Analyzing and compiling data for measuring the performance of financial markets; Business advice and analysis of markets; Business planning; Business succession planning; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Connecting buyers and sellers of financial assets; Philanthropy consultation relating to taxation planning; Promotion of financial and insurance services, on behalf of third parties; Providing business advice and information in the field of retirement plans, employee compensation plans, executive compensation plans, estate plans, business plans, business succession plans, exit strategy plans, charitable giving plans; Tax and taxation planning, advice, information and consultancy services

Advice relating to investments; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Advisory services relating to mutual funds; Estate trust management; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultancy services in the area of healthcare; Financial consultation; Financial consultation in the field of individual, family, business, corporate, government, and nonprofit planning; Financial consulting; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation for insurance purposes; Financial information; Financial information and advisory services; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial management; Financial portfolio management; Financial research and information services; Financial risk management; Financial risk management consultation; Financial securities exchange services; 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, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, life insurance settlement services; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial trust administration; Financial trust operations; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consultation; Insurance information; Securities brokerage; Securities brokerage services; Securities trade execution services; Security brokerage; Administration of employee welfare benefit plans concerning insurance and finance; Administration of employee benefit plans concerning insurance and finance; Advice on finance during retirement; Broker-dealer financial services in the field of stocks, bonds, mutual funds, and other securities; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Credit and financial consultation; Employee stock plan administration services; Estate planning; Estate trust planning; Financial advice; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, individual financial planning, family financial planning, business and corporation financial planning, and government and nonprofit financial planning; Financial retirement plan consulting services; Financial administration of retirement plans; Financial administration of employee pension plans; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial investment in the field of stocks, bonds, mutual funds, retirement planning; Financial management in the field of individual, family, business, corporate, government, and nonprofit financial planning; Financial management in the field of retirement plans, employee compensation plans, executive compensation plans, estate plans, business plans, business succession plans, exit strategy plans, charitable giving plans; Financial management of employee pension plans; Financial planning for retirement; Financial services, namely, estate settlement services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial trust planning; Health insurance underwriting; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Investment advice; Investment advice in the fields of individual plans, retirement plans, employee compensation plans, executive compensation plans, estate plans, business plans, business succession plans, exit strategy plans, charitable giving plans; Investment advisory services; Investment consultation in the fields of stocks, bonds, mutual funds, retirement planning; Investment management in the fields of stocks, bonds, mutual funds, retirement planning; Management of securities portfolios; Mutual fund advisory services; Mutual fund planning services; On-line financial planning services; Processing, administering and managing employee benefit plans concerning insurance and finance; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; 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 a web site featuring personal financial information and financial advice; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; 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 in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing information in the field of financial stock and equity markets; Providing information in the field of employee financial benefit plans; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Providing stock/securities market information; Research related to financial instruments; Strategic financial advisory services; Strategic corporate financial advisory services; Trading in securities