Filed June 1, 2026

Serial No. 99857906

Examining Attorney MICHAEL A OBREGON

Class Financial analysis; Financial advisory services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial investment brokerage; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial planning; Financial planning consultation; Financial consulting services, namely, expert analysis in finance; Financial analyses; Financial trust operations; Financial services, namely, investment fund transfer and transaction services; Strategic financial advisory services; Strategic corporate financial advisory services; Financial restructuring services; On-line trading of financial instruments, shares, options and other derivative products; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial counseling services, namely, helping others build a better working relationship with their money; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial risk management consultation; Financial consultancy; Financial forecasting; Financial consultation in the field of cash flow and investment strategy, risk mitigation, estate planning; Financial asset management; Financial advisory and consultancy services, namely, cash flow and investment strategy, risk mitigation, estate planning; Financial planning and investment advisory services; Financial advice, namely, budget planning; Financial trust planning; Providing information in the field of financial stock and equity markets; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing investors with financial information; Conducting financial feasibility studies; Financial investment analysis and stock research; Providing financial information; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, wealth management services; Providing information and research in the field of finance and financial investments; Financial consultancy and insurance consultancy; Financial data analysis; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing financial assessment services to advise in investment and insurance products, retirement investment services, and business financial planning; Financial management in the field of investment and insurance products, retirement investment services, and business financial planning; Financial management; Financial research; Providing financial information and analysis; Family office services in the nature of financial wealth management services; Financial wealth management services; Financial advice relating to retirement; Financial portfolio management; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Financial services in the nature of providing an investment option available for life insurance products; Providing information in the field of financial planning; Financial advice relating to tax; Financial consultancy services; Providing financial risk assessment services; Financial administration of mutual funds; Providing information in the field of personal finance; Advice on finance during retirement; Financial advisory and consultancy services, namely, business financial planning services; Financial advisory and consultancy services, namely, financial planning for businesses and individuals; Financial advisory and consultancy services, namely, investment advisory, insurance advisory, and retirement planning services; Financial advisory and consultancy services, namely, investment and insurance products, retirement investment services, and business financial planning; Providing information in the field of employee financial benefit plans; Insurance and financial information and consultancy services; Financial administration of employee benefit plans; Financial administration of group insurance plans; Investment consultancy; 100; 101; 102

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