Financial advisory and consultancy services; Financial planning and investment advisory services; Financial advisory and consultancy services, namely, financial planning, estate planning, cash flow planning, tax loss harvesting, tax planning, portfolio management, insurance and risk assessment, retirement readiness assessment, non-profit investment consulting, medical professional financial strategy consulting, retirement planning, retirement plan implementation, retirement plan selection, stock option analysis, equity-based compensation strategy consulting, ultra-high net worth strategy consulting, business succession planning and trust services; Employer-sponsored retirement plans advisory and consulting services, namely, investment selection and implementation and plan monitoring and management; Private investments advisory and consulting services