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Financial Resources VIDEOS BLOG CALCULATORS KEY NUMBERS VIDEOS Play Video Play Video 31:29 InfiniTALKS | Charitable Gifting Strategies Play Video Play Video 33:01 InfiniTALKS | Planning Your Next Getaway Play Video Play Video 59:28 InfiniTALKS | Understanding Social Security Play Video Play Video 33:02 InfiniTALKS | The Fundamentals of Roth Accounts Play Video Play Video 34:29 InfiniTALKS: Year End Planning Play Video Play Video 00:43 Investing Beyond Retirement Accounts Load More VISIT YOUTUBE CHANNEL BLOG View All > What’s the Difference Between Medicare Parts A, B, C, and D? How Income Can Affect Your Medicare Premiums Medicare 101: What You Need to Know Before Turning 65 Understanding Student Loans: What Parents and Students Should Know Before Borrowing When Should You Start Saving for College? A Timeline for Every Age Balancing College Savings and Retirement: What Every Parent Should Know 1 2 3 4 5 READ MORE

(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. 2017-2026 NAPA Top DC Advisor Teams, created by NAPA. The 2026 award was presented in March 2026 based on self-reported assets as of December 31, 2025. All NAPA members with over $100 million in defined contribution assets under advisement made the list. 373 Advisor teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. 2026 Forbes Best In State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2026 based on data from March 2024 to March 2025. Not indicative of advisor’s future performance. Your experience may vary. 2025 Kansas City Business Journal Top Fee-based Investment Advisors, presented September 2025. 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 45 are listed. Advisors may pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Explore Your Financial Future With Scott PHONE EMAIL

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

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.

Infinitas Cares Grant Request We are blessed to be a blessing. 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. Each year, we proudly support over 20 organizations, thanks to the generosity of our advisors, staff, and clients. If your organization aligns with our mission and could benefit from our support, we'd love to hear from you. Please fill out the application below. Name of Organization Website Year Established Contact Person First Name Contact Person Last Name Email Phone Are you a 501(c)3 organization? * Yes No What is your tax ID number? What is your mission statement? What percentage of each donation directly supports your cause (excluding administrative expenses, overhead, salaries, etc.)? How will this grant make an impact? What is the intended use of funds? Please describe any volunteer opportunities your organization might have. How did you hear about the Infinitas Cares grant? Submit Thank you! Infinitas Cares will be in touch regarding your grant request.

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.

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 May 2 Shred & Electronic Recycling Event May 2 | Infinitas Parking Lot Join us for a convenient drive-through Shred and E-Recycling Event. Register for a time slot to safely dispose of sensitive documents and outdated electronics. Shredding is completed on-site for added peace of mind. REGISTER NOW June 12 2026 FIFA World Cup Watch Party June 12 | 7 PM | Sporting Park You're invited to a special evening as we gather to watch the U.S. Men’s National Team take on Paraguay in the 2026 FIFA World Cup. Infinitas is hosting a private watch party at Sporting Park inside the UMB Field Club, bringing clients, friends, and guests together to experience the match in a unique setting. Enjoy the game on the big screens while connecting with our team and fellow attendees. This is a family-friendly event, and guests of all ages are welcome. Registration is required for all attendees. We look forward to spending the evening with you as we celebrate a global moment for both soccer and Kansas City. REGISTER NOW

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 brianf@infinitaskc.com Visit Brian's LinkedIn Brian Francis CFP®, QPFC, MBA FINANCIAL ADVISOR Brian brings an entrepreneurial spirit and multi-disciplinary background comprised of financial planning, residential real estate, and hospitality, to Infinitas. Brian received his Bachelor of Arts degree from the University of Missouri, specializing in business, psychology, and computer science. In 2013, Brian earned a Master of Business Administration from Northwest Missouri State University. Brian is also a CERTIFIED FINANCIAL PLANNER™ professional and a Qualified Plan Financial Consultant. Brian was born into a family of carpenters and engineers. Brian attributes much of his success as a financial advisor to the mentality that one develops as a carpenter: “Measure twice, cut once.” Brian insists on reviewing every last detail, “measuring twice,” before implementing a financial plan. As such, investing in real estate was a natural fit for Brian and has become a favorite hobby. He is well-versed in strategies that allow investors to defer potential capital gains and depreciation recapture taxes associated with their real estate investments, providing clients with another tool beyond traditional investments. Brian and his wife, Monica, enjoy living in Olathe, KS, where they are currently renovating a home. They also love to spend quality time with their two boys, Benicio and Micah, at Olathe’s many public parks. They share a passion for travel and have been fortunate enough to visit fascinating places such as Europe, Vietnam, and South Africa. Brian is also enthusiastic about astronomy and physics. He aspires to pursue a Ph.D. in yet another interest, economics, at some point in the future. CFP® Board Code of Ethics and Standards of Conduct SCHEDULE A CONSULTATION Explore Your Financial Future With Brian PHONE EMAIL

(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

It's time to accomplish your financial goals. Schedule a complimentary discovery call with one of our Infinitas financial advisors and start your journey to pursue the financial well-being you deserve. CONTACT US Monday - Thursday 8:00 AM - 5:00 PM Friday 8:00 AM - 3:30 PM 10801 Mastin St, Ste. 370 Overland Park, KS 66210 (913) 563-7300 info@infinitaskc.com First Name Last Name Email Phone Message Send Thanks for submitting!

Explore a Career at Infinitas We appreciate your interest in pursuing a career with Infinitas. Our culture is rooted in positivity, humble confidence, continuous learning, and a genuine commitment to serving others. We seek individuals who take initiative, practice strong self discipline, and contribute meaningfully as team players. If these principles align with you, we invite you to complete the application below and provide all requested information. Each submission is reviewed thoughtfully, and candidates selected for further consideration will be contacted. Date of Application * required Available Start Date * required Position of Interest Personal Data First Name Middle Initial Last Name Email Phone Current Street Address City, State, and Zip Are you at least 18 years of age? * Yes No Are you legally authorized to work in the United States? * Yes No We do not discriminate on the basis of race, religion, national origin, color, sex, age, veteran status, or handicap. It is our intention that all qualified applicants be given equal opportunity and that selection decisions are based on job-related factors. General Have you ever been convicted of a misdemeanor or felony offense, excluding minor traffic violations? * Yes No If yes, please provide details: Have you ever filed for bankruptcy? * Yes No If yes, please provide details: Education Name of High School City and State Graduation Year or GED Completetion Date Name of University City and State Graduation Year Degree Earned Name of University City and State Graduation Year Degree Earned Professional Licenses and Registrations Please indicate whether you currently hold any of the following FINRA registrations and provide the date each examination was completed. FINRA Series 6 * Yes No Date Exam Completed FINRA Series 7 * Yes No Date Exam Completed FINRA Series 11 * Yes No Date Exam Completed Please list any additional professional licenses, certifications or courses completed: Employment History Please list your employment history in reverse chronological order , beginning with your current or most recent position. Account for all periods of employment, including military service and periods of unemployment. Include month and year for each entry. If self-employed, provide the business name and professional references. Name of Most Recent Employer Business Address Job Title Held Immediate Supervisor and Phone Number Employement Start and End Date (mo/yr) Compensation Reason for Leaving Primary Duties and Responsibilites Name of Employer Business Address Job Title Held Immediate Supervisor and Phone Number Employement Start and End Date (mo/yr) Compensation Reason for Leaving Primary Duties and Responsibilites Have you ever used another name (including a former, assumed, or nickname) under which employment records may be listed? * Yes No If yes, please provide details: Are you currently employed? * Yes No If yes, may we contact your employer? Yes No Have you ever been involuntarily terminated or asked to resign from a position? * Yes No If yes, please provide details: Professional References Please provide at least three professional references who can speak to your qualifications, work performance, and character. References should not be family members. Name and Relationship to You Phone Number Email Address Name and Relationship to You Phone Number Email Address Name and Relationship to You Phone Number Email Address Upload Resume Upload File Upload supported file (Max 15MB) Investigative Consumer Report In making this application for employment, it is understood that an investigation may be made whereby information is obtained through personal interviews with your neighbors, friends, and others with whom you are acquainted. This inquiry includes information as to your character, general reputation, personal characteristics, and mode of living. You have the right to make a written request within a reasonable period of time for complete and accurate disclosure of additional information concerning the nature and scope of this investigation. Affidavit I certify that the answers given by me to the foregoing questions and statements are true and correct, without consequential omissions of any kind whatsoever. I agree that the company shall not be liable in any respect if my employment is terminated because of falsity of statements, answers, or omissions made by me in this questionnaire. I also authorize the companies, schools, or persons named above to give any information regarding my employment, character, and qualifications. I hereby release said companies, schools, or persons from all liability for any damage for issuing this information. I certify that all statements and answers to questions about my health are true and were made by me without any reservations. I expressly waive all provisions of law prohibiting any physician, person, hospital, or other institution that has or may hereafter attend or furnish me with treatment from disclosing to the company any knowledge or information thereby acquired. I understand that any misleading or incorrect statements may render this application void and, if I were employed, would be cause for termination. I understand that there is no expressed or implied contract of employment; and that, if employed, I have been hired at the will of the employer and that my employment may be terminated at will, at any time, with or without cause, the employer’s only obligation being to pay salary or wages due and owing at the time of the termination. Finally, I understand that all company property must be returned, and my indebtedness to the company must be paid before my termination. I authorize the company to deduct from my final paycheck(s) all monies due and owing to the company. Signature Clear Date * required SUBMIT APPLICATION