Toggle navigation
Home
Our Team
Scott Haley, CFP®
Jason Koptish, CFP®, CWS®
Scott Glaze, CRPC®
Nick Shedd, CFA®
Randi Zahm, FPQP®
Peyton Bodziak, CFP®
Shelton Glaze, AAMS
Grayson Kirby, CFP®
Gilda Burket
Stephanie Pafundi
Lynne Freeman
About Us
Meet Our Team
Our Credentials
Why Mainsail?
Team News
About Raymond James
Our History
Services & Process
Mainsail Private Wealth
Retirement Planning
Client Onboarding
Our Services
Insights
Timely Topics & Resources
Market Commentary
Client Resources
Access Your Accounts
Access eMoney
Enroll in Investor Access
Client Access Videos
Contact Us
Forgot Password
Need Help?
Privacy / Security
Firm Updates & Recognition
Team News
News, milestones, team updates, and recognition from across Mainsail Wealth Advisors.
2026
NEW
Jason Koptish Named to Forbes 2026 Best in State
2026
Nick Shedd Promoted to Partner
2026
Shelton Glaze Joins the Mainsail Team
2026
Thank You for Supporting the 2025 Walk to End Alzheimer's
2026
Year-End Strategic Planning Session
2026
Sarah Haley Announces Retirement
2025
Thank you for supporting Charlotte's Annual Toy Drive
2025
Peyton Bodziak Promoted to Associate Advisor
2025
Jason Koptish Named to Forbes 2025 Best in State
2025
Mainsail Team Newsletter Released
2025
Gilda Burket Passes Series 66 Exam
2024
Gilda Burket Passes Series 7 Exam
2024
Stephanie Pafundi Joins The Mainsail Team
2024
Peyton Bodziak Passes CFP® Exam
2024
Jason Koptish Named to Forbes 2024 Best in State
2024
Jason Koptish Named to AdvisorHub 100 to Watch List
2023
Nick Shedd Promoted to Director
2023
Jason Koptish Named to AdvisorHub Fast Growing List
2023
Jason Koptish Named to Forbes 2023 Best in State
2023
Randi Zahm Promoted to Director
2023
Randi Zahm Earns FPQP®
2022
Mainsail Welcomes Gilda Burket
2022
Jason Koptish Named to Forbes 2022 Best in State
2021
Scott Haley Named to Forbes 2021 Best in State
2021
Mainsail – Invested in Gloucester
2020
Nick Shedd Earns CFA®
Schedule a Conversation
