Team

Our Team

A Collective Commitment to Your Vision

We believe that comprehensive wealth management thrives at the intersection of diverse expertise and a unified vision for your growth. Our team-based model integrates a cross-disciplinary network of specialists to act as the catalyst for your ambitions. By bridging our collective perspective with your personal goals, we provide a more resilient path toward the outcomes that matter most to you.

Todd Stanard

Owner & LPL Financial Planner

973-494-7700

todd.stanard@OGWPTeam.com

What Can You Expect From Todd: Todd doesn't just manage wealth; he clarifies the horizon. As the founder of OGWP, he acts as a primary catalyst for client success, translating complex financial webs into clear, actionable paths. He...

Mark Wallace

Senior Planning Coordinator

mark.wallace@ogwpteam.com

What Can You Expect From Mark:Mark is the engine of coordination, ensuring that creative planning ideas are backed by rigorous accuracy and efficient development. With the resilience of an experienced bond trader and the heart of a...

Justina Atkinson

Practice Coordinator

justina.atkinson@ogwpteam.com

What Can You Expect From Justina: Justina plays a central role in our clients’ journey, serving as a trusted connection between our clients and team. She helps ensure each relationship is thoughtfully supported and that every...

Josh Benson

Investment Coordinator

josh.benson@ogwpteam.com

What Can You Expect From Josh: Josh brings a disciplined, competitive edge to the management of client portfolios, ensuring accounts are strategically structured and updated. He is the catalyst that keeps your cash moving and your price...

Cassidy Fairchild

Practice Administrator

cassidy.fairchild@ogwpteam.com

What Can You Expect From Cassidy: Cassidy is a driver of efficiency, transforming complex paperwork into a refined and organized process. She manage forms and coordinates the intricate details of new accounts, annuities, and insurance...

Parker Muratore

Strategic Business Coordinator

parker.muratore@ogwpteam.com

What You Can Expect from Parker:Parker serves as a catalyst for organization, accountability, and continuous improvement throughout OGWP. As Strategic Business Coordinator, he helps ensure our advisory team operates with efficiency and...

Natasha Iqbal

Marketing & Branding Catalyst

natasha.iqbal@ogwpteam.com

What You Can Expect from Natasha:Natasha is the creative force behind OGWP's magnetic and attractive brand presence. As the firm's Marketing & Branding Catalyst, she transforms ideas into meaningful client connection by ensuring every...

Thomas Stinson

Advisor Apprentice

thomas.stinson@ogwpteam.com

What You Can Expect from Thomas: Thomas believes every successful financial plan begins with understanding each client's story. His analytical mindset allows him to uncover details that help create more thoughtful planning conversations...

Connor Geary

Advisor Apprentice

connor.geary@ogwpteam.com

What You Can Expect from Connor:Connor is passionate about helping clients turn financial uncertainty into a clear path forward. He believes every successful plan starts with asking the right questions before offering solutions. In...

Paul Romano

Advisor Apprentice

paul.romano@ogwpteam.com

What You Can Expect from Paul: Curiosity and continuous learning shape Paul’s approach to financial planning. He believes the best financial plans begin with understanding the person before the portfolio, allowing every piece of the...

Caroline DeMarco

College Student Development Program Associate

caroline.demarco@ogwpteam.com

What Can You Expect From Caroline: Caroline helps broaden OGWP’s capacity to serve by bringing organization, follow-through, and thoughtful support to client and investment operations. She helps keep client files organized and meetings...

Alyssa Grau

College Student Development Program Associate

alyssa.grau@OGWPTeam.com

What You Can Expect from Alyssa: Alyssa brings a detail-oriented and client-focused approach to her role at OGWP. She helps organize and maintain client financial records, ensuring important information is accurate, accessible, and...

Brandon Pho

College Student Development Program Associate

brandon.pho@ogwpteam.com

What You Can Expect from Brandon: Brandon brings an organized and analytical mindset to the OGWP team. As a CSDP Associate, he helps maintain organized client files while supporting the Investment Committee through equity research and...