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SCHEDULE RESOURCES CONTACT It's time to pursue the financial well-being you deserve. SCHEDULE A CONSULTATION Schedule a complimentary 30 minute one-on-one meeting with one of our Infinitas Retirement Plan Solutions Advisors. Infinitas has an experienced team with specialized expertise and knowledge. Alongside our Financial Advisors, our Qualified Plan Support Team provide ongoing day-to-day support. Each of our support team members specialize on a specific aspect of your plan. SCHEDULE A CONSULTATION If you are unavailable during the times listed on the schedule, please email ashley.harvey@infinitaskc.com. SERVICES PROVIDED TO YOU: Savings rate calculations Company match calculations Retirement planning Tax reduction strategies Investment advice and portfolio design Social security strategies Beneficiary consulting Website login support Rollovers and Roll-in assistance Debt reduction strategies ADDITIONAL SERVICES AVAILABLE UPON REQUEST: Review of outside investments Education savings planning Life insurance and annuity audit Estate planning advice – Wills, Trusts, Power of Attorney Medicare planning Long-term care/Healthcare strategies Debt refinancing strategies Your Infinitas Retirement Plan Solutions Advisor Our Infinitas Retirement Plan Solutions advisors understand your financial journey is unique. We partner with you to set goals to pursue the financial well-being you desire. We help you understand your options and establish an investment strategy to help get — and stay — on track for retirement. As you evaluate your options, we are here to be a resource. We are happy to offer you educational tools and exclusive access to our Infinitas webinars to supplement your financial journey. SCHEDULE A CONSULTATION Financial Advisor Zack DiSette AIF® zack@infinitaskc.com (913) 563-7300 SCHEDULE Financial Advisor Sam DiSette sam@infinitaskc.com (913) 563-7300 SCHEDULE Contact Us (913) 563-7300 ashley.harvey@infinitaskc.com www.infinitaskc.com CONNECT WITH US 10801 MASTIN ST #370 OVERLAND PARK, KS 66210 ​ (913) 563-7300 ​ INFO@INFINITASKC.COM INFORMATION ABOUT INFINITAS ​ EVENT S ​ RESOURC ES ​ CLIEN T L OGIN ​ CO NTACT SPECIALTIES FOR INDIVIDUALS ​ FOR BUSINESSES ​ RETIREMENT PLAN SOLUTIONS FORM CRS The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. ​ We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. Read our cookie policy here. ​ Privacy Notice | Online Privacy Policy | © 2023 Infinitas

Giving is at the heart of what we do. Infinitas Cares Infinitas Cares provides for contributions of time, talent, and financial support to a wide range of philanthropic efforts in our community. GIVE BACK WITH US We are blessed to be a blessing. Infinitas Cares was formed in 2020 as a formalized way for Infinitas advisors and team members to give back together, because we believe we are better together than we are apart. ​ In the years since, we have given over $250,000 and partnered with countless organizations through grants and volunteer efforts. While our focus remains supporting causes in our community here in Kansas City, our reach has extended across the world. Infinitas gave over $14,000 to Warriors' Best Friend for our annual Tee It Up For Charity golf tournament. Infinitas team members collected food for Harvesters at our annual Shred and Recycling Event. Infinitas raised over $27,000 for Traveling Turkeys in 2023 and build meal baskets for families in need. Infinitas gave a grant to Mission 212 in 2023. Infinitas gave over $20,000 to Traveling Turkeys in 2022. Infinitas gave a grant to Horses and Heroes. Infinitas gave a grant to Warriors' Best Friend. Infinitas donated to Hurricane Ian relief. Infinitas gave a grant to Mission 212 in 2022. Infinitas gave $1000 to Doctors Without Borders following the 2023 Turkey and Syria earthquake. Infinitas team members volunteered at JA Biz Town. Infinitas gave a grant to Kansas Children's Service League. Infinitas gave a grant to ReHope. Infinitas gave a grant to Pet Resource Center. Infinitas gave a grant to Synergy Services. Join us in giving back. Tax deductible donations made to our Infinitas Cares fund aid in our mission of giving back to our community. Thank you for partnering with us! GIVE BACK WITH US

ONLINE PRIVACY POLICY 1. INTRODUCTION Infinitas distributes a variety of financial products and services to you. We have always valued the trust our customers have placed in us and are committed to the responsible management, use, and protection of our customers’ personal data. We are proud of our privacy and confidentiality practices, and we want you to know how we protect your data. This Online Privacy Policy identifies the ways Infinitas and its affiliates collect, store, use, disclose, and protect your personal data. Personal data, also known as personal information, personally identifiable information (PII), or sensitive personal information (SPI), is any information that can identify a person. You agree to the practices regarding your personal data outlined in this policy when you use Infinitas’ online services (www.infinitaskc.com , Investor360°). ​ 2. DATA WE COLLECT ABOUT YOU We may collect data when you use or enroll in Infinitas’ online services, including some types of personal data. Examples of personal data include your name, address, email address, telephone number, social security number, and internet protocol (IP) address and/or domain, as well as other data you may provide us related to a financial product or service; these include, but are not limited to, investment preferences, demographic information, or financial information. We may also receive your contact information from a third-party website regarding requests about financial products and services on that website. For Infinitas clients, we will ask you for contact information to provide you with secure online account access. We may collect and maintain information about your account, online account activity, online services, products requested, and usage of our website and applications. ​ 3. USE/SHARING OF YOUR PERSONAL DATA We will use your personal data to provide information, products, or services you request in Infinitas’ online services; to verify your identity when accessing these services; to compare information for accuracy and verify our records; or to detect and prevent fraud or other criminal activities. We may share some of your personal data with other entities that perform services for Infinitas and are authorized to use your personal data to support our business operations. We may also share some of your personal data as permitted or required by law or as authorized by you. ​ 4. STORAGE/PROTECTION OF YOUR PERSONAL DATA To protect the privacy and security of personal data, we have designed and maintain administrative, technical, physical, and operational safeguards. Given the open nature of the internet, however, your personal data may be transmitted without security measures over networks connecting you to Infinitas’ systems and may be accessed and used by parties other than those for whom the data is intended. To safeguard against unauthorized access, Infinitas employs secure network architectures, such as encryption techniques, firewall barriers, authentication protocols, and intrusion detection. ​ 5. COOKIES A cookie is a text file that is stored by a web browser on a user’s machine. Websites use cookies for authentication, storing website/information preferences, and other browsing information that can help the web browser while accessing web servers. Infinitas uses cookies and similar technologies to track usage of the website and to address security issues. We may also use cookies to store your preferences relating to the use of our website. If you do not want to allow our website to place a cookie on your computer, you can change your browser’s settings to deny cookies; however, this may affect your experience with certain features of our website. Our websites do not respond differently when accessed by a browser that uses a do-not-track signal or similar mechanism. ​ 6. SOCIAL MEDIA We provide additional information about Infinitas’ products and services on our social media sites such as Facebook, LinkedIn, and Twitter. Information shared on these social media sites is accessible to all participants; therefore, you should never post any personal data. ​ 7. PERSONAL DATA ON CHILDREN We respect the privacy of children; therefore, we do not invite children to visit Infinitas’ online services nor do we intentionally collect or use personal data from children under the age of 13. For more information on the Children’s Online Privacy Protection Act (COPPA), please visit the Federal Trade Commission website at www.ftc.gov . ​ 8. UPDATING/CORRECTING YOUR PERSONAL DATA If your personal data or account information is incomplete, inaccurate, or outdated, please contact your financial advisor or Infinitas at 913.563.7300. ​ 9. QUESTIONS ABOUT YOUR PRIVACY Please email us at info@infinitaskc.com if you have any questions or concerns regarding this policy. ​ 10. UPDATES TO THIS ONLINE PRIVACY POLICY This policy is subject to change and should be reviewed periodically. Changes to this policy will go into effect when the revised policy is posted to our websites. You accept the revised policy when you choose to use Infinitas’ online services following these changes. ​

(913) 563-7300 melissa.myers@infinitaskc.com Visit Melissa's LinkedIn Melissa Myers FINANCIAL ADVISOR Melissa is a Financial Advisor, and holds her Series 7 & 66 securities registrations, insurance license, and is a National Social Security Advisor. ​ As someone who understands the complex and overwhelming world of money, she feels called to educate her clients and help others formulate and achieve their goals. ​ Melissa is a caretaker of an aging parent so she understands the challenges, and has the experience to help ease the process. Her knowledge to help guide individuals with aging parents or those who are nearing retirement, can bring confidence when navigating the nuances associated with that season of life. ​ MELISSA SPECIALIZES IN: ​ ​ · Entrepreneurs, Solopreneurs, Business Owners Financial Planning · Social Security Consulting · Retirement Readiness Planning · Holistic Financial Goal Planning ​ When Melissa is not helping others as a Financial Advisor, volunteering, or teaching financial planning classes, she loves spending time with her husband, Jared, and her daughter, Jade. They all enjoy country living, vacationing at the beach, kayaking, and animals. SCHEDULE A CONSULTATION Meet The Team Team Directory > Partner Bruce Glenn CBFA™, CRPS®, AAMS® bruce@infinitaskc.com (913) 563-7300 Financial Advisor Neil Connolly CFP® neil@infinitaskc.com (913) 361-7730 Financial Advisor Brian Francis CFP®, MBA, QPFC® brianf@infinitaskc.com (913) 563-7300 Financial Advisor Joe Michael QPFC® joe@infinitaskc.com (913) 563-7314 Financial Advisor Melissa Myers melissa.myers@infinitaskc.com (913) 563-7300 Financial Advisor Kristina Strickland kristina@infinitaskc.com (913) 563-7327 Client Services Associate Haley Bryant haley@infinitaskc.com (913) 563-7300 Director of Business Development Mary Darlin mary@infinitaskc.com (913) 563-7300 Client Relationship Manager Theresa Fabela theresa@infinitaskc.com (913) 289-4713 Marketing Executive Lisa Kennell lisa@infinitaskc.com (913) 563-7300 Client Services Associate Bailey Lucito bailey@infinitaskc.com (913) 563-7300 Client Services Associate Danica Murdock-Colin danica@infinitaskc.com (913) 563-7300 Client Relationship Manager Melissa Sampley melissa.sampley@infinitaskc.com (913) 563-7374 Director of Operations Carrie White carrie@infinitaskc.com (913) 563-7334 Explore Your Financial Future With Melissa PHONE EMAIL

We're here to support your journey. From comprehensive retirement planning services to succession planning, you want a professional by your side. SCHEDULE A CONSULTATION If you’re a business owner and shareholder, your business is likely your most significant asset. With proper planning and risk management, you should be able to tap the value of your business to support your retirement or transfer your business’s value to your family in the event of your death. We're also here to help you support your employees on their retirement planning journey so you can focus on growing your business. CONTACT US Retirement Plan Solutions Our team offers comprehensive retirement plan consulting services. We start by understanding your goals as a business owner and employer, and then help you select, implement and manage the right plan for your business. But we don’t stop there. We also educate your employees so they feel confident about their investment decisions. LEARN MORE Overall Business Planning A sophisticated plan for your business will be well-coordinated with your overall plans for taxation, investments, insurance, estate, and retirement. We take a close look at: ​ Operational Issues Risk Management Succession Planning Executive Compensation Benefit Packages Key Employee Insurance Valuation CONTACT US Tax Planning Our goal is to analyze your income and decrease the overall amount of money you pay in taxes for your business. Succession Planning We focus on the successful transfer of your business while navigating the complexities of family relationships. Risk Management We identify your potential sources of risk before they occur and customize strategies to minimize them. Investment Management Together, we look at your entire financial picture to help ensure your company's assets are well-utilized. Let's embark on the journey together. START THE CONVERSATION

(913) 563-7300 david@infinitaskc.com Visit David's LinkedIn David Pacer CFP®, CRPS®, CPFA PARTNER David Pacer is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Retirement Plan Specialist (CRPS®), and Certified Plan Fiduciary Advisor (CPFA) at Infinitas. David knows that planning for your financial success is complicated in today’s world. It requires a broad knowledge of everything from complex investment products to elaborate tax laws. ​ PROFESSIONAL DESIGNATIONS, CERTIFICATIONS, REGISTRATIONS, & AFFILIATIONS Member of the Financial Planning Association Holds FINRA 66 & 7 registrations and Life & Health licenses Registered Securities Representative ​ David is a native of Chicago, but has called Kansas City his home since 1997. He graduated from Eastern Illinois University with a Bachelor’s Degree in Business Management. David and his wife, Elizabeth, reside in Parkville, MO where they stay active with their 4 children and 2 dogs. Traveling and making memories with his family are a top priority. ​ Growing up, David’s passion for drums came from his father, who led the snare drumline for the world famous Cavaliers in 1961. At the age of 6, his father gave him the original 1965 Ludwig drum set that he purchased when he was in a band. David has been playing ever since. He helped create the band Sunny-Side-Down, who has been performing on a monthly basis all over Kansas City since 2000. They have many followers who enjoy their mix of cover songs and originals from their 2 recorded albums. David has worked with women his whole life. As the son of a single mother and the only brother to two sisters, he quickly learned about the unique challenges women can face in the financial world. After helping his mother through many financial transitions, he found early in his career that he enjoys working with women as their trusted advisor. His goal is to share his experience and help them overcome challenges while taking advantage of the unique opportunities that exist. 2020 Financial Times 401 Retirement Advisers, created by Ignites Research. ​ Presented in Sept 2020 for the preceding 12 months. 855 Advisors were considered, 401 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information. 2008-2023 Five Star Wealth Manager Award, created by Five Star Professional. ​ The 2023 award was presented in January 2022 based on data gathered between May 2022 and February 2023. 1670 advisors were considered, 128 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com . Meet The Team Team Directory > Partner David Pacer CFP®, CRPS®, CPFA david@infinitaskc.com (913) 563-7300 Financial Advisor Blake Workman CPFA blake@infinitaskc.com (913) 563-7300 Chief Operating Officer Vanessa Taylor CPFA vanessa@infinitaskc.com (913) 563-7300 Operations Associate Alexis Taylor (913) 563-7300 Explore Your Financial Future With David PHONE EMAIL

(913) 563-7338 blake@infinitaskc.com Visit Blake's LinkedIn Blake Workman FINANCIAL ADVISOR CPFA, Blake has a strong passion for helping people achieve financial success. He continued this drive when he partnered with Infinitas in 2019. He has been in the financial planning and consulting industry since 2014. His years of experience coupled with his Bachelor of Science in Business Management from Iowa State University have given Blake the tools he needs to help individuals build their financial wealth and plan for a successful retirement. ​ Blake's financial philosophy is simple: education first. He emphasizes that his job is to educate you on all options available and assist with choosing the path that best helps you achieve your unique and individualized goals. Once a plan is created, it is very important to review the plan often to ensure it adapts to your changing financial needs and stages of your life. ​ He holds professional designations that demonstrate his on-going education to help support clients’ financial needs. The Certified Plan Fiduciary Advisor (CPFA®), FINRA Series 7 & 66 registrations. ​ When not working, Blake finds balance with his wife, Korrie, and their zoo of animals: 3 dogs and 3 cats. They love playing softball (how they met), spending time with family, and swimming in their pool. Blake loves finding new bourbons to sip, cheering on Iowa State, and home improvement projects. Meet The Team Team Directory > Partner David Pacer CFP®, CRPS®, CPFA david@infinitaskc.com (913) 563-7300 Financial Advisor Blake Workman CPFA blake@infinitaskc.com (913) 563-7300 Chief Operating Officer Vanessa Taylor CPFA vanessa@infinitaskc.com (913) 563-7300 Operations Associate Alexis Taylor (913) 563-7300 Explore Your Financial Future With Blake PHONE EMAIL

Financial confidence starts now. SCHEDULE A DISCOVERY CALL Schedule a complimentary discovery call with an Infinitas financial advisor. Our financial advisors are ready to help you start your journey to the financial future you desire. Fill out the form below and one of our advisors will be in contact within 2 business days. First Name Last Name Email Phone What prompted you to see financial guidance at this time? What are your financial goals and objectives? Anything else you'd like us to know? SUBMIT Thanks for submitting! One of our advisors will be in touch.

(417) 848-6881 tracy @infinitaskc.com Visit Tracy's LinkedIn Tracy Ford FINANCIAL ADVISOR AND VOLUNTARY BENEFITS DIRECTOR Tracy is a financial advisor specializing in private wealth planning and retirement plans. She is also the Voluntary Benefits Director for Glenn Team Wealth Planning and is passionate about helping people on the road to financial security. ​ As a leader, Tracy is consistently recognized for driving revenues through innovative and focused business operations and initiatives. She received her Bachelor of Science in Business Administration and Human Resource Management (double major) from Missouri Southern State University. She is a financial advisor and holds Series 7 and Series 66 security licenses, and health and life insurance licenses. ​ Voluntary benefits not only protect individuals in the event of illness or catastrophic events, but they can also help employers increase employee satisfaction. Today’s business owners are facing increased challenges in employee retention. Nearly 57% of employees say benefits are an important consideration when accepting or remaining at a job. Offering voluntary benefits to employees is at no cost to the organization but can give employees that extra peace of mind because they were made available. Tracy works with companies of all sizes to offer the best options in voluntary benefits to their employees. Her plans include many key features that she feels sets these plans apart. ​ In her spare time, Tracy enjoys playing tennis, walking, gardening and fishing. She loves venturing out to new restaurants, and using her Big Green Egg to smoke all types of food at home. ​ If you would like to learn more about how Tracy can help you increase employee satisfaction through the policies she offers, or to have her help you plan for your financial future, please reach out. SCHEDULE AN APPOINTMENT Meet The Team Team Directory > Partner Bruce Glenn CBFA™, CRPS®, AAMS® bruce@infinitaskc.com (913) 563-7300 Financial Advisor Neil Connolly CFP® neil@infinitaskc.com (913) 361-7730 Financial Advisor Brian Francis CFP®, MBA, QPFC® brianf@infinitaskc.com (913) 563-7300 Financial Advisor Joe Michael QPFC® joe@infinitaskc.com (913) 563-7314 Financial Advisor Melissa Myers melissa.myers@infinitaskc.com (913) 563-7300 Financial Advisor Kristina Strickland kristina@infinitaskc.com (913) 563-7327 Client Services Associate Haley Bryant haley@infinitaskc.com (913) 563-7300 Director of Business Development Mary Darlin mary@infinitaskc.com (913) 563-7300 Client Relationship Manager Theresa Fabela theresa@infinitaskc.com (913) 289-4713 Marketing Executive Lisa Kennell lisa@infinitaskc.com (913) 563-7300 Client Services Associate Bailey Lucito bailey@infinitaskc.com (913) 563-7300 Client Services Associate Danica Murdock-Colin danica@infinitaskc.com (913) 563-7300 Client Relationship Manager Melissa Sampley melissa.sampley@infinitaskc.com (913) 563-7374 Director of Operations Carrie White carrie@infinitaskc.com (913) 563-7334 Explore Your Financial Future With Tracy PHONE EMAIL

ABOUT SERVICES OUR TEAM CONTACT Empowering your employees to retire ready LEARN MORE Imagine that every employee in your company felt confident in their ability to retire comfortably. At Infinitas, we go beyond selecting, implementing, and managing the right plan for your business. We focus on your company's most important assets - your employees - and educate them so they feel confident about their investment decisions. ONE-ON-ONE MEETINGS ​ ​ We meet one-on-one with your plan participants and give investment advice specific to their unique financial circumstances. FULLY INDEPENDENT ​ ​ We have access to a variety of plans and our independent advice is objective and truly tailored to the needs of your business. SHARED RESPONSIBILITY ​ ​ As your partner, we share investment fiduciary responsibility with you and implement a disciplined process to manage fiduciary obligations. SERVICES HOW WE WORK WITH YOU Plan Development and Design Participant Services and Education Investment Selection and Monitoring Vendor and Fee Management Plan Operations and Regulatory Compliance Fiduciary Protection REQUEST SCORECARD HOW WE WORK WITH PARTICIPANTS Group Education Meetings One-on-One Advice Meetings Savings and Company Matching Calculations Investment Advice and Portfolio Design Beneficiary Consulting Rollover and Roll In Assistance Social Security Strategies CONTACT US Infinitas proudly helps people retire across the country, serving clients in 41 states. We offer a comprehensive solution for investments, participant education, recordkeeping, and plan administration that maximizes the value of your retirement plan, while allowing you to focus on what you do best: your business and taking care of your employees. ​ Founded in 1990 with over $3.5 Billion in Assets Under Advisement (as of 06/30/2023) we serve over 19,000 plan participants. Our knowledge and independent advice means you can trust us to do what is right for you and your employees. MORE ABOUT INFINITAS 2017-2021 NAPA Top DC Advisor Teams, created by NAPA. ​ The 2022 award was presented in March 2023 for the previous year. All NAPA members with over $100 million in defined contribution assets under advisement made the list. 333 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information. 2023 Kansas City Business Journal Top Fee-based Investment Advisors, Presented 9/8/2023. Advisers were ranked by local assets under management/advisement as of 6/30/2023. An unknown number of Advisors were invited to submit their assets under management or assets under advisement figures for consideration. These numbers were not independently verified. The top 44 are listed. Advisors may pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information . 2020 Financial Times 401 Retirement Advisers, created by Ignites Research. Presented in October 2020 for the preceding 12 months. 855 Advisors wer econsidered, 401 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’ sfuture performance. Your experience may vary. Click here for more award information. Our Retirement Plan Solutions Team Tim DiSette ChFC®, AIF® Senior Partner Bruce Glenn CBFA™, CRPS®, AAMS® Partner David Pacer CFP®, CRPS®, CPFA Partner Zack DiSette AIF® Financial Advisor Sam DiSette Financial Advisor Scott Herz Financial Advisor Joe Michael QPFC® Financial Advisor Melissa Myers Financial Advisor Kristina Strickland Financial Advisor Tammy Tetzlaff QPA, QKA, APA Financial Advisor & COO, Retirement Plan Solutions Blake Workman CPFA Financial Advisor Amber Cousins Client Services Associate, Retirement Plan Solutions Deah Rubin Sr. Client Services Specialist, Retirement Plan Solutions Stephanie Snyder Director of Client Services, Retirement Plan Solutions Request a Scorecard Let us take a look at your current retirement plan and give you confidence that everything is functioning as it should. NAME EMAIL SUBJECT YOUR MESSAGE SEND Thanks! We'll be in touch soon. CONNECT WITH US 10801 MASTIN ST #370 OVERLAND PARK, KS 66210 ​ (913) 563-7300 ​ TAMMY@INFINITASKC.COM INFORMATION ABOUT INFINITAS ​ EVENTS ​ RESO URCES ​ CLIENT LOGIN SPECIALTIES FOR INDIVIDUALS ​ FOR BUSINESSES ​ RETIREMENT PLAN SOLUTIONS FORM CRS This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Fixed insurance products and services offered through CES Insurance Agency or Infinitas. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. Read our cookie policy here. ​ Privacy Notice | Online Privacy Policy | © 2023 Infinitas

(913) 327-1627 ray.evans@pegasuskc.com Visit Ray's LinkedIn Ray Evans SENIOR PARTNER CFP®, AIF® Ray set out to create a unique and personal approach to wealth management when he founded Pegasus Capital Management * more than 30 years ago. His dissatisfaction with the one size fits all approach in his industry lead to the creation of a firm that brings together a customized team of specialists. Today, Ray serves high net-worth clients and their families offering a suite of services to help those families and businesses reach their objectives. ​ Ray received a BS in business and a MBA from the University of Kansas. As an alumnus, Ray is a big supporter of the University of Kansas where he currently serves as a trustee on the board of the KU Endowment. He also serves on the advisory boards for KU’s Edwards campus and for the KU Medical Center Cancer Partners. He is also the past chairman of the National Board of Directors for University of Kansas Alumni Association. Ray was honored with the Ellsworth Medallion Award by the KU Alumni Association for all his work for the university. ​ He also supports many charitable organizations including Catholic Education Foundation, Higher Impact and the Keith Worthington Chapter of the ALS Association. ​ In addition, Ray adds the title of author to his many roles. He has written articles for the Kansas City Business Journal and Wealth Resources and contributed to the book You Can’t Afford the School of Hard Knocks. ​ Ray was named to the 2019 and 2020 editions of the Financial Times 400 Top Financial Advisors.* The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S. ​ In his free time, Ray enjoys spending time with his wife Sarah and his three children. 2019-2020 Financial Times 400 Top Financial Advisers, Created by Ignites Research. ​ The 2020 award was presented in Oct 2020 for the past 12 months. 940 Advisors were considered, 400 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information. 2020 - 2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. ​ 2024 Forbes Top 250 Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 250 advisors were recognized. Not indicative of advisor's future performance. Your experience may vary. For more information, click here. Leader's Level ​ ​ ​ A distinction based on annual production attained by just 10 percent of advisors affiliated with Commonwealth Financial Network. Meet The Team Team Directory > Senior Partner Ray Evans CFP®, AIF® ray.evans@pegasuskc.com (913) 327-1627 Associate Wealth Advisor Jack Evans jack.evans@pegasuskc.com (913) 327-1627 Financial Advisor Jim Heeney AAMS® jim.heeney@pegasuskc.com (913) 563-7342 Director of Human Resources and Communications Kate Blatherwick Pickert kate.pickert@pegasuskc.com (913) 327-1627 Paraplanner Brett Clark ​ brett.clark@pegasuskc.com (913) 327-1627 Client Relations Manager Ashley Goeken ashley.goeken@pegasuskc.com (913) 327-1627 Director of Operations Jaime Rogers jaime.rogers@pegasuskc.com (913) 327-1627 Explore Your Financial Future With Ray PHONE EMAIL

SCHEDULE RESOURCES CONTACT It's time to pursue the financial well-being you deserve. SCHEDULE A CONSULTATION Schedule your complimentary 30 minute one-on-one meeting with one of our Infinitas Retirement Plan Solutions Advisors. Infinitas has an experienced team with specialized expertise and knowledge. Alongside our Financial Advisors, our Qualified Plan Support Team provide ongoing day-to-day support. Each of our support team members specialize on a specific aspect of your plan. SCHEDULE A CONSULTATION If you are unavailable during the times listed on the schedule, please email retirementplans@infinitaskc.com . SERVICES PROVIDED TO YOU: Savings rate calculations Company match calculations Retirement planning Tax reduction strategies Investment advice and portfolio design Social security strategies Beneficiary consulting Website login support Rollovers and Roll-in assistance Debt reduction strategies SCHEDULE A CONSULTATION ADDITIONAL SERVICES AVAILABLE UPON REQUEST: Review of outside investments Education savings planning Life insurance and annuity audit Estate planning advice – Wills, Trusts, Power of Attorney Medicare planning Long-term care/Healthcare strategies Debt refinancing strategies Your Infinitas Retirement Plan Solutions Advisor Our Infinitas Retirement Plan Solutions advisors understand your financial journey is unique. We partner with you to set goals to pursue the financial well-being you desire. We help you understand your options and establish an investment strategy to help get — and stay — on track for retirement. As you evaluate your options, we are here to be a resource. We are happy to offer you educational tools and exclusive access to our Infinitas webinars to supplement your financial journey. SCHEDULE A CONSULTATION Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com (913) 563-7300 Senior Partner Ray Evans CFP®, AIF® ray.evans@pegasuskc.com (913) 327-1627 Financial Advisor Zack DiSette AIF® zack@infinitaskc.com (913) 563-7300 Financial Advisor Sam DiSette sam@infinitaskc.com (913) 563-7300 Associate Wealth Advisor Jack Evans jack.evans@pegasuskc.com (913) 327-1627 Financial Advisor Jim Heeney AAMS® jim.heeney@pegasusks.com (913) 327-1627 Contact Us (913) 563-7300 retirementplans@infinitaskc.com www.infinitaskc.com CONNECT WITH US 10801 MASTIN ST #370 OVERLAND PARK, KS 66210 ​ (913) 563-7300 ​ INFO@INFINITASKC.COM INFORMATION ABOUT INFINITAS ​ EVENT S ​ RESOURC ES ​ CLIEN T L OGIN ​ CO NTACT SPECIALTIES FOR INDIVIDUALS ​ FOR BUSINESSES ​ RETIREMENT PLAN SOLUTIONS FORM CRS The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. ​ We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. Read our cookie policy here. ​ Privacy Notice | Online Privacy Policy | © 2023 Infinitas