Jonathan Duggan

Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates.

Touchstone Retirement Group LLC is a retirement solutions company based in Amherst, NY. The private company offers open-architecture recordkeeping, personalized service, and fee transparency to plan sponsors. The company provides thousands of mutual funds, ETFs, collectives, boutique managed portfolios, and advisor-managed models. The team is made up of industry veterans and young innovators who work closely with advisors and employers to find plans that make the most sense for their clients. The company has received positive testimonials from clients who appreciate their excellent advice, guidance, and customer service. The company was founded by Ken Neward, Joe Zdarsky, Jonathan Duggan, and Paul Duggan.