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  • Adam Hutsell | Infinitas KC

    (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

  • Scott Herz | Infinitas KC

    (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

  • CONTACT | Infinitas KC

    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 | Infinitas KC

    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.

  • CAREERS | Infinitas KC

    Be a part of something great. We are a team dedicated to helping clients navigate financial decisions while making a meaningful impact in our community. READY TO APPLY? Current Openings Financial Assistant Overland Park, KS The Financial Assistant enables the Financial Planner to focus on high-value planning, advising, and client relationship management by managing the day-to-day operations, data, and communications that keep the planning process organized and efficient. DOWNLOAD FULL JOB DESCRIPTION Summer Intern | Wealth Management Overland Park, KS The Summer Intern supports the Infinitas advisory team by gaining hands-on exposure to financial planning, portfolio management, operations, and client service. This structured internship is designed to provide meaningful experience across departments while developing professional skills and industry knowledge. DOWNLOAD FULL JOB DESCRIPTION Interested in joining the Infinitas team? APPLY HERE!

  • Melissa Myers | Infinitas KC

    (913) 563-7300 melissa.myers@infinitaskc.com Visit Melissa's LinkedIn Melissa Myers FINANCIAL ADVISOR Melissa is a Financial Advisor, and holds her Series 7 & 66 securities registrations, insurance license, and is a National Social Security Advisor. As someone who understands the complex and overwhelming world of money, she feels called to educate her clients and help others formulate and achieve their goals. Melissa is a caretaker of an aging parent so she understands the challenges, and has the experience to help ease the process. Her knowledge to help guide individuals with aging parents or those who are nearing retirement, can bring confidence when navigating the nuances associated with that season of life. MELISSA SPECIALIZES IN: · Entrepreneurs, Solopreneurs, Business Owners Financial Planning · Social Security Consulting · Retirement Readiness Planning · Holistic Financial Goal Planning When Melissa is not helping others as a Financial Advisor, volunteering, or teaching financial planning classes, she loves spending time with her husband, Jared, and her daughter, Jade. They all enjoy country living, vacationing at the beach, kayaking, and animals. SCHEDULE A CONSULTATION Explore Your Financial Future With Melissa PHONE EMAIL

  • Infinitas Job Application | Infinitas KC

    Explore a Career at Infinitas We appreciate your interest in pursuing a career with Infinitas. Our culture is rooted in positivity, humble confidence, continuous learning, and a genuine commitment to serving others. We seek individuals who take initiative, practice strong self discipline, and contribute meaningfully as team players. If these principles align with you, we invite you to complete the application below and provide all requested information. Each submission is reviewed thoughtfully, and candidates selected for further consideration will be contacted. Date of Application * required Available Start Date * required Position of Interest Personal Data First Name Middle Initial Last Name Email Phone Current Street Address City, State, and Zip Are you at least 18 years of age? * Yes No Are you legally authorized to work in the United States? * Yes No We do not discriminate on the basis of race, religion, national origin, color, sex, age, veteran status, or handicap. It is our intention that all qualified applicants be given equal opportunity and that selection decisions are based on job-related factors. General Have you ever been convicted of a misdemeanor or felony offense, excluding minor traffic violations? * Yes No If yes, please provide details: Have you ever filed for bankruptcy? * Yes No If yes, please provide details: Education Name of High School City and State Graduation Year or GED Completetion Date Name of University City and State Graduation Year Degree Earned Name of University City and State Graduation Year Degree Earned Professional Licenses and Registrations Please indicate whether you currently hold any of the following FINRA registrations and provide the date each examination was completed. FINRA Series 6 * Yes No Date Exam Completed FINRA Series 7 * Yes No Date Exam Completed FINRA Series 11 * Yes No Date Exam Completed Please list any additional professional licenses, certifications or courses completed: Employment History Please list your employment history in reverse chronological order , beginning with your current or most recent position. Account for all periods of employment, including military service and periods of unemployment. Include month and year for each entry. If self-employed, provide the business name and professional references. Name of Most Recent Employer Business Address Job Title Held Immediate Supervisor and Phone Number Employement Start and End Date (mo/yr) Compensation Reason for Leaving Primary Duties and Responsibilites Name of Employer Business Address Job Title Held Immediate Supervisor and Phone Number Employement Start and End Date (mo/yr) Compensation Reason for Leaving Primary Duties and Responsibilites Have you ever used another name (including a former, assumed, or nickname) under which employment records may be listed? * Yes No If yes, please provide details: Are you currently employed? * Yes No If yes, may we contact your employer? Yes No Have you ever been involuntarily terminated or asked to resign from a position? * Yes No If yes, please provide details: Professional References Please provide at least three professional references who can speak to your qualifications, work performance, and character. References should not be family members. Name and Relationship to You Phone Number Email Address Name and Relationship to You Phone Number Email Address Name and Relationship to You Phone Number Email Address Upload Resume Upload File Upload supported file (Max 15MB) Investigative Consumer Report In making this application for employment, it is understood that an investigation may be made whereby information is obtained through personal interviews with your neighbors, friends, and others with whom you are acquainted. This inquiry includes information as to your character, general reputation, personal characteristics, and mode of living. You have the right to make a written request within a reasonable period of time for complete and accurate disclosure of additional information concerning the nature and scope of this investigation. Affidavit I certify that the answers given by me to the foregoing questions and statements are true and correct, without consequential omissions of any kind whatsoever. I agree that the company shall not be liable in any respect if my employment is terminated because of falsity of statements, answers, or omissions made by me in this questionnaire. I also authorize the companies, schools, or persons named above to give any information regarding my employment, character, and qualifications. I hereby release said companies, schools, or persons from all liability for any damage for issuing this information. I certify that all statements and answers to questions about my health are true and were made by me without any reservations. I expressly waive all provisions of law prohibiting any physician, person, hospital, or other institution that has or may hereafter attend or furnish me with treatment from disclosing to the company any knowledge or information thereby acquired. I understand that any misleading or incorrect statements may render this application void and, if I were employed, would be cause for termination. I understand that there is no expressed or implied contract of employment; and that, if employed, I have been hired at the will of the employer and that my employment may be terminated at will, at any time, with or without cause, the employer’s only obligation being to pay salary or wages due and owing at the time of the termination. Finally, I understand that all company property must be returned, and my indebtedness to the company must be paid before my termination. I authorize the company to deduct from my final paycheck(s) all monies due and owing to the company. Signature Clear Date * required SUBMIT APPLICATION

  • INFINITAS CARES | Infinitas KC

    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 $350,000 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. Our 4th quarter grant recipient for 2025 was the Odin George Foundation. In 2025, we raised over $27,000 for Traveling Turkeys. 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

  • First Option Bank | Infinitas KC

    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 10:25 First Option Bank New Hire Information 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 Financial Assistant Brennan Masterson brennan@infinitaskc.com (913) 563-7300 SCHEDULE Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 SCHEDULE Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com (913) 563-7300 SCHEDULE 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

  • Awards | Infinitas Kc

    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. 2020 - 2025 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2025 based on data gathered from June 2023 to June 2024. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3cyp2d47 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.

  • Pegasus Capital Management

    ABOUT WHAT WE DO PEGASUS INSIGHTS CLIENT LOGIN CONTACT A Meaningful Way to Plan Your Financial Future OUR COMMITMENT Pegasus Capital Management continuously provides families with customized financial strategies, focusing on the creation and the preservation of our clients' assets. We are committed to creating customized financial strategies with the highest ethical standards, exceeding our clients' expectations in service and professionalism. Each client is unique—with distinct needs, goals, and dreams. At Pegasus Capital, we offer a specialized team and tools to create custom strategies to help achieve our clients' financial goals. OUR PHILOSOPHY Since 1990, Ray D. Evans and his Pegasus team members have been helping clients work toward financial security with their comprehensive personalized approach to wealth planning, accumulation, and preservation. At Pegasus Capital Management, our primary focus is on protecting and preserving what matters most to you. This commitment to excellence is strengthened by our specialized knowledge and experience and the values we share with you. The result is a personalized approach to creating custom-tailored solutions for helping you pursue your financial freedom. “I am the Chief Financial Officer for my clients' families. I am committed to helping them create lasting strategies to maintain their lifestyles and prepare for the future.” - RAY EVANS, SENIOR PARTNER SCHEDULE A CONSULTATION 10801 MASTIN ST #370 OVERLAND PARK, KS 66210 (913) 327 1627 SCHEDULE A CONSULTATION PEGSASUS HOME OUR TEAM COMMONWEALTH TEAMS ADVISORY BOARD CONTACT INFINITAS PEGASUS INSIGHTS VIDEO LIBRARY BLOG FINANCIAL CALCULATORS KEY NUMBERS PRIVACY NOTICE ONLINE PRIVACY POLICY INFINITAS CARES SPECIALTIES FOR INDIVIDUALS SPECIALTIES FOR BUSINESS FORM CRS This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MD, MI, MN, MO, NC, NE, NJ, NY, OH, OK, PA, SC, SD, TX, VA, WA, 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. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. 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

  • Infinitas Cares Grant Request | Infinitas KC

    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.

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The Financial Advisor (s) 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.

 

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Privacy Notice  |  Online Privacy Policy  |  © 2023 Infinitas

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