Gilda Burket Passes Series 66 Exam
Gilda Burket Passes Series 7 Exam
Stephanie Pafundi Joins Mainsail as Client Service Associate
Peyton Bodziak Passes CFP Exam
Jason Koptish Named for 3rd Consecutive Year to Forbest Best-in-State Wealth Advisor.
Jason Koptish Named to AdvisorHub's 2024 100 Next Gen Advisors to Watch List
Nick Shedd Promoted to Director at Mainsail Wealth Advisors
Jason Koptish named to Advisor Hubs' 200 Fast Growing Advisor to Watch List
Jason Koptish named to Forbes' Best in State Wealth Advisor list for 2023
Randi Zahm promoted to Director of Operations
Randi Zahm earns FPQP Designation
Mainsail Welcomes Gilda Burket, Client Service Associate, to the team
Jason Koptish - 2022 Forbes Best in State Wealth Advisor
Scott Haley - Named by Forbes as Best in State Wealth Advisor - 2021