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Raja A

Series 63, Series 65

Traverse City, MI

LPL Financial

Raja Asava is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. His prior roles include positions at Spc, Sigma Financial Corporation, and Schekpo Inc. He is also involved with H&R Block in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad platform that includes financial planning, model portfolios, third-party asset management, and institutional offerings.

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

Series 66

Traverse City, MI

LPL Financial

Julio Vozza is a financial advisor with LPL Financial in Traverse City, MI, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2023, he worked at SPC and SIGMA Financial Corporation from 2016 to 2023. Outside of his advisory role, he is president of Drago Construction Services and Vozza Insurance Agency, which he has led since 2004 and 2010, respectively. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting advisors with technology and research tools while overseeing more than $819 billion in discretionary assets.

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 63, Series 65

Traverse City, MI

LPL Financial

Matthew Simon is a financial advisor with LPL Financial in Traverse City, MI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes roles at SPC, Sigma Financial Corporation, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad array of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

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