Burlington, MA Office

Jason Ruel is a CFP®-credentialed financial advisor with 16 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. He previously worked at Citizens Securities, Inc. for eight years. Outside of his advisory role, he is an owner and producer of artwork and serves on the board of directors for Mission of Deeds, a nonprofit organization. Kestra Private Wealth Services manages over $10 billion in client assets through a network of nearly 200 independent advisors, offering a range of investment management, financial planning, and retirement services to individuals, institutions, and charitable organizations. The firm supports advisor-driven decision-making with access to multiple platforms, third-party solutions, and specialized programs such as private fund placement and banking-related services.

Luis Dolan is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. Prior to joining Kestra in 2022, he worked at Citizens Securities, Inc. for nine years. Outside of his role at Kestra, Dolan serves as a managing partner and financial advisor at Northeast Investment Group, where he assists clients with investment portfolios and financial planning. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm supports advisor-managed accounts with discretionary and non-discretionary options, financial planning, and various investment platforms while maintaining supervisory oversight and offering access to both in-house and third-party solutions.