Accounting advisory services; Accounting consultation; Accounting services; Accounting services for mergers and acquisitions; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax consulting services

Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Financial advisory services; Financial planning; Financial planning and investment advisory services; Investment advisory services; Investment management; Financial asset management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, wealth management services; Strategic financial advisory services; Strategic corporate financial advisory services