PLAN WELL, INVEST WELL & LIVE WELL

Advice relating to investments; Annuity services, namely, account and investment administration; Brokerage services in the field of securities and commodities investing; 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 investment brokerage services; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Funds investment; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Investment advisory services; Investment brokerage; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment of funds; Investment of funds for others; Investment risk assessment services; Monitoring financial markets for investment purposes; Mutual fund investment; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Real estate funds investment services; Securities trading and investing services for others via the internet