Robert Dodaro is a Series 65-licensed financial advisor with Prism Wealth Management, bringing eight years of industry experience. He has worked with several firms, including AE Wealth Management and Global Financial Private Capital, and maintains involvement as a board member and treasurer for the United Way of Wayne and Holmes Counties. In addition to his advisory role, he is active in insurance sales through affiliated entities. Prism Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning, utilizing third-party sub-advisers and co-advisor arrangements. The firm employs model portfolios and strategic allocation approaches, including defined outcome strategies that may use derivatives, and manages approximately $73.8 million in discretionary assets.

Matthew Gilbert is a financial advisor at Prism Wealth Management with seven years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities LLC and Edward Jones. Outside of his advisory role, he is involved in a construction business as a carpenter. Prism Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning. The firm uses third-party sub-advisers and co-advisor arrangements to implement diversified investment strategies, including model portfolios that may utilize derivatives.

Kaleb Lamb is a financial advisor at Prism Wealth Management with a Series 65 designation and one year of industry experience. His prior work includes roles at Prism Annuity & Life Co., Dougless Turf & Landscaping, and Xcess Limited. Prism Wealth Management provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients, utilizing third-party sub-advisor programs and model-based portfolio construction. The firm combines fundamental analysis and Modern Portfolio Theory with ongoing portfolio oversight and retains discretion to select and replace sub-advisors and models.