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(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

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 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 Brennan Masterson Paraplanner

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 $3.9 Billion in Assets Under Advisement (as of 06/30/2024) we serve over 24,000 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 2024 NAPA Top DC Advisor Teams, created by NAPA. Presented in March 2024 for the previous year. All NAPA members with over $100 million in defined contribution assets under advisement made the list. 452 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information. 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. 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. Our Retirement Plan Solutions Team Tim DiSette ChFC®, AIF® Senior Partner David Pacer CFP®, CRPS®, CPFA Partner Zack DiSette AIF® Financial Advisor Sam DiSette AIF® Financial Advisor Brian Francis CFP®, MBA, QPFC® 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 Brennan Masterson Paraplanner 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

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: College Planning Mar 19 | 12 PM | Virtual REGISTER NOW InfiniTALKS: Social Security Apr 24 | 12 PM | Virtual REGISTER NOW Shred Event May 3 | 9 AM | Parking Lot REGISTER NOW It's time to explore endless possibilities. LEARN MORE CONTACT US

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 blake@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 Advisors 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 Partner David Pacer CFP®, CRPS®, CPFA david@infinitaskc.com (913) 563-7300 Financial Advisor Blake Workman CPFA blake@infinitaskc.com (913) 563-7338 Contact Us (913) 563-7338 blake@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

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. We understand your financial journey is unique and 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, our advisors 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. Our Infinitas Financial Advisors are on-site on the third Wednesday and Thursday every month to be a resource to you. If you are unable to meet with an advisor when we are on-site, please schedule a one-on-one meeting with one of our financial advisors using the button below. SCHEDULE A CONSULTATION 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 Advisors Financial Advisor Blake Workman CPFA blake@infinitaskc.com (913) 563-7338 Financial Advisor Scott Herz scott@infinitaskc.com (913) 563-7300 Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 Partner David Pacer CFP®, CRPS®, CPFA david@infinitaskc.com (913) 563-7300 Contact Us (913) 563-7300 blake@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 Infinitas, Hutchinson Regional Medical Center, and Commonwealth Financial Network® are separate and unrelated entities. 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

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 Schedule a Meeting With Your Infinitas Retirement Plan Solutions Advisors 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. RESOURCES Play Video Play Video 10:45 Roth Conversion & Advanced Estate Planning Play Video Play Video 06:02 Pretax vs Roth: What's the Difference? Play Video Play Video 10:06 January 2024 Market Outlook Play Video Play Video 12:22 Fund Change & Infinitas Investment Process 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 AIF® sam@infinitaskc.com (913) 563-7300 SCHEDULE Paraplanner Brennan Masterson brennan@infinitaskc.com (913) 563-7300 SCHEDULE Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com (913) 563-7300 SCHEDULE 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

(913) 563-7300 wade@infinitaskc.com Visit Wade's LinkedIn K. Wade Carpenter CFP®, AIF®, CHFC® SENIOR PARTNER As a Senior Partner of Infinitas, Wade takes a comprehensive approach to the financial planning process. His role as an advocate for his clients can be best summarized by his personal mission statement: "To educate my clients as to their options and alternatives so they can make informed decisions and be the best stewards of their resources." As a financial advisor with more than 20 years of experience in the financial services industry, he strives to demonstrate a consistent ability to help protect and grow the hard-earned assets of his clients. While having a broad-based understanding of the financial services industry, Wade has chosen to focus his energies on working with business owners, professionals, and executives. His experiences with these clients have helped him to be attuned to their unique needs. Wade graduated from The University of Central Missouri with a bachelor’s degree in Business Administration. He holds the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Family Business Specialist (CFBS) designation, Accredited Investment Fiduciary® (AIF®) designation, the Chartered Financial Consultant (ChFC) designation, the Chartered Life Underwriter (CLU) designation, and is also a member of the Financial Planning Association (FPA). In 2020, 2021, 2022, and 2023, Wade was named a Forbes Best-In-State Wealth Advisor.* Wade served on the Board of the UCM Foundation and has served on the board of a local non-profit organization, Community LINC, as well as the Epsilon Iota chapter of Phi Sigma Kappa. Wade values education as a way to promote professional excellence and sets himself apart by staying current in regard to ever-changing tax, legal and financial issues. While not working, Wade enjoys spending time reading, golfing, and traveling with his wife Stephanie, and their three daughters, Kristi, Courtney, and Cassidy. Chairman’s Level Award A distinction based on annual production attained by just 4 percent of advisors affiliated with Commonwealth Financial Network. 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. TERI M. Wade and I first met back in 2010 when I was working with Viracor IBT in Lee's Summit. I was the dumb 32-year-old who bought company stock and heavily invested in my 401 K but did not really know what to do with it or for that matter monitor what it was doing. Viracor was a smaller privately owned company, but the owner cared a great deal about the employees and offered the services of Wade's company to help with retirement planning. Wade came into the office and met with employees privately to discuss their current portfolio and answer questions regarding future steps or recommendations. I am so thankful for that owner because it changed my investment world forever in partnering with Wade. I started to meet with Wade each time he came in and discuss what I needed to do to set myself and my family up for success in the future. Even after a job change took me 2 hours away my husband and I continued to work with Wade and his team due to the level of comfort and trust built over the prior years. I could go on and on about everything Wade has done for me and my husband over the years. He manages everything in our retirement, investments and 529 accounts. Wade has a team that is always available. When we have minor questions, we can reach out to any of them as well as Wade. No matter what we need someone always gets back to us ASAP and takes care of our needs. Wade understands everything about us and what our goals are and where we see the future. Wade has continuously helped us meet our goals and provided guidance for over 14 years. The statement was provided 08/01/2024 by Teri Maclaughlin who is a client. 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. 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 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 Wade PHONE EMAIL

(913) 563-7300 tim@infinitaskc.com Visit Tim's LinkedIn Tim DiSette CHFC®, AIF® SENIOR PARTNER As a founding partner of Infinitas, Tim DiSette brings over three decades of experience in employer-sponsored retirement plans, personal wealth management strategies, and estate and business succession planning. Tim’s broad and comprehensive financial experience helps individuals and businesses grow, preserve, and protect their assets. Tim graduated from Texas Christian University with a bachelor’s degree in business administration and communications. Currently at Infinitas, Tim leads the firm’s retirement plan consulting team, which creates and manages employer-sponsored plans. Passionate about helping people prepare for their financial future, he dedicates much of his time to meeting with plan participants to discuss strategies for achieving their retirement goals. Tim also advises his personal wealth management clients on a range of financial matters including the gifting and estate tax, retirement, investments, insurance, and charitable contributions. Recently, Forbes recognized Tim on the list of Forbes’ Best-In-State Wealth Advisors for 2023.* In addition, under his leadership, the National Association of Plan Advisors named Infinitas Retirement Plan Solutions to its 2017, 2018, 2020, 2022, and 2023 Top Defined Contribution Advisor Teams list of leading retirement plan advisor firms.* Tim has also been named multiple times as a Financial Times 401 Top Retirement Plan Advisor.* Tim has also served on the Commonwealth Financial Network® Retirement Advisory Council, which guides the broker/dealer’s national retirement advisory practice. Tim’s passion for serving others carries over to his personal life. He has taken more than 15 mission trips to Honduras. He was instrumental in helping form and run a scholarship fund for a school in Ciudad Espana to help the city’s at-risk children get an education. Currently the program provides over 100 full scholarships to attend the bilingual Christian school. He helped construct the Infinitas Cares, charitable foundation within the local Infinitas office and in 2022 he and his family began an endowment fund for the Juan Wesley School in Honduras. In addition, he has held leadership roles at Church of the Resurrection in Leawood on the International Missions Leadership Team, as well as on his previous church’s endowments and finance committees. Tim is a frequent speaker on company sponsored retirement plans, retirement, business continuation, estate planning, and charitable planning. He has spoken on behalf of numerous business associations and charitable organizations across the United States. Tim, his wife, Rebecca, and their three sons reside in Leawood, Kansas. 2019 Financial Times 401 Retirement Advisers, created by Ignites Research Presented in October 2020 for the preceding 12 months. An unknown number of 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. 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. 2017-2022 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. 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 AIF® 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 Explore Your Financial Future With Tim 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 blake@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 Partner David Pacer CFP®, CRPS®, CPFA david@infinitaskc.com (913) 563-7300 Financial Advisor Blake Workman CPFA blake@infinitaskc.com (913) 563-7338 Contact Us (913) 563-7338 blake@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

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 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 Schedule a Meeting With Your Infinitas Retirement Plan Solutions Advisors 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 Meeting With Your Infinitas Retirement Plan Solutions Advisors 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. RESOURCES Play Video Play Video 12:50 HSAs Webinar Play Video Play Video 24:37 Election Update & Market Commentary Play Video Play Video 34:34 Your Path to Becoming Financially Free Play Video Play Video 11:39 TM Holdings New Hire Video Play Video Play Video 39:58 Maximizing Your 401(k): Saving for Retirement Play Video Play Video 04:54 Annual Increase Program Play Video Play Video 59:57 The A, B, C & D's of Medicare with Grant George Play Video Play Video 06:02 Pretax vs Roth: What's the Difference? Your Infinitas Retirement Plan Solutions Advisors 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 KANSAS Fairway Senior Partner Ray Evans CFP®, AIF® ray.evans@pegasuskc.com SCHEDULE Financial Advisor Jack Evans CFA® jack.evans@pegasuskc.com SCHEDULE Topeka Financial Advisor Zack DiSette AIF® zack@infinitaskc.com SCHEDULE Wichita/El Dorado Financial Advisor Jim Heeney Financial Advisor jim.heeney@pegasusks.com SCHEDULE MINNESOTA Rochester Senior Partner Ray Evans CFP®, AIF® ray.evans@pegasuskc.com SCHEDULE Financial Advisor Jack Evans CFA® jack.evans@pegasuskc.com SCHEDULE NEBRASKA Omaha/Lincoln Senior Partner Ray Evans CFP®, AIF® ray.evans@pegasuskc.com SCHEDULE Financial Advisor Jack Evans CFA® jack.evans@pegasuskc.com SCHEDULE OKLAHOMA Tulsa Senior Partner Ray Evans CFP®, AIF® ray.evans@pegasuskc.com SCHEDULE Financial Advisor Jack Evans CFA® jack.evans@pegasuskc.com SCHEDULE TEXAS Plano Financial Advisor Zack DiSette AIF® zack@infinitaskc.com SCHEDULE Financial Advisor Sam DiSette AIF® sam@infinitaskc.com SCHEDULE Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com SCHEDULE WISCONSIN Green Bay Financial Advisor Jim Heeney AAMS® jim.heeney@pegasusks.com SCHEDULE 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

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 experience 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 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 Advisors 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 Schedule a Meeting With Your Infinitas Retirement Plan Solutions Advisors 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. RESOURCES Play Video Play Video 07:30 2025 DTC New Hire Video Your Infinitas Retirement Plan Solutions Advisors 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. Your Infinitas Retirement Plan Solutions Advisors 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 AIF® sam@infinitaskc.com (913) 563-7300 SCHEDULE Paraplanner Brennan Masterson brennan@infinitaskc.com (913) 563-7300 SCHEDULE Financial Advisor Melissa Myers melissa.myers@infinitaskc.com (913) 563-7300 SCHEDULE 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 Infinitas, MVP Law, and Commonwealth Financial Network® are separate and unrelated entities. 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