Jonathan Fabrizio is a financial advisor with LPL Financial in Norwell, MA, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2010 and also works with Arsenal Financial, LLC since 2019. Outside of his advisory role, Fabrizio sells fixed insurance and annuity products through a local brokerage firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Feenan is a financial advisor with LPL Financial in Norwell, MA, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2017 and previously at National Planning Corporation from 2011 to 2017. In addition, he owns Feenan Income Tax, LLC, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Matthew Diver is a CFP® professional with seven years of industry experience. He is associated with LPL Financial and has worked there since 2017. His work history also includes roles at Feenan Financial Group, Stoddard Financial, Northwestern Mutual, MetroWest Economic Research Center, and Framingham State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.