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What is most important to you in life? We can help you plan for it. SCHEDULE A CONSULTATION A personalized wealth management plan can open up a future of endless possibilities . Whether you’re launching your career, raising a family, planning for retirement, or thinking about creating a legacy, you know what kind of life you want to lead. Wealth management can help make that life a reality. At Infinitas, we are focused on your unique goals and creating a personalized, comprehensive plan to help you get there. CONTACT US Explore Our Services Retirement Planning We create a strategy to help you achieve your desired retirement lifestyle by maximizing growth, preparing for tax-efficient distributions, and analyzing your retirement cash flow. Estate Planning We help you transfer your wealth successfully, minimize transfer taxes, and protect assets. We consider income, capital gains, estate, and business tax issues involved in any particular situation. Investment Management We help you grow and accumulate wealth for your future through understanding your goals and risk tolerance, optimizing your portfolio, and continually monitoring your investments. Life Event Planning We help you navigate the financial complexities of significant life events, including marriage, divorce, and the loss of a family member. Tax Planning We consider the implications of your individual, investment, and business decisions with the goal of minimizing tax liability through unique strategies. Risk Management We identify sources of personal financial risk before they occur and customize strategies to minimize them, including taking time to understand your insurance needs. Let's take the journey together. START THE CONVERSATION

(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 Explore Your Financial Future With Melissa 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* $3.9 BILLION *As of 06/30/2025 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 2024 Kansas City Business Journal Top Fee-based Investment Advisors, presented September 2024. Advisers were ranked by local assets under management/advisement as of July 2024. 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 41 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 AIF®, CFP® Senior Partner Brook Deaver CFP®, MBA Partner David Pacer CFP®, CRPS®, CPFA Partner Jerry Perfect CFS®, AIF® Partner Jim Stanziola JD, ChFC®, AIF® Partner Chad Berg Financial Advisor Zack DiSette AIF®, CPWA® Financial Advisor Sam DiSette AIF® 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) 563-7300 scott@infinitaskc.com Visit Scott's LinkedIn Scott Herz FINANCIAL ADVISOR Scott Herz has spent his entire career in the financial services industry, having started in the business before graduating college. For almost 40 years, he’s advised companies and individuals on their employer-sponsored retirement plans. His holistic view makes him a trusted advisor to businesses identifying and selecting retirement plans. Scott’s deep-seated knowledge provides valuable insight to employees who need help understanding their plan options and managing their asset allocations. Scott also provides investors with strategies for growing and preserving their wealth. He advises them on their current investments and identifies other financial vehicles to help maximize and protect their assets. Before joining Infinitas, Scott was a wholesaler of 401(k) platforms. He gained first-hand knowledge of different 401(k) plans and observed the best practices of top financial advisors from across the country. Scott previously led a client education team for JP Morgan that advised plan participants. His group counseled FORTUNE 500 companies on 401(k) plan services and educated thousands of employees nationwide on their plan options and asset allocations. Earlier in his career, Scott was part of American Century’s internal training team. He started with the company before his senior year in college. Scott attended William Jewell College on a soccer scholarship and earned a bachelor’s degree in mathematics with an emphasis in computer science. Scott has four kids and remains an avid soccer player who competes in regular indoor and outdoor leagues. Explore Your Financial Future With Scott PHONE EMAIL

(913) 563-7300 michelle@infinitaskc.com Visit Michelle's LinkedIn Michelle Poston FINANCIAL ADVISOR CFP® Michelle has been in the financial industry since 2005 and with Infinitas since 2009. She is passionate about working with her clients to create an awareness of what is financially possible. Through the planning process she works alongside her clients to identify and prioritize their personal goals and desires so they can build wealth with purpose. Michelle graduated from UMKC with a Bachelors in Finance and a minor in Economics. In 2016, she became one of only 23% of women who are CFP® professionals. It's time to discover the future you envision. LET'S GET STARTED Let's work together to discover the future you truly desire by identifying and prioritizing your personal goals and desires. As a trusted confidant, I walk side-by-side with you through life’s transitions to help relieve financial stress and build confidence. Ultimately, you should feel confident in the financial decisions you are making today so that you can enjoy your successes tomorrow STEVE AND JAN From the very first time we met Michelle we immediately saw her warmth and genuine desire to help us wisely and productively navigate our retirement future. She is incredibly bright and has great knowledge in the investment world. She is easy to talk to, an excellent listener, and wise beyond her years! She is always available for us, to ease any sudden concerns that pop up on life's journey! We are so grateful and confident about our future! That is a direct result of her wise guidance! The statement was provided 10/31/2023 by Stephen and J anis Leone who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. Together, let's explore what we can achieve. EXPLORE POSSIBILITIES. Dream big. Think about what you want in life now and later down the road. Set aside obstacles and identify your true desires. PRIORITIZE YOUR GOALS. Use your value system to decide which goals are most important to you and which deserve the most immediate attention. IDENTIFY NEXT STEPS. Take the fear out of your financial future by identifying practical next steps to help you along your journey of attaining joy in life. SCHEDULE A CONSULTATION Managing your finances can feel overwhelming, but it doesn't have to be. Working with the right financial advisor can relieve stress and build confidence in your financial decision-making. My role is to walk alongside you, listen with no judgement, and explain things clearly to you. My simple process is truly focused on helping you align your financial decisions with your values. More About Michelle Michelle has been in the financial industry since 2005 and with Infinitas since 2009. She graduated from UMKC with a Bachelors in Finance and a minor in Economics. Shortly after graduating, she married her high school sweetheart. They were blessed with their first baby boy, Aiden, in 2008, her second son, Mason, in 2011, and in 2017 she had her third son, Sylas. They also have two adopted dogs! Like most parents in the thick of it she spends her evenings and weekends at her kids' various extracurricular activities. As a busy mom focused on a fulfilling life, she enjoys being able to positively impact the lives of her clients, family, and friends. CONTACT MICHELLE Mom, Wife, and CFP® As a mom and wife, Michelle completed the training and studying for the CFP® board exam over 2 years while continuing to work full time and focus on her family. In November 2016, Michelle passed the CFP® board exam to become one of the only 23% of CFP® professionals who are women. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest. With years of experience as a financial professional and a working mom, Michelle knows that women face unique financial challenges and she strives to help her clients feel confident in the future they envision! LET'S GET STARTED Explore Your Financial Future With Michelle PHONE EMAIL

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ABOUT WHAT WE DO PEGASUS INSIGHTS CLIENT LOGIN CONTACT A Meaningful Way to Plan Your Financial Future OUR COMMITMENT Pegasus Capital Management continuously provides families with customized financial strategies, focusing on the creation and the preservation of our clients' assets. We are committed to creating customized financial strategies with the highest ethical standards, exceeding our clients' expectations in service and professionalism. Each client is unique—with distinct needs, goals, and dreams. At Pegasus Capital, we offer a specialized team and tools to create custom strategies to help achieve our clients' financial goals. OUR PHILOSOPHY Since 1990, Ray D. Evans and his Pegasus team members have been helping clients work toward financial security with their comprehensive personalized approach to wealth planning, accumulation, and preservation. At Pegasus Capital Management, our primary focus is on protecting and preserving what matters most to you. This commitment to excellence is strengthened by our specialized knowledge and experience and the values we share with you. The result is a personalized approach to creating custom-tailored solutions for helping you pursue your financial freedom. “I am the Chief Financial Officer for my clients' families. I am committed to helping them create lasting strategies to maintain their lifestyles and prepare for the future.” - RAY EVANS, SENIOR PARTNER SCHEDULE A CONSULTATION 10801 MASTIN ST #370 OVERLAND PARK, KS 66210 (913) 327 1627 SCHEDULE A CONSULTATION PEGSASUS HOME OUR TEAM COMMONWEALTH TEAMS ADVISORY BOARD CONTACT INFINITAS PEGASUS INSIGHTS VIDEO LIBRARY BLOG FINANCIAL CALCULATORS KEY NUMBERS PRIVACY NOTICE ONLINE PRIVACY POLICY INFINITAS CARES SPECIALTIES FOR INDIVIDUALS SPECIALTIES FOR BUSINESS FORM CRS This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MD, MI, MN, MO, NC, NE, NJ, NY, OH, OK, PA, SC, SD, TX, VA, WA, 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. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. 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

2020 - 2025 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2025 based on data gathered from June 2023 to June 2024. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3cyp2d47 2024 Kansas City Business Journal Top Fee-based Investment Advisors, presented September 2024. Advisers were ranked by local assets under management/advisement as of July 2024. 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 41 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. 2025 NAPA Top DC Advisor Teams, created by NAPA. Presented in March 2025 based on self-reported assets as of December 31, 2024. All NAPA members with over $100 million in defined contribution assets under advisement made the list. Over 430 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

All Posts Retirement Family Social Security Estate Planning Financial Habits Taxes Cyber Security Charitable Giving Education May 29 Checklist: Countdown to Retirement There’s a lot to consider as you prepare for retirement. These retirement checklists are designed to help keep you on track. May 29 The Joys and Financial Challenges of Parenthood Raising a child is a joyful, but expensive, experience. Read our latest blog post for tips on how to navigate parenthood financially. Jan 12 Handling Market Volatility Even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Jan 12 What You Need To Know About Donor-Advised Funds A donor-advised fund offers an easy way for a donor to make significant charitable gifts over a long period of time. Jan 12 Avoiding Common Errors Surrounding RMDs In order to handle RMDs effectively, an understanding of the rules—and common RMD errors people make—can be beneficial. Jan 12 Stay On Track: 10 Tips For Midyear Financial Planning Use these 10 guidelines to ensure that your spending and investing are on track—and to avoid any surprises come December. Jan 12 Designating A Beneficiary: What You Need To Know Designating a beneficiary on retirement accounts is one of the most important retirement planning tasks. Jan 12 Debt Management In A Healthy Financial Plan Wise debt management is a key component of healthy and effective financial planning. Jan 12 Reviewing Your Tax Planning Strategies Minimizing your income taxes requires a regular review of your financial picture and the tax planning strategies available to you. Jan 12 Smart Tax Planning Strategies Now is the perfect time to evaluate some effective strategies that could help reduce your current and future taxes. Jan 12 How To Protect Yourself From Tax Identity Theft Tax Identity Theft is a growing problem, and we want to help you keep your information and identity safe. Jan 11 Tax Considerations After A Family Member's Death It is important to understand what kinds kinds of taxes may be due shortly after a family member’s death. Jan 11 Financial Planning Considerations for Single Women Whether you are newly divorced, widowed, or single by choice, the following tips could help you shore up your financial security. Jan 11 Financial Planning for Women: Taking Control of your Finances As a woman, you have financial needs that are unique to your situation in life. Here are some considerations to make. Jan 11 Financial Planning for Women: What to Know After the Death of a Spouse Women, here are some financial considerations to make after experiencing the death of a spouse. Jan 11 Retirement Planning For Women Women often face special challenges when planning for retirement. To meet these challenges, here are considerations to make. Jan 11 Getting the Upper Hand on Debt One thing most Americans have in common is that they carry some form of debt. Here are some ways to get the upper hand. Jan 11 5 Positive Financial Habits For Retirement To Adopt Today Adopting good financial habits is a must for plotting a successful retirement journey. Jan 11 10 Reasons to Save For Retirement Whether or not you’re prepared, it will be time to retire before you know it. Here are 10 reasons to make saving for retirement a priority. Jan 11 Is The Roth 401(k) Right For Me? How do you know if you should be contributing to a Roth 401(k)? This post discusses considerations you should make. Jan 11 Four Reasons Why You Should Consolidate Your Retirement Accounts Let’s look at four reasons why consolidating your retirement plan accounts may be helpful for you. Jan 11 5 IRA Misconceptions and How You Can Make the More Informed Choice Here are five common IRA misconceptions, as well as tips for making a more informed choice. Jan 11 5 Ways to Save For Retirement With careful planning and discipline, it is possible to save for a comfortable retirement. Jan 11 The Importance of Estate Planning Estate planning is vital to ensure that your assets are distributed according to your wishes and that your loved ones are taken care of. 1 2