Filed Jan. 14, 2025

Serial No. 98960897

Examining Attorney WON TEAK OH

Interlocutory Attorney STEVEN W FERRELL

Class Advisory services relating to credit and debit control, investment, grants and financing of loans; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial services, namely, mortgage planning; Financial trust planning; Investment advisory services; Providing on-line information in the field of charitable monetary giving through financial and estate planning; 100; 101; 102

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