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Michael J

Series 63, Series 66

Shelburne Falls, MA

LPL Financial

Michael Johnson is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at firms including Raymond James Financial Services and Greenfield Cooperative Bank. Outside of his advisory work, he owns a business that buys and sells vintage watches and jewelry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party asset managers.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew S

Series 66

Shelburne Falls, MA

LPL Financial

Matthew Sheridan is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He previously worked at infinex Investments, Inc. and Greenfield Savings Bank for 16 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of representatives and provides access to various portfolio management and retirement platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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