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RESOURCES First Option Bank 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 experience and knowledge. Alongside our Financial Advisors, our Qualified Plan Support Team provide ongoing day-to-day support. Each of our support team members specialize on a specific aspect of your plan. SCHEDULE A CONSULTATION SERVICES PROVIDED TO YOU: Savings rate calculations Company match calculations Retirement planning Tax reduction strategies Investment advice and portfolio design Social security strategies Beneficiary consulting Website login support Rollovers and Roll-in assistance Debt reduction strategies SCHEDULE A CONSULTATION ADDITIONAL SERVICES AVAILABLE UPON REQUEST: Review of outside investments Education savings planning Life insurance and annuity audit Estate planning advice – Wills, Trusts, Power of Attorney Medicare planning Long-term care/Healthcare strategies Debt refinancing strategies Your Infinitas Retirement Plan Solutions Advisors Schedule a Meeting With Your Infinitas Retirement Plan Solutions Advisors RESOURCES Play Video Play Video 18:59 Good News Webinar 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 Paraplanner 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 Contact Us (913) 563-7300 retirementplans@infinitaskc.com www.infinitaskc.com CONNECT WITH US 10801 MASTIN ST #370 OVERLAND PARK, KS 66210 (913) 563-7300 INFO@INFINITASKC.COM INFORMATION ABOUT INFINITAS EVENT S RESOURC ES CLIEN T L OGIN CO NTACT SPECIALTIES FOR INDIVIDUALS FOR BUSINESSES RETIREMENT PLAN SOLUTIONS FORM CRS Infinitas, MVP Law, and Commonwealth Financial Network® are separate and unrelated entities. The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC , a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. Read our cookie policy here. Privacy Notice | Online Privacy Policy | © 2023 Infinitas

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

We are blessed to be a blessing. Founded in 2020, Infinitas Cares provides for contributions of time, talent, and financial support to a wide range of philanthropic efforts in our community. GIVE BACK WITH US Infinitas Cares was formed in 2020 as a formalized way for Infinitas advisors and team members to give back together, because we believe we are better together than we are apart. In the years since, we have given over $315,000 and partnered with countless organizations through grants and volunteer efforts. While our focus remains supporting causes in our community here in Kansas City, our reach has extended across the world. Infinitas Cares gave a grant to a local animal rescue, Melissa's Second Chance Infinitas team members volunteered at Habitat for Humanity ReStore in Lenexa. St. Michael’s Veterans Center received our Q2 2025 grant to support housing and services for KC veterans. LEARN Science & Math Club, home of the Geeks for Kids program that builds custom ride-on cars for kids with mobility challenges, was our Q1 2025 grant recipient. At our annual Shred & Recycling Event, we collected food for Harvesters, KC’s largest food bank. In 2025, our team volunteered with Giving the Basics, KC’s hygiene hub providing essentials to families. Mission 212 Foundation, supporting young fathers with cancer and their families, received a 2024 grant. Infinitas team members spent a morning volunteering at Amethyst Place in 2024. Infinitas spent the morning volunteering at Flourish Furniture Bank. In 2023, we raised $27,000 for Traveling Turkeys, providing Thanksgiving meal baskets for local families. Mission 212 Foundation received a grant from Infinitas in 2023. Our Tee It Up for Charity golf tournament raised $14,000 for Warriors' Best Friend. Traveling Turkeys received over $20,000 from Infinitas in 2022 to provide holiday meals for families in need. Infinitas gave a grant to Horses and Heroes. Infinitas gave a grant to Warriors' Best Friend. Infinitas donated to Hurricane Ian relief efforts, supporting impacted families and communities. Infinitas gave their first quarterly grant to Mission 212 in 2022. Following the 2023 Turkey and Syria earthquake, Infinitas contributed $1,000 to Doctors Without Borders for global relief. Team members volunteered at JA BizTown, helping students experience a hands-on introduction to business and economics. Kansas Children’s Service League, dedicated to child and family well-being across Kansas, received an Infinitas Cares grant. ReHope, serving women and children who have experienced domestic violence, was awarded an Infinitas Cares grant. Synergy Services, which provides shelter, counseling, and advocacy for youth and families in crisis, received an Infinitas Cares grant. Join us in giving back. Tax deductible donations made to our Infinitas Cares fund aid in our mission of giving back to our community. Thank you for partnering with us! GIVE BACK WITH US

ONLINE PRIVACY POLICY 1. INTRODUCTION Infinitas distributes a variety of financial products and services to you. We have always valued the trust our customers have placed in us and are committed to the responsible management, use, and protection of our customers’ personal data. We are proud of our privacy and confidentiality practices, and we want you to know how we protect your data. This Online Privacy Policy identifies the ways Infinitas and its affiliates collect, store, use, disclose, and protect your personal data. Personal data, also known as personal information, personally identifiable information (PII), or sensitive personal information (SPI), is any information that can identify a person. You agree to the practices regarding your personal data outlined in this policy when you use Infinitas’ online services (www.infinitaskc.com , Investor360°). 2. DATA WE COLLECT ABOUT YOU We may collect data when you use or enroll in Infinitas’ online services, including some types of personal data. Examples of personal data include your name, address, email address, telephone number, social security number, and internet protocol (IP) address and/or domain, as well as other data you may provide us related to a financial product or service; these include, but are not limited to, investment preferences, demographic information, or financial information. We may also receive your contact information from a third-party website regarding requests about financial products and services on that website. For Infinitas clients, we will ask you for contact information to provide you with secure online account access. We may collect and maintain information about your account, online account activity, online services, products requested, and usage of our website and applications. 3. USE/SHARING OF YOUR PERSONAL DATA We will use your personal data to provide information, products, or services you request in Infinitas’ online services; to verify your identity when accessing these services; to compare information for accuracy and verify our records; or to detect and prevent fraud or other criminal activities. We may share some of your personal data with other entities that perform services for Infinitas and are authorized to use your personal data to support our business operations. We may also share some of your personal data as permitted or required by law or as authorized by you. 4. STORAGE/PROTECTION OF YOUR PERSONAL DATA To protect the privacy and security of personal data, we have designed and maintain administrative, technical, physical, and operational safeguards. Given the open nature of the internet, however, your personal data may be transmitted without security measures over networks connecting you to Infinitas’ systems and may be accessed and used by parties other than those for whom the data is intended. To safeguard against unauthorized access, Infinitas employs secure network architectures, such as encryption techniques, firewall barriers, authentication protocols, and intrusion detection. 5. COOKIES A cookie is a text file that is stored by a web browser on a user’s machine. Websites use cookies for authentication, storing website/information preferences, and other browsing information that can help the web browser while accessing web servers. Infinitas uses cookies and similar technologies to track usage of the website and to address security issues. We may also use cookies to store your preferences relating to the use of our website. If you do not want to allow our website to place a cookie on your computer, you can change your browser’s settings to deny cookies; however, this may affect your experience with certain features of our website. Our websites do not respond differently when accessed by a browser that uses a do-not-track signal or similar mechanism. 6. SOCIAL MEDIA We provide additional information about Infinitas’ products and services on our social media sites such as Facebook, LinkedIn, and Twitter. Information shared on these social media sites is accessible to all participants; therefore, you should never post any personal data. 7. PERSONAL DATA ON CHILDREN We respect the privacy of children; therefore, we do not invite children to visit Infinitas’ online services nor do we intentionally collect or use personal data from children under the age of 13. For more information on the Children’s Online Privacy Protection Act (COPPA), please visit the Federal Trade Commission website at www.ftc.gov . 8. UPDATING/CORRECTING YOUR PERSONAL DATA If your personal data or account information is incomplete, inaccurate, or outdated, please contact your financial advisor or Infinitas at 913.563.7300. 9. QUESTIONS ABOUT YOUR PRIVACY Please email us at info@infinitaskc.com if you have any questions or concerns regarding this policy. 10. UPDATES TO THIS ONLINE PRIVACY POLICY This policy is subject to change and should be reviewed periodically. Changes to this policy will go into effect when the revised policy is posted to our websites. You accept the revised policy when you choose to use Infinitas’ online services following these changes.

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

(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 the Wade Carpenter/Brook Deaver team at Infinitas since 2022. Adam graduated from the University of Oregon in 2009 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 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

ABOUT SERVICES OUR TEAM CONTACT Empowering your employees to retire ready LEARN MORE Imagine that every employee in your company felt confident in their ability to retire comfortably. At Infinitas, we go beyond selecting, implementing, and managing the right plan for your business. We focus on your company's most important assets - your employees - and educate them so they feel confident about their investment decisions. ONE-ON-ONE MEETINGS We meet one-on-one with your plan participants and give investment advice specific to their unique financial circumstances. FULLY INDEPENDENT We have access to a variety of plans and our independent advice is objective and truly tailored to the needs of your business. SHARED RESPONSIBILITY As your partner, we share investment fiduciary responsibility with you and implement a disciplined process to manage fiduciary obligations. SERVICES HOW WE WORK WITH YOU Plan Development and Design Participant Services and Education Investment Selection and Monitoring Vendor and Fee Management Plan Operations and Regulatory Compliance Fiduciary Protection REQUEST SCORECARD HOW WE WORK WITH PARTICIPANTS Group Education Meetings One-on-One Advice Meetings Savings and Company Matching Calculations Investment Advice and Portfolio Design Beneficiary Consulting Rollover and Roll In Assistance Social Security Strategies CONTACT US Infinitas proudly helps people retire across the country, serving clients in 41 states. We offer a comprehensive solution for investments, participant education, recordkeeping, and plan administration that maximizes the value of your retirement plan, while allowing you to focus on what you do best: your business and taking care of your employees. Founded in 1990 with over $3.9 Billion in Assets Under Advisement (as of 06/30/2024) we serve over 24,000 plan participants. Our knowledge and independent advice means you can trust us to do what is right for you and your employees. MORE ABOUT INFINITAS 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. 2024 Kansas City Business Journal Top Fee-based Investment Advisors, presented September 2024. Advisers were ranked by local assets under management/advisement as of July 2024. An unknown number of Advisors were invited to submit their assets under management or assets under advisement figures for consideration. These numbers were not independently verified. The top 41 are listed. Advisors may pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information. 2020 - 2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. 2024 Forbes Top 250 Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 250 advisors were recognized. Not indicative of advisor's future performance. Your experience may vary. For more information, click here. Our Retirement Plan Solutions Team Tim DiSette ChFC®, AIF® Senior Partner David Pacer CFP®, CRPS®, CPFA Partner Zack DiSette AIF®, CPWA® Financial Advisor Sam DiSette AIF® Financial Advisor Brian Francis CFP®, MBA, QPFC® Financial Advisor Scott Herz Financial Advisor Melissa Myers Financial Advisor Tammy Tetzlaff AIF®, QPA, QKA Financial Advisor & COO, Retirement Plan Solutions Blake Workman CPFA Financial Advisor Amber Cousins Client Services Associate, Retirement Plan Solutions Brennan Masterson Paraplanner Deah Rubin CPFA Sr. Client Services Specialist, Retirement Plan Solutions Stephanie Snyder Director of Client Services, Retirement Plan Solutions Request a Scorecard Let us take a look at your current retirement plan and give you confidence that everything is functioning as it should. NAME EMAIL SUBJECT YOUR MESSAGE SEND Thanks! We'll be in touch soon. CONNECT WITH US 10801 MASTIN ST #370 OVERLAND PARK, KS 66210 (913) 563-7300 TAMMY@INFINITASKC.COM INFORMATION ABOUT INFINITAS EVENTS RESO URCES CLIENT LOGIN SPECIALTIES FOR INDIVIDUALS FOR BUSINESSES RETIREMENT PLAN SOLUTIONS FORM CRS This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Fixed insurance products and services offered through CES Insurance Agency or Infinitas. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. Read our cookie policy here. Privacy Notice | Online Privacy Policy | © 2023 Infinitas

All Posts Retirement Family Social Security Estate Planning Financial Habits Taxes Cyber Security Charitable Giving Education May 29 Checklist: Countdown to Retirement There’s a lot to consider as you prepare for retirement. These retirement checklists are designed to help keep you on track. May 29 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. Jan 12 Handling Market Volatility Even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Jan 12 What You Need To Know About Donor-Advised Funds A donor-advised fund offers an easy way for a donor to make significant charitable gifts over a long period of time. Jan 12 Avoiding Common Errors Surrounding RMDs In order to handle RMDs effectively, an understanding of the rules—and common RMD errors people make—can be beneficial. Jan 12 Stay On Track: 10 Tips For Midyear Financial Planning Use these 10 guidelines to ensure that your spending and investing are on track—and to avoid any surprises come December. Jan 12 Designating A Beneficiary: What You Need To Know Designating a beneficiary on retirement accounts is one of the most important retirement planning tasks. Jan 12 Debt Management In A Healthy Financial Plan Wise debt management is a key component of healthy and effective financial planning. Jan 12 Reviewing Your Tax Planning Strategies Minimizing your income taxes requires a regular review of your financial picture and the tax planning strategies available to you. Jan 12 Smart Tax Planning Strategies Now is the perfect time to evaluate some effective strategies that could help reduce your current and future taxes. Jan 12 How To Protect Yourself From Tax Identity Theft Tax Identity Theft is a growing problem, and we want to help you keep your information and identity safe. Jan 11 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. Jan 11 Financial Planning Considerations for Single Women Whether you are newly divorced, widowed, or single by choice, the following tips could help you shore up your financial security. Jan 11 Financial Planning for Women: Taking Control of your Finances As a woman, you have financial needs that are unique to your situation in life. Here are some considerations to make. Jan 11 Financial Planning for Women: What to Know After the Death of a Spouse Women, here are some financial considerations to make after experiencing the death of a spouse. Jan 11 Retirement Planning For Women Women often face special challenges when planning for retirement. To meet these challenges, here are considerations to make. Jan 11 Getting the Upper Hand on Debt One thing most Americans have in common is that they carry some form of debt. Here are some ways to get the upper hand. Jan 11 5 Positive Financial Habits For Retirement To Adopt Today Adopting good financial habits is a must for plotting a successful retirement journey. Jan 11 10 Reasons to Save For Retirement Whether or not you’re prepared, it will be time to retire before you know it. Here are 10 reasons to make saving for retirement a priority. Jan 11 Is The Roth 401(k) Right For Me? How do you know if you should be contributing to a Roth 401(k)? This post discusses considerations you should make. Jan 11 Four Reasons Why You Should Consolidate Your Retirement Accounts Let’s look at four reasons why consolidating your retirement plan accounts may be helpful for you. Jan 11 5 IRA Misconceptions and How You Can Make the More Informed Choice Here are five common IRA misconceptions, as well as tips for making a more informed choice. Jan 11 5 Ways to Save For Retirement With careful planning and discipline, it is possible to save for a comfortable retirement. Jan 11 The Importance of Estate Planning Estate planning is vital to ensure that your assets are distributed according to your wishes and that your loved ones are taken care of. 1 2