Assistance with business management and planning; Business succession planning; Cost management for the health benefit plans of others; Cost management for the health care benefit plans of others

Advice relating to investments; Brokerage of shares and other securities; Brokerage of shares or stocks and other securities; Brokerage services for capital investments; Brokerage services for stocks and bonds; Brokerage services in the field of securities and commodities investing; Capital investment consulting; Capital investment services; Consultancy of capital investment; Estate planning; Equity capital investment; Financial advice; Financial advice and consultancy services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of securities; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Fund investment consultation; Funds investment; Global investment research services; Investment advice; Investment advisory services; Investment brokerage; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Life insurance brokerage; Management of a capital investment fund; Mutual fund brokerage; Mutual fund investment; Private equity fund investment services; Providing counseling and consulting in the field of health care benefits and employee benefits; 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 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

Education services, namely, providing seminars, webinars, roundtables and workshops in the fields of life insurance for estate and business planning, employee benefits consulting, health benefits, and wealth management

Consulting in the field of health, mental health, and wellness to bring about personal happiness; Wellness and health-related consulting services

Regulatory compliance consulting in the field of retirement plan administration