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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

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 Mar 31 InfiniTALKS: Planning Your Next Getaway March 31 | 12 PM | Virtual If travel is on your mind, this InfiniTALKS is for you. Join us for a conversation with luxury travel designer, Barb Wright, where we’ll explore destinations gaining momentum for 2026 and what’s shaping travel more broadly right now. The discussion will include thoughtful considerations to keep in mind as you plan upcoming trips, with insight drawn from Barb’s experience working with individuals and families on a wide range of travel styles and destinations. Whether you’re in the early stages of planning or already have travel on the calendar, this session is designed to provide perspective, spark ideas, and help make the planning process feel more informed and approachable. REGISTER NOW April 14 InfiniTALKS: Charitable Giving Strategies April 14 | 12 PM | Virtual April is National Volunteer Month, making it a meaningful time to explore how charitable giving can play a thoughtful role in your overall financial plan. In this month’s InfiniTALKS, we will discuss how philanthropy can be incorporated into financial decision-making in ways that align with personal values and long-term goals. The session will highlight common charitable giving strategies, including Qualified Charitable Distributions (QCDs) and Donor-Advised Funds (DAFs), along with relevant tax considerations and recent tax law changes that may influence giving decisions. We will also share ways clients can engage with Infinitas Cares and support community initiatives through intentional giving. REGISTER NOW May 2 Shred & Electronic Recycling Event May 2 | Infinitas Parking Lot Join us for a convenient drive-through Shred and E-Recycling Event. Register for a time slot to safely dispose of sensitive documents and outdated electronics. Shredding is completed on-site for added peace of mind. REGISTER NOW

(913) 563-7300 brianf@infinitaskc.com Visit Brian's LinkedIn Brian Francis CFP®, QPFC, MBA FINANCIAL ADVISOR Brian brings an entrepreneurial spirit and multi-disciplinary background comprised of financial planning, residential real estate, and hospitality, to Infinitas. Brian received his Bachelor of Arts degree from the University of Missouri, specializing in business, psychology, and computer science. In 2013, Brian earned a Master of Business Administration from Northwest Missouri State University. Brian is also a CERTIFIED FINANCIAL PLANNER™ professional and a Qualified Plan Financial Consultant. Brian was born into a family of carpenters and engineers. Brian attributes much of his success as a financial advisor to the mentality that one develops as a carpenter: “Measure twice, cut once.” Brian insists on reviewing every last detail, “measuring twice,” before implementing a financial plan. As such, investing in real estate was a natural fit for Brian and has become a favorite hobby. He is well-versed in strategies that allow investors to defer potential capital gains and depreciation recapture taxes associated with their real estate investments, providing clients with another tool beyond traditional investments. Brian and his wife, Monica, enjoy living in Olathe, KS, where they are currently renovating a home. They also love to spend quality time with their two boys, Benicio and Micah, at Olathe’s many public parks. They share a passion for travel and have been fortunate enough to visit fascinating places such as Europe, Vietnam, and South Africa. Brian is also enthusiastic about astronomy and physics. He aspires to pursue a Ph.D. in yet another interest, economics, at some point in the future. CFP® Board Code of Ethics and Standards of Conduct SCHEDULE A CONSULTATION Explore Your Financial Future With Brian PHONE EMAIL

(913) 563-7300 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

RESOURCES TM Holdings Resources Financial Calculators Educational InfiniTALKS & Webinars CONTACT SCHEDULE 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 23:26 HSA/Roth Webinar Play Video Play Video 24:39 Good News Webinar- Michigan Play Video Play Video 01:07:29 InfiniTALKS: Navigating Medicare Play Video Play Video 15:03 Roth Conversions & Advanced Estate Planning 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 21:33 TM Holdings Custom Budgeting Webinar 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®, CPWA® zack@infinitaskc.com SCHEDULE Wichita/El Dorado Financial Advisor Jim Heeney Financial Advisor jim.heeney@pegasusks.com SCHEDULE MINNESOTA Rochester Financial Advisor Jack Evans CFA® jack.evans@pegasuskc.com SCHEDULE Senior Partner Ray Evans CFP®, AIF® ray.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 Financial Advisor Jack Evans CFA® jack.evans@pegasuskc.com SCHEDULE Senior Partner Ray Evans CFP®, AIF® ray.evans@pegasuskc.com SCHEDULE TEXAS Plano Financial Advisor Sam DiSette AIF® sam@infinitaskc.com SCHEDULE Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com SCHEDULE Financial Advisor Zack DiSette AIF®, CPWA® zack@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

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

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 $350,000 GIVEN SINCE 2020 Over 30 ORGANIZATIONS IMPACTED OUR IMPACT Upcoming Events VIEW ALL EVENTS InfiniTALKS: Planning Your Next Getaway March 31 | 12 PM | Virtual REGISTER NOW InfiniTALKS: Charitable Giving Strategies April 14 | 12 PM | Virtual REGISTER NOW Shred & Electronic Recycling Event May 2 | 9 AM | Infinitas Parking Lot REGISTER NOW It's time to explore endless possibilities. LEARN MORE CONTACT US

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

(913) 563-7300 adam@infinitaskc.com Visit Adam's LinkedIn Adam Hutsell CFP ® FINANCIAL ADVISOR Adam brings extensive knowledge and passion to his role as a financial advisor, with experience in the financial industry since 2009 and a proud member of Infinitas since 2022. Adam graduated from the University of Oregon in 2005 and holds the CFP® professional certification and the FINRA Series 6, 7, 63, and 65 licenses. His finance journey was driven by a fascination with the markets and a deep desire to make a meaningful impact on his clients' lives. Adam has experience in guiding clients through their financial journeys, especially those in the asset accumulation phase or approaching retirement, offering comprehensive and personalized financial planning. Your financial future starts with our process. Adam's approach to advising is rooted in understanding each client's unique situation. While some advisors may take a one-size-fits-all approach, Adam provides tailored advice that encompasses tax considerations, estate planning, and the specific needs of his clients' families. This comprehensive strategy ensures that every financial decision aligns with broader life goals, keeping his 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 Adam Outside work, Adam is a devoted family man, married since 2010 to his wife Rachel and raising two young children, Riley and Cash. He enjoys hiking with his kids, playing golf, and watching movies. When not advising clients, Adam can often be found relaxing in his backyard around the fire pit, grilling, and playing with his dog, Cooper. Adam's ultimate ambition is to continue growing his book of business while positively impacting his clients' lives. His dedication to his family and clients drives him to provide the highest level of service and support, ensuring that every financial plan he crafts is as unique and valuable as the individuals and families he serves. CONTACT ADAM 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 Adam PHONE EMAIL

(913) 563-7300 scott@infinitaskc.com Visit Scott's LinkedIn Scott Herz FINANCIAL ADVISOR Scott Herz has spent his entire career in the financial services industry, having started in the business before graduating college. For almost 40 years, he’s advised companies and individuals on their employer-sponsored retirement plans. His holistic view makes him a trusted advisor to businesses identifying and selecting retirement plans. Scott’s deep-seated knowledge provides valuable insight to employees who need help understanding their plan options and managing their asset allocations. Scott also provides investors with strategies for growing and preserving their wealth. He advises them on their current investments and identifies other financial vehicles to help maximize and protect their assets. Before joining Infinitas, Scott was a wholesaler of 401(k) platforms. He gained first-hand knowledge of different 401(k) plans and observed the best practices of top financial advisors from across the country. Scott previously led a client education team for JP Morgan that advised plan participants. His group counseled FORTUNE 500 companies on 401(k) plan services and educated thousands of employees nationwide on their plan options and asset allocations. Earlier in his career, Scott was part of American Century’s internal training team. He started with the company before his senior year in college. Scott attended William Jewell College on a soccer scholarship and earned a bachelor’s degree in mathematics with an emphasis in computer science. Scott has four kids and remains an avid soccer player who competes in regular indoor and outdoor leagues. 2017-2025 NAPA Top DC Advisor Teams, created by NAPA. Presented in March 2025 based on self-reported assets as of December 31, 2024. All NAPA members with over $100 million in defined contribution assets under advisement made the list. Over 430 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information. 2026 Forbes Best In State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2026 based on data from March 2024 to March 2025. Not indicative of advisor’s future performance. Your experience may vary. 2025 Kansas City Business Journal Top Fee-based Investment Advisors, presented September 2025. An unknown number of Advisors were invited to submit their assets under management or assets under advisement figures for consideration. These numbers were not independently verified. The top 45 are listed. Advisors may pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Explore Your Financial Future With Scott PHONE EMAIL

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.