Robert Dodaro is a financial advisor at Prism Wealth Management with nine years of industry experience and a Series 65 credential. He has held roles at multiple firms including AE Wealth Management and Star Financial, and he serves as a board member and treasurer for the United Way of Wayne and Holmes Counties. Dodaro is also involved in several related business activities, including insurance sales and serving as a member of Prism Annuity & Life Co., LLC. Prism Wealth Management provides discretionary asset management and tailored financial planning to individual and high-net-worth clients. The firm utilizes third-party model portfolios and sub-advisors, combining fundamental analysis with Modern Portfolio Theory, and offers financial planning reviews at no additional cost.

Matthew Gilbert is a financial advisor at Prism Wealth Management with seven years of industry experience. He holds a Series 66 designation and has prior experience at J.P. Morgan Securities and Edward Jones. Outside of financial advising, he is involved in a construction business as a carpenter. Prism Wealth Management serves individual and high-net-worth clients through discretionary asset management and client-tailored financial planning. The firm combines fundamental analysis with Modern Portfolio Theory, using third-party model portfolios and sub-advisors, and offers financial planning reviews at no additional cost.

Ghadi Sabbagh is a financial advisor at Prism Wealth Management in Wooster, Ohio. He holds a Series 65 designation and has been with Prism since 2024. Prior to his advisory role, Ghadi’s background includes experience at Huntington National Bank and a variety of other positions including work at Continental Cuisine and Incept. Prism Wealth Management serves individual and high-net-worth clients through discretionary asset management and tailored financial planning, utilizing third-party model portfolios and sub-advisors within a framework that combines fundamental analysis and Modern Portfolio Theory.

Kaleb Lamb is a financial advisor at Prism Wealth Management with a Series 65 license and one year of industry experience. Prior to joining Prism, he held roles at Dougless Turf & Landscaping, Xcess Limited, and Tignors Hometown Hardware. He was also a full-time student for over a decade. Prism Wealth Management serves individual and high-net-worth clients through discretionary asset management and tailored financial planning, utilizing a mix of third-party model portfolios and sub-advisers to implement its investment strategies.