Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Joel B

Series 63, Series 65

Janesville, WI

Johnson Wealth Inc.

Joel Bailey is a financial advisor at Johnson Wealth Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Johnson Wealth Inc. since 2016. Bailey is also a Senior Vice President and Wealth Advisor at Johnson Bank, where he has been employed since 2001. Johnson Wealth is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other investment advisers. The firm focuses on long-term, purpose-driven investment strategies based on asset allocation, model portfolios, and manager selection using both qualitative and quantitative analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Wealth management Airline Pilot
user avatar
firm logo

Robert M

Series 65

Janesville, WI

Johnson Wealth Inc.

Robert Mosley is a Series 65-licensed financial advisor with Johnson Wealth Inc. in Janesville, WI, where he has worked since 2017. He has a total of six years of industry experience and also serves as a wealth advisor at Johnson Bank, a position he has held since 2008. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, nonprofit and senior living organizations, foundations, endowments, business and government entities, and other advisers. The firm emphasizes long-term, goal-driven asset allocation and manager selection using proprietary methodologies, and offers specialized programs such as discretionary 401(k) management for airline pilots and curated private investment options for qualified clients.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Wealth management Airline Pilot
Warmer team member

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.

Find your advisor

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”)