Preparing for a First Meeting with a Financial Advisor

Thinking about meeting with a financial advisor for the first time? Don’t go in unprepared. In this short video, Amanda shares how to set yourself up for a productive, stress-free first meeting.

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Retirement & Longevity

Making the Most of a Roth IRA

Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.

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Family & Lifestyle

Establishing a Budget

If you’re looking to get started, or simply want a system that feels more manageable, here are the basics that tend to make the biggest difference.

Jason Dugan Named to Forbes Best-In-State Wealth Advisor list for 2026.

Jason Dugan Named to Forbes’ 2026 List of Best-In-State Wealth Advisors

We're proud to share that Jason has been named to the Forbes Best-in-state Wealth Advisors list for 2026—marking his sixth consecutive year receiving this recognition.

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570-505-1289

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856-352-6606

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Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC, marketed as Aspire Wealth Group. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Aspire Wealth Group is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Chairman's Council Membership is based on prior year fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. No fee is paid in exchange for this award/rating.

The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

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