Marquette, MI Office

Haley Wainio is a CFP® with four years of industry experience, currently serving as a financial advisor at CWM, LLC. Her previous roles include positions at Carson Wealth, ERTS Wealth Advisors, Mbank S.A., Huntington Bancshares Inc., Wells Fargo Bank, and Edward D. Jones & Co., L.P. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs discretionary account management with model portfolios overseen by an in-house Investment Committee and offers a range of services such as portfolio management, financial planning, and retirement-plan services.

Jason Rolling is a financial advisor with CWM, LLC in Marquette, MI, holding Series 63 and Series 65 licenses and totaling nine years of industry experience. His prior roles include positions at Carson Wealth, ERTS Wealth Advisors, SagePoint Financial, and MBANK. He serves as a board member of the nonprofit Noquemanon Trail Network. CWM, LLC is an SEC-registered investment adviser with over 600 advisors serving individuals, families, institutions, and corporations. The firm manages discretionary portfolios using model strategies and combines fundamental and technical analysis, third-party sub-advisors, and customized tools to serve its clients.

Jon Mommaerts is a CFP® certificant with 32 years of experience in financial services. He is currently with CWM, LLC and Carson Wealth, having previously worked at ERTS Wealth Advisors, SagePoint Financial, and AIG American General Life Insurance Company. Outside of advisory work, he serves as board member and treasurer for Norway Springs, Inc., a bottled water production and distribution company, and is the executive chairman of Berkshire Springs Holding Company, another bottled water distributor. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through over 600 advisors. The firm manages discretionary portfolios using model strategies supported by an in-house Investment Committee and third-party resources, offering services including retirement-plan consulting, financial planning, and sub-advisory solutions.