBuchalter(not set)July 18, 2022March 1, 2026
RichardBurkeBurke Financial Services LLChttp://www.linkedin.com/mwlite/in/rburkecpaJanuary 31, 2020December 1, 2026
SoerenAarupBusinessQuest Brokers, Inchttp://www.linkedin.com/in/søren-aarup-4327b72b/November 8, 2021January 1, 2027
JaneJohnsonBusiness Transition Academy, Inc.http://www.linkedin.com/in/msexitplanner/November 10, 2011September 1, 2026
BrittanyFarrellBuy and Build Advisors, LLChttps://www.linkedin.com/in/brittany-m-f-83a38145/September 25, 2025June 1, 2026
BrianSteffensCaber Hill Advisors(not set)February 22, 2012February 1, 2026
ClarenceStoneCalifornia Equity Group(not set)July 18, 2022January 1, 2027
LisaCliffordCallan Family Officehttp://www.linkedin.com/in/lclifford/September 30, 2018March 1, 2026
JeffreyGettyCallan Family Officehttp://www.linkedin.com/in/jtgettyMay 16, 2017February 1, 2026
BillMcCalpinCapitalize Networkhttp://www.linkedin.com/in/bill-mccalpin-59b33349/November 21, 2021October 1, 2026
DouglasBradleyCapital Stewardship Group, LLChttps://www.linkedin.com/mwlite/profile/me?trk=p_mwlite_feed-secondary_navDecember 14, 2025June 1, 2026
MartinDikkersCardinal Business Advisors LLChttp://www.linkedin.com/in/martin-dikkers-82991417/December 18, 2020September 1, 2026
GregoryDeSimoneCatapult Advisory Grouphttp://www.linkedin.com/in/gregorydesimoneDecember 12, 2020November 1, 2026
JeffreyDonlonCatapult Solutions Group Inchttp://www.linkedin.com/in/jeff-donlon-10b76a/December 17, 2020December 31, 2026
JohnCurzonCck Strategies, Pllc(not set)January 9, 2006September 1, 2026
TaylorFrameCCMG Capital Partners(not set)November 26, 2023August 1, 2026
NigelFentyCemtel Asset Managementhttps://www.linkedin.com/in/nigel-fenty/March 26, 2022January 1, 2027
VinceMazzoneCerity Partners(not set)December 9, 2025May 1, 2026
ManuelChalbaud CastellanosChalbaud & Cohttps://www.linkedin.com/pub/dir/Manuel/ChalbaudDecember 12, 2022July 1, 2026
DrentShieldsCherry Bekaert, LLPhttps://www.linkedin.com/in/drent-shields-053b493/October 16, 2022August 1, 2026
CharlesMaskellChesapeake Corporate Advisors, LLChttps://www.linkedin.com/in/charlesmaskell/July 29, 2002October 1, 2026
MatthewAllisonCitrin Cooperman Advisorshttp://www.linkedin.com/in/matthew-allison-460aa215/August 27, 2020September 1, 2026
KenDiCairanoCity National Bank(not set)(not set)April 1, 2026
Hector M.Gutierrez GonzalezCJ CPA Grouphttps://www.linkedin.com/in/ gutierrezhectorm(not set)May 1, 2026
TimYuCKP(not set)(not set)February 1, 2026
PeteMillerClark Nuberhttps://www.linkedin.com/in/pete-miller-b0b5a02/May 26, 2023March 1, 2026
ChrisBaxterClark Nuber(not set)June 6, 2023March 1, 2026
IanGillespieClark, Schaefer, Hackett & Co.(not set)September 19, 2024August 1, 2026
JohnBurkeCleanChoice Energy(not set)April 27, 2012January 1, 2027
MatthewBristowClearRidge Capital, LLChttp://www.linkedin.com/in/matthewbristowNovember 13, 2009September 1, 2026
MariaKutscher, CEPA, CFP, CFA, CPWAClub Level Consultinghttps://www.linkedin.com/in/mariakutscher/December 26, 2025October 1, 2026
RichardHornerCNMA Solutionshttps://www.linkedin.com/in/rich-horner/(not set)March 1, 2026
William (Bill)BucherCoastline Health Partners, LLChttp://www.linkedin.com/in/bill-bucher-4938981May 3, 2022May 1, 2026
PatrickSullivanConnecticut Wealth Management, LLC(not set)April 23, 2023February 1, 2026
FranciscoUriarteConnelly Capital Managementhttp://www.linkedin.com/in/franciscouriarte/May 7, 2010April 1, 2026
MarcFleagleCopper Runhttp://www.linkedin.com/in/marc-fleagleApril 27, 2012February 1, 2026
ChrisAyersCornerstone Business Serviceshttp://www.linkedin.com/in/ayerschris/November 22, 2022September 1, 2026
PaulHavilandCorporate Development Advisorshttp://www.linkedin.com/in/paulhaviland2319/April 29, 2021March 1, 2026
GaryCurranCorporate Finance Associates Worldwidehttp://www.linkedin.com/in/garycurran/December 17, 2020August 1, 2026
JohnLeonardCraftechhttp://www.linkedin.com/in/john-leonard-b638a23/May 22, 2014March 1, 2026
AdamBottCrescendo Wealth Strategieshttp://www.linkedin.com/in/adam-bott-aamsJune 14, 2024March 1, 2026

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

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