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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 $250,000 GIVEN SINCE 2020 Over 30 ORGANIZATIONS IMPACTED OUR IMPACT Upcoming Events VIEW ALL EVENTS InfiniTALKS: The AI Revolution June 24 | 12 PM | Virtual REGISTER NOW InfiniTALKS: Financial Planning in Your 20s & 30s July 9 | 12 PM | Virtual REGISTER NOW InfiniTALKS: Financial Planning in Your 40s & 50s July 16 | 12 PM | Virtual REGISTER NOW InfiniTALKS: Financial Planning in Your 60s & 70s July 23 | 12 PM | Virtual REGISTER NOW It's time to explore endless possibilities. LEARN MORE CONTACT US

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 June 24 InfiniTALKS: The AI Revolution 12 PM | Virtual AI is Here — Are You Ready? Artificial intelligence is transforming the way we work, live, and invest. Join Linda Duessel, Senior Equity Strategist & Senior Vice President with Federated Hermes for a deep dive into AI’s rapid rise, real-world applications, and what it means for the future of jobs, productivity, and innovation. REGISTER NOW July 9 InfiniTALKS: Financial Planning in Your 20s & 30s 12 PM | Virtual Whether you’re just starting your career, paying down debt, or thinking about your first big investment, your 20s and 30s are all about laying the groundwork for long-term financial wellness. Join Infinitas Financial Advisors Sam DiSette, Susan Geiersbach, and Jack Evans as they share guidance, answer questions, and provide practical insight to help you feel more confident in your financial decisions today—and for the future. REGISTER NOW July 16 InfiniTALKS: Financial Planning in Your 40s & 50s 12 PM | Virtual In your 40s and 50s, your financial picture often includes bigger goals and more responsibilities. Whether you're saving for college, managing a mortgage, or thinking ahead to retirement, it’s a good time to check in on your plan. Join Infinitas Financial Advisors Brian Francis, Adam Hutsell and Michelle Poston, as they talk through everyday strategies and things to consider during this busy stage of life. REGISTER NOW July 23 InfiniTALKS: Financial Planning in Your 60s & 70s 12 PM | Virtual Your 60s and 70s often bring changes in your lifestyle and finances. It’s a time to focus on how your money will support you in retirement and beyond. Join Infinitas Financial Advisors Tim DiSette, Ray Evans and Jim Stanziola as they walk through helpful ways to stay on track, make informed decisions, and plan for what’s ahead. REGISTER NOW

(913) 563-7300 david@infinitaskc.com Visit David's LinkedIn David Pacer CFP®, CRPS®, CPFA PARTNER David Pacer is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Retirement Plan Specialist (CRPS®), and Certified Plan Fiduciary Advisor (CPFA) at Infinitas. David knows that planning for your financial success is complicated in today’s world. It requires a broad knowledge of everything from complex investment products to elaborate tax laws. PROFESSIONAL DESIGNATIONS, CERTIFICATIONS, REGISTRATIONS, & AFFILIATIONS Member of the Financial Planning Association Holds FINRA 66 & 7 registrations and Life & Health licenses Registered Securities Representative David is a native of Chicago, but has called Kansas City his home since 1997. He graduated from Eastern Illinois University with a Bachelor’s Degree in Business Management. David and his wife, Elizabeth, reside in Parkville, MO where they stay active with their 4 children and 2 dogs. Traveling and making memories with his family are a top priority. Growing up, David’s passion for drums came from his father, who led the snare drumline for the world famous Cavaliers in 1961. At the age of 6, his father gave him the original 1965 Ludwig drum set that he purchased when he was in a band. David has been playing ever since. He helped create the band Sunny-Side-Down, who has been performing on a monthly basis all over Kansas City since 2000. They have many followers who enjoy their mix of cover songs and originals from their 2 recorded albums. David has worked with women his whole life. As the son of a single mother and the only brother to two sisters, he quickly learned about the unique challenges women can face in the financial world. After helping his mother through many financial transitions, he found early in his career that he enjoys working with women as their trusted advisor. His goal is to share his experience and help them overcome challenges while taking advantage of the unique opportunities that exist. 2020 Financial Times 401 Retirement Advisers, created by Ignites Research. Presented in Sept 2020 for the preceding 12 months. 855 Advisors were considered, 401 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information. 2008-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in January 2022 based on data gathered between May 2022 and February 2023. 1670 advisors were considered, 128 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com . Meet The Team Team Directory > Partner David Pacer CFP®, CRPS®, CPFA david@infinitaskc.com (913) 563-7300 Financial Advisor Blake Workman CPFA blake@infinitaskc.com (913) 563-7300 Senior Paraplanner Neal Gudiseva CFP® neal@infinitaskc.com (913) 563-7300 Chief Operating Officer Vanessa Taylor CPFA vanessa@infinitaskc.com (913) 563-7300 Operations Associate Alexis Taylor (913) 563-7300 Explore Your Financial Future With David PHONE EMAIL

(913) 563-7300 tammy@infinitaskc.com Visit Tammy's LinkedIn Tammy Tetzlaff AIF®, QPA, QKA COO, RETIREMENT PLAN SOLUTIONS AND FINANCIAL ADVISOR Tammy Tetzlaff enjoys helping provide business owners and human resource administrators with confidence and a clear understanding of complex retirement plan offerings. She has over 30 years of experience counseling company leaders on employer-sponsored plans. Tammy’s experience spans plan creation, administration, management, and employee education. She has decades of experience advising management teams and helps bring clients confidence with her knowledge of compliance and ERISA, the regulations governing corporate plans. Tammy is active in industry organizations such as the National Association of Plan Advisors, the National Tax Sheltered Accounts Association, and the American Society of Pension Professionals & Actuaries. Her technical and administrative experience is reflected in her industry accreditations: Accredited Investment Fiduciary®, Qualified Pension Administrator and Qualified 401(k) Administrator. Tammy earned a master’s degree in business administration with an emphasis in management from Rockhurst University. She graduated from Kansas State University with a bachelor’s degree in business administration, with an emphasis in human resources and a secondary major in labor and industry relations. Tammy and her husband enjoy traveling and new adventures. The couple hopes to have one fun adventure in all 50 states before they retire. 2017-2022 NAPA Top DC Advisor Teams, created by NAPA. The 2022 award was presented in March 2023 for the previous year. All NAPA members with over $100 million in defined contribution assets under advisement made the list. 333 Advisors were recognized. Advisors 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. Meet The Team Team Directory > Financial Advisor & COO, Retirement Plan Solutions Tammy Tetzlaff AIF®, QPA, QKA tammy@infinitaskc.com (913) 563-7300 Client Services Associate, Retirement Plan Solutions Amber Cousins Amber@infinitaskc.com (913) 563-7300 Sr. Client Services Specialist, Retirement Plan Solutions Deah Rubin deah@infinitaskc.com (913) 563-7300 Director of Client Services, Retirement Plan Solutions Stephanie Snyder stephanie@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Tammy PHONE EMAIL

(913) 563-7300 sam@infinitaskc.com Visit Sam's LinkedIn Sam DiSette FINANCIAL ADVISOR AIF® Sam joined Infinitas in 2022. As a Financial Advisor, Sam’s role within the team is performing background data analysis, research, and cash flow planning simulations. Sam is a graduate from the University of Alabama where he swam for 4 years while receiving a degree in Finance with a concentration in Value Investing. Sam’s passion in the Finance world comes from growing up in a family of financial advisors, and the desire to help and educate others on what it takes to accomplish their goals in life. Before joining the team, Sam received a degree from the Italian Culinary Institute where he became a Master of Italian Cuisine. Outside of work, he continues to explore his passion for food by participating in BBQ contests and cooking for his family and friends. To continue his love for swimming, he recently became the head coach at the Country Club of Leawood for the Master’s Swim Program. Additionally, he spends lots of his time watching sports and playing in intramural sports leagues with friends. 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. 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. Meet The Team Team Directory > Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com (913) 563-7300 Financial Advisor Zack DiSette AIF® zack@infinitaskc.com (913) 563-7300 Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 Director of Operations Candice Basile candice@infinitaskc.com (913) 563-7300 Marketing Coordinator Janie Foster janie@infinitaskc.com (913) 563-7300 Director of Administrative Services Ashley Harvey ashley.harvey@infinitaskc.com (913) 563-7300 Paraplanner Brennan Masterson brennan@infinitaskc.com (913) 563-7300 Client Service Associate Claire Vallejo claire@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Sam PHONE EMAIL

(913) 563-7300 tim@infinitaskc.com Visit Tim's LinkedIn Tim DiSette CHFC®, AIF® SENIOR PARTNER As a founding partner of Infinitas, Tim DiSette brings over three decades of experience in employer-sponsored retirement plans, personal wealth management strategies, and estate and business succession planning. Tim’s broad and comprehensive financial experience helps individuals and businesses grow, preserve, and protect their assets. Tim graduated from Texas Christian University with a bachelor’s degree in business administration and communications. Currently at Infinitas, Tim leads the firm’s retirement plan consulting team, which creates and manages employer-sponsored plans. Passionate about helping people prepare for their financial future, he dedicates much of his time to meeting with plan participants to discuss strategies for achieving their retirement goals. Tim also advises his personal wealth management clients on a range of financial matters including the gifting and estate tax, retirement, investments, insurance, and charitable contributions. Recently, Forbes recognized Tim on the list of Forbes’ Best-In-State Wealth Advisors for 2023.* In addition, under his leadership, the National Association of Plan Advisors named Infinitas Retirement Plan Solutions to its 2017, 2018, 2020, 2022, and 2023 Top Defined Contribution Advisor Teams list of leading retirement plan advisor firms.* Tim has also been named multiple times as a Financial Times 401 Top Retirement Plan Advisor.* Tim has also served on the Commonwealth Financial Network® Retirement Advisory Council, which guides the broker/dealer’s national retirement advisory practice. Tim’s passion for serving others carries over to his personal life. He has taken more than 15 mission trips to Honduras. He was instrumental in helping form and run a scholarship fund for a school in Ciudad Espana to help the city’s at-risk children get an education. Currently the program provides over 100 full scholarships to attend the bilingual Christian school. He helped construct the Infinitas Cares, charitable foundation within the local Infinitas office and in 2022 he and his family began an endowment fund for the Juan Wesley School in Honduras. In addition, he has held leadership roles at Church of the Resurrection in Leawood on the International Missions Leadership Team, as well as on his previous church’s endowments and finance committees. Tim is a frequent speaker on company sponsored retirement plans, retirement, business continuation, estate planning, and charitable planning. He has spoken on behalf of numerous business associations and charitable organizations across the United States. Tim, his wife, Rebecca, and their three sons reside in Leawood, Kansas. 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 InvestmentNews Top Advisors, created by InvestmentNews. Presented in February 2025 based on data August 2023-August 2024. 637 advisors were considered, 100 advisors were recognized. Advisors 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. 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. 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. InvestmentNews 2025 Top Advisor Award Tim DiSette has been recognized as a 2025 InvestmentNews Top Advisor Award honoree. This prestigious honor highlights Tim’s leadership, dedication to client success, and commitment to excellence in the financial advisory industry. InvestmentNews Magazine Click to view the digital copy 2025 Top Advisor Video Interview Click to watch Tim's interview with InvestmentNews TV 2025 InvestmentNews Top Advisors , created by InvestmentNews. Presented in February 2025 based on data August 2023-August 2024. 637 advisors were considered, 100 advisors were recognized. Advisors 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. Meet The Team Team Directory > Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com (913) 563-7300 Financial Advisor Zack DiSette AIF® zack@infinitaskc.com (913) 563-7300 Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 Director of Operations Candice Basile candice@infinitaskc.com (913) 563-7300 Marketing Coordinator Janie Foster janie@infinitaskc.com (913) 563-7300 Director of Administrative Services Ashley Harvey ashley.harvey@infinitaskc.com (913) 563-7300 Paraplanner Brennan Masterson brennan@infinitaskc.com (913) 563-7300 Client Service Associate Claire Vallejo claire@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Tim PHONE EMAIL

(913) 327-1627 jim.heeney@pegasuskc.com Visit Jim's LinkedIn Jim Heeney AAMS® FINANCIAL ADVISOR Jim graduated from the University of Kansas, where he also played baseball, with a BS in business administration. He then spent 15 years with Koch Industries in Wichita, KS before moving into the investment business in 1999 with AG Edwards. He returned home in 2013 to Overland Park, KS. He joined Pegasus Capital Management * in 2014 and brought along Client Relationship Manager Ashley Goeken, who continues to work with his clients. Jim continues to enjoy working with families on their wealth management as part of the Pegasus Capital Management* team. He acquired his AAMS degree from the College for Financial Planning in 2006. Jim’s parents and siblings are all in the Kansas City area. He has three adult children in Wichita, Denver and Kansas City and earned the title of “grandpa” in 2020. He enjoys living in Kansas City and being close to family, friends, Lawrence and the Royals. Jim has a love for the outdoors and enjoys spending time in Colorado running, biking, hunting and fishing in the cool mountain air. *Pegasus Capital Management is part of the Infinitas network. Meet The Team Team Directory > Senior Partner Ray Evans CFP®, AIF® ray.evans@pegasuskc.com (913) 327-1627 Financial Advisor Jack Evans CFA® jack.evans@pegasuskc.com (913) 327-1627 Financial Advisor Jim Heeney AAMS® jim.heeney@pegasuskc.com (913) 563-7342 Director of Human Resources and Communications Kate Blatherwick Pickert kate.pickert@pegasuskc.com (913) 327-1627 Paraplanner Brett Clark brett.clark@pegasuskc.com (913) 327-1627 Client Relations Manager Ashley Goeken ashley.goeken@pegasuskc.com (913) 327-1627 Director of Operations Jaime Rogers jaime.rogers@pegasuskc.com (913) 327-1627 Explore Your Financial Future With Jim PHONE EMAIL

(913) 327-1627 jack.evans@pegasuskc.com Visit Jack's LinkedIn Jack Evans CFA® FINANCIAL ADVISOR Jack joined Pegasus Capital Management in 2023 as an Associate Wealth Advisor and is thrilled to help investors make well-informed investment decisions and pursue their financial goals. A native of Kansas City, Jack attended Rockhurst High School and graduated with Honors from the University of Kansas. He holds Bachelors degrees in Finance and Accounting. During his time in college, Jack gained experience through internships in various analyst roles. After graduating in 2019, Jack started his career at Capital Group as a member of the Sales Development Program, a highly selective post-graduate training program for individuals who wanted to start a career in Mutual Fund Sales. In September of 2020, Jack began his most recent role as an Internal Wholesaler at Capital Group, covering the major wire houses in San Francisco where he worked with Financial Advisors to match their clients to the appropriate Capital Group investment product. Jack’s contributions in this role were recognized through an “Outstanding” rating in 2022 and promotion to Senior Internal Wholesaler prior to departure. In addition to the CFA® designation, Jack holds Series 6, 7, 63, and 65 licenses and aspires to complete the CFP® program. In his free time, Jack enjoys attending Kansas Football and Basketball games, golfing, and spending time with his family. *Pegasus Capital Management is part of the Infinitas network. Meet The Team Team Directory > Senior Partner Ray Evans CFP®, AIF® ray.evans@pegasuskc.com (913) 327-1627 Financial Advisor Jack Evans CFA® jack.evans@pegasuskc.com (913) 327-1627 Financial Advisor Jim Heeney AAMS® jim.heeney@pegasuskc.com (913) 563-7342 Director of Human Resources and Communications Kate Blatherwick Pickert kate.pickert@pegasuskc.com (913) 327-1627 Paraplanner Brett Clark brett.clark@pegasuskc.com (913) 327-1627 Client Relations Manager Ashley Goeken ashley.goeken@pegasuskc.com (913) 327-1627 Director of Operations Jaime Rogers jaime.rogers@pegasuskc.com (913) 327-1627 Explore Your Financial Future With Jack PHONE EMAIL

(913) 563-7300 brook@infinitaskc.com Visit Brook's LinkedIn Brook Deaver CFP®, MBA PARTNER Brook has been a dedicated professional in the financial industry since November 2003, following a decade in corporate finance and employee benefits sales. Today, Brook thrives on the diverse needs of his clients, providing guidance and recommendations that offer financial confidence. Brook feels privileged to play a significant role in his clients’ lives as they travel their unique financial paths. Brook's long-term goal as a financial advisor is to continue providing exceptional care for his clients. His dedication to his client's financial futures drives him to work diligently, ensuring he addresses their needs and helps them achieve their goals. This commitment and his enjoyment of collaborating with his team at Infinitas keep Brook motivated to come to work every day. His educational background includes an MBA from the University of Kansas in 2000 and a bachelor's degree from Kansas State University in 1992. Brook holds the CFP® professional certification. He is FINRA-registered with the Series 7 and Series 66 securities registrations. He holds Life, Health, Annuity, and Long-Term Care insurance licenses. Your financial future starts with our process. Brook's approach to advising is rooted in understanding each client's unique situation. While some advisors may take a one-size-fits-all approach, Brook 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 MARY F. We are at a stage where we are paying more attention to the financial plan and will likely have more questions, etc. as we near retirement. We appreciate that you use a vernacular that we understand, have patience for questions, and provide deeper level of information and explanation about our situation. We wanted you to know that we feel you are a good fit for us in the way you approach life and imbue your core values. The statement was provided 06/04/2024 by Mary Fry who is a client. 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. More About Brook Outside work, Brook enjoys spending time at his lake house at Lake of the Ozarks, maintaining the space and boat as a labor of love. He is passionate about golf, watching sports, and engaging in projects around the house. Married to his wife, Suzanne, since 2000, Brook is a proud father of two sons in their twenties, both of whom have developed strong work ethics. The family resides in Overland Park, where Brook balances his professional commitments with quality family time. Brook enjoys golf, watching the Royals and Chiefs, and hosting friends and family at his home and lake house. CONTACT BROOK Meet The Team Team Directory > Senior Partner Wade Carpenter CFP®, AIF®, ChFC® wade@infinitaskc.com (913) 563-7300 Partner Brook Deaver CFP®, MBA brook@infinitaskc.com (913) 563-7300 Financial Advisor Susan Geiersbach CFP® susan@infinitaskc.com (913) 563-7300 Financial Advisor Adam Hutsell CFP® adam@infinitaskc.com (913) 563-7300 CIO, Financial Advisor Michael Orndorff CFA® michael@infinitaskc.com (913) 563-7300 Portfolio, Research, and Trading Analyst Chad Adams CAIA® chad@infinitaskc.com (913) 563-7300 Paraplanner Chad Berg chad.berg@infinitaskc.com (913) 563-7300 Paraplanner Joe Greco joseph@infinitaskc.com (913) 563-7300 Client Services Manager Catherine Hoefer catherine@infinitaskc.com (913) 563-7300 Financial Planning Assistant Alec Hoover CFP® alec@infinitaskc.com (913) 563-7300 Chief Operating Officer Christine Leyva AAMS® christine@infinitaskc.com (913) 563-7300 Operations Manager Trisha McClanahan trisha@infinitaskc.com (913) 563-7300 Paraplanner Joshua Schmalz joshua@infinitaskc.com (913) 563-7300 Client Services Associate Cassidy Willis cassidy@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Brook PHONE EMAIL

(913) 563-7338 blake@infinitaskc.com Visit Blake's LinkedIn SCHEDULE Blake Workman FINANCIAL ADVISOR CPFA Blake has a strong passion for helping people achieve financial success. He continued this drive when he partnered with Infinitas in 2019. He has been in the financial planning and consulting industry since 2014. His years of experience coupled with his Bachelor of Science in Business Management from Iowa State University have given Blake the tools he needs to help individuals build their financial wealth and plan for a successful retirement. Blake's financial philosophy is simple: education first. He emphasizes that his job is to educate you on all options available and assist with choosing the path that best helps you achieve your unique and individualized goals. Once a plan is created, it is very important to review the plan often to ensure it adapts to your changing financial needs and stages of your life. He holds professional designations that demonstrate his on-going education to help support clients’ financial needs. The Certified Plan Fiduciary Advisor (CPFA®), FINRA Series 7 & 66 registrations. When not working, Blake finds balance with his wife, Korrie, and their zoo of animals: 3 dogs and 3 cats. They love playing softball (how they met), spending time with family, and swimming in their pool. Blake loves finding new bourbons to sip, cheering on Iowa State, and home improvement projects. Meet The Team Team Directory > Partner David Pacer CFP®, CRPS®, CPFA david@infinitaskc.com (913) 563-7300 Financial Advisor Blake Workman CPFA blake@infinitaskc.com (913) 563-7300 Senior Paraplanner Neal Gudiseva CFP® neal@infinitaskc.com (913) 563-7300 Chief Operating Officer Vanessa Taylor CPFA vanessa@infinitaskc.com (913) 563-7300 Operations Associate Alexis Taylor (913) 563-7300 Explore Your Financial Future With Blake PHONE EMAIL

(913) 563-7300 zack@infinitaskc.com Visit Zack's LinkedIn Zack DiSette FINANCIAL ADVISOR AIF® As a growing Financial Advisor, Zack has found a passion in working with families and businesses who strive for financial freedom not only for themselves, but for future generations. Zack focuses on building long lasting relationships in order to provide the appropriate financial planning strategies and investment objectives for your financial freedom goals. Working within a family office, along side his father and senior partner, Tim DiSette and younger brother Sam DiSette. Their team provides advice to primarily two types of clients. Individuals & families engaging in wealth management services and business owners who need services including retirement plan management and business succession planning. Zack graduated from the University of Alabama with an undergraduate degree in finance with a specialization in wealth management. He is FINRA-registered with the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination) securities registrations. Outside of the office, Zack enjoys his time in the outdoors and with friends and family. He and his wife Natalie frequently take trips to Grand Lake in Oklahoma to fill up the summers, while cheering on the Crimson Tide on Saturdays in the fall. Zack and his dad are also avid hunters in the winter, leading to many trips out to western Kansas with friends. 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. 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. Meet The Team Team Directory > Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com (913) 563-7300 Financial Advisor Zack DiSette AIF® zack@infinitaskc.com (913) 563-7300 Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 Director of Operations Candice Basile candice@infinitaskc.com (913) 563-7300 Marketing Coordinator Janie Foster janie@infinitaskc.com (913) 563-7300 Director of Administrative Services Ashley Harvey ashley.harvey@infinitaskc.com (913) 563-7300 Paraplanner Brennan Masterson brennan@infinitaskc.com (913) 563-7300 Client Service Associate Claire Vallejo claire@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Zack PHONE EMAIL

(913) 563-7300 jerry@infinitaskc.com Visit Jerry's LinkedIn Jerry Perfect CFS®, AIF® PARTNER Prior to joining Infinitas, Jerry was the founder and owner of Gateway Wealth Management. His career as a financial advisor spans more than 28 years and speaks to his commitment to put his client’s needs first. While working in all phases of wealth management, his focus is on helping clients in or near retirement, to assess how best to negotiate this critical life event. Jerry graduated from Northwestern Oklahoma State University with a BS in psychology. He joined Shearson Lehman Hutton (SLH), now Morgan Stanley, in 1987. After leaving SLH in 1990, Jerry started and operated Property Consulting Services, a very successful real estate appraising, consulting, and property management company. He sold his partnership interest in December 1995 to found Gateway Wealth Management, Inc., formerly Wurzer and Associates, Inc., as managing partner. Jerry feels that his extensive training and experience with a major Wall Street brokerage firm, as well as his years as a successful business owner, have prepared him well to serve as a financial advisor. Jerry holds FINRA Series 3 (Commodities), Series 7 (General Securities), Series 24 (Registered Securities Principal), Series 63 (Uniform Securities Exam), and Series 65 (Uniform Investment Adviser) securities registrations through Commonwealth Financial Network®. He has earned the designation of Certified Fund Specialist® (CFS®) and Accredited Investment Fiduciary® (AIF®). He is currently a registered representative and investment adviser representative of Commonwealth Financial Network, member FINRA/SIPC, a registered investment adviser. Jerry serves in a volunteer capacity with Ask a Mentor, A Child’s Hope, Safe Families, YoungLife, and Flourish. Jerry and his wife, Jill, have two children, Sarah and Joshua, a daughter-in-law, Lauren, and grandson, Landon. In addition to spending time with his family, Jerry enjoys golf, reading, travel, and the great outdoors. Jerry Perfect is proud to have been recognized as a Winners Circle advisor for 2013—a distinction based on annual production attained by 26% percent of advisors affiliated with Commonwealth Financial Network during that time. Jerry has been selected as a Five Star Wealth Manager every year since 2007 in the greater Kansas City area. He was nominated for this award by clients of the firm. 2007-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in January 2021 based on data gathered between May 2021 and February 2022. 1670 advisors were considered, 128 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com . Meet The Team Team Directory > Partner Jerry Perfect CFS®, AIF® jerry@infinitaskc.com (913) 563-7300 Client Relationship Manager Sara Deterding sara@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Jerry PHONE EMAIL