Business marketing and business consulting services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; marketing advisory services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; consulting services in the field of practice management for financial advisors; providing business planning and marketing solutions for financial advisors; providing marketing information in the nature of marketing materials in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning via a website; none of the foregoing relating to providing start-up or expansion capital, loans or private equity to any restaurants or to franchised businesses, franchisees or franchisors that provide restaurant or hospitality services or food or beverages

Financial consulting and advisory services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; financial retirement plan consulting and administration services; providing a web site featuring financial and stock market research information in order to assist financial professionals in the management of financial investments; providing information and advice in the fields of finance, financial investments, financial valuations, and the financial aspects of retirement; providing a resource website featuring information in the fields of wealth management, insurance brokerage, financial investments, managed financial accounts, mutual funds, financial securities, financial annuities, hedge funds, financial options, retirement plans, investment advice, and financial planning; providing information and analysis in the fields of wealth management, insurance brokerage, financial investments, managed financial accounts, mutual funds, financial securities, financial annuities, hedge funds, financial options, retirement plans, investment advice, and financial planning; financial planning; financial planning and investment advisory services; financial advisory and consultancy services; financial analysis and research services; none of the foregoing relating to providing start-up or expansion capital, loans or private equity to any restaurants or to franchised businesses, franchisees or franchisors that provide restaurant or hospitality services or food or beverages

Business education and training services, namely, providing conferences, seminars, online interactive training sessions, non-downloadable webinars, and online non-downloadable videos in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; interactive online training services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; providing training for financial advisors in the fields of business management, business operations, sales and marketing; providing online, non-downloadable videos featuring educational and training content in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; none of the foregoing relating to providing start-up or expansion capital, loans or private equity to any restaurants or to franchised businesses, franchisees or franchisors that provide restaurant or hospitality services or food or beverages

Providing computer technology information and computer technology consulting in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; none of the foregoing relating to providing start-up or expansion capital, loans or private equity to any restaurants or to franchised businesses, franchisees or franchisors that provide restaurant or hospitality services or food or beverages