PATTEN AND PATTEN, INC.

Advice relating to investments; Financial and investment services, namely, management [ and brokerage ] in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including [ private and ] public equity and debt investment services; Investment advisory services; Investment consultation; Investment management; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement