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Peyton B
CFP®, Series 63
Glen Allen, VA
Raymond James Financial
Peyton Bodziak is a CFP®-credentialed financial advisor with one year of industry experience, currently affiliated with Raymond James Financial in Glen Allen, VA. He has previous experience with Mainsail Wealth Advisors and Northwestern Mutual Investment Management. Outside of his advisory roles, he has held various positions including work at Image Asphalt Maintenance and educational institutions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes a tailored, non-discretionary approach incorporating risk profiling and analytical tools, and supports a broad advisor network with specialized municipal advisory capabilities and employer plan consulting services.
Gilda B
Series 66
Glen Allen, VA
Raymond James Financial
Gilda Burket is a financial advisor at Raymond James Financial with two years of industry experience. She previously worked at Wells Fargo from 2014 to 2021 and has been associated with Raymond James Financial Services, Inc. and Mainsail Wealth Advisors since 2022. Burket is a Series 66 licensed professional. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports advisory programs and institutional portfolio management.
Nicholas S
Series 66
Glen Allen, VA
Raymond James Financial
Nicholas Shedd is a Series 66-licensed financial advisor with Raymond James Financial, where he has worked for 11 years. He has also been associated with Mainsail Wealth Advisors during this time. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.
Jason K
CFP®, Series 66
Glen Allen, VA
Raymond James Financial
Jason Koptish is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2013. He is also the CEO and owner of Mainsail Wealth Advisors, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting, using analytical tools to align recommendations with client goals.
Grayson K
CFP®
Glen Allen, VA
Raymond James Financial
Grayson Kirby is a CFP® affiliated with Raymond James Financial, with one year of industry experience. Prior to joining Raymond James, he worked at Bogart Wealth LLC and Northwestern Mutual. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.
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