RESOURCES Hormann 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 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. RESOURCES Play Video Play Video 07:23 Three 401k Basics to Master Play Video Play Video 10:31 2026 Market Update Play Video Play Video 17:34 Financial Foundations Play Video Play Video 16:18 Hormann - Burgettstown, PA Money Matters Play Video Play Video 06:02 Pretax vs Roth: What's the Difference? Play Video Play Video 04:29 Good News Video - Hormann 401k Plan Play Video Play Video 10:12 Hormann New Hire Video Play Video Play Video 03:06 Setting Yourself Up for Success Burgettstown, PA Play Video Play Video 07:23 Three 401k Basics to Master Play Video Play Video 10:31 2026 Market Update Play Video Play Video 17:34 Financial Foundations Play Video Play Video 12:47 Hormann - Puyallup, WA Money Matters Play Video Play Video 06:02 Pretax vs Roth: What's the Difference? Play Video Play Video 04:29 Good News Video - Hormann 401k Plan Play Video Play Video 10:12 Hormann New Hire Video Play Video Play Video 03:06 Setting Yourself Up for Success Puyallup, WA Play Video Play Video 07:23 Three 401k Basics to Master Play Video Play Video 10:31 2026 Market Update Play Video Play Video 17:34 Financial Foundations Play Video Play Video 09:46 Hormann - Sparta, TN Money Matters Play Video Play Video 06:02 Pretax vs Roth: What's the Difference? Play Video Play Video 04:29 Good News Video - Hormann 401k Plan Play Video Play Video 10:12 Hormann New Hire Video Play Video Play Video 03:06 Setting Yourself Up for Success Sparta, TN Play Video Play Video 07:23 Three 401k Basics to Master Play Video Play Video 10:31 2026 Market Update Play Video Play Video 17:34 Financial Foundations Play Video Play Video 12:46 Hormann - Montgomery, IL Money Matters Play Video Play Video 06:02 Pretax vs Roth: What's the Difference? Play Video Play Video 04:29 Good News Video - Hormann 401k Plan Play Video Play Video 10:12 Hormann New Hire Video Play Video Play Video 03:06 Setting Yourself Up for Success Montgomery, IL 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 Puyallup, WA Financial Advisor Sam DiSette AIF® sam@infinitaskc.com SCHEDULE Sparta, TN Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com SCHEDULE Financial Advisor Zack DiSette AIF®, CPWA® zack@infinitaskc.com SCHEDULE Montgomery, IL Financial Advisor Sam DiSette AIF® sam@infinitaskc.com SCHEDULE Burgettstown, PA Participant Services Specialist Tom Cross tcross@alignretire.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

2020 - 2026 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2026 based on data gathered from June 2024 to June 2025. Not indicative of advisor’s future performance. Your experience may vary. 2026 Best Places to Work, created by Kansas City Business Journal. This award is based on employee survey responses evaluating various workplace satisfaction factors. The award is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Advisors pay a nomination fee and for use of marketing materials. 2026 Kansas City Business Journal Top Fee-based Investment Advisors, presented August 2026. 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. For more information, click here . 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. 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. For more information, please click here .

(913) 563-7300 michelle@infinitaskc.com Visit Michelle's LinkedIn Michelle Poston FINANCIAL ADVISOR CFP®, CEPA® Michelle has been in the financial industry since 2005 and with Infinitas since 2009. She is passionate about working with her clients to create an awareness of what is financially possible. Through the planning process she works alongside her clients to identify and prioritize their personal goals and desires so they can build wealth with purpose. Michelle graduated from UMKC with a Bachelors in Finance and a minor in Economics. In 2016, she became one of only 23% of women who are CFP® professionals. In March of 2026, she continued to build on that foundation by earning her Certified Exit Planning Advisor (CEPA) designation. A Certified Exit Planning Advisor (CEPA) is a professional designation for advisors who help business owners align personal financial goals with long-term business strategies to support successful succession planning. CEPAs serve as strategic coordinators, working with a business owner’s team of tax, legal, and financial professionals to ensure these elements are aligned, supporting clear communication and a well-coordinated exit. It's time to discover the future you envision. LET'S GET STARTED Let's work together to discover the future you truly desire by identifying and prioritizing your personal goals and desires. As a trusted confidant, I walk side-by-side with you through life’s transitions to help relieve financial stress and build confidence. Ultimately, you should feel confident in the financial decisions you are making today so that you can enjoy your successes tomorrow STEVE AND JAN From the very first time we met Michelle we immediately saw her warmth and genuine desire to help us wisely and productively navigate our retirement future. She is incredibly bright and has great knowledge in the investment world. She is easy to talk to, an excellent listener, and wise beyond her years! She is always available for us, to ease any sudden concerns that pop up on life's journey! We are so grateful and confident about our future! That is a direct result of her wise guidance! The statement was provided 10/31/2023 by Stephen and J anis Leone who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. Together, let's explore what we can achieve. EXPLORE POSSIBILITIES. Dream big. Think about what you want in life now and later down the road. Set aside obstacles and identify your true desires. PRIORITIZE YOUR GOALS. Use your value system to decide which goals are most important to you and which deserve the most immediate attention. IDENTIFY NEXT STEPS. Take the fear out of your financial future by identifying practical next steps to help you along your journey of attaining joy in life. SCHEDULE A CONSULTATION Managing your finances can feel overwhelming, but it doesn't have to be. Working with the right financial advisor can relieve stress and build confidence in your financial decision-making. My role is to walk alongside you, listen with no judgement, and explain things clearly to you. My simple process is truly focused on helping you align your financial decisions with your values. More About Michelle Michelle has been in the financial industry since 2005 and with Infinitas since 2009. She graduated from UMKC with a Bachelors in Finance and a minor in Economics. Shortly after graduating, she married her high school sweetheart. They were blessed with their first baby boy, Aiden, in 2008, her second son, Mason, in 2011, and in 2017 she had her third son, Sylas. They also have two adopted dogs! Like most parents in the thick of it she spends her evenings and weekends at her kids' various extracurricular activities. As a busy mom focused on a fulfilling life, she enjoys being able to positively impact the lives of her clients, family, and friends. CONTACT MICHELLE Mom, Wife, and CFP® As a mom and wife, Michelle completed the training and studying for the CFP® board exam over 2 years while continuing to work full time and focus on her family. In November 2016, Michelle passed the CFP® board exam to become one of the only 23% of CFP® professionals who are women. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest. With years of experience as a financial professional and a working mom, Michelle knows that women face unique financial challenges and she strives to help her clients feel confident in the future they envision! LET'S GET STARTED Explore Your Financial Future With Michelle PHONE EMAIL

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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!

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.

We're here to support your journey. From comprehensive retirement planning services to succession planning, you want a professional by your side. SCHEDULE A CONSULTATION If you’re a business owner and shareholder, your business is likely your most significant asset. With proper planning and risk management, you should be able to tap the value of your business to support your retirement or transfer your business’s value to your family in the event of your death. We're also here to help you support your employees on their retirement planning journey so you can focus on growing your business. CONTACT US Retirement Plan Solutions Our team offers comprehensive retirement plan consulting services. We start by understanding your goals as a business owner and employer, and then help you select, implement and manage the right plan for your business. But we don’t stop there. We also educate your employees so they feel confident about their investment decisions. LEARN MORE Overall Business Planning A sophisticated plan for your business will be well-coordinated with your overall plans for taxation, investments, insurance, estate, and retirement. We take a close look at: Operational Issues Risk Management Succession Planning Executive Compensation Benefit Packages Key Employee Insurance Valuation CONTACT US Tax Planning Our goal is to analyze your income and decrease the overall amount of money you pay in taxes for your business. Succession Planning We focus on the successful transfer of your business while navigating the complexities of family relationships. Risk Management We identify your potential sources of risk before they occur and customize strategies to minimize them. Investment Management Together, we look at your entire financial picture to help ensure your company's assets are well-utilized. Let's embark on the journey together. START THE CONVERSATION

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 for your submission! You will be notified via email if selected as a grant recipent.

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.

Financial Resources VIDEOS BLOG CALCULATORS KEY NUMBERS VIDEOS Play Video Play Video 38:15 InfiniTALKS | 2026 Mid-Year Outlook 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 Load More VISIT YOUTUBE CHANNEL BLOG View All > 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 529 Plans Explained: What You Need to Know Before You Start Saving Social Security & Retirement: What You Need to Know Before Claiming 1 2 3 4 5 READ MORE

(913) 563-7300 susan@infinitaskc.com Visit Susan's LinkedIn Susan Geiersbach FINANCIAL ADVISOR CFP® I am a financial advisor with a passion for helping clients achieve financial clarity and long-term security. As a CERTIFIED FINANCIAL PLANNER® professional with FINRA registrations (Series 7, 66), I combine extensive knowledge of the markets with experience and dedication to guide clients through critical financial milestones, such as planning for retirement, accumulating wealth in your working years, and building lasting wealth. Since joining the Infinitas team in 2018, I’ve focused on providing personalized financial planning services to professionals and families—empowering them to make confident, informed decisions about their financial futures. I take pride in developing tailored strategies that align with each client’s unique goals and needs. My approach is centered around building long-term relationships as I work closely with clients to ensure their financial plans evolve with their lives and provide confidence through every stage of their financial journey. I am passionate about growing my practice while making a positive difference in the lives of the families and professionals I serve. My dedication to my clients and my own family, drives me to deliver the highest level of service and thoughtful guidance that makes a meaningful impact. Your financial future starts with our process. Susan's approach to advising is rooted in understanding each client's unique situation. While some advisors may take a one-size-fits-all approach, Susan provides tailored advice that encompasses tax considerations, estate planning, and the specific needs of her clients' families. This comprehensive strategy ensures that every financial decision aligns with broader life goals, keeping her client's financial well-being first in mind. INTRODUCTION & DISCOVERY MEETING FINANCIAL PLAN & RECOMMENDATIONS PLAN IMPLEMENTATION 45 DAY REVIEW MEETING ONGOING PROGRESS REVIEW MEETINGS SCHEDULE A CONSULTATION More About Susan Outside of work, Susan's life revolves around her family, including her husband, Jake, and their two young children, Emma and Ben. They enjoy spending time together cooking and walking with their dog, Kacey. When she's not at the office, you'll likely find Susan cheering on her favorite teams, or pursuing her hobbies, including recreational sports, traveling, and exploring new foods. CONTACT SUSAN The Joys and Financial Challenges of Parenthood Raising a child is a joyful, but expensive, experience. Read our latest blog post for tips on how to navigate parenthood financially. Designating A Beneficiary: What You Need To Know Designating a beneficiary on retirement accounts is one of the most important retirement planning tasks. Tax Considerations After A Family Member's Death It is important to understand what kinds kinds of taxes may be due shortly after a family member’s death. 1 2 3 Explore Your Financial Future With Susan PHONE EMAIL

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 Sept 22 InfiniTALKS | Understanding the A, B, C & D's of Medicare Sept 22 | 12 PM | Virtual Navigating Medicare can feel overwhelming, especially with the many options, enrollment deadlines, and coverage decisions involved. Whether you're approaching Medicare eligibility yourself or helping a spouse, parent, or family member prepare for the transition, this educational webinar is designed to help you better understand the basics of Medicare and the choices available to you. REGISTER NOW Oct 7 InfiniTALKS | The Anatomy of a Recession Oct 7 | 12 PM | Virtual Economic uncertainty is a natural part of the market cycle, but understanding the broader picture can help put today's headlines into context. Join guest speaker Brock Wilkins, Client Portfolio Manager at ClearBridge, for an informative discussion exploring the U.S. economy through the lens of the Anatomy of a Recession framework. Brock will examine key economic indicators, discuss the business cycle, and provide perspective on the factors influencing today's market environment. Whether you're looking to better understand current conditions or simply stay informed, this session will offer timely, educational insights. REGISTER NOW Dec 19 Holiday Movie Event Dec 19 | 9:30 AM | AMC Prairiefire Our annual Holiday Movie Event returns this December, bringing together clients, family, and friends for a memorable morning. Stay tuned for the announcement of this year's featured film and registration information. SAVE THE DATE