Your Team

Wealth Advisors

Shawn Peschke

CFP®, CWS
CEO, Founding Partner, Wealth Advisor
Edmond, OK

Rob Frits

CFP®, CWS
CFO, Founding Partner, Wealth Advisor
Bentonville, AR

Dirk Coetzee

CFP®
Partner, Wealth Advisor
Edmond, OK

Paul Aragona

Wealth Advisor
Broken Arrow, OK

Ty Fielder

CWS®
Wealth Advisor
Bentonville, AR

Paul Peterson

Regional Vice President
Broken Arrow, OK

Aneta Koziarek

Wealth Advisor

Client Services

Sarah Alvarez

Office Manager
Bentonville, AR

Diana Smith –In Memory

Director of Client Relations

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Drew Reisdorff

Senior Trader

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Kaleigh Sanders

Sr. Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Debra Taylor

CPA/PFS™, JD, CDFA®
Managing Partner and Chief Tax Strategist

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Scott Berryman

Director, Trust Solutions

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
VP, Retirement Plans - Investments

Tom Fridrich

JD, CLU ®, ChFC®, CEPA
Director, Wealth Planning

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Sr. Wealth Planner