Thomas Bateman Hood Competitors

Workable solutions and support for our clients as they invest for the future, plan for life's transition, get fit to retire and manage portfolios for sustainable income. Each client has a team of dedicated Analysts, Administrators and Advisers that deliver on our core value: "... it is only by helpings OTHERS prosper, that we prosper ourselves..." Prosperity is a choice, the leadership at Prosperity has over 30 years of relevant experience in managing through all kinds of market conditions and financial challenges. 10955 Lowell Avenue, Suite 900, Overland Park, KS 66210 | 913-451-4501 275 Springside Drive, Suite 270, Akron OH 44333 | 330-576-4554 11595 N Meridian Street, Suite 300, Carmel, IN 46032 | 317-844-5100 24 North Erie Street, Toledo, OH 43604 | 419-254-2401 Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Prosperity Advisors LLC and Cetera are affiliated.

Since 1993, Pinnacle has served more than 250 clients in over 30 countries across six continents, from commercial capital and IT portfolios to federal programs under compliance scrutiny. Our work spans EPC, energy, oil and gas, aerospace and defense, healthcare, financial services, technology, and the public sector. Consulting — portfolio prioritization, investment governance, capital planning and investment control (CPIC), and EVM system design and compliance readiness. Implementation — project cost and scheduling systems, integrated with the ERP, MRP, procurement, and labor systems you already run. One set of numbers, one source of truth. Training — portfolio governance, scheduling, and earned value for the practitioners who run the system day to day. More than 20,000 students trained. Support — sustainment and operational support for clients who want a partner rather than a handoff. What that produces: millions in IT spend recovered and redirected to initiatives that return more. On-time milestone delivery raised from 50% to 90%. Portfolios funded on evidence instead of argument. EVMS certifications earned on the programs that require them. We are a Deltek, Microsoft, Oracle, OnePlan, and forProject Technology partner. Our consultants average 32 years in the field, implementing these systems across hundreds of client organizations. Other firms tell you what should change. We build it, integrate it, and stay until it works. 888-975-1119 ● www.pinnaclemanagement.com ● info@pinnaclemanagement.com

We are the go-to growth consulting firm for visionary B2B technology and services executives with audacious revenue goals. GROWTH STRATEGY Set up your business to pull ahead—and stay ahead—of the competition with clear, actionable strategies. GROWTH OPERATIONS Build a reliable, scalable growth engine capable of transforming even your most audacious growth goals into reality. GROWTH ACTIVATION Make the leap from idea to impact, mobilizing your organization to deliver on milestones and hit aggressive revenue targets. We help you build leverage across sales, marketing, customer, and product functions. We recognize patterns. We see around corners. We break down silos and drive tough decisions—from strategy to messaging to AI. You’ve got a big number and no time to waste. We’ve got your back.