(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 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

(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. 2017-2026 NAPA Top DC Advisor Teams, created by NAPA. The 2026 award was presented in March 2026 based on self-reported assets as of December 31, 2025. All NAPA members with over $100 million in defined contribution assets under advisement made the list. 373 Advisor teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. 2026 Forbes Best In State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2026 based on data from March 2024 to March 2025. Not indicative of advisor’s future performance. Your experience may vary. 2025 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

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

Our Website is Under Construction Thank you for your patience as we make some updates. If you have questions or want to connect with a financial advisor, please contact us via phone or email. info@infinitaskc.com (913) 563-7300 CLIENT LOGIN Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser

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!

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. We were proud to support E3 Ranch Foundation as our 2026 Q2 grant recipient. Avenue of Life, a local organization dedicated to equipping and empowering low-income individuals and families to become self-sustaining and independent, was our 2026 Q1 grant recipient. Infinitas team members volunteered at Kanbe's Markets in February of 2026. 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 in 2025. 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. 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

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

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