Filed March 3, 2023

Serial No. 97822502

Examining Attorney null

Class Credit consultation; Credit counseling services; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial consultancy and insurance consultancy; Financial consultation in the field of business; Financial counseling services, namely, helping others build a better working relationship with their money; Financial trust planning; Investment advice; Investment advice in the fields of municipal bonds, securities, retirement, annuities, real estate, and public equity; Providing financial information; Providing information in the field of finance; Providing insurance information; Providing information about healthcare insurance plans; 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; Providing information in the field of employee financial benefit plans; Provision of financial information; 100; 101; 102; 100; 101; 107

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