BUILT BY LAWYERS, POWERED BY PROS

financial services and products for fully-bundled retirement programs, namely, financial investment in the field of securities, financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment funds of others; fiduciary services, namely, fiduciary representative services; trustee services; self-directed brokerage services, namely, brokerage of shares and other securities; investment of funds; investment products and vehicles, namely, investment options for retirement plans, commingled funds investment, and mutual funds investment, investment services namely, asset acquisition, consultation, development and management services; investment advice, trust management accounts, investment management, investment consultation, and investment of funds for others; plan administration of and regulatory compliance consulting for defined contribution and defined benefit plans, distribution options, and holistic financial wellness programs, namely, processing, administering and managing benefit plans concerning insurance and finance; consultation in the field of retirement plans, namely, financial planning for retirement; retirement products and services, namely, providing information and advice in the field of finance, investment consultation, financial valuations, and financial planning aspects of retirement; financial planning for retirement; financial retirement plan consulting services; providing information and advice in the field of financial investments and the financial aspects of retirement; financial services, namely, providing retirement and pension plan administration in the field of retirement investment programs, 401(k) investment and administration, profit sharing and defined benefit plans; related financial planning services in the field of retirement; financial services, namely, providing retirement and pension plan administration in the field of retirement investment programs, 401(k) investment and administration, profit sharing, financial planning advice and information, holistic financial wellness advice and information, and defined benefit plans

educational services, namely, providing non-downloadable webinars in the fields of financial planning, retirement planning, retirement plan fees, holistic financial wellness programs, namely, providing non-downloadable webinars featuring educational seminars and instruction for planning for financial distributions; investment education, namely, providing non-downloadable webinars featuring educational seminars in the field of retirement planning, investment advice, trust management accounts, and financial and regulatory administration of retirement plans, and distribution of educational materials in connection therewith for all of the above