Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Haley W
CFP®, Series 65
Marquette, MI
Carson Wealth
Haley Wainio is a CFP® professional with four years of experience in financial advising. She is currently with Carson Wealth and CWM, LLC, having previously worked at ERTS Wealth Advisors and several banking institutions. CWM, LLC operates an enterprise platform managing approximately $50.6 billion across more than 650 advisors. The firm offers discretionary asset management, financial planning, retirement plan services, and tailored investment solutions supported by a dedicated Investment Committee and partnerships with leading custodians and technology providers.
Jason R
Series 63, Series 65
Marquette, MI
Carson Wealth
Jason Rolling is a financial advisor at Carson Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at ERTS Wealth Advisors, SagePoint Financial, and MBANK. Outside of his advisory role, he serves on the board of the Noquemanon Trail Network, a nonprofit organization. CWM, LLC operates as an enterprise platform overseeing approximately $50.6 billion through over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and offering tailored investment solutions and ongoing portfolio oversight.
Jon M
CFP®, Series 63, Series 65
Marquette, MI
Carson Wealth
Jon Mommaerts is a CFP®-certified financial advisor with 32 years of industry experience, currently serving at Carson Wealth and its affiliate CWM, LLC since 2025. His prior experience includes roles at ERTS Wealth Advisors, SagePoint Financial, and American General, spanning over two decades. Outside of advisory work, he is involved in bottled water distribution and production businesses, serving as executive chairman and board member for companies in that industry. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to manage model portfolios and provide tailored investment solutions.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters