Voting proxy services, namely, delegating, voting, tabulating, and reporting of proxies and proxy voting for business purposes by global computer network, electronic means, computer communication, telephone communication, and other means

Financial services, namely, providing investment advice, investment management, investment consultation and investment of funds for others; the trading of financial instruments, securities, shares, mutual funds, ETFs, options and other derivative products; online securities brokerage services; mutual fund investment services; investment brokerage services; investment management in the field of private placement of securities; conducting private placements and public offerings of securities; financial investment research services; financial analysis and consultation for others, namely, financial professionals and their client investors; financial planning services; providing investment and portfolio status information by electronic means; financial administration of retirement plans; providing information, research, and commentary, all in the fields of financial planning, finance, investing, and portfolio management, via the Internet and electronic, digital and mobile devices

Computer services, namely, creating an on-line community for registered users to organize groups, participate in discussions, and engage in social, business and community networking services in the fields of financial planning, finance, investing, and portfolio management and accessible via the Internet and electronic, digital and mobile devices; hosting on-line web facilities for others for organizing and conducting interactive discussions via communication networks and for sharing of ideas between investors and potential investors, all in the fields of financial planning, finance, investing, and portfolio management and accessible via the Internet and electronic, digital and mobile devices; providing online network services that enable users to transfer data to and share data with and among multiple websites and providing non-downloadable software to measure and display the performance of investment ideas and investment portfolios based on public opinion, investor perception and finance-related surveys, all in the fields of financial planning, finance, investing, and financial portfolio management and accessible via the Internet, and electronic, digital and mobile devices