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(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, 2021, 2022, and 2023, 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 - 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 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 Paraplanner 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 Operations Manager Trisha McClanahan trisha@infinitaskc.com (913) 563-7300 Paraplanner Joshua Schmalz joshua@infinitaskc.com (913) 563-7300 Client Services Associate Cassidy Willis cassidy@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Wade PHONE EMAIL

RESOURCES Hormann Resources Financial Calculators Educational InfiniTALKS & Webinars CONTACT SCHEDULE It's time to pursue the financial well-being you deserve. SCHEDULE A CONSULTATION 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 expertise 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 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 17:34 Financial Foundations Play Video Play Video 16:18 Hormann - Burgettstown, PA Money Matters Play Video Play Video 03:06 Setting Yourself Up for Success Play Video Play Video 07:16 2025 Contribution Limits Play Video Play Video 10:12 Hormann New Hire Video Play Video Play Video 04:29 Good News Video - Hormann 401k Plan Play Video Play Video 06:02 Pretax vs Roth: What's the Difference? Play Video Play Video 15:01 2025 Year-End Planning Burgettstown, PA Play Video Play Video 17:34 Financial Foundations Play Video Play Video 12:47 Hormann - Puyallup, WA Money Matters Play Video Play Video 03:06 Setting Yourself Up for Success Play Video Play Video 07:16 2025 Contribution Limits Play Video Play Video 10:12 Hormann New Hire Video Play Video Play Video 04:29 Good News Video - Hormann 401k Plan Play Video Play Video 06:02 Pretax vs Roth: What's the Difference? Play Video Play Video 15:01 2025 Year-End Planning Puyallup, WA Play Video Play Video 17:34 Financial Foundations Play Video Play Video 09:46 Hormann - Sparta, TN Money Matters Play Video Play Video 03:06 Setting Yourself Up for Success Play Video Play Video 07:16 2025 Contribution Limits Play Video Play Video 10:12 Hormann New Hire Video Play Video Play Video 04:29 Good News Video - Hormann 401k Plan Play Video Play Video 06:02 Pretax vs Roth: What's the Difference? Play Video Play Video 15:01 2025 Year-End Planning Sparta, TN Play Video Play Video 17:34 Financial Foundations Play Video Play Video 12:46 Hormann - Montgomery, IL Money Matters Play Video Play Video 03:06 Setting Yourself Up for Success Play Video Play Video 07:16 2025 Contribution Limits Play Video Play Video 10:12 Hormann New Hire Video Play Video Play Video 04:29 Good News Video - Hormann 401k Plan Play Video Play Video 06:02 Pretax vs Roth: What's the Difference? Play Video Play Video 15:01 2025 Year-End Planning Montgomery, IL 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 Puyallup, WA Financial Advisor Zack DiSette AIF®, CPWA® zack@infinitaskc.com SCHEDULE Financial Advisor Sam DiSette AIF® sam@infinitaskc.com SCHEDULE Sparta, TN Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com SCHEDULE Financial Advisor Zack DiSette AIF®, CPWA® zack@infinitaskc.com SCHEDULE Montgomery, IL Financial Advisor Sam DiSette AIF® sam@infinitaskc.com SCHEDULE Burgettstown, PA Participant Services Specialist Tom Cross tcross@alignretire.com 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 HMS Resources Financial Calculators Educational InfiniTALKS & Webinars CONTACT SCHEDULE It's time to pursue the financial well-being you deserve. SCHEDULE A CONSULTATION Schedule a complimentary 30 minute one-on-one meeting with one of our Infinitas Retirement Plan Solutions Advisors. Infinitas has an experienced team with specialized expertise 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 If you are unavailable during the times listed on the schedule, please email ashley.harvey@infinitaskc.com. 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 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 RESOURCES Play Video Play Video 08:02 Financial Planning at Every Stage Play Video Play Video 01:12:29 Money Matters: Insights & Impact Play Video Play Video 06:46 Are You on Track for Retirement? Play Video Play Video 08:29 2025 HMS New Hire Video Play Video Play Video 05:03 2025 Contribution Limits Play Video Play Video 04:00 Updating Beneficiaries: A Simple Must-Do Play Video Play Video 06:02 Pretax vs Roth: What's the Difference? Your Infinitas Retirement Plan Solutions Advisor 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 Paraplanner Brennan Masterson brennan@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 With more than 23 years of experience in financial planning and wealth management, Randy Johnson has built a reputation for delivering thoughtful, personalized strategies that help clients achieve their financial goals. As a trusted Senior Partner at Infinitas, Randy focuses on creating customized plans that empower individuals, families, and business owners to grow, protect, and manage their wealth with confidence. He takes pride in fostering strong client relationships, providing guidance and education every step of the way. Randy meets with clients regularly and provides tailored advice to ensure their financial plans remain flexible and aligned with life’s changes. Randy earned his Bachelor of Science in Business from the University of Kansas and went on to complete his MBA at Rockhurst University. He holds several prestigious designations that reflect his dedication to professional excellence and his clients’ diverse needs. The Accredited Investment Fiduciary® (AIF®) and Certified Financial Planner (CFP®) designations highlight Randy’s commitment to fiduciary excellence, underscoring his dedication to always acting in his clients’ best interests. Randy resides in Overland Park, Kansas, with his wife, Mindy, their children, Brayden and Grace, and their beloved dogs, Cosmo and Chief. When not assisting clients, Randy enjoys golfing and spending quality time with his family at their lake home in Warsaw, Missouri. Meet The Team Team Directory > Senior Partner Randy Johnson AIF®, CFP® randy@infinitaskc.com (913) 563-7300 Financial Advisor Leigh Ann Morales CFP® leighann@infinitaskc.com (913) 563-7310 Paraplanner 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

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

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

RESOURCES Financial Calculators Educational InfiniTALKS & Webinars CONTACT SCHEDULE It's time to pursue the financial well-being you deserve. SCHEDULE A CONSULTATION Schedule your complimentary 30 minute one-on-one meeting with one of our Infinitas Retirement Plan Solutions Advisors. We understand your financial journey is unique and 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, our advisors 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. Our Infinitas Financial Advisors are on-site on the third Wednesday and Thursday every month to be a resource to you. If you are unable to meet with an advisor when we are on-site, please schedule a one-on-one meeting with one of our financial advisors using the button below. 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 Financial Advisor Blake Workman CPFA blake@infinitaskc.com (913) 563-7338 Financial Advisor Scott Herz scott@infinitaskc.com (913) 563-7300 Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 Partner David Pacer CFP®, CRPS®, CPFA david@infinitaskc.com (913) 563-7300 Contact Us (913) 563-7300 blake@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, Hutchinson Regional Medical Center, 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

(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 time with his wife, Alexia, and daughter, Evelyn and they are eagerly anticipating the arrival of twins in late 2025. A passionate sports fan, he also loves 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 Paraplanner Jonathan Deaver jonathan@infinitaskc.com (913) 563-7300 Client Services Manager Catherine Hoefer catherine@infinitaskc.com (913) 563-7300 Financial Planning Assistant Alec Hoover alec@infinitaskc.com (913) 563-7300 Chief Operating Officer Christine Leyva christine@infinitaskc.com (913) 563-7300 Operations Manager Trisha McClanahan trisha@infinitaskc.com (913) 563-7300 Paraplanner Joshua Schmalz joshua@infinitaskc.com (913) 563-7300 Client Services Associate Cassidy Willis cassidy@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Chad PHONE EMAIL

RESOURCES Your Resources Financial Calculators Educational InfiniTALKS & Webinars CONTACT SCHEDULE It's time to pursue the financial well-being you deserve. SCHEDULE A CONSULTATION 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 34:29 InfiniTALKS: Year End Planning Play Video Play Video 01:53 Building Financial Strength in Your 20s and 30s Play Video Play Video 01:07:29 InfiniTALKS: Navigating Medicare Play Video Play Video 24:39 The One Big Beautiful Bill Act Play Video Play Video 53:37 InfiniTALKS: Financial Planning in Your 60s and 70s Play Video Play Video 52:35 InfiniTALKS: Financial Planning in Your 40s and 50s Play Video Play Video 01:05:36 InfiniTALKS: Financial Planning in Your 20s and 30s Play Video Play Video 58:24 InfiniTALKS: The AI Revolution 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 Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com (913) 563-7300 SCHEDULE Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 SCHEDULE Paraplanner Brennan Masterson brennan@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 H&H Resources Financial Calculators Educational InfiniTALKS & Webinars CONTACT SCHEDULE It's time to pursue the financial well-being you deserve. SCHEDULE A CONSULTATION 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 Schedule a Meeting With Your Infinitas Retirement Plan Solutions Advisors RESOURCES This channel is coming soon! 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 Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com (913) 563-7300 SCHEDULE Financial Advisor Sam DiSette AIF® sam@infinitaskc.com (913) 563-7300 SCHEDULE Paraplanner Brennan Masterson brennan@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 DTC Resources Financial Calculators Educational InfiniTALKS & Webinars CONTACT SCHEDULE It's time to pursue the financial well-being you deserve. SCHEDULE A CONSULTATION 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 CONSULTATION 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 07:30 2025 DTC 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. 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 Paraplanner Brennan Masterson brennan@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

(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