Financial services, namely, advice relating to investments, asset management, cash management; financial analysis and consultation; financial planning consultation, financial portfolio management; brokerage in the field of stocks, mutual funds and other securities; mutual fund investment and mutual fund distribution; trust services, namely, investment and trust company services; insurance services, namely underwriting and writing property and casualty insurance; investment management of annuities and distribution of annuities; and, retirement planning services, namely defined benefit services, defined contribution services, retirement education and planning services