Mainsail Wealth Advisors, LLC.

06/21/2026

Happy Father's Day to all the amazing dads and father figures out there! 👔💙

Today, we're especially celebrating the four dads on our team. Thank you for the leadership, dedication, humor, and support you bring to our workplace every day. We appreciate all that you do and are grateful to work alongside you.

We also want to recognize all of the incredible fathers and father figures we have the privilege of serving. Thank you for allowing us to be a part of your family's journey and for the example you set through your care, guidance, and commitment to those you love most.

Wishing everyone a relaxing and well-deserved Father's Day surrounded by family and the people who matter most.

06/12/2026

Some members of the Mainsail team recently had the opportunity to attend the Raymond James National Conference (ELEVATE 2026) in Las Vegas, providing valuable time to step away from the day to day and invest in continued learning, collaboration, and fresh perspective alongside peers from across the country. From engaging sessions to meaningful conversations and networking with other advisory teams, the experience reinforced our commitment to staying thoughtful, intentional, and forward looking in how we serve our clients.

Opportunities like this allow us to return with new ideas, broader perspective, and a renewed focus as we continue to refine our approach and strengthen the planning experience we provide. We are grateful for the time spent learning and connecting, and we are excited to carry that momentum forward in the work we do every day for the individuals & families we serve.

06/01/2026

Our latest Timely Topics update is here!
Each quarter, we gather timely planning insights, important updates, and helpful reminders designed to keep clients informed and prepared for the months ahead.

This quarter, we are highlighting:
• Trump Accounts
• Mega Backdoor Roth Strategies
• Inherited IRA Beneficiary Options

As the year unfolds, new opportunities, deadlines, and planning conversations can come into focus. Our goal is to provide thoughtful, timely information to help you plan with greater clarity and confidence.
Visit our website to explore the latest update:

Quarterly insights on financial planning, tax planning, and legislative updates.

05/28/2026

Is your advisory team continuing to invest, evolve, and build the depth needed to support your family not just today, but for decades to come?

That's a question Scott Glaze and Jason Koptish spent a lot of time thinking about last week while away in Dallas meeting with advisory firms from around the country.

One theme that stood out throughout discussions was how quickly the wealth management industry continues to change. Over the last 20+ years of building Mainsail Wealth Advisors, it's become increasingly clear to us that the financial lives of the families we serve have grown significantly more complex. The role of an advisory team today extends far beyond managing investments. Clients are looking for guidance, coordination, communication, and a team that can support their family through multiple stages of life.

Our cohort spent an entire day debating and discussing how leading firms are approaching challenges like:
- Using technology and innovation to deliver more insightful and proactive planning
- Designing scalable infrastructure without sacrificing responsiveness or personal service
- Developing and mentoring the next generation of talented advisors
- Building cultures that attract and retain exceptional people
- Continuing to elevate the client experience as firms grow

We always leave these sessions energized about what's ahead for our team. We're confident that by investing in our people, developing future advisors, and building a culture people want to be part of, we will continue building a better experience for the families we serve.

Thank you Ray Sclafani, ClientWise LLC and Barron's Advisor for a great session.

05/25/2026

Today, we pause with gratitude for the brave men and women who made the ultimate sacrifice to protect the freedoms we enjoy every day. ❤️🤍💙 Their courage, service, and selflessness will never be forgotten, and their legacy lives on through the families, communities, and country they served.

As we spend time with loved ones this weekend, we remember those who gave all for future generations. 🙏

Wishing everyone a meaningful and reflective Memorial Day.

05/10/2026

Happy Mother's Day from all of us! 🌸

Today we celebrate the moms who give their all every day: at home, at work, and in all the moments in between. Your dedication, compassion, patience, and strength make such a meaningful impact each day.

At Mainsail, we're especially proud to celebrate the 4 incredible mothers on our team who bring so much care, encouragement, and commitment not only to their families, but also to their clients and colleagues each day.

To all the amazing moms we serve, thank you for the support and inspiration you pass on to those around you, the goals you pursue, and the legacy you are building for future generations. We are grateful to play a small part in helping you plan for the future and protect what matters most.

Wishing all the amazing moms out there a day filled with love, appreciation, joy, and well-deserved celebration. 💐

05/08/2026

We're extremely proud to share that Jason Koptish, CWS®, CFP®, Managing Partner at Mainsail Wealth Advisors, LLC., has been named to the Forbes Best In State Wealth Advisors list for 2026, marking his fifth consecutive year earning this recognition.

This honor reflects Jason's dedication to Mainsail's disciplined approach to advice, long term focus on client relationships, and continued commitment to helping individuals and families navigate their financial lives with clarity and confidence.

Congratulations, Jason, on another well deserved recognition. We're grateful for your leadership and proud of the impact you continue to make!

2026 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. 52,043 nominations were received and 11,302 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award.
More: https://go.rjf.com/4bWKbUF
Please see https://bit.ly/4dQCjGS for more info.

04/24/2026

Mainsail Wealth Advisors, LLC. is pleased to announce the promotion of Nicholas Shedd, CFA®, to Partner. This milestone reflects Nick's decade-long journey with the firm - one defined by a deep commitment to our clients, a passion for continuous improvement, and an unwavering alignment with Mainsail's values.

Nick began his career at Mainsail as an intern in 2014 before joining the firm full-time as an Associate Advisor in 2015. From the outset, he embraced our planning-first philosophy by leading with listening, developing a deep understanding of each family's priorities, and helping them thoughtfully navigate the tradeoffs inherent in complex financial decisions. Over the years, Nick has become a trusted resource for multigenerational families, offering clear, unbiased advice grounded in what matters most to them.

In addition to his client-focused work, Nick has been instrumental in advancing the firm's investment sophistication. After earning the rigorous Chartered Financial Analyst® (CFA®) designation in 2021, he was promoted to Director of Portfolio Management. In this role, Nick led the refinement of Mainsail's discretionary asset management platform - strengthening the Investment Committee and enhancing existing strategies to bring institutional-grade innovation to our personal, boutique client experience.

"Nick's path from intern to Partner embodies what we hope to foster at Mainsail: hard work, integrity, and a client-first mindset," said Jason Koptish, Managing Partner. "We are a firm that treats our team and clients like family, and watching Nick grow has been a privilege. His leadership has strengthened our investment approach and set a standard of excellence that elevates the entire team."

As a Partner, Nick will continue working closely with the clients he serves while also guiding the firm's investment team and platform. Reflecting on his tenure, Nick shared: "I feel incredibly fortunate to have spent the last decade growing alongside this amazing team. It is a privilege to partner with our families year-round, helping them navigate their most important goals. I'm grateful to have built a career at a firm that consistently champions growth and unwavering integrity. Here's to the next chapter!"

04/17/2026

Please join us in welcoming Shelton Glaze to the Mainsail team as an Associate Advisor.

Shelton began his career with Mainsail as an intern and joined the team full-time this past July after graduating from James Madison University. He holds a Bachelor's Degree in Finance and recently became fully licensed. Shelton brings a disciplined, detail oriented approach to supporting clients' financial planning and investment needs.

In his role, Shelton supports the advisory team in delivering comprehensive planning and investment solutions, including financial analysis, portfolio implementation, and ongoing client service. He plans to pursue the CFP® designation as part of his continued professional development in the future.

We are pleased to have him on board and look forward to his continued contributions.

04/03/2026

💜 Thank You, Walk to End Alzheimer's Supporters 💜

We are incredibly grateful to everyone who donated, supported, and walked alongside us during the 2025 Walk to End Alzheimer's in October.

This marked our second year participating, and thanks to your generosity and commitment, our team was honored to finish as the #2 fundraising team for the Middle Peninsula and Northern Neck region. Every dollar raised and step taken helps support the Alzheimer's Association and brings us closer to a world without Alzheimer's.

Thank you for helping us make such a meaningful impact. We are grateful for your continued support and look forward to walking together again on October 3, 2026.