Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
James W
CFP®, Series 63, Series 65
Wesley Chapel, FL
Schwab Wealth Advisory
James Watkins is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2026, and previously held roles at Vanguard Advisers, Inc., Wells Fargo Bank, NA, and TIAA-CREF Institutional Services. He is located in Wesley Chapel, FL. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm delivers annual financial reviews and investment recommendations while leaving final trading decisions to clients, and operates within the Schwab ecosystem under a cost-and-expense arrangement rather than charging clients directly.
Preston D
CFP®, Series 66
Wesley Chapel, FL
Schwab Wealth Advisory
Preston Duppins III is a CFP®-certified financial advisor with eight years of industry experience, currently with Schwab Wealth Advisory, Inc. He has held roles at several major firms, including JPMorgan Chase Bank, Morgan Stanley, Ernst & Young Investment Advisors LLP, and Fidelity Investments. Preston is based in Wesley Chapel, Florida. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.
Tiffany L
CFP®, Series 66
Wesley Chapel, FL
Schwab Wealth Advisory
Tiffany Leroy is a CFP® with 18 years of industry experience, currently with Schwab Wealth Advisory Inc. She has worked in various roles within Charles Schwab and USAA-affiliated firms since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering investment recommendations and annual financial reviews using Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab and does not charge clients directly for its services.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's 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