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MEET OUR ADVISORS Let tomorrow begin today . Your future starts now. Let us be your guide. CONTACT US Capitalizing on opportunities to preserve, grow, and transfer your wealth requires the sophisticated guidance of a professional who knows and understands your long-term goals. With a team of over 20 financial advisors, we give 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. Our trusted advisors provide independent counsel so you and your loved ones can feel confident in your financial journey. Our Values: Independence We provide independent, unbiased counsel and a customized financial plan that is right for you and your loved ones. Trust We value the trust you are placing in us and our business ethics and we accept that responsibility with transparency. Confidence We can help you feel confident in the financial decisions you are making today so that you can enjoy your successes tomorrow. Serving Clients In 41 STATES Assets Under Management* $3.9 BILLION *As of 06/30/2025 Founded in 1990 A heart for giving back. At Infinitas, we believe in making a positive impact in our community and beyond. We are not only dedicated to providing exceptional financial services but also to giving back through meaningful charitable efforts. Through our commitment to social responsibility, our team volunteers their time and expertise to support local causes, making a difference in the lives of those in need. Furthermore, we are proud to offer grants that empower organizations and individuals who are driving positive change. LEARN MORE 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. Meet Our Advisors Infinitas has over 20 financial advisors ready to help you achieve the financial well-being you deserve. Our experienced team is prepared to address your wealth management needs. We realize there is no one-size-fits-all approach to wealth management, which is why we're prepared to look at your entire financial picture to find the best solutions for you. CONNECT WITH US View Team Directory > Wade Carpenter CFP®, AIF®, ChFC® Senior Partner Tim DiSette ChFC®, AIF® Senior Partner Ray Evans CFP®, AIF® Senior Partner Randy Johnson AIF®, CFP® Senior Partner Brook Deaver CFP®, MBA Partner David Pacer CFP®, CRPS®, CPFA Partner Jerry Perfect CFS®, AIF® Partner Jim Stanziola JD, ChFC®, AIF® Partner Tammy Tetzlaff AIF®, QPA, QKA Partner, Retirement Plan Solutions Chad Berg Financial Advisor Zack DiSette AIF®, CPWA® Financial Advisor Sam DiSette AIF® Financial Advisor Jack Evans CFA® Financial Advisor Brian Francis CFP®, MBA, QPFC® Financial Advisor Susan Geiersbach CFP® Financial Advisor Jim Heeney AAMS® Financial Advisor Scott Herz Financial Advisor Adam Hutsell CFP® Financial Advisor Melissa Myers Financial Advisor Michael Orndorff CFA® CIO, Financial Advisor Michelle Poston CFP® Financial Advisor Blake Workman CPFA Financial Advisor

(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 Financial Assistant 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

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

Financial confidence starts now. SCHEDULE A DISCOVERY CALL Schedule a complimentary discovery call with an Infinitas financial advisor. Our financial advisors are ready to help you start your journey to the financial future you desire. Fill out the form below and one of our advisors will be in contact within 2 business days. First Name Last Name Email Phone What prompted you to see financial guidance at this time? What are your financial goals and objectives? Anything else you'd like us to know? SUBMIT Thanks for submitting! One of our advisors will be in touch.

(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 Financial Planning Assistant Neal Gudiseva CFP® neal@infinitaskc.com (913) 563-7300 Chief Operating Officer Vanessa Taylor CPFA vanessa@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Blake PHONE EMAIL

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.

(913) 563-7300 zack@infinitaskc.com Visit Zack's LinkedIn Zack DiSette FINANCIAL ADVISOR AIF®, CPWA® As a Financial Advisor, Zack has a passion in working with families and businesses owners who strive for financial freedom not only for themselves, but for future generations. Zack focuses on building long lasting relationships and providing comprehensive wealth management strategies to achieve his client’s financial freedom goals. Being a part of a large team within Infinitas gives him and his colleagues many resources when it comes to their clients’ comprehensive financial plans. The team is made up of senior advisors who have 30+ years of experience, young advisors who are building robust networks of professionals, and other connections to help manage the professional aspects of client needs. 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. He currently holds the CPWA® designation which is an advanced program for advisors that specialize in serving the high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. He also holds the AIF® designation that signifies a specialized knowledge of fiduciary standards of care and its application. Outside of the office, Zack enjoys his time in the outdoors and with friends and family. He and his wife, Natalie, have one daughter named Camille. They enjoy playing golf and taking weekend trips to Grand Lake in the summers. 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. Meet The Team Team Directory > Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com (913) 563-7300 Financial Advisor Zack DiSette AIF®, CPWA® zack@infinitaskc.com (913) 563-7300 Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 Client Services Manager Candice Basile candice@infinitaskc.com (913) 563-7300 Participant Education/Marketing Coordinator Janie Foster janie@infinitaskc.com (913) 563-7300 Financial Assistant Brennan Masterson brennan@infinitaskc.com (913) 563-7300 Client Services Associate Claire Vallejo claire@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Zack 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 Chad Berg chad.berg@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 Director of Portfolio Management Chad Adams CAIA®, CFA® chad@infinitaskc.com (913) 563-7300 Financial Assistant Jonathan Deaver jonathan@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 Office Manager Trisha McClanahan trisha@infinitaskc.com (913) 563-7300 Financial Assistant Joshua Schmalz joshua@infinitaskc.com (913) 563-7300 Client Services Associate Morgan Vannoy morgan@infinitaskc.com (913) 563-7300 Financial Assistant Cassidy Willis cassidy@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Brook PHONE EMAIL

(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) 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 Financial Assistant 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) 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. Tim and his team were recently recognized on Forbes’ list of Best-In-State Wealth Management Teams for 2026.* Under his leadership, Infinitas Retirement Plan Solutions earned its seventh recognition in 2025 as a National Association of Plan Advisors Top Defined Contribution Advisor Team.* His work has also been recognized multiple times by the Financial Times as a 401 Top Retirement Plan Advisor.* In addition, Tim has served on the Commonwealth Financial Network® Retirement Advisory Council, helping guide the firm’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 and his wife, Rebecca, reside in Leawood, Kansas, and enjoy spending their free time with their family, including their three sons and first granddaughter, Camille. 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. 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. 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®, CPWA® zack@infinitaskc.com (913) 563-7300 Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 Client Services Manager Candice Basile candice@infinitaskc.com (913) 563-7300 Participant Education/Marketing Coordinator Janie Foster janie@infinitaskc.com (913) 563-7300 Financial Assistant Brennan Masterson brennan@infinitaskc.com (913) 563-7300 Client Services Associate Claire Vallejo claire@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Tim 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