ONE°

Financial planning and investment advisory services; brokerage of stock, mutual funds, exchange traded funds, and other securities; financial analysis, consultation and planning; financial portfolio management; individual retirement account services; investment services, namely, asset acquisition, consultation, development and management services; financial services, namely, wealth management services, charitable gift planning services, cash flow planning, life stewardship advising services, intergenerational wealth transfer planning services, and alternative investment advising services; insurance brokerage and advising services

Educational and entertainment services, namely, conducting seminars, making personal appearances by financial advisors and financial professionals, and performing speaking engagements, all in the field of financial planning