GREY OAK WEALTH MANAGEMENT

Financial services, namely, management, administration and allocation of investment funds and other investment vehicles; financial advisory services, namely, advisory services in the field of asset management, financial planning and investment funds, employee benefit plan financial analysis, planning and management; advisory services pertaining to business succession planning, capital formation and structure and analysis of debt financing; investment services, namely, providing investment analysis, consultation, planning, management, advisory, brokerage and research services with respect to financial products, real estate and other instruments of investment; wealth management services, namely, cash and asset management services; insurance services, namely, providing insurance advisory and consultation services in the fields of life, accident and health insurance services