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; wealth management services; charitable gift planning services; cash flow planning; life stewardship advising services; intergenerational wealth transfer planning services; alternative investment advising services; insurance brokerage and advising services; educational and entertainment services, namely, conducting seminars, making personal appearances, and performing speaking engagements, all in the field of financial planning