Filed July 31, 2026

Serial No. 50025404

Class Financial planning services; fee-based financial planning services; financial advisory services; fee-based investment advisory services; financial consulting services; wealth management services; retirement planning services; estate planning services in the nature of financial estate planning; employee benefits consulting and advisory services; consulting and advisory services relating to employer-sponsored qualified retirement plans; retirement plan advisory services for employers; consulting services regarding 401(k) plans, profit-sharing plans, pension plans, and other qualified retirement plans; investment advisory services; insurance advisory services; insurance consulting services; insurance brokerage services; insurance brokerage in the field of life insurance, disability insurance, health insurance, and long-term care insurance; annuity brokerage services; brokerage in the field of stocks, bonds, mutual funds, and exchange-traded funds; providing information and consultation in the fields of financial planning, retirement planning, estate planning, education funding, employee benefits, and long-term care planning; 100; 101; 102

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