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

(913) 563-7300 jim.heeney@infinitaskc.com Visit Jim's LinkedIn Jim Heeney AAMS® FINANCIAL ADVISOR Jim graduated from the University of Kansas, where he also played baseball, earning a BS in Business Administration. He then spent 15 years with Koch Industries in Wichita, KS before transitioning into the investment industry in 1999 with AG Edwards. He returned to Overland Park, KS in 2013 and joined Infinitas in 2014. Client Relationship Manager Ashley Goeken also joined alongside him and continues to work closely with his clients today. Jim enjoys helping families navigate their wealth management needs as part of the Infinitas team. He earned his AAMS designation from the College for Financial Planning in 2006. Jim’s parents and siblings all reside in the Kansas City area. He has three adult children living in Wichita, Denver, and Kansas City and earned the title of “grandpa” in 2020. He enjoys being close to family and friends, cheering on the Royals, and spending time outdoors in Colorado running, biking, hunting, and fishing in the cool mountain air. Meet The Team Team Directory > Financial Advisor Jim Heeney AAMS® jim.heeney@infinitaskc.com (913) 563-7300 Client Relations Manager Ashley Goeken ashley.goeken@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Jim PHONE EMAIL

(913) 563-7300 sam@infinitaskc.com Visit Sam's LinkedIn Sam DiSette FINANCIAL ADVISOR AIF® Sam joined Infinitas in 2022. As a Financial Advisor, Sam’s role within the team is performing background data analysis, research, and cash flow planning simulations. Sam is a graduate from the University of Alabama where he swam for 4 years while receiving a degree in Finance with a concentration in Value Investing. Sam’s passion in the Finance world comes from growing up in a family of financial advisors, and the desire to help and educate others on what it takes to accomplish their goals in life. Before joining the team, Sam received a degree from the Italian Culinary Institute where he became a Master of Italian Cuisine. Outside of work, he continues to explore his passion for food by participating in BBQ contests and cooking for his family and friends. Additionally, he spends lots of his time watching sports and playing in intramural sports leagues with friends. 2017-2026 NAPA Top DC Advisor Teams, created by NAPA. 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. Over 430 Advisors 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. Meet The Team Team Directory > Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com (913) 563-7300 Financial Advisor Zack DiSette AIF®, CPWA® zack@infinitaskc.com (913) 563-7300 Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 Client Services Manager Candice Basile candice@infinitaskc.com (913) 563-7300 Participant Education/Marketing Coordinator Janie Foster janie@infinitaskc.com (913) 563-7300 Financial Assistant Ryan Long ryan@infinitaskc.com (913) 563-7300 Financial Assistant Brennan Masterson brennan@infinitaskc.com (913) 563-7300 Client Services Associate Claire Vallejo claire@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Sam PHONE EMAIL

(913) 563-7300 jerry@infinitaskc.com Visit Jerry's LinkedIn Jerry Perfect CFS®, AIF® PARTNER Prior to joining Infinitas, Jerry was the founder and owner of Gateway Wealth Management. His career as a financial advisor spans more than 30 years and speaks to his commitment to put his client’s needs first. While working in all phases of wealth management, his focus is on helping clients in or near retirement, to assess how best to negotiate this critical life event. Jerry graduated from Northwestern Oklahoma State University with a BS in psychology. He joined Shearson Lehman Hutton (SLH), now Morgan Stanley, in 1987. After leaving SLH in 1990, Jerry started and operated Property Consulting Services, a very successful real estate appraising, consulting, and property management company. He sold his partnership interest in December 1995 to found Gateway Wealth Management, Inc., formerly Wurzer and Associates, Inc., as managing partner. Jerry feels that his extensive training and experience with a major Wall Street brokerage firm, as well as his years as a successful business owner, have prepared him well to serve as a financial advisor. Jerry holds FINRA Series 3 (Commodities), Series 7 (General Securities), Series 24 (Registered Securities Principal), Series 63 (Uniform Securities Exam), and Series 65 (Uniform Investment Adviser) securities registrations through Commonwealth Financial Network®. He has earned the designation of Certified Fund Specialist® (CFS®) and Accredited Investment Fiduciary® (AIF®). He is currently a registered representative and investment adviser representative of Commonwealth Financial Network, member FINRA/SIPC, a registered investment adviser. Jerry serves in a volunteer capacity with Ask a Mentor, A Child’s Hope, Safe Families, YoungLife, and Flourish. Jerry and his wife, Jill, have two children, Sarah and Joshua, a daughter-in-law, Lauren, and grandson, Landon. In addition to spending time with his family, Jerry enjoys golf, reading, travel, and the great outdoors. Jerry Perfect is proud to have been recognized as a Winners Circle advisor for 2013—a distinction based on annual production attained by 26% percent of advisors affiliated with Commonwealth Financial Network during that time. Jerry has been selected as a Five Star Wealth Manager every year since 2007 in the greater Kansas City area. He was nominated for this award by clients of the firm. 2007-2025 Five Star Wealth Manager Award, created by Five Star Professional. The 2025 award was presented in January 2025 based on data gathered between May 2024 and February 2025. 1670 advisors were considered, 128 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com . Meet The Team Team Directory > Partner Jerry Perfect CFS®, AIF® jerry@infinitaskc.com (913) 563-7300 Client Relationship Manager Sara Deterding sara@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Jerry PHONE EMAIL

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

(913) 563-7300 tammy@infinitaskc.com Visit Tammy's LinkedIn Tammy Tetzlaff AIF®, QPA, QKA PARTNER, RETIREMENT PLAN SOLUTIONS Tammy Tetzlaff enjoys helping provide business owners and human resource administrators with confidence and a clear understanding of complex retirement plan offerings. She has over 30 years of experience counseling company leaders on employer-sponsored plans. Tammy’s experience spans plan creation, administration, management, and employee education. She has decades of experience advising management teams and helps bring clients confidence with her knowledge of compliance and ERISA, the regulations governing corporate plans. Tammy is active in industry organizations such as the National Association of Plan Advisors, the National Tax Sheltered Accounts Association, and the American Society of Pension Professionals & Actuaries. Her technical and administrative experience is reflected in her industry accreditations: Accredited Investment Fiduciary®, Qualified Pension Administrator and Qualified 401(k) Administrator. Tammy earned a master’s degree in business administration with an emphasis in management from Rockhurst University. She graduated from Kansas State University with a bachelor’s degree in business administration, with an emphasis in human resources and a secondary major in labor and industry relations. Tammy and her husband enjoy traveling and new adventures. The couple hopes to have one fun adventure in all 50 states before they retire. 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 NAPA Top Women of Excellence - Rising Stars, created by NAPA. Presented in Oct 2025 for the previous year. Not indicative of advisor’s future performance. Your experience may vary. For most recent award information, click here . Meet The Team Team Directory > Partner, Retirement Plan Solutions Tammy Tetzlaff AIF®, QPA, QKA tammy@infinitaskc.com (913) 563-7300 Client Services Associate, Retirement Plan Solutions Amber Cousins Amber@infinitaskc.com (913) 563-7300 Sr. Client Services Associate, Retirement Plan Solutions Deah Rubin CPFA deah@infinitaskc.com (913) 563-7300 Client Services Manager, Retirement Plan Solutions Stephanie Snyder stephanie@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Tammy PHONE EMAIL

Infinitas Team Directory Filter by Role Filter by Team Director of Portfolio Management Chad Adams CAIA®, CFA® chad@infinitaskc.com (913) 563-7300 Office Coordinator Anna Banman anna@infinitaskc.com (913) 563-7300 Client Services Manager Candice Basile candice@infinitaskc.com (913) 563-7300 Financial Advisor Chad Berg chad.berg@infinitaskc.com (913) 563-7300 Senior Partner Wade Carpenter CFP®, AIF®, ChFC® wade@infinitaskc.com (913) 563-7300 Client Services Associate, Retirement Plan Solutions Amber Cousins Amber@infinitaskc.com (913) 563-7300 Partner Brook Deaver CFP®, MBA brook@infinitaskc.com (913) 563-7300 Financial Assistant Jonathan Deaver jonathan@infinitaskc.com (913) 563-7300 Client Relationship Manager Sara Deterding sara@infinitaskc.com (913) 563-7300 Financial Advisor Zack DiSette AIF®, CPWA® zack@infinitaskc.com (913) 563-7300 Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com (913) 563-7300 Client Services Associate Jamie Disterhaupt jamie@infinitaskc.com (913) 563-7300 Participant Education/Marketing Coordinator Janie Foster janie@infinitaskc.com (913) 563-7300 Financial Advisor Brian Francis CFP®, MBA, QPFC® brianf@infinitaskc.com (913) 563-7300 Financial Advisor Susan Geiersbach CFP® susan@infinitaskc.com (913) 563-7300 Client Relations Manager Ashley Goeken ashley.goeken@infinitaskc.com (913) 563-7300 Marketing Manager Lauren Gottschalk lauren@infinitaskc.com (913) 563-7300 Financial Planning Assistant Neal Gudiseva CFP® neal@infinitaskc.com (913) 563-7300 Financial Advisor Jim Heeney AAMS® jim.heeney@infinitaskc.com (913) 563-7300 Financial Planning Assistant Drew Heffernon CFP® drew@infinitaskc.com (913) 563-7327 Financial Advisor Scott Herz scott@infinitaskc.com (913) 563-7300 Client Services Manager Catherine Hoefer catherine@infinitaskc.com (913) 563-7300 Financial Advisor Adam Hutsell CFP® adam@infinitaskc.com (913) 563-7300 Senior Partner Randy Johnson AIF®, CFP® randy@infinitaskc.com (913) 563-7300 Legal Support Executive Assistant Meredith Kinney meredith@infinitaskc.com (913) 563-7300 Client Services Associate Kim Knight kim@infinitaskc.com (913) 563-7300 Chief Operating Officer Christine Leyva AAMS® christine@infinitaskc.com (913) 563-7300 Financial Assistant Ryan Long ryan@infinitaskc.com (913) 563-7300 Administrative Assistant Melissa Maciejewski melissa@infinitaskc.com (913) 738-7365 Financial Assistant Brennan Masterson brennan@infinitaskc.com (913) 563-7300 Financial Advisor Melissa Myers melissa.myers@infinitaskc.com (913) 563-7300 CIO, Financial Advisor Michael Orndorff CFA® michael@infinitaskc.com (913) 563-7300 Partner David Pacer CFP®, CRPS®, CPFA david@infinitaskc.com (913) 563-7300 Partner Jerry Perfect CFS®, AIF® jerry@infinitaskc.com (913) 563-7300 Financial Advisor Michelle Poston CFP®, CEPA® michelle@infinitaskc.com (913) 563-7300 Executive Assistant Pati Priest pati@infinitaskc.com (913) 563-7300 Director of Wellness Aubree Priest (913) 563-7300 Sr. Client Services Associate, Retirement Plan Solutions Deah Rubin CPFA deah@infinitaskc.com (913) 563-7300 Financial Assistant Joshua Schmalz joshua@infinitaskc.com (913) 563-7300 Client Services Manager, Retirement Plan Solutions Stephanie Snyder stephanie@infinitaskc.com (913) 563-7300 Partner Jim Stanziola JD, ChFC®, AIF® jim@infinitaskc.com (913) 563-7300 Chief Operating Officer Vanessa Taylor CPFA vanessa@infinitaskc.com (913) 563-7300 Partner, Retirement Plan Solutions Tammy Tetzlaff AIF®, QPA, QKA tammy@infinitaskc.com (913) 563-7300 Client Services Associate Claire Vallejo claire@infinitaskc.com (913) 563-7300 Client Services Associate Morgan Vannoy PhD morgan@infinitaskc.com (913) 563-7300 Financial Assistant Cassidy Willis cassidy@infinitaskc.com (913) 563-7300 Financial Advisor Blake Workman CPFA blake@infinitaskc.com (913) 563-7300

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

RESOURCES Logic Resources Financial Calculators Educational InfiniTALKS & Webinars CONTACT SCHEDULE It's time to pursue the financial well-being you deserve. SCHEDULE A CONSULTATION Use the link below to complete a short assessment that will match you with personalized guidance, tools, and resources based on your current situation. Take Financial Wellness Assessment Learn more about Tomorrow Funded 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 retirementplans@infinitaskc.com SERVICES PROVIDED TO YOU: Savings rate calculations Company match calculations Retirement planning Tax reduction strategies Investment advice and portfolio design Social security strategies Beneficiary consulting Website login support Rollovers and Roll-in assistance Debt reduction strategies 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 06:52 Logic Year End Recap Play Video Play Video 53:37 InfiniTALKS: Financial Planning in Your 60s and 70s Play Video Play Video 52:35 InfiniTALKS: Financial Planning in Your 40s and 50s Play Video Play Video 01:05:36 InfiniTALKS: Financial Planning in Your 20s and 30s Play Video Play Video 09:28 6 Golden Investing Rules to Build Long-Term Wealth 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 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®, CPWA® zack@infinitaskc.com (913) 563-7300 SCHEDULE Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 SCHEDULE Financial Assistant 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

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

RESOURCES Social Work Resources Financial Calculators Educational InfiniTALKS & Webinars CONTACT SCHEDULE It's time to pursue the financial well-being you deserve. SCHEDULE A CONSULTATION Use the link below to complete a short assessment that will match you with personalized guidance, tools, and resources based on your current situation. Take Financial Wellness Assessment Learn more about Tomorrow Funded 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 *Infinitas does not provide legal advice for Wills, Trusts or Power of Attorneys, but may work with your legal professional to assist with financial planning. 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 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 Play Video Play Video 01:53 Building Financial Strength in Your 20s and 30s Play Video Play Video 01:07:29 InfiniTALKS: Navigating Medicare 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 Assistant Brennan Masterson brennan@infinitaskc.com (913) 563-7300 SCHEDULE Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 SCHEDULE Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com (913) 563-7300 SCHEDULE Financial Advisor Zack DiSette AIF®, CPWA® zack@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

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