Investment advisory services; investment management services; investment consultation services; fund investment consulting; consulting in the field of institutional investing and portfolio management; investment of funds for others; securities broker-dealer services; investment risk assessment services; financial advisory services in the fields of buying and selling stock, funds, bonds, and other investments; financial asset management services; financial asset consultation and advisory services; financial planning for retirement in the nature of retirement account and 401(k) account management services; financial services, namely, retirement consultation and advisory services; financial analysis and consulting; financial advisory services in the field of human resources, namely, providing information in the field of employee financial benefit plans; employee retirement, financial and insurance benefits consulting; mergers, acquisitions and divestiture financial advisory services