ABOUT US Our firm was established by a team of young, next-generation retirement plan consultants. We are on a mission to modernize the small and mid-tier retirement plan marketplace which we believe is under-served, overcharged, and archaic in its design. While most advisors are of the jack-of-all-trade variety, we exclusively focus our attention and expertise on retirement plan consulting. The entirety of our careers has been spent in the retirement plan industry, with firsthand experience in every component of the marketplace. This experience has given us exposure to organizations of all shapes and sizes and allows us to bring a unique perspective to each and every client. Our Partners Scott Bauman Managing Partner (516) 242-3200 [email protected] Scott Bauman is a co-founder and Managing Partner at Pyxis Retirement Consultants. He leads all aspects of the investment due diligence process, develops the firm’s capital market outlook, and delivers investment reviews to clients. Scott specializes in the analysis, design, and implementation of retirement plan investment programs that are focused on mitigating risk for plan sponsors and participants.Prior to co-founding Pyxis, Scott was an Investment Analyst at a large retirement consulting firm that focused on working with non-profit organizations. Scott then joined the Defined Contribution team at a premier investment management firm where he served in various roles as an investment resource working with top client advisors and consultants around the country. Scott’s ingenuity and his dedication to research allows him to help Pyxis clients fulfill their fiduciary investment obligations.Scott has a Bachelor of Science in Finance from the University of Delaware. Jake Connors Managing Partner (631) 275-3917 [email protected] Jake Connors is a co-founder and Managing Partner at Pyxis Retirement Consultants. He specializes in plan design and administration including compliance, testing, and vendor selection and implementation. Through Jake’s experience working with clients, he has become an expert at matching plan sponsors with the appropriate service providers. He works diligently with vendors to ensure that plans are onboarded and operate successfully, while alleviating the day-to-day responsibilities for his client’s employees.Jake’s unique professional background has equipped him to provide a holistic perspective to retirement plan consulting. Prior to co-founding Pyxis, he developed his skills as a Plan Design Consultant at a renowned third party administrator. He then joined a top-tier asset management firm as a Defined Contribution investment specialist, working with advisors across the country. This experience instilled in Jake the uniquely complex nature of each individual plan sponsor - igniting a passion to develop and deliver innovative solutions for Pyxis clients.Jake has a Bachelor of Science in Finance and Real Estate from Villanova University.