Aspire Wealth Group, 190 Choate Circle, Suite B, Montoursville, was among the Raymond James-affiliated adviser teams named to the Forbes list of Best-In-State Wealth Management Teams. The list, which recognizes teams from national, regional and independent firms, was released online Jan. 9.

According to a news release, Jason Dugan, president of Aspire Wealth Group, joined Raymond James in 2011 and has over 18 years of experience in the financial services industry. Aspire Wealth Group offers a wide range of comprehensive financial services including investment management, financial planning, retirement planning, estate planning implementation, and education planning.

The 2025 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, according to the news release.

Adviser teams that are considered must have: at least five team members, one adviser with a minimum of seven years of experience, been in existence as a team for at least one year and 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 about 11,674 team nominations, 5,331 advisor teams received the award based on thresholds.