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
ChristopherDenneySilvermark CPAs & Advisorshttp://www.linkedin.com/inchristopherdenneycpaMay 10, 2015February 1, 2026
ChristopherHattenWithumhttp://www.linkedin.com/in/chrishatten/September 23, 2016September 1, 2026
ChuckCanliPremier Sales Inchttps://www.linkedin.com/in/chuck-canli-b12092206?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_appMarch 16, 2024February 1, 2026
ChuckMohlerEagle Corporate Advisorshttp://www.linkedin.com/in/chuckmohlerlasvegasNovember 19, 2016February 1, 2026
ClarenceStoneCalifornia Equity Group(not set)July 18, 2022January 1, 2027
CliffBrownJordon Voytek Capital Partnershttps://www.linkedin.com/in/cliffbrownib/November 20, 2025July 1, 2026
ColleenMiglQuadros Migl & Crosby PLLChttp://www.linkedin.com/in/cgartner/March 12, 2024June 1, 2026
ColvinMathesonMatheson Financial Advisors, Inc.http://www.linkedin.com/in/colvin-t-matheson-cfa-cmaa-b6b3777October 1, 2013June 1, 2026
ConnorCruseVERTESShttp://www.linkedin.com/in/connor-cruse-32aaa1100/November 22, 2023July 1, 2026
ConnorPrivittReal Athlete Consulting Enterprises(not set)March 6, 2025February 1, 2026
CoriPreftakesSourcepasshttps://www.linkedin.com/in/cpreftakes/March 6, 2025October 1, 2026
CraigBeckBeyond CFOhttp://www.linkedin.com/in/craig-beck-900089120/September 28, 2018November 1, 2026
CurtCyliaxStrategic Exit Advisorshttp://www.linkedin.com/in/curt-a-cyliax-cm-aa-a0b47/March 15, 2012January 1, 2027
CynthiaLunaMoonshot Financial Grouphttp://www.linkedin.com/in/cynthia-lunaMarch 20, 2024April 1, 2026
DanMatteoEndgame Advisoryhttp://www.linkedin.com/in/danmatteo/November 5, 2021September 1, 2026
DanielSpannBarge Design Solutions, Inchttps://www.linkedin.com/in/daniel-j-spann-pe-ptoe-8628a35b/November 11, 2025May 1, 2026
DanielBergvallKreischer Millerhttps://www.linkedin.com/in/dan-bergvall-cpa-646a2337/November 19, 2025October 1, 2026
DanielMcMahonIntegrated Growth Advisorshttp://www.linkedin.com/in/danmcmahoncpa/July 7, 2023March 1, 2026
DanielYooPBMareshttp://www.linkedin.com/in/danielhyoo/December 12, 2022October 1, 2026
DanielaSherretsLutzhttps://www.linkedin.com/in/daniela-sherrets-bb816928/November 19, 2025June 1, 2026
DavidLongArizona Business Sales Advisorshttps://www.linkedin.com/in/davelongazDecember 7, 2025September 1, 2026
DavidShankarLR Tulliushttps://www.linkedin.com/in/david-shankar-cfa-cmaa-4664327/June 9, 2024April 1, 2026
DavidRobinsonGenerational Grouphttps://www.linkedin.com/in/david-robinson-cmaa-624a74108/(not set)September 1, 2026
DavidProwseVelorum Business Advisoryhttp://www.linkedin.com/in/davidprowsetoronto/August 24, 2020July 1, 2026
DavidNelsonVerdence Capitalhttp://www.linkedin.com/in/david-nelson-cfa-04351932/August 27, 2020April 1, 2026
DavidCusimanoEmerge Dynamicshttp://www.linkedin.com/in/davidcusimano/November 1, 2014April 1, 2026
DavidBowen(not set)(not set)February 6, 2024January 1, 2027
DavidDwyerMass Virtual, Inc.(not set)(not set)February 1, 2026
DavidBoersma(not set)(not set)December 16, 2025October 1, 2026
DavidTalleyRiverview Capital Advisors(not set)December 19, 2006February 1, 2026
DavidSmithSmith Patrick CPAs(not set)May 25, 2018April 1, 2026
DavidRoutzahnHempstead & Co. Inc.(not set)May 10, 2019June 1, 2026
DavidLeongAnalogic(not set)July 16, 2021August 1, 2026
DavidFordFord Law & Advisory, LLC(not set)November 29, 2022June 1, 2026
David EstuardoTrujilloSunbelt Business Advisorshttps://www.linkedin.com/in/estuardo-trujillo-99121417July 18, 2022April 1, 2026
David FloresWilsonSincerushttps://www.linkedin.com/in/david-flores-wilson-cfp%C2%AE-cfa-02b5a/(not set)March 1, 2026
DeirdreKeanePKF O’Connor Davies(not set)(not set)October 1, 2026
DenisPotapovDGP Capitalhttp://www.linkedin.com/in/denis-potapov-60950a4/June 8, 2022May 1, 2026
DerekGarlandU.S. Bankhttp://www.linkedin.com/in/derek-j-garland-cfp®-07723024/August 20, 2020May 1, 2026
DerrickClarkePreferred Business Brokershttps://www.linkedin.com/in/derrick-clarke-31a920142November 17, 2023June 1, 2026
DonHankinsAlamo Corporate Grouphttp://www.linkedin.com/in/don-hankins-0b93b52/May 31, 2012May 1, 2026
DonaldVanderZwaagSkyway Associates LLC(not set)February 22, 2012January 1, 2027
DonovanPullenOro Agrihttp://www.linkedin.com/in/donovan-pullen-77914a6/February 18, 2011December 1, 2026
DougBriskie0dB Advisory, LLC(not set)November 5, 2017July 1, 2026
DougRobbinsRobbinex Inc(not set)June 17, 2003February 1, 2026
DougSempleFirst Citizens Bank(not set)April 27, 2023February 1, 2026
DouglasBradleyCapital Stewardship Group, LLChttps://www.linkedin.com/mwlite/profile/me?trk=p_mwlite_feed-secondary_navDecember 14, 2025June 1, 2026
DrentShieldsCherry Bekaert, LLPhttps://www.linkedin.com/in/drent-shields-053b493/October 16, 2022August 1, 2026
Dr. SeanSaundersQuantum Performance Partners(not set)September 13, 2025January 1, 2027
EdBaroneEvergreen Wealth Solutionshttps://www.linkedin.com/in/ed-barone-cbec-/April 16, 2023January 1, 2027

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

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