Shane Heflin is a financial advisor at WPWealth LLP in Fort Worth, TX, holding a Series 65 credential with one year of industry experience. Prior to joining WPWealth, he worked at William Madison Advisors and has held various roles in education and commercial sectors. WPWealth provides investment advisory and consulting services to individuals, partnerships, trusts, estates, corporations, charitable organizations, and retirement plans, offering portfolio management and financial planning with an asset class–based investment approach focused on global diversification and risk alignment.

John Gesek Jr. is a financial advisor with WPWealth LLP in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Optimus Capital Advisors, LLC, McKeel Capital Management, and McKeelgeseK Financial Advisory Services. He is also a licensed independent insurance agent and offers insurance products to clients, dedicating approximately 10% of his time to this activity. WPWealth provides investment advisory and consulting services to a range of clients, including individuals, trusts, and charitable organizations, with a focus on asset class–based investment strategies aligned to client risk tolerance and global diversification. The firm offers portfolio management, financial planning, and estate-planning referrals, supported by third-party technology and an affiliation with accounting firm Whitley Penn, LLP.

Christopher Peters is a financial advisor at WPWealth LLP with Series 63 and Series 65 credentials and one year of industry experience. Before joining WPWealth, he worked at Fidelity Investments and has held various roles including positions at the University of Miami and Shinsei Restaurant. WPWealth LLP provides investment advisory and consulting services to a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm uses an asset class–based investment approach focused on global diversification and risk management, offering both discretionary and non-discretionary portfolio management.

Jacob Ayres is a CFP® and Series 63-registered financial advisor with eight years of industry experience. He is currently with WPWealth LLP in Fort Worth, TX and has prior experience at Northwestern Mutual Wealth Management Company and several other firms. His background also includes a long tenure at the University of Texas at Arlington. 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 focused on global diversification and selective fixed-income positioning, offering both discretionary and non-discretionary portfolio management along with estate-planning referrals.

Rebecca Sierp is a financial advisor at WPWealth LLP in Fort Worth, TX, holding the Series 65 designation with 15 years of industry experience. She has been with WPWealth LLP since 2008, totaling 18 years at the firm. WPWealth provides investment advisory and consulting services to individuals and various entities, offering portfolio management and financial planning across multiple asset classes. The firm employs an asset class-based investment approach tailored to clients’ risk tolerance, emphasizing global diversification and fixed-income strategies.

Brandon Russ is a CFP® professional with five years of industry experience. He is currently with WPWealth LLP, where he has worked since 2019. Prior to joining WPWealth, he spent one year at Goldstein Group Financial Advisors and nine years at Purdue University. WPWealth LLP provides investment advisory and consulting services to a range of clients including individuals, trusts, corporations, and charitable organizations. The firm employs an asset class-based investment approach focused on global diversification and risk management, and offers services on both discretionary and non-discretionary bases.

William Weston is a CFP® and Series 66 credentialed advisor with 14 years of industry experience. He has worked at WPWealth LLP since 2018, following brief tenures at Whitley Penn Financial and ADP-related firms. 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 clients' risk tolerance, emphasizing global diversification and selective fixed-income positioning.

Zachary Van Kirk is a CFP® and holds a Series 65 license, currently serving as a financial advisor at WPWealth LLP with four years of industry experience. His prior experience includes roles at Northwestern Mutual and various positions related to Texas Tech University. WPWealth LLP provides investment advisory and consulting services to a range of clients, including individuals, trusts, corporations, and retirement plans. The firm employs an asset class–based investment approach focused on global diversification and fixed-income risk management, offering services on both discretionary and non-discretionary bases supported by third-party technology platforms.

Chad Holmes is a CFP® with 10 years of industry experience, currently serving as an advisor at WPWealth LLP. He was previously affiliated with Formula Wealth and Whitley Penn Financial. WPWealth LLP provides investment advisory and consulting services to a range of clients, including individuals, trusts, corporations, and charitable organizations. The firm employs an asset class–based investment approach tailored to clients’ risk tolerance, with a focus on global diversification and fixed-income risk management.

Jack Luna is a financial advisor at WPWealth LLP with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Optimus Capital Advisors, Morgan Stanley, Merrill, Titan Wealth Management, and WFG Investments. Luna is also a licensed insurance agent and spends part of his time offering insurance products. WPWealth provides investment advisory and consulting services to a range of clients including individuals, trusts, and corporations. The firm follows an asset class-based investment approach focused on global diversification and selective fixed-income positioning.

Bryan Mcclune is a financial advisor at WPWealth LLP with 19 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining WPWealth in 2026, he worked for 20 years at Dimensional Fund Advisors LP. WPWealth provides investment advisory and consulting services to a range of clients including individuals, trusts, corporations, and retirement plans. The firm employs an asset class–based investment approach focused on global diversification and risk management, offering both discretionary and non-discretionary portfolio management and financial planning.

Jonathan Jennings is a financial advisor at WPWealth LLP with 17 years of industry experience. He holds a Series 65 designation and is based in Fort Worth, TX. WPWealth 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 fixed-income management, offering both discretionary and non-discretionary portfolio services along with financial planning and estate-planning referrals.

Macy Gonzales is a financial advisor with WPWealth LLP in Fort Worth, TX, holding a Series 65 credential. She joined WPWealth in 2025 and has prior experience working at Texas A&M University and several other organizations. WPWealth provides investment advisory and consulting services to a diverse client base, including individuals and institutions, using an asset class–based investment approach focused on global diversification and risk management. The firm integrates third-party technology platforms and maintains affiliations that support comprehensive portfolio and estate-planning services.

James Gonzales II is a CFP® professional with eight years of experience in the financial services industry. He has held positions at Optimus Capital Advisors, LLC, Charles Schwab & Co., Inc., US Trust, and Heartland IT Consulting. Gonzales is based in Fort Worth, TX, and holds Series 63 and Series 66 licenses. He is a member of WPWealth LLP, a firm that provides investment advisory and consulting services to individuals, partnerships, trusts, estates, corporations, charitable organizations, and retirement plans. WPWealth employs an asset class–based investment approach with global diversification and selective fixed-income positioning, offering both discretionary and non-discretionary services along with technology-driven client management tools.

Jackson Suss is a financial advisor at WPWealth LLP with one year of industry experience. He holds a Series 65 designation and has prior work experience at First Financial Bank, LAM Technology, and Abilene Christian University. WPWealth provides investment advisory and consulting services to a broad range of clients, including individuals, trusts, and charitable organizations. The firm uses an asset class-based investment approach focused on global diversification and selective fixed-income positioning, offering both discretionary and non-discretionary portfolio management.

Todd Williams is a CFP® professional with 14 years of experience in the financial advisory industry. He is currently with WPWealth LLP and has held prior roles at firms including Charles R. Green & Associates, Sagepoint Financial, and J.P. Morgan Securities. Williams serves as a member of the Fort Worth Stock Show Syndicate, a nonprofit that raises funds for scholarships for children who show livestock. WPWealth LLP provides investment advisory and consulting services to a range of clients including individuals, trusts, and charitable organizations, focusing on portfolio management and financial planning across various asset classes. The firm employs an asset class–based investment approach aligned with client risk tolerance and emphasizes global diversification and selective fixed-income positioning.