PANC 2020: Virtual One-on-Ones, How Workplace Retirement Advice Is Changing + Closing Remarks

Tristan Talley is Vice President, Wealth Management at Bukaty Companies Financial Services, bringing more than 17 years of experience to the firm. In this role, Tristan’s primary responsibilities involve helping clients connect their money to the lives they want. As a wealth management advisor, Tristan specializes in retirement income planning, estate planning and tax planning, working with all aspects of a client’s financial life to assist them in accomplishing their goals and dreams. He also provides financial education to retirement plan participants.
Education & Training- B.S. in Business Administration with an emphasis in Finance and Economics from the University of Kansas
Specialty: Financial Planning, Retirement Income Strategies, Tax-Efficient Portfolio Management, Institutional and Corporate Asset Management, Investment Management, Risk Analysis

Alex serves as a Money Advisor and Plan Consultant, based in the Minnesota office. She started her career in recordkeeping before making the switch to the advisor world. Alex has a Bachelor of Science in Economics and a Masters of Business Administration from the University of Minnesota. She is a credentialed member of the American Society of Pension Professionals and Actuaries (ASPPA). Alex serves on her local ASPPA board and is also a board member for the Midwest Pension Conference.

Jeffrey Petrone is the Managing Director and lead advisor for SageView Advisory Group’s Florida office. He has dedicated over 17 years to improving retirement plans. He has been a proponent of helping plan sponsors design retirement plans to help employees effectively prepare for retirement. Through his work with one of his clients, over a 5 year period, he published a case study titled “Driving Healthy Outcomes for Retirement Plans.” This study was one of the first examples of how defined contribution plan design optimization that drives retirement security can also have financial benefits for the plan sponsor. Jeff also provides thought leadership to some of the largest retirement plan administrators in the country by serving on their financial advisory boards. He has consistently used his knowledge and experience with retirement plan management to help with the development of new tools and products to better serve the retirement plan industry. Throughout his career, Jeff has been recognized as a leader by several organizations. In 2014, Jeff was recognized in NAPA’s “Top 50 under 40.” In 2010, Jeff was recognized by 401k Wire as one of the “300 Most Influential Advisors in Defined Contribution” and named as one of the Top 100 Retirement Plan Advisors by PlanAdvisor Magazine. The South Florida Business Journal named Jeff as one of the Top 40 Business Professionals in south Florida for 2012. . In 2018, Jeff was recognized in NAPA’s “Top 50 under 40” and from 2018-2020 was named as a Top 401 Financial Advisor by the Financial Times. Jeff is active within his industry serving on the steering committee for the NAPA 401(k) Summit, the industry’s national 401(k) convention. He also regularly speaks on retirement plans at national events. Prior to joining SageView, Jeff made significant contributions to the employee benefits and retirement practices of Mercer in Florida. He began his career with the financial planning division of Citigroup in West Palm Beach, Florida. Jeff graduated from Villanova University with a B.S. degree in Finance and holds various securities registrations. He is also an alumnus of, and continuing participant in, the Leadership Palm Beach County Class of 2010, an adult leadership program that provides the opportunity for leaders to improve their community.