Port Charlotte, FL Office

Jennifer Zeits Gasko is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has previously worked with Cetera Advisor Networks LLC and Genisys Investment Services. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.

James Stein is a CFP® and ChFC® certified financial advisor with 28 years of industry experience. He is currently with LPL Financial, where he has worked since 2021, and previously held positions at Waddell & Reed, Citizens Securities, and various insurance carriers. Stein is also active as a non-variable insurance agent through Edison Risk. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations, offering a wide range of advisory programs, financial planning, and brokerage services supported by comprehensive research and technology.

Riley Giauque is a CFP® with six years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Flaharty Asset Management, Legacy Wealth Management, and Play It Again Sports. He also operates a separate business entity, Riley Giauque, LLC, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from both in-house and third-party sources.

Gidget Rowe is a financial advisor with LPL Financial in Port Charlotte, FL, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked with LPL Financial since 2005 and with Old National Bank since 2007, where she serves as Vice President involved in a referral program for banking products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Sydney Schaeffer is a financial advisor with LPL Financial, holding the ChFC® designation and a Series 63 license, with 29 years of industry experience. Prior to joining LPL Financial in 2021, Schaeffer spent 24 years with Waddell & Reed, Inc. and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management and utilizes research and model portfolios from multiple sources.