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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 $350,000 GIVEN SINCE 2020 Over 30 ORGANIZATIONS IMPACTED OUR IMPACT Upcoming Events VIEW ALL EVENTS From Oil to AI: The New Drivers of Economic Growth June 15 | 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 July 15 From Oil to AI: The New Drivers of Economic Growth July 15 | 12 PM | Virtual Going into the coming years the historical analysis will not work in this period of new composition of growth. Join us for a Mid-Year Market Update with Dr. Jeffrey Roach, Chief Economist at LPL Financial. REGISTER NOW

(913) 563-7300 wade@infinitaskc.com Visit Wade's LinkedIn K. Wade Carpenter CFP®, AIF®, CHFC® SENIOR PARTNER As a Senior Partner of Infinitas, Wade takes a comprehensive approach to the financial planning process. His role as an advocate for his clients can be best summarized by his personal mission statement: "To educate my clients as to their options and alternatives so they can make informed decisions and be the best stewards of their resources." As a financial advisor with more than 20 years of experience in the financial services industry, he strives to demonstrate a consistent ability to help protect and grow the hard-earned assets of his clients. While having a broad-based understanding of the financial services industry, Wade has chosen to focus his energies on working with business owners, professionals, and executives. His experiences with these clients have helped him to be attuned to their unique needs. Wade graduated from The University of Central Missouri with a bachelor’s degree in Business Administration. He holds the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Family Business Specialist (CFBS) designation, Accredited Investment Fiduciary® (AIF®) designation, the Chartered Financial Consultant (ChFC) designation, the Chartered Life Underwriter (CLU) designation, and is also a member of the Financial Planning Association (FPA). In 2020-2026, Wade was named a Forbes Best-In-State Wealth Advisor.* Wade served on the Board of the UCM Foundation and has served on the board of a local non-profit organization, Community LINC, as well as the Epsilon Iota chapter of Phi Sigma Kappa. Wade values education as a way to promote professional excellence and sets himself apart by staying current in regard to ever-changing tax, legal and financial issues. While not working, Wade enjoys spending time reading, golfing, and traveling with his wife Stephanie, and their three daughters, Kristi, Courtney, and Cassidy. Chairman’s Level Award A distinction based on annual production attained by just 4 percent of advisors affiliated with Commonwealth Financial Network. 2020 - 2026 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2026 based on data gathered from June 2024 to June 2025. Not indicative of advisor’s future performance. Your experience may vary. TERI M. Wade and I first met back in 2010 when I was working with Viracor IBT in Lee's Summit. I was the dumb 32-year-old who bought company stock and heavily invested in my 401 K but did not really know what to do with it or for that matter monitor what it was doing. Viracor was a smaller privately owned company, but the owner cared a great deal about the employees and offered the services of Wade's company to help with retirement planning. Wade came into the office and met with employees privately to discuss their current portfolio and answer questions regarding future steps or recommendations. I am so thankful for that owner because it changed my investment world forever in partnering with Wade. I started to meet with Wade each time he came in and discuss what I needed to do to set myself and my family up for success in the future. Even after a job change took me 2 hours away my husband and I continued to work with Wade and his team due to the level of comfort and trust built over the prior years. I could go on and on about everything Wade has done for me and my husband over the years. He manages everything in our retirement, investments and 529 accounts. Wade has a team that is always available. When we have minor questions, we can reach out to any of them as well as Wade. No matter what we need someone always gets back to us ASAP and takes care of our needs. Wade understands everything about us and what our goals are and where we see the future. Wade has continuously helped us meet our goals and provided guidance for over 14 years. The statement was provided 08/01/2024 by Teri Maclaughlin 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. 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 Associate Jamie Disterhaupt jamie@infinitaskc.com (913) 563-7300 Client Services Manager Catherine Hoefer catherine@infinitaskc.com (913) 563-7300 Client Services Associate Kim Knight kim@infinitaskc.com (913) 563-7300 Chief Operating Officer Christine Leyva AAMS® christine@infinitaskc.com (913) 563-7300 Financial Assistant Joshua Schmalz joshua@infinitaskc.com (913) 563-7300 Client Services Associate Morgan Vannoy PhD morgan@infinitaskc.com (913) 563-7300 Financial Assistant Cassidy Willis cassidy@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Wade PHONE EMAIL

(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. 2017-2026 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. 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 Ryan Long ryan@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 Associate Jamie Disterhaupt jamie@infinitaskc.com (913) 563-7300 Client Services Manager Catherine Hoefer catherine@infinitaskc.com (913) 563-7300 Client Services Associate Kim Knight kim@infinitaskc.com (913) 563-7300 Chief Operating Officer Christine Leyva AAMS® christine@infinitaskc.com (913) 563-7300 Financial Assistant Joshua Schmalz joshua@infinitaskc.com (913) 563-7300 Client Services Associate Morgan Vannoy PhD 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 michael@infinitaskc.com Visit Mike's LinkedIn Michael Orndorff CIO, FINANCIAL ADVISOR CFA® Mike Orndorff joined the Infinitas team in August of 2019 and brings more than 25 years of investment and business experience to the table. Mike started his career as a CPA with Price Waterhouse where his audit clients ranged from national financial institutions to small and mid-size businesses and charitable organizations. He then transitioned his career to investments by joining Franklin Savings where he became a Senior Fixed Income Analyst. As part of the investment team, he helped manage a portfolio of more than $10 billion. His interest in equity investing led him to American Century. He initially served as Manager of International Research, overseeing the firm’s proprietary financial database and providing fundamental analysis for the international portfolios. He then joined one of the U.S. equity teams analyzing and co-managing more than $8 billion in assets. Mike earned a bachelor’s degree in business administration from the University of Central Missouri and a master’s degree in management from Boston University. He is a holder of the CFA certification and a member of the CFA Institute, CFA Society Kansas City and ACG Kansas City. He served nine years as a director for the UCM Foundation including two years as Chair of the Investment Committee. He also served multiple years as a director of the CFA Society Kansas City. Mike has long been an avid cyclist, having ridden over 2,000 miles one summer to Canada and around Lake Superior. More recently, he has participated in a number of local rides including the MS150, Bike Across Kansas and the DK100. Mike and his wife Rhonda live in Overland Park and they have two grown daughters. They enjoy volunteer activities, listening to live music and visiting their daughters located in Washington D.C. and St. Louis. Your financial future starts with our process. Mike's approach to advising is rooted in understanding each client's unique situation. While some advisors may take a one-size-fits-all approach, Mike 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 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 Associate Jamie Disterhaupt jamie@infinitaskc.com (913) 563-7300 Client Services Manager Catherine Hoefer catherine@infinitaskc.com (913) 563-7300 Client Services Associate Kim Knight kim@infinitaskc.com (913) 563-7300 Chief Operating Officer Christine Leyva AAMS® christine@infinitaskc.com (913) 563-7300 Financial Assistant Joshua Schmalz joshua@infinitaskc.com (913) 563-7300 Client Services Associate Morgan Vannoy PhD morgan@infinitaskc.com (913) 563-7300 Financial Assistant Cassidy Willis cassidy@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Mike 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. 2017-2026 NAPA Top DC Advisor Teams, created by NAPA. 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. 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 Ryan Long ryan@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 randy@infinitaskc.com Visit Randy's LinkedIn Randy Johnson AIF®, CFP® SENIOR PARTNER Randy Johnson is a Senior Partner and Registered Investment Advisor with more than 25 years of experience helping clients grow, protect, and manage their hard-earned assets. He is known for his thoughtful, disciplined approach to planning and his commitment to helping clients align their financial resources with what matters most. A strong advocate for client education, Randy emphasizes helping individuals understand how to build, protect, and thoughtfully transfer wealth over time. He meets with clients regularly to ensure their plans remain aligned with evolving priorities and life circumstances. Randy earned his bachelor’s degree in business administration with an emphasis in finance from the University of Kansas and later received his MBA from Rockhurst University. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Investment Fiduciary® (AIF®) designations, reflecting his commitment to advanced planning standards and fiduciary responsibility. Randy lives in Overland Park with his wife, Mindy, their son, Brayden, their daughter, Grace, and their dogs, Cosmo and Chief. Outside of the office, he is an avid golfer and enjoys spending as much time on the course as possible. Meet The Team Team Directory > Senior Partner Randy Johnson AIF®, CFP® randy@infinitaskc.com (913) 563-7300 Financial Planning Assistant Drew Heffernon CFP® drew@infinitaskc.com (913) 563-7327 Administrative Assistant Melissa Maciejewski melissa@infinitaskc.com (913) 738-7365 Explore Your Financial Future With Randy PHONE EMAIL

ABOUT SERVICES OUR TEAM CONTACT Empowering your employees to retire ready LEARN MORE Imagine that every employee in your company felt confident in their ability to retire comfortably. At Infinitas, we go beyond selecting, implementing, and managing the right plan for your business. We focus on your company's most important assets - your employees - and educate them so they feel confident about their investment decisions. ONE-ON-ONE MEETINGS We meet one-on-one with your plan participants and give investment advice specific to their unique financial circumstances. FULLY INDEPENDENT We have access to a variety of plans and our independent advice is objective and truly tailored to the needs of your business. SHARED RESPONSIBILITY As your partner, we share investment fiduciary responsibility with you and implement a disciplined process to manage fiduciary obligations. SERVICES HOW WE WORK WITH YOU Plan Development and Design Participant Services and Education Investment Selection and Monitoring Vendor and Fee Management Plan Operations and Regulatory Compliance Fiduciary Protection REQUEST SCORECARD HOW WE WORK WITH PARTICIPANTS Group Education Meetings One-on-One Advice Meetings Savings and Company Matching Calculations Investment Advice and Portfolio Design Beneficiary Consulting Rollover and Roll In Assistance Social Security Strategies CONTACT US Infinitas proudly helps people retire across the country, serving clients in 41 states. We offer a comprehensive solution for investments, participant education, recordkeeping, and plan administration that maximizes the value of your retirement plan, while allowing you to focus on what you do best: your business and taking care of your employees. Founded in 1990 with over $4.3 Billion in Assets Under Advisement (as of 06/30/2025) we serve over 13,000 plan participants. Our knowledge and independent advice means you can trust us to do what is right for you and your employees. MORE ABOUT INFINITAS 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. Click here for more award information. 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. Click here for most recent award information. 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 Our Retirement Plan Solutions Team Tim DiSette ChFC®, AIF® Senior Partner David Pacer CFP®, CRPS®, CPFA Partner Tammy Tetzlaff AIF®, QPA, QKA Partner, Retirement Plan Solutions Zack DiSette AIF®, CPWA® Financial Advisor Sam DiSette AIF® Financial Advisor Brian Francis CFP®, MBA, QPFC® Financial Advisor Scott Herz Financial Advisor Melissa Myers Financial Advisor Blake Workman CPFA Financial Advisor Amber Cousins Client Services Associate, Retirement Plan Solutions Brennan Masterson Financial Assistant Deah Rubin CPFA Sr. Client Services Associate, Retirement Plan Solutions Stephanie Snyder Client Services Manager, Retirement Plan Solutions Request a Scorecard Let us take a look at your current retirement plan and give you confidence that everything is functioning as it should. NAME EMAIL SUBJECT YOUR MESSAGE SEND Thanks! We'll be in touch soon. CONNECT WITH US 10801 MASTIN ST #370 OVERLAND PARK, KS 66210 (913) 563-7300 TAMMY@INFINITASKC.COM INFORMATION ABOUT INFINITAS EVENTS RESO URCES CLIENT LOGIN SPECIALTIES FOR INDIVIDUALS FOR BUSINESSES RETIREMENT PLAN SOLUTIONS FORM CRS This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Fixed insurance products and services offered through CES Insurance Agency or Infinitas. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. 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(913) 563-7300 chad.berg@infinitaskc.com Visit Chad's LinkedIn Chad Berg FINANCIAL ADVISOR Chad is a Financial Advisor dedicated to helping clients achieve lasting financial clarity, confidence, and security. Since joining Infinitas in 2023, he has partnered with individuals, families, and professionals to deliver tailored financial planning, strategic investment guidance, and innovative tax planning solutions. Chad takes a personalized approach, working closely with clients to create strategies that align with their unique goals—whether it’s building wealth, planning for retirement, or navigating major financial milestones. His focus on long-term relationships helps clients feel informed and empowered at every stage of their financial journey. He holds a bachelor’s degree in finance from Morningside University, where he also played on the football team. Chad maintains FINRA Series 7 and 66 registrations and keeps abreast of market trends, tax strategies, and industry best practices to provide actionable, thoughtful guidance. Outside of work, Chad enjoys spending time with his wife, Alexia, and their children —daughter, Evelyn and twin boys, Wells and Brooks. A passionate sports fan, he also enjoys staying active and engaged in the local sports community. Meet The Team Team Directory > Senior Partner Wade Carpenter wade@infinitaskc.com (913) 563-7300 Partner Brook Deaver brook@infinitaskc.com (913) 563-7300 Financial Advisor Chad Berg chad.berg@infinitaskc.com (913) 563-7300 Financial Advisor Susan Geiersbach susan@infinitaskc.com (913) 563-7300 Financial Advisor Adam Hutsell adam@infinitaskc.com (913) 563-7300 CIO, Financial Advisor Michael Orndorff michael@infinitaskc.com (913) 563-7300 Director of Portfolio Management Chad Adams chad@infinitaskc.com (913) 563-7300 Financial Assistant Jonathan Deaver jonathan@infinitaskc.com (913) 563-7300 Client Services Associate Jamie Disterhaupt jamie@infinitaskc.com (913) 563-7300 Client Services Manager Catherine Hoefer catherine@infinitaskc.com (913) 563-7300 Client Services Associate Kim Knight kim@infinitaskc.com (913) 563-7300 Chief Operating Officer Christine Leyva christine@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 Chad PHONE EMAIL

(913) 563-7300 jim@infinitaskc.com Visit Jim's LinkedIn Jim Stanziola JD, CHFC®, AIF® PARTNER As a financial advisor specializing in tax efficient strategies and wealth preservation, Jim Stanziola enjoys advising business owners and families on how to achieve financial independence by optimizing the value of their companies and investment portfolios. For more than 25 years, he’s counseled affluent clients on business succession and estate plans, wealth management and retirement. Previously, Jim was the principal of his own financial advisory firm, focusing on the needs of high net worth clients and business owners. Prior to that, he spent 20 years as an advisor with Lincoln Financial Network, developing strategies to help enable clients to maximize their wealth and minimize their tax liabilities. In addition, he trained other advisors on complex areas such as buy/sell agreements, financial modeling and business insurance. Jim graduated from Drake University School of Law with a specialization in estate planning and tax, and earned his bachelor’s degree in history at the University of Vermont. An avid runner and swimmer, Jim completed the Boston Marathon twice and has run in more than 300 distance races. Jim and his wife Lori have been married for more than 30 years and they have three grown children. STANZIOLA ESTATE LAW Jim is the Managing Attorney at Stanziola Estate Law* and Infinitas’ in-house estate lawyer. With a strong background in legal and financial matters, Jim works with clients developing strategies to enable them to maximize and protect their wealth. He is a licensed attorney in Missouri and Kansas. EXPLORE STANZIOLA ESTATE LAW *Estate planning and legal services provided by Stanziola Estate Law are separate and unrelated to Commonwealth Meet The Team Team Directory > Partner Jim Stanziola JD, ChFC®, AIF® jim@infinitaskc.com (913) 563-7300 Legal Support Executive Assistant Meredith Kinney meredith@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Jim PHONE EMAIL

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* $4.2 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 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 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®, CEPA® Financial Advisor Blake Workman CPFA Financial Advisor