RESOURCES Balon Resources Financial Calculators Educational InfiniTALKS & Webinars CONTACT SCHEDULE It's time to pursue the financial well-being you deserve. SCHEDULE A CONSULTATION Use the link below to complete a short assessment that will match you with personalized guidance, tools, and resources based on your current situation. Take Financial Wellness Assessment Learn more about Tomorrow Funded Schedule your complimentary 30 minute one-on-one meeting with one of our Infinitas Retirement Plan Solutions Advisors. Infinitas has an experienced team with specialized experience and knowledge. Alongside our Financial Advisors, our Qualified Plan Support Team provide ongoing day-to-day support. Each of our support team members specialize on a specific aspect of your plan. SCHEDULE A CONSULTATION SERVICES PROVIDED TO YOU: Savings rate calculations Company match calculations Retirement planning Tax reduction strategies Investment advice and portfolio design Social security strategies Beneficiary consulting Website login support Rollovers and Roll-in assistance Debt reduction strategies SCHEDULE A CONSULTATION ADDITIONAL SERVICES AVAILABLE UPON REQUEST: Review of outside investments Education savings planning Life insurance and annuity audit Estate planning advice – Wills, Trusts, Power of Attorney* Medicare planning Long-term care/Healthcare strategies Debt refinancing strategies *Infinitas does not provide legal advice for Wills, Trusts or Power of Attorneys, but may work with your legal professional to assist with financial planning. Your Infinitas Retirement Plan Solutions Advisors Our Infinitas Retirement Plan Solutions advisors understand your financial journey is unique. We partner with you to set goals to pursue the financial well-being you desire. We help you understand your options and establish an investment strategy to help get — and stay — on track for retirement. As you evaluate your options, we are here to be a resource. We are happy to offer you educational tools and exclusive access to our Infinitas webinars to supplement your financial journey. Schedule a Meeting With Your Infinitas Retirement Plan Solutions Advisors Our Infinitas Retirement Plan Solutions advisors understand your financial journey is unique. We partner with you to set goals to pursue the financial well-being you desire. We help you understand your options and establish an investment strategy to help get — and stay — on track for retirement. As you evaluate your options, we are here to be a resource. We are happy to offer you educational tools and exclusive access to our Infinitas webinars to supplement your financial journey. RESOURCES Play Video Play Video 06:00 What You Need to Know: Roth Catch-Up Contributions Play Video Play Video 10:13 Balon New Hire Video Play Video Play Video 06:02 Pretax vs Roth: What's the Difference? Your Infinitas Retirement Plan Solutions Advisors Our Infinitas Retirement Plan Solutions advisors understand your financial journey is unique. We partner with you to set goals to pursue the financial well-being you desire. We help you understand your options and establish an investment strategy to help get — and stay — on track for retirement. As you evaluate your options, we are here to be a resource. We are happy to offer you educational tools and exclusive access to our Infinitas webinars to supplement your financial journey. SCHEDULE A CONSULTATION Financial Assistant Brennan Masterson brennan@infinitaskc.com (913) 563-7300 SCHEDULE Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 SCHEDULE Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com (913) 563-7300 SCHEDULE Contact Us (913) 563-7300 retirementplans@infinitaskc.com www.infinitaskc.com CONNECT WITH US 10801 MASTIN ST #370 OVERLAND PARK, KS 66210 (913) 563-7300 INFO@INFINITASKC.COM INFORMATION ABOUT INFINITAS EVENT S RESOURC ES CLIEN T L OGIN CO NTACT SPECIALTIES FOR INDIVIDUALS FOR BUSINESSES RETIREMENT PLAN SOLUTIONS FORM CRS The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC , a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. Read our cookie policy here. Privacy Notice | Online Privacy Policy | © 2023 Infinitas

Infinitas Team Directory Filter by Role Filter by Team Director of Portfolio Management Chad Adams CAIA®, CFA® chad@infinitaskc.com (913) 563-7300 Office Coordinator Anna Banman anna@infinitaskc.com (913) 563-7300 Client Service Manager Candice Basile candice@infinitaskc.com (913) 563-7300 Financial Advisor Chad Berg CFP® chad.berg@infinitaskc.com (913) 563-7300 Senior Partner Wade Carpenter CFP® wade@infinitaskc.com (913) 563-7300 Client Service Associate, Retirement Plan Solutions Amber Cousins CPFA Amber@infinitaskc.com (913) 563-7300 Partner Brook Deaver CFP®, MBA brook@infinitaskc.com (913) 563-7300 Financial Assistant Jonathan Deaver jonathan@infinitaskc.com (913) 563-7300 Client Relationship Manager Sara Deterding sara@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 Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com (913) 563-7300 Client Service Associate Jamie Disterhaupt jamie@infinitaskc.com (913) 563-7300 Participant Education/Marketing Coordinator Janie Foster janie@infinitaskc.com (913) 563-7300 Financial Advisor Brian Francis CFP®, MBA, QPFC® brianf@infinitaskc.com (913) 563-7300 Financial Advisor Susan Geiersbach CFP® susan@infinitaskc.com (913) 563-7300 Client Relationship Manager Ashley Goeken ashley.goeken@infinitaskc.com (913) 563-7300 Marketing Manager Lauren Gottschalk lauren@infinitaskc.com (913) 563-7300 Financial Advisor Jim Heeney AAMS® jim.heeney@infinitaskc.com (913) 563-7300 Financial Planning Assistant Drew Heffernon CFP® drew@infinitaskc.com (913) 563-7327 Financial Advisor Scott Herz scott@infinitaskc.com (913) 563-7300 Client Service Manager Catherine Hoefer catherine@infinitaskc.com (913) 563-7300 Financial Advisor Adam Hutsell CFP® adam@infinitaskc.com (913) 563-7300 Senior Partner Randy Johnson AIF®, CFP® randy@infinitaskc.com (913) 563-7300 Legal Support Executive Assistant Meredith Kinney meredith@infinitaskc.com (913) 563-7300 Client Service Associate Kim Knight kim@infinitaskc.com (913) 563-7300 Chief Operating Officer Christine Leyva AAMS® christine@infinitaskc.com (913) 563-7300 Financial Assistant Ryan Long ryan@infinitaskc.com (913) 563-7300 Administrative Assistant Melissa Maciejewski melissa@infinitaskc.com (913) 738-7365 Financial Assistant Brennan Masterson brennan@infinitaskc.com (913) 563-7300 Financial Advisor Melissa Myers melissa.myers@infinitaskc.com (913) 563-7300 CIO, Financial Advisor Michael Orndorff CFA® michael@infinitaskc.com (913) 563-7300 Partner Jerry Perfect CFS®, AIF® jerry@infinitaskc.com (913) 563-7300 Financial Advisor Michelle Poston CFP®, CEPA® michelle@infinitaskc.com (913) 563-7300 Executive Assistant Pati Priest pati@infinitaskc.com (913) 563-7300 Director of Wellness Aubree Priest (913) 563-7300 Sr. Client Service Associate, Retirement Plan Solutions Deah Rubin CPFA deah@infinitaskc.com (913) 563-7300 Financial Assistant Joshua Schmalz joshua@infinitaskc.com (913) 563-7300 Client Service Manager, Retirement Plan Solutions Stephanie Snyder stephanie@infinitaskc.com (913) 563-7300 Partner Jim Stanziola JD, ChFC®, AIF® jim@infinitaskc.com (913) 563-7300 Partner, Retirement Plan Solutions Tammy Tetzlaff AIF®, QPA, QKA tammy@infinitaskc.com (913) 563-7300 Client Service Associate Claire Vallejo claire@infinitaskc.com (913) 563-7300 Client Service Associate Morgan Vannoy PhD morgan@infinitaskc.com (913) 563-7300 Financial Assistant Cassidy Willis cassidy@infinitaskc.com (913) 563-7300

(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 Service 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 Service Associate Claire Vallejo claire@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Zack PHONE EMAIL

RESOURCES Express Carwash Resources Financial Calculators Educational InfiniTALKS & Webinars CONTACT SCHEDULE It's time to pursue the financial well-being you deserve. SCHEDULE A CONSULTATION Use the link below to complete a short assessment that will match you with personalized guidance, tools, and resources based on your current situation. Take Financial Wellness Assessment Learn more about Tomorrow Funded Schedule your complimentary 30 minute one-on-one meeting with one of our Infinitas Retirement Plan Solutions Advisors. Infinitas has an experienced team with specialized experience and knowledge. Alongside our Financial Advisors, our Qualified Plan Support Team provide ongoing day-to-day support. Each of our support team members specialize on a specific aspect of your plan. SCHEDULE A CONSULTATION SERVICES PROVIDED TO YOU: Savings rate calculations Company match calculations Retirement planning Tax reduction strategies Investment advice and portfolio design Social security strategies Beneficiary consulting Website login support Rollovers and Roll-in assistance Debt reduction strategies SCHEDULE A CONSULTATION ADDITIONAL SERVICES AVAILABLE UPON REQUEST: Review of outside investments Education savings planning Life insurance and annuity audit Estate planning advice – Wills, Trusts, Power of Attorney* Medicare planning Long-term care/Healthcare strategies Debt refinancing strategies *Infinitas does not provide legal advice for Wills, Trusts or Power of Attorneys, but may work with your legal professional to assist with financial planning. Your Infinitas Retirement Plan Solutions Advisors Our Infinitas Retirement Plan Solutions advisors understand your financial journey is unique. We partner with you to set goals to pursue the financial well-being you desire. We help you understand your options and establish an investment strategy to help get — and stay — on track for retirement. As you evaluate your options, we are here to be a resource. We are happy to offer you educational tools and exclusive access to our Infinitas webinars to supplement your financial journey. Schedule a Meeting With Your Infinitas Retirement Plan Solutions Advisors Our Infinitas Retirement Plan Solutions advisors understand your financial journey is unique. We partner with you to set goals to pursue the financial well-being you desire. We help you understand your options and establish an investment strategy to help get — and stay — on track for retirement. As you evaluate your options, we are here to be a resource. We are happy to offer you educational tools and exclusive access to our Infinitas webinars to supplement your financial journey. RESOURCES Play Video Play Video 38:15 InfiniTALKS | 2026 Mid-Year Outlook Play Video Play Video 31:29 InfiniTALKS | Charitable Gifting Strategies Play Video Play Video 33:01 InfiniTALKS | Planning Your Next Getaway Play Video Play Video 59:28 InfiniTALKS | Understanding Social Security Play Video Play Video 33:02 InfiniTALKS | The Fundamentals of Roth Accounts Play Video Play Video 34:29 InfiniTALKS: Year End Planning Play Video Play Video 01:07:29 InfiniTALKS: Navigating Medicare Play Video Play Video 24:39 The One Big Beautiful Bill Act Your Infinitas Retirement Plan Solutions Advisors Our Infinitas Retirement Plan Solutions advisors understand your financial journey is unique. We partner with you to set goals to pursue the financial well-being you desire. We help you understand your options and establish an investment strategy to help get — and stay — on track for retirement. As you evaluate your options, we are here to be a resource. We are happy to offer you educational tools and exclusive access to our Infinitas webinars to supplement your financial journey. SCHEDULE A CONSULTATION Financial Assistant Brennan Masterson brennan@infinitaskc.com (913) 563-7300 SCHEDULE Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 SCHEDULE Contact Us (913) 563-7300 retirementplans@infinitaskc.com www.infinitaskc.com CONNECT WITH US 10801 MASTIN ST #370 OVERLAND PARK, KS 66210 (913) 563-7300 INFO@INFINITASKC.COM INFORMATION ABOUT INFINITAS EVENT S RESOURC ES CLIEN T L OGIN CO NTACT SPECIALTIES FOR INDIVIDUALS FOR BUSINESSES RETIREMENT PLAN SOLUTIONS FORM CRS The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC , a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. Read our cookie policy here. Privacy Notice | Online Privacy Policy | © 2023 Infinitas

RESOURCES LG Barcus Resources Financial Calculators Educational InfiniTALKS & Webinars CONTACT SCHEDULE It's time to pursue the financial well-being you deserve. SCHEDULE A CONSULTATION Use the link below to complete a short assessment that will match you with personalized guidance, tools, and resources based on your current situation. Take Financial Wellness Assessment Learn more about Tomorrow Funded Schedule your complimentary 30 minute one-on-one meeting with one of our Infinitas Retirement Plan Solutions Advisors. Infinitas has an experienced team with specialized experience and knowledge. Alongside our Financial Advisors, our Qualified Plan Support Team provide ongoing day-to-day support. Each of our support team members specialize on a specific aspect of your plan. SCHEDULE A CONSULTATION SERVICES PROVIDED TO YOU: Savings rate calculations Company match calculations Retirement planning Tax reduction strategies Investment advice and portfolio design Social security strategies Beneficiary consulting Website login support Rollovers and Roll-in assistance Debt reduction strategies SCHEDULE A CONSULTATION ADDITIONAL SERVICES AVAILABLE UPON REQUEST: Review of outside investments Education savings planning Life insurance and annuity audit Estate planning advice – Wills, Trusts, Power of Attorney* Medicare planning Long-term care/Healthcare strategies Debt refinancing strategies *Infinitas does not provide legal advice for Wills, Trusts or Power of Attorneys, but may work with your legal professional to assist with financial planning. Your Infinitas Retirement Plan Solutions Advisors Schedule a Meeting With Your Infinitas Retirement Plan Solutions Advisors RESOURCES Play Video Play Video 08:16 Good News Video Your Infinitas Retirement Plan Solutions Advisors Our Infinitas Retirement Plan Solutions advisors understand your financial journey is unique. We partner with you to set goals to pursue the financial well-being you desire. We help you understand your options and establish an investment strategy to help get — and stay — on track for retirement. As you evaluate your options, we are here to be a resource. We are happy to offer you educational tools and exclusive access to our Infinitas webinars to supplement your financial journey. SCHEDULE A CONSULTATION Financial Assistant Brennan Masterson brennan@infinitaskc.com (913) 563-7300 SCHEDULE Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 SCHEDULE Financial Advisor Zack DiSette AIF®, CPWA® zack@infinitaskc.com (913) 563-7300 SCHEDULE Contact Us (913) 563-7300 retirementplans@infinitaskc.com www.infinitaskc.com CONNECT WITH US 10801 MASTIN ST #370 OVERLAND PARK, KS 66210 (913) 563-7300 INFO@INFINITASKC.COM INFORMATION ABOUT INFINITAS EVENT S RESOURC ES CLIEN T L OGIN CO NTACT SPECIALTIES FOR INDIVIDUALS FOR BUSINESSES RETIREMENT PLAN SOLUTIONS FORM CRS The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC , a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. Read our cookie policy here. Privacy Notice | Online Privacy Policy | © 2023 Infinitas

RESOURCES All States Resources Financial Calculators Educational InfiniTALKS & Webinars CONTACT SCHEDULE It's time to pursue the financial well-being you deserve. SCHEDULE A CONSULTATION Use the link below to complete a short assessment that will match you with personalized guidance, tools, and resources based on your current situation. Take Financial Wellness Assessment Learn more about Tomorrow Funded Schedule your complimentary 30 minute one-on-one meeting with one of our Infinitas Retirement Plan Solutions Advisors. Infinitas has an experienced team with specialized experience and knowledge. Alongside our Financial Advisors, our Qualified Plan Support Team provide ongoing day-to-day support. Each of our support team members specialize on a specific aspect of your plan. SCHEDULE A CONSULTATION SERVICES PROVIDED TO YOU: Savings rate calculations Company match calculations Retirement planning Tax reduction strategies Investment advice and portfolio design Social security strategies Beneficiary consulting Website login support Rollovers and Roll-in assistance Debt reduction strategies SCHEDULE A CONSULTATION ADDITIONAL SERVICES AVAILABLE UPON REQUEST: Review of outside investments Education savings planning Life insurance and annuity audit Estate planning advice – Wills, Trusts, Power of Attorney* Medicare planning Long-term care/Healthcare strategies Debt refinancing strategies *Infinitas does not provide legal advice for Wills, Trusts or Power of Attorneys, but may work with your legal professional to assist with financial planning. Your Infinitas Retirement Plan Solutions Advisors Our Infinitas Retirement Plan Solutions advisors understand your financial journey is unique. We partner with you to set goals to pursue the financial well-being you desire. We help you understand your options and establish an investment strategy to help get — and stay — on track for retirement. As you evaluate your options, we are here to be a resource. We are happy to offer you educational tools and exclusive access to our Infinitas webinars to supplement your financial journey. Schedule a Meeting With Your Infinitas Retirement Plan Solutions Advisors Our Infinitas Retirement Plan Solutions advisors understand your financial journey is unique. We partner with you to set goals to pursue the financial well-being you desire. We help you understand your options and establish an investment strategy to help get — and stay — on track for retirement. As you evaluate your options, we are here to be a resource. We are happy to offer you educational tools and exclusive access to our Infinitas webinars to supplement your financial journey. RESOURCES Play Video Play Video 08:01 Good News! Your Infinitas Retirement Plan Solutions Advisors Our Infinitas Retirement Plan Solutions advisors understand your financial journey is unique. We partner with you to set goals to pursue the financial well-being you desire. We help you understand your options and establish an investment strategy to help get — and stay — on track for retirement. As you evaluate your options, we are here to be a resource. We are happy to offer you educational tools and exclusive access to our Infinitas webinars to supplement your financial journey. SCHEDULE A CONSULTATION Financial Advisor Chad Berg chad.berg@infinitaskc.com (913) 563-7337 SCHEDULE Contact Us (913) 563-7300 retirementplans@infinitaskc.com www.infinitaskc.com CONNECT WITH US 10801 MASTIN ST #370 OVERLAND PARK, KS 66210 (913) 563-7300 INFO@INFINITASKC.COM INFORMATION ABOUT INFINITAS EVENT S RESOURC ES CLIEN T L OGIN CO NTACT SPECIALTIES FOR INDIVIDUALS FOR BUSINESSES RETIREMENT PLAN SOLUTIONS FORM CRS The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC , a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. Read our cookie policy here. Privacy Notice | Online Privacy Policy | © 2023 Infinitas

(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 Service 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 Service Associate Claire Vallejo claire@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Tim PHONE EMAIL

(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 Service Associate Jamie Disterhaupt jamie@infinitaskc.com (913) 563-7300 Client Service Manager Catherine Hoefer catherine@infinitaskc.com (913) 563-7300 Client Service 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 Service 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

RESOURCES CCS Resources Financial Calculators Educational InfiniTALKS & Webinars CONTACT SCHEDULE It's time to pursue the financial well-being you deserve. SCHEDULE A CONSULTATION Use the link below to complete a short assessment that will match you with personalized guidance, tools, and resources based on your current situation. Take Financial Wellness Assessment Learn more about Tomorrow Funded Schedule your complimentary 30 minute one-on-one meeting with one of our Infinitas Retirement Plan Solutions Advisors. Infinitas has an experienced team with specialized experience and knowledge. Alongside our Financial Advisors, our Qualified Plan Support Team provide ongoing day-to-day support. Each of our support team members specialize on a specific aspect of your plan. SCHEDULE A CONSULTATION SERVICES PROVIDED TO YOU: Savings rate calculations Company match calculations Retirement planning Tax reduction strategies Investment advice and portfolio design Social security strategies Beneficiary consulting Website login support Rollovers and Roll-in assistance Debt reduction strategies SCHEDULE A CONSULTATION ADDITIONAL SERVICES AVAILABLE UPON REQUEST: Review of outside investments Education savings planning Life insurance and annuity audit Estate planning advice – Wills, Trusts, Power of Attorney* Medicare planning Long-term care/Healthcare strategies Debt refinancing strategies *Infinitas does not provide legal advice for Wills, Trusts or Power of Attorneys, but may work with your legal professional to assist with financial planning. Your Infinitas Retirement Plan Solutions Advisors Our Infinitas Retirement Plan Solutions advisors understand your financial journey is unique. We partner with you to set goals to pursue the financial well-being you desire. We help you understand your options and establish an investment strategy to help get — and stay — on track for retirement. As you evaluate your options, we are here to be a resource. We are happy to offer you educational tools and exclusive access to our Infinitas webinars to supplement your financial journey. Schedule a Meeting With Your Infinitas Retirement Plan Solutions Advisors Our Infinitas Retirement Plan Solutions advisors understand your financial journey is unique. We partner with you to set goals to pursue the financial well-being you desire. We help you understand your options and establish an investment strategy to help get — and stay — on track for retirement. As you evaluate your options, we are here to be a resource. We are happy to offer you educational tools and exclusive access to our Infinitas webinars to supplement your financial journey. RESOURCES Play Video Play Video 38:15 InfiniTALKS | 2026 Mid-Year Outlook Play Video Play Video 31:29 InfiniTALKS | Charitable Gifting Strategies Play Video Play Video 33:01 InfiniTALKS | Planning Your Next Getaway Play Video Play Video 59:28 InfiniTALKS | Understanding Social Security Play Video Play Video 33:02 InfiniTALKS | The Fundamentals of Roth Accounts Play Video Play Video 34:29 InfiniTALKS: Year End Planning Play Video Play Video 01:07:29 InfiniTALKS: Navigating Medicare Play Video Play Video 24:39 The One Big Beautiful Bill Act Your Infinitas Retirement Plan Solutions Advisors Our Infinitas Retirement Plan Solutions advisors understand your financial journey is unique. We partner with you to set goals to pursue the financial well-being you desire. We help you understand your options and establish an investment strategy to help get — and stay — on track for retirement. As you evaluate your options, we are here to be a resource. We are happy to offer you educational tools and exclusive access to our Infinitas webinars to supplement your financial journey. SCHEDULE A CONSULTATION Financial Assistant Brennan Masterson brennan@infinitaskc.com (913) 563-7300 SCHEDULE Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 SCHEDULE Contact Us (913) 563-7300 retirementplans@infinitaskc.com www.infinitaskc.com CONNECT WITH US 10801 MASTIN ST #370 OVERLAND PARK, KS 66210 (913) 563-7300 INFO@INFINITASKC.COM INFORMATION ABOUT INFINITAS EVENT S RESOURC ES CLIEN T L OGIN CO NTACT SPECIALTIES FOR INDIVIDUALS FOR BUSINESSES RETIREMENT PLAN SOLUTIONS FORM CRS The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC , a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. Read our cookie policy here. Privacy Notice | Online Privacy Policy | © 2023 Infinitas

(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

RESOURCES MVP Law Resources Financial Calculators Educational InfiniTALKS & Webinars CONTACT SCHEDULE It's time to pursue the financial well-being you deserve. SCHEDULE A CONSULTATION Use the link below to complete a short assessment that will match you with personalized guidance, tools, and resources based on your current situation. Take Financial Wellness Assessment Learn more about Tomorrow Funded Schedule your complimentary 30 minute one-on-one meeting with one of our Infinitas Retirement Plan Solutions Advisors. Infinitas has an experienced team with specialized experience and knowledge. Alongside our Financial Advisors, our Qualified Plan Support Team provide ongoing day-to-day support. Each of our support team members specialize on a specific aspect of your plan. SCHEDULE A CONSULTATION SERVICES PROVIDED TO YOU: Savings rate calculations Company match calculations Retirement planning Tax reduction strategies Investment advice and portfolio design Social security strategies Beneficiary consulting Website login support Rollovers and Roll-in assistance Debt reduction strategies SCHEDULE A CONSULTATION ADDITIONAL SERVICES AVAILABLE UPON REQUEST: Review of outside investments Education savings planning Life insurance and annuity audit Estate planning advice – Wills, Trusts, Power of Attorney Medicare planning Long-term care/Healthcare strategies Debt refinancing strategies Your Infinitas Retirement Plan Solutions Advisors Our Infinitas Retirement Plan Solutions advisors understand your financial journey is unique. We partner with you to set goals to pursue the financial well-being you desire. We help you understand your options and establish an investment strategy to help get — and stay — on track for retirement. As you evaluate your options, we are here to be a resource. We are happy to offer you educational tools and exclusive access to our Infinitas webinars to supplement your financial journey. Schedule a Meeting With Your Infinitas Retirement Plan Solutions Advisors Our Infinitas Retirement Plan Solutions advisors understand your financial journey is unique. We partner with you to set goals to pursue the financial well-being you desire. We help you understand your options and establish an investment strategy to help get — and stay — on track for retirement. As you evaluate your options, we are here to be a resource. We are happy to offer you educational tools and exclusive access to our Infinitas webinars to supplement your financial journey. RESOURCES Play Video Play Video 12:38 Estate Planning + Market Update Play Video Play Video 08:08 Financial Planning at Every Stage Play Video Play Video 09:26 Navigating 529 Plans Play Video Play Video 09:49 MVP New Hire Video Play Video Play Video 06:02 Pretax vs Roth: What's the Difference? Your Infinitas Retirement Plan Solutions Advisors Our Infinitas Retirement Plan Solutions advisors understand your financial journey is unique. We partner with you to set goals to pursue the financial well-being you desire. We help you understand your options and establish an investment strategy to help get — and stay — on track for retirement. As you evaluate your options, we are here to be a resource. We are happy to offer you educational tools and exclusive access to our Infinitas webinars to supplement your financial journey. SCHEDULE A CONSULTATION Financial Advisor Zack DiSette AIF®, CPWA® zack@infinitaskc.com (913) 563-7300 SCHEDULE Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 SCHEDULE Financial Advisor Melissa Myers melissa.myers@infinitaskc.com (913) 563-7300 SCHEDULE Contact Us (913) 563-7300 retirementplans@infinitaskc.com www.infinitaskc.com CONNECT WITH US 10801 MASTIN ST #370 OVERLAND PARK, KS 66210 (913) 563-7300 INFO@INFINITASKC.COM INFORMATION ABOUT INFINITAS EVENT S RESOURC ES CLIEN T L OGIN CO NTACT SPECIALTIES FOR INDIVIDUALS FOR BUSINESSES RETIREMENT PLAN SOLUTIONS FORM CRS Infinitas, MVP Law, and Commonwealth Financial Network® are separate and unrelated entities. The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC , a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. Read our cookie policy here. Privacy Notice | Online Privacy Policy | © 2023 Infinitas

RESOURCES Pest Share Resources Financial Calculators Educational InfiniTALKS & Webinars CONTACT SCHEDULE It's time to pursue the financial well-being you deserve. SCHEDULE A CONSULTATION Use the link below to complete a short assessment that will match you with personalized guidance, tools, and resources based on your current situation. Take Financial Wellness Assessment Learn more about Tomorrow Funded Schedule your complimentary 30 minute one-on-one meeting with one of our Infinitas Retirement Plan Solutions Advisors. Infinitas has an experienced team with specialized experience and knowledge. Alongside our Financial Advisors, our Qualified Plan Support Team provide ongoing day-to-day support. Each of our support team members specialize on a specific aspect of your plan. SCHEDULE A CONSULTATION SERVICES PROVIDED TO YOU: Savings rate calculations Company match calculations Retirement planning Tax reduction strategies Investment advice and portfolio design Social security strategies Beneficiary consulting Website login support Rollovers and Roll-in assistance Debt reduction strategies SCHEDULE A CONSULTATION ADDITIONAL SERVICES AVAILABLE UPON REQUEST: Review of outside investments Education savings planning Life insurance and annuity audit Estate planning advice – Wills, Trusts, Power of Attorney* Medicare planning Long-term care/Healthcare strategies Debt refinancing strategies *Infinitas does not provide legal advice for Wills, Trusts or Power of Attorneys, but may work with your legal professional to assist with financial planning. Your Infinitas Retirement Plan Solutions Advisors Our Infinitas Retirement Plan Solutions advisors understand your financial journey is unique. We partner with you to set goals to pursue the financial well-being you desire. We help you understand your options and establish an investment strategy to help get — and stay — on track for retirement. As you evaluate your options, we are here to be a resource. We are happy to offer you educational tools and exclusive access to our Infinitas webinars to supplement your financial journey. Schedule a Meeting With Your Infinitas Retirement Plan Solutions Advisors Our Infinitas Retirement Plan Solutions advisors understand your financial journey is unique. We partner with you to set goals to pursue the financial well-being you desire. We help you understand your options and establish an investment strategy to help get — and stay — on track for retirement. As you evaluate your options, we are here to be a resource. We are happy to offer you educational tools and exclusive access to our Infinitas webinars to supplement your financial journey. RESOURCES Play Video Play Video 11:38 Pest Share New Hire Video Your Infinitas Retirement Plan Solutions Advisors Our Infinitas Retirement Plan Solutions advisors understand your financial journey is unique. We partner with you to set goals to pursue the financial well-being you desire. We help you understand your options and establish an investment strategy to help get — and stay — on track for retirement. As you evaluate your options, we are here to be a resource. We are happy to offer you educational tools and exclusive access to our Infinitas webinars to supplement your financial journey. SCHEDULE A CONSULTATION Financial Assistant Brennan Masterson brennan@infinitaskc.com (913) 563-7300 SCHEDULE Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 SCHEDULE Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com (913) 563-7300 SCHEDULE Contact Us (913) 563-7300 retirementplans@infinitaskc.com www.infinitaskc.com CONNECT WITH US 10801 MASTIN ST #370 OVERLAND PARK, KS 66210 (913) 563-7300 INFO@INFINITASKC.COM INFORMATION ABOUT INFINITAS EVENT S RESOURC ES CLIEN T L OGIN CO NTACT SPECIALTIES FOR INDIVIDUALS FOR BUSINESSES RETIREMENT PLAN SOLUTIONS FORM CRS The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC , a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. Read our cookie policy here. Privacy Notice | Online Privacy Policy | © 2023 Infinitas