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

Lori B

Series 63, Series 65

Englewood, FL

Moors & Cabot, Inc.

Lori Bayba is a financial advisor with Moors & Cabot, Inc. She holds Series 63 and Series 65 credentials and has 39 years of industry experience. Her prior roles include positions at Cetera Investment Advisers, LLC and Advisors for Financial Independence. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, consulting, and wrap-fee program referrals. The firm employs a variety of portfolio strategies tailored to client objectives and risk tolerances, providing both discretionary and non-discretionary advisory services.

Income planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Active portfolio management Founder/Business Owner Retired
user avatar
firm logo

Todd M

Series 63, Series 65

Englewood, FL

Moors & Cabot, Inc.

Todd Mauerman is a financial advisor with Moors & Cabot, Inc. in Englewood, Florida. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 13 years at Merrill and over 10 years at Moors & Cabot. Outside of his advisory role, he owns a family business related to the seasonal rental of a vacation home in Port Charlotte, Florida. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing investment management, financial planning, and consulting services. The firm uses a variety of strategies tailored to client objectives and risk tolerances and offers discretionary and non-discretionary service arrangements.

Income planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Active portfolio management Founder/Business Owner Retired
user avatar
firm logo

Christopher J

Series 63, Series 66

Englewood, FL

Moors & Cabot, Inc.

Christopher Juall is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 66 licenses and 35 years of industry experience. He has been with Moors & Cabot since 1999. Outside of his advisory role, he owns Lazy Products, LLC, which sells water floats, and manages TQC Education, LLC, offering online boating courses. Moors & Cabot serves retail and high-net-worth individuals, as well as various institutional clients, providing investment management, financial planning, and consulting services. The firm employs a range of portfolio management strategies and offers both discretionary and non-discretionary advisory arrangements.

Income planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Active portfolio management Founder/Business Owner Retired
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”)