INDEPENDENT BUT NOT ALONE

Financial and investment services, namely, financial portfolio management services, financial planning services, and financial investment management services; investment advisory services, namely, financial investment advisory services offered by Registered Investment Advisors (RIA); providing advisors with financial information; providing a website featuring information in the fields of investment and financial advisory services; financial consultancy and provision of information to financial advisors in the field of financial services; financial consultancy and financial advisory, namely, assisting others with establishment and operation of financial advisory firms; providing financial consultation services for financial advisors; financial research services; providing financial management advice to registered financial advisors (RIAs); financial services, namely, providing financial advice to start, join, grow registered financial advisors (RIAs)