Morris & Dean Competitors

Lakeside Partners serves as a trusted advisor, providing mergers & acquisitions advisory services to our clients. Our principals have decades of experience executing transactions on behalf of business owners, boards of directors, and private equity owners. We bring a depth of experience across a variety of industries, business models, and ownership dynamics. We aim to achieve superior outcomes through intense focus on the details, unwavering commitment to your objectives, and tenacious execution and process management. Our Industry Expertise: • Business Services • Consumer & Retail • Food, Beverage, & Agriculture • Industrials • Specialty Distribution • Technology

SilverOak Financial Group is a full-service financial firm committed to helping people pursue their financial goals. As a team of dedicated and skilled professionals committed to our clients’ financial success, SilverOak offers a wide range of financial products and services to individuals and business owners alike. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide. *Securities and investment advisory services offered through Osaic Wealth, Inc. (Osaic), member FINRA/SIPC. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic. See website for additional disclosures.

Pinnacle Investments is a fiduciary-focused financial services firm serving Syracuse and Central New York. We help individuals, families, and businesses pursue long-term financial confidence through fee-based investment management, brokerage accounts, financial planning, insurance and annuities, and workplace retirement solutions. Our advisors take a personalized approach rooted in relationships, thoughtful guidance, and strategies aligned with each client’s goals, risk tolerance, and stage of life. Whether you are planning for retirement, managing wealth, protecting your family, preparing for major life transitions, or evaluating benefits for your business, Pinnacle provides experienced guidance designed to help you build, manage, and protect your financial future with clarity, care, and your long-term priorities at the center of every recommendation. Security and advisory services offered through Pinnacle Investments, LLC member FINRA/SIPC. Full list of disclosures can be found on our website.