Filed March 19, 2026

Serial No. 99712608

Examining Attorney null

Class Individual retirement account services; Financial planning for retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Electronic transfers of money; Financial advice on retirement; Advice on finance during retirement; Financial advice relating to retirement; Pension fund investment management; Investment management of pension funds; Financial administration of employee pension plans; Financial management of employee pension plans; Business, stock option and pension valuation services; Financial management in the field of IRA and 401(k) rollovers; Financial management in the field of IRA rollovers; Financial management in the field of 401(k) rollovers; Financial management in the field of pension rollovers; Financial management in the field of account rollovers; Financial management in the field of 1035 exchange; Financial management in the field of annuities; Financial management in the field of annuities; Financial advisory services; Strategic financial advisory services; Providing financial advisory services; Strategic corporate financial advisory services; Financial information and advisory services; Financial advisory and consultancy services; Financial planning and investment advisory services; Financial advisory services rendered using artificial intelligence (AI); Providing financial advisory services in the field of virtual currency; Providing financial advisory services in the field of digital currency; Investment advice; Commodity investment advice; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Advice relating to investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial management in the field of direct rollovers; Financial management in the field of 403(b) rollovers; Financial management in the field of Roth IRA rollovers; Financial management in the field of 457 rollovers; Financial management in the field of simple IRA rollovers; Financial management in the field of SEP IRA rollovers; Financial management in the field of traditional rollovers; Financial management in the field of conversion rollovers; Financial management in the field of inherited rollovers; Financial management in the field of beneficiary rollovers; Financial management in the field of qualified rollovers; Financial management in the field of non-qualified rollovers; Financial management in the field of variable annuity rollovers; Financial management in the field of late rollovers; Financial management in the field of self-certification rollovers; Financial management in the field of indirect rollovers; 100; 101; 102

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