The team operates as Mainsail Wealth Advisors, an independent firm, with securities offered through Raymond James Financial Services.

The team previously managed $210 million in client assets and had annual fees and commissions of $1.6 million. The four advisors founded Haley, Mansfield, Koptish, Glaze Wealth Management Group while at Wells Fargo, prior to forming Mainsail Wealth Advisors and affiliating with Raymond James this year.

Haley began his career as a financial advisor more than 13 years ago and primarily works with clients preparing for retirement.

Mansfield, Koptish and Glaze are Raymond James financial advisors and managing partners at Mainsail Wealth Advisors.

Koptish works with affluent families and business owners, providing financial planning and wealth management services. Meanwhile, Glaze specializes in wealth management and provides financial advice and investment planning to affluent clients and their families.

Joining Haley, Mansfield, Koptish and Glaze at Raymond James are client associates Ellen Satchell, Sarah Haley and Linde Reed.