WPWealth LLP

Christopher Peters is a financial advisor at WPWealth LLP in Dallas, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Before joining WPWealth, he worked at Fidelity Investments and has varied experience including roles in the restaurant industry and education. WPWealth LLP provides investment advisory and consulting services to a diverse client base, managing over $1 billion in assets across multiple asset classes with a focus on global diversification and tailored portfolio allocations. The firm integrates portfolio management with comprehensive financial planning and maintains a multi-partner ownership structure with 14 advisors.

Jacob Ayres is a CFP® with eight years of industry experience, currently serving at WPWealth LLP in Fort Worth, TX. His career includes roles at Northwestern Mutual Wealth Management Company and various advisory teams since 2017. Outside of advisory work, Ayres has experience working at Rolling Hills Country Club and the University of Texas at Arlington. WPWealth LLP provides investment advisory and consulting services to a diverse client base, including individuals, trusts, and charitable organizations, managing over $1 billion in assets. The firm employs an asset-class based investment approach tailored to client objectives and risk tolerance, supported by comprehensive financial planning and a multi-partner team of 14 advisors.

Rebecca Sierp is a Series 65 licensed financial advisor with WPWealth LLP in Fort Worth, TX, with 15 years of industry experience. She has been with Whitley Penn Financial since 2008. WPWealth LLP provides investment advisory and consulting services to a broad client base, including individuals, trusts, corporations, and retirement plans. The firm employs an asset-class based investment approach focused on global diversification and risk management, and it leverages its affiliation with an accounting firm to offer coordinated financial and tax services.

Brandon Russ is a CFP® professional with four years of experience in financial advising. He has worked at WPWealth LLP since 2019 and previously at Goldstein Group Financial Advisors. Prior to his advisory career, he spent nine years at Purdue University. WPWealth LLP provides investment advisory and consulting services to a diverse client base, including individuals, trusts, corporations, and charitable organizations. The firm manages over $1 billion in assets and employs an asset-class based investment approach tailored to clients’ objectives and risk tolerance, supported by comprehensive financial planning and coordinated accounting and tax services through an affiliated accounting firm.

William Weston is a CFP® with 13 years of industry experience, currently serving as a financial advisor at WPWealth LLP since 2018. His prior roles include positions at Whitley Penn Financial and Invesco Advisers, Inc. WPWealth LLP provides investment advisory and consulting services to a diverse client base, including individuals, trusts, corporations, and retirement plans. The firm employs an asset-class based investment approach tailored to clients’ objectives and risk tolerance, emphasizing global diversification and risk management through fixed-income quality and duration.

Zachary Van Kirk is a CFP® and Series 65 designated advisor with WPWealth LLP in Fort Worth, TX, where he has worked since 2021. He has three years of industry experience, including prior roles at Northwestern Mutual and various positions related to Texas Tech University and other organizations. WPWealth LLP provides investment advisory and consulting services to a diverse client base, including individuals, trusts, and corporations, managing over $1 billion in assets. The firm uses an asset-class based investment approach tailored to client objectives and risk tolerance, supported by a multi-partner ownership structure and a team of 14 advisors.

Chad Holmes is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Formula Wealth in Fairhope, Alabama. His prior experience includes four years at Whitley Penn Financial and a recent role at WPWealth LLP. Formula Wealth is a state-registered, single-advisor firm that primarily serves individual and high-net-worth clients with comprehensive financial planning, investment management, and estate planning coordination. The firm employs a largely passive, asset-class based investment approach and uses flat, project, and hourly fee arrangements rather than relying primarily on percentage-of-assets fees.

Bryan Mcclune is a CFA® charterholder with 19 years of industry experience. He currently serves as an advisor at WPWealth LLP and previously spent 20 years at Dimensional Fund Advisors LP. WPWealth LLP provides investment advisory and consulting services to a diverse client base including individuals, trusts, corporations, and retirement plans. The firm employs an asset-class based investment approach focused on global diversification and risk management, supported by comprehensive financial planning and a multi-partner team of 14 advisors.

Bryan Monks is a CFP® professional at WPWealth LLP in Dallas, TX, with seven years of industry experience. Prior to joining WPWealth in 2025, he worked at Merrill Lynch for five years and held roles at Wells Fargo Advisors Financial Network, TD Ameritrade, and other firms. Outside of finance, he serves as a rugby referee with the Texas Rugby Referee Association. WPWealth LLP provides investment advisory and consulting services to a diverse client base, including individuals, trusts, and charitable organizations. The firm manages approximately $1.03 billion in assets and employs an asset-class based investment approach tailored to client objectives and risk tolerance, supported by comprehensive financial planning and coordination with affiliated accounting and insurance services.

Jonathan Jennings is a financial advisor at WPWealth LLP in Fort Worth, TX, holding a Series 65 designation with 16 years of industry experience. He is part of a multi-team firm comprising 14 advisors. WPWealth provides investment advisory and consulting services to a broad client base, including individuals, trusts, corporations, and charitable organizations. The firm employs an asset-class based investment approach with tailored allocations and emphasizes global diversification, supported by coordinated financial planning and reporting tools.

Jared Archer is a CFP® professional with two years of industry experience, currently serving as a financial advisor at WPWealth LLP. His prior experience includes roles at Whitley Penn and Clean Finances, LLC. WPWealth LLP provides investment advisory and consulting services to a diverse client base, including individuals, trusts, corporations, and charitable organizations. The firm employs an asset-class based investment approach tailored to client objectives and risk tolerance, and supports approximately $1.03 billion in assets under management through a team of 14 advisors.

Macy Gonzales is a financial advisor at WPWealth LLP in Fort Worth, TX, holding a Series 65 credential. She joined WPWealth in 2025 and has no prior industry experience. Outside of finance, her background includes various roles connected to Texas A&M University and community organizations such as youth camps and soccer associations. WPWealth LLP serves individuals, trusts, corporations, and retirement plans with discretionary and non-discretionary portfolio management across multiple asset classes. The firm employs an asset-class based investment approach focused on global diversification and risk management, supported by comprehensive financial planning and coordinated services through an affiliated accounting firm.

Jackson Suss is a financial advisor at WPWealth LLP in Fort Worth, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at First Financial Bank and LAM Technology, as well as an eight-year tenure at Abilene Christian University. WPWealth LLP provides investment advisory and consulting services to a diverse client base, including individuals, trusts, corporations, and charitable organizations. The firm employs an asset-class based investment approach with tailored allocations, emphasizing global diversification and fixed-income risk management, and supports approximately $1.03 billion in assets under management.