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Pursue the financial well-being you desire It's time to accomplish your financial goals. Work with our financial advisors to develop a unique plan so you feel empowered to reach your financial goals and pursue endless possibilities. CONTACT US SPECIALTIES Retirement Planning Match your goals with your financial realities to help plan for a lifetime of income after your last paycheck. Estate Planning Transfer your wealth successfully, minimize transfer taxes, and protect your assets for future generations. Investment Management Let us manage your investments, aiming to meet specific objectives based on your overall financial plan. Business Retirement Plan Solutions Our comprehensive retirement plan services span design, administration, compliance, and employee education. Our commitment is to deliver financial planning solutions tailored to your needs by providing education, coordination, and objective, independent advice to empower you to reach your financial goals. ABOUT US SOLUTIONS FOR INDIVIDUALS No matter what your level of wealth, working with us can help you pursue your goals. Together, we’ll go through a comprehensive process for managing your financial plan and creating a long-term plan customized to your needs. LEARN MORE SOLUTIONS FOR BUSINESSES We take a close look at all aspects of your business's financial situation to help ensure your business is on the right track. In addition, we offer comprehensive retirement plan services to help you select, implement, and manage the right plan for your business. LEARN MORE Your journey starts here. At Infinitas, you benefit from a team of 25+ financial advisors that gives clients in 41 states access to the comprehensive range of financial planning services that a large, national house might offer, while maintaining the customized attention and familiar trust that our clients tend to prefer. CLIENT-CENTRIC APPROACH We provide you with the financial knowledge and economic insights to work toward your financial goals. PERSONALIZED STRATEGY We look at your immediate financial goals and ways to benefit future generations with unique strategies. DESIRE TO SERVE Through Infinitas Cares, we give our time, talent, and treasures to a wide range of philanthropic efforts in our community. OUR STORY We are blessed to be a blessing. At Infinitas, we celebrate our impact on the lives of our clients and community. Infinitas Cares provides for contributions of time, talent, and financial support to a wide range of philanthropic efforts in our community. Our goals are to help relieve human suffering, advocate for social fairness and economic opportunity, and to promote education and increased financial literacy for those we serve. LEARN MORE Through our charitable giving efforts and volunteer work, we partner with over 20 local and national organizations each year through contributions from our advisors, staff, and clients. We hold several events throughout the year to raise awareness and funds for causes near and dear to our hearts, as well as serve our community directly through organizations such as Traveling Turkeys and Meals on Wheels. 100+ Hours VOLUNTEERED PER YEAR Over $250,000 GIVEN SINCE 2020 Over 30 ORGANIZATIONS IMPACTED OUR IMPACT Upcoming Events VIEW ALL EVENTS InfiniTALKS: Retain Your Brain Jan 29 | 12 PM | Virtual REGISTER NOW InfiniTALKS: State of the Markets Feb 12 | 12 PM | Virtual REGISTER NOW InfiniTALKS: College Planning Mar 19 | 12 PM | Virtual REGISTER NOW It's time to explore endless possibilities. LEARN MORE CONTACT US

Join us at our next event. We are here to help educate you and add value to your financial journey through in-person and virtual events. Subscribe to our newsletter to stay updated about our upcoming events! SUBSCRIBE Jan 29 InfiniTALKS: Retain Your Brain 12 PM | Virtual Learn how proactive lifestyle choices can safeguard your brain health and financial future in this engaging webinar with Bill McManus from Hartford Funds. With nearly 20 years of experience, Bill is known for simplifying complex strategies, empowering financial professionals and their clients, and offering actionable insights on investment strategies and future-focused planning. Featured in "The Wall Street Journal", "Barron’s", and on Bloomberg Radio, Bill is a sought-after thought leader in the industry. This is a talk you won't want to miss! REGISTER NOW Feb 12 InfiniTALKS: State of the Markets 12 PM | Virtual Join us for our annual State of the Markets update, where guest speaker Kewjin Yuoh will share essential insights into the economy, interest rates, inflation, and how the Trump presidency could shape the year ahead. REGISTER NOW Mar 19 InfiniTALKS: College Planning 12 PM | Virtual Planning for college doesn’t have to be overwhelming. Jack Evans and Brett Clark will cover strategies for saving, budgeting, and navigating the costs of higher education with confidence. REGISTER NOW

Infinitas Team Directory Filter by Role Filter by Team Portfolio, Research, and Trading Analyst Chad Adams CAIA® chad@infinitaskc.com (913) 563-7300 Director of Operations Candice Basile candice@infinitaskc.com (913) 563-7300 Paraplanner Chad Berg chad.berg@infinitaskc.com (913) 563-7300 Director of Human Resources and Communications Kate Blatherwick Pickert kate.pickert@pegasuskc.com (913) 327-1627 Senior Partner Wade Carpenter CFP®, AIF®, ChFC® wade@infinitaskc.com (913) 563-7300 Paraplanner Brett Clark brett.clark@pegasuskc.com (913) 327-1627 Client Services Associate, Retirement Plan Solutions Amber Cousins Amber@infinitaskc.com (913) 563-7300 Partner Brook Deaver CFP®, MBA brook@infinitaskc.com (913) 563-7300 Client Relationship Manager Sara Deterding sara@infinitaskc.com (913) 563-7300 Financial Advisor Zack DiSette AIF® zack@infinitaskc.com (913) 563-7300 Financial Advisor Sam DiSette sam@infinitaskc.com (913) 563-7300 Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com (913) 563-7300 Marketing Associate Dianne Dowler dianne@infinitaskc.com (913) 563-7300 Senior Partner Ray Evans CFP®, AIF® ray.evans@pegasuskc.com (913) 327-1627 Financial Advisor Jack Evans CFA® jack.evans@pegasuskc.com (913) 327-1627 Financial Advisor Brian Francis CFP®, MBA, QPFC® brianf@infinitaskc.com (913) 563-7300 Financial Advisor Susan Geiersbach CFP® susan@infinitaskc.com (913) 563-7300 Office Coordinator Julia Goble julia@infinitaskc.com (913) 563-7300 Client Relations Manager Ashley Goeken ashley.goeken@pegasuskc.com (913) 327-1627 Paraplanner Joe Greco joseph@infinitaskc.com (913) 563-7300 Senior Paraplanner Neal Gudiseva CFP® neal@infinitaskc.com (913) 563-7300 Director of Administrative Services Ashley Harvey ashley.harvey@infinitaskc.com (913) 563-7300 Financial Advisor Jim Heeney AAMS® jim.heeney@pegasuskc.com (913) 563-7342 Financial Advisor Scott Herz scott@infinitaskc.com (913) 563-7300 Client Services Manager Catherine Hoefer catherine@infinitaskc.com (913) 563-7300 Director of Marketing Kimberly Holder kimberly@infinitaskc.com (913) 563-7300 Financial Planning Assistant Alec Hoover CFP® alec@infinitaskc.com (913) 563-7300 Financial Advisor Adam Hutsell CFP® adam@infinitaskc.com (913) 563-7300 Senior Partner Randy Johnson CLU®, ChFC®, ChSNC®, AIF® randy@infinitaskc.com (913) 563-7300 Financial Planning Assistant Keaton Leslie CFP® keaton@infinitaskc.com (913) 563-7300 Chief Operating Officer Christine Leyva AAMS® christine@infinitaskc.com (913) 563-7300 Administrative Assistant Melissa Maciejewski melissa@infinitaskc.com (913) 738-7365 Paraplanner Brennan Masterson brennan@infinitaskc.com (913) 563-7300 Operations Manager Trisha McClanahan trisha@infinitaskc.com (913) 563-7300 Financial Advisor Leigh Ann Morales CFP® leighann@infinitaskc.com (913) 563-7310 Financial Advisor Melissa Myers melissa.myers@infinitaskc.com (913) 563-7300 Marketing Coordinator Lauren Ollenburger lauren@infinitaskc.com (913) 563-7300 CIO, Financial Advisor Michael Orndorff CFA® michael@infinitaskc.com (913) 563-7300 Partner David Pacer CFP®, CRPS®, CPFA david@infinitaskc.com (913) 563-7300 Partner Jerry Perfect CFS®, AIF® jerry@infinitaskc.com (913) 563-7300 Financial Advisor Michelle Poston CFP® michelle@infinitaskc.com (913) 563-7300 Executive Assistant Pati Priest pati@infinitaskc.com (913) 563-7300 Director of Wellness Aubree Priest (913) 563-7300 Director of Operations Jaime Rogers jaime.rogers@pegasuskc.com (913) 327-1627 Sr. Client Services Specialist, Retirement Plan Solutions Deah Rubin deah@infinitaskc.com (913) 563-7300 Director of Client Services, Retirement Plan Solutions Stephanie Snyder stephanie@infinitaskc.com (913) 563-7300 Partner Jim Stanziola JD, ChFC®, AIF® jim@infinitaskc.com (913) 563-7300 Legal Support Executive Assistant Meredith Kinney meredith@infinitaskc.com (913) 563-7300 Chief Operating Officer Vanessa Taylor CPFA vanessa@infinitaskc.com (913) 563-7300 Operations Associate Alexis Taylor (913) 563-7300 Financial Advisor & COO, Retirement Plan Solutions Tammy Tetzlaff AIF®, QPA, QKA tammy@infinitaskc.com (913) 563-7300 Client Services Associate Cassidy Willis cassidy@infinitaskc.com (913) 563-7300 Financial Advisor Blake Workman CPFA blake@infinitaskc.com (913) 563-7300

(913) 563-7300 michael@infinitaskc.com Visit Mike's LinkedIn Michael Orndorff CIO, FINANCIAL ADVISOR CFA® Mike Orndorff joined the Infinitas team in August of 2019 and brings more than 25 years of investment and business experience to the table. Mike started his career as a CPA with Price Waterhouse where his audit clients ranged from national financial institutions to small and mid-size businesses and charitable organizations. He then transitioned his career to investments by joining Franklin Savings where he became a Senior Fixed Income Analyst. As part of the investment team, he helped manage a portfolio of more than $10 billion. His interest in equity investing led him to American Century. He initially served as Manager of International Research, overseeing the firm’s proprietary financial database and providing fundamental analysis for the international portfolios. He then joined one of the U.S. equity teams analyzing and co-managing more than $8 billion in assets. Mike earned a bachelor’s degree in business administration from the University of Central Missouri and a master’s degree in management from Boston University. He is a holder of the CFA certification and a member of the CFA Institute, CFA Society Kansas City and ACG Kansas City. He served nine years as a director for the UCM Foundation including two years as Chair of the Investment Committee. He also served multiple years as a director of the CFA Society Kansas City. Mike has long been an avid cyclist, having ridden over 2,000 miles one summer to Canada and around Lake Superior. More recently, he has participated in a number of local rides including the MS150, Bike Across Kansas and the DK100. Mike and his wife Rhonda live in Overland Park and they have two grown daughters. They enjoy volunteer activities, listening to live music and visiting their daughters located in Washington D.C. and St. Louis. Your financial future starts with our process. Mike's approach to advising is rooted in understanding each client's unique situation. While some advisors may take a one-size-fits-all approach, Mike provides tailored advice that encompasses tax considerations, estate planning, and the specific needs of his clients' families. This comprehensive strategy ensures that every financial decision aligns with broader life goals, keeping his client's financial well-being first in mind. INTRODUCTION & DISCOVERY MEETING FINANCIAL PLAN & RECOMMENDATIONS PLAN IMPLEMENTATION 45 DAY REVIEW MEETING ONGOING PROGRESS REVIEW MEETINGS SCHEDULE A CONSULTATION Meet The Team Team Directory > Senior Partner Wade Carpenter CFP®, AIF®, ChFC® wade@infinitaskc.com (913) 563-7300 Partner Brook Deaver CFP®, MBA brook@infinitaskc.com (913) 563-7300 Financial Advisor Susan Geiersbach CFP® susan@infinitaskc.com (913) 563-7300 Financial Advisor Adam Hutsell CFP® adam@infinitaskc.com (913) 563-7300 CIO, Financial Advisor Michael Orndorff CFA® michael@infinitaskc.com (913) 563-7300 Portfolio, Research, and Trading Analyst Chad Adams CAIA® chad@infinitaskc.com (913) 563-7300 Paraplanner Chad Berg chad.berg@infinitaskc.com (913) 563-7300 Paraplanner Joe Greco joseph@infinitaskc.com (913) 563-7300 Client Services Manager Catherine Hoefer catherine@infinitaskc.com (913) 563-7300 Financial Planning Assistant Alec Hoover CFP® alec@infinitaskc.com (913) 563-7300 Financial Planning Assistant Keaton Leslie CFP® keaton@infinitaskc.com (913) 563-7300 Chief Operating Officer Christine Leyva AAMS® christine@infinitaskc.com (913) 563-7300 Operations Manager Trisha McClanahan trisha@infinitaskc.com (913) 563-7300 Client Services Associate Cassidy Willis cassidy@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Mike PHONE EMAIL

MEET OUR ADVISORS Let tomorrow begin today . Your future starts now. Let us be your guide. CONTACT US Capitalizing on opportunities to preserve, grow, and transfer your wealth requires the sophisticated guidance of a professional who knows and understands your long-term goals. With a team of over 20 financial advisors, we give clients in 41 states access to the comprehensive range of financial planning services that a large, national house might offer, while maintaining the customized attention and familiar trust that our clients tend to prefer. Our trusted advisors provide independent counsel so you and your loved ones can feel confident in your financial journey. Our Values: Independence We provide independent, unbiased counsel and a customized financial plan that is right for you and your loved ones. Trust We value the trust you are placing in us and our business ethics and we accept that responsibility with transparency. Confidence We can help you feel confident in the financial decisions you are making today so that you can enjoy your successes tomorrow. Serving Clients In 41 STATES Assets Under Management* $3.5 BILLION *As of 06/30/2023 Founded in 1990 A heart for giving back. At Infinitas, we believe in making a positive impact in our community and beyond. We are not only dedicated to providing exceptional financial services but also to giving back through meaningful charitable efforts. Through our commitment to social responsibility, our team volunteers their time and expertise to support local causes, making a difference in the lives of those in need. Furthermore, we are proud to offer grants that empower organizations and individuals who are driving positive change. LEARN MORE 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 . Meet Our Advisors Infinitas has over 20 financial advisors ready to help you achieve the financial well-being you deserve. Our experienced team is prepared to address your wealth management needs. We realize there is no one-size-fits-all approach to wealth management, which is why we're prepared to look at your entire financial picture to find the best solutions for you. CONNECT WITH US View Team Directory > Wade Carpenter CFP®, AIF®, ChFC® Senior Partner Tim DiSette ChFC®, AIF® Senior Partner Ray Evans CFP®, AIF® Senior Partner Randy Johnson CLU®, ChFC®, ChSNC®, AIF® Senior Partner Brook Deaver CFP®, MBA Partner David Pacer CFP®, CRPS®, CPFA Partner Jerry Perfect CFS®, AIF® Partner Jim Stanziola JD, ChFC®, AIF® Partner Zack DiSette AIF® Financial Advisor Sam DiSette Financial Advisor Jack Evans CFA® Financial Advisor Brian Francis CFP®, MBA, QPFC® Financial Advisor Susan Geiersbach CFP® Financial Advisor Jim Heeney AAMS® Financial Advisor Scott Herz Financial Advisor Adam Hutsell CFP® Financial Advisor Leigh Ann Morales CFP® Financial Advisor Melissa Myers Financial Advisor Michael Orndorff CFA® CIO, Financial Advisor Michelle Poston CFP® Financial Advisor Tammy Tetzlaff AIF®, QPA, QKA Financial Advisor & COO, Retirement Plan Solutions Blake Workman CPFA Financial Advisor

(913) 327-1627 ray.evans@pegasuskc.com Visit Ray's LinkedIn SCHEDULE 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. SCHEDULE A CONSULTATION 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. Financial Advisor IQ Leadership Council Financial Advisor IQ Leadership Council membership is based on managing $50+ million in assets, years of financial advisor experience, a favorable compliance record and a desire to engage with industry issues. Members do not pay fees for membership or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more information. 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 Financial Advisor Jack Evans CFA® 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

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 David Pacer CFP®, CRPS®, CPFA Partner Zack DiSette AIF® Financial Advisor Sam DiSette Financial Advisor Scott Herz Financial Advisor Melissa Myers Financial Advisor Tammy Tetzlaff AIF®, QPA, QKA 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. 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(913) 563-7300 jim@infinitaskc.com Visit Jim's LinkedIn Jim Stanziola JD, CHFC®, AIF® PARTNER As a financial advisor specializing in tax efficient strategies and wealth preservation, Jim Stanziola enjoys advising business owners and families on how to achieve financial independence by optimizing the value of their companies and investment portfolios. For more than 25 years, he’s counseled affluent clients on business succession and estate plans, wealth management and retirement. Previously, Jim was the principal of his own financial advisory firm, focusing on the needs of high net worth clients and business owners. Prior to that, he spent 20 years as an advisor with Lincoln Financial Network, developing strategies to help enable clients to maximize their wealth and minimize their tax liabilities. In addition, he trained other advisors on complex areas such as buy/sell agreements, financial modeling and business insurance. Jim graduated from Drake University School of Law with a specialization in estate planning and tax, and earned his bachelor’s degree in history at the University of Vermont. An avid runner and swimmer, Jim completed the Boston Marathon twice and has run in more than 300 distance races. Jim and his wife Lori have been married for more than 30 years and they have three grown children. STANZIOLA ESTATE LAW Jim is the Managing Attorney at Stanziola Estate Law* and Infinitas’ in-house estate lawyer. With a strong background in legal and financial matters, Jim works with clients developing strategies to enable them to maximize and protect their wealth. He is a licensed attorney in Missouri and Kansas. EXPLORE STANZIOLA ESTATE LAW *Estate planning and legal services provided by Stanziola Estate Law are separate and unrelated to Commonwealth Meet The Team Team Directory > Partner Jim Stanziola JD, ChFC®, AIF® jim@infinitaskc.com (913) 563-7300 Legal Support Executive Assistant Meredith Kinney meredith@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Jim PHONE EMAIL

(913) 563-7300 zack@infinitaskc.com Visit Zack's LinkedIn Zack DiSette FINANCIAL ADVISOR AIF® As a growing Financial Advisor, Zack has found a passion in working with families and businesses who strive for financial freedom not only for themselves, but for future generations. Zack focuses on building long lasting relationships in order to provide the appropriate financial planning strategies and investment objectives for your financial freedom goals. Working within a family office, along side his father and senior partner, Tim DiSette and younger brother Sam DiSette. Their team provides advice to primarily two types of clients. Individuals & families engaging in wealth management services and business owners who need services including retirement plan management and business succession planning. Zack graduated from the University of Alabama with an undergraduate degree in finance with a specialization in wealth management. He is FINRA-registered with the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination) securities registrations. Outside of the office, Zack enjoys his time in the outdoors and with friends and family. He and his wife Natalie frequently take trips to Grand Lake in Oklahoma to fill up the summers, while cheering on the Crimson Tide on Saturdays in the fall. Zack and his dad are also avid hunters in the winter, leading to many trips out to western Kansas with friends. Meet The Team Team Directory > Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com (913) 563-7300 Financial Advisor Zack DiSette AIF® zack@infinitaskc.com (913) 563-7300 Financial Advisor Sam DiSette sam@infinitaskc.com (913) 563-7300 Director of Operations Candice Basile candice@infinitaskc.com (913) 563-7300 Director of Administrative Services Ashley Harvey ashley.harvey@infinitaskc.com (913) 563-7300 Paraplanner Brennan Masterson brennan@infinitaskc.com (913) 563-7300 Marketing Coordinator Lauren Ollenburger lauren@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Zack PHONE EMAIL

(913) 5 63-7310 leighann@infinitaskc.com Visit Leigh Ann's LinkedIn Leigh Ann Morales CFP® FINANCIAL ADVISOR Leigh Ann Morales joined Randy’s team in April 2013 as the Director of Operations with an opportunity for growth. In 2021, Leigh Ann earned her CERTIFIED FINANCIAL PLANNER™ designation and is now transitioning into an advisor role alongside Randy Johnson. She is dedicated to providing a high level of customer service and support to existing and new clients. Leigh Ann graduated from the University of Kansas with a bachelor’s degree in business administration. In 2009, she began her career in the financial industry at New England Financial Group. She enjoys working with other loyal, driven, and successful professionals who share her passion for helping clients build and sustain financial confidence for any and all financial decisions. In addition to her CFP® designation, she holds her FINRA Series 6, 7, 63, and 66 securities registrations, as well as her Life, Health, and Variable license. Leigh Ann enjoys spending time with her family and friends in Lee’s Summit, MO. She also travels often to visit family who live in Texas and vacations to beaches across the country. She is involved in recreational sports and her church community. Meet The Team Team Directory > Senior Partner Randy Johnson CLU®, ChFC®, ChSNC®, AIF® randy@infinitaskc.com (913) 563-7300 Financial Advisor Leigh Ann Morales CFP® leighann@infinitaskc.com (913) 563-7310 Administrative Assistant Melissa Maciejewski melissa@infinitaskc.com (913) 738-7365 Explore Your Financial Future With Leigh Ann PHONE EMAIL

(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 Senior Paraplanner Neal Gudiseva CFP® neal@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) 327-1627 jack.evans@pegasuskc.com Visit Jack's LinkedIn Jack Evans CFA® FINANCIAL ADVISOR Jack joined Pegasus Capital Management in 2023 as an Associate Wealth Advisor and is thrilled to help investors make well-informed investment decisions and pursue their financial goals. A native of Kansas City, Jack attended Rockhurst High School and graduated with Honors from the University of Kansas. He holds Bachelors degrees in Finance and Accounting. During his time in college, Jack gained experience through internships in various analyst roles. After graduating in 2019, Jack started his career at Capital Group as a member of the Sales Development Program, a highly selective post-graduate training program for individuals who wanted to start a career in Mutual Fund Sales. In September of 2020, Jack began his most recent role as an Internal Wholesaler at Capital Group, covering the major wire houses in San Francisco where he worked with Financial Advisors to match their clients to the appropriate Capital Group investment product. Jack’s contributions in this role were recognized through an “Outstanding” rating in 2022 and promotion to Senior Internal Wholesaler prior to departure. In addition to the CFA® designation, Jack holds Series 6, 7, 63, and 65 licenses and aspires to complete the CFP® program. In his free time, Jack enjoys attending Kansas Football and Basketball games, golfing, and spending time with his family. *Pegasus Capital Management is part of the Infinitas network. Meet The Team Team Directory > Senior Partner Ray Evans CFP®, AIF® ray.evans@pegasuskc.com (913) 327-1627 Financial Advisor Jack Evans CFA® 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 Jack PHONE EMAIL