Filed July 8, 2026

Serial No. 99928888

Examining Attorney SAMANTHA M HAYNES

Class Investment advisory services; Financial planning consultation; Financial planning and investment advisory services; Financial planning for retirement; Financial asset management in the field of retirement savings plans; Providing information in the field of financial planning; Providing information in the field of financial planning for higher education; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial advice relating to tax; Financial portfolio management; Management of securities portfolios; Financial wealth management services; Providing information in the field of wealth management; Estate planning; Providing information in the field of estate planning; Wealth transfer planning; Consulting services in the field of employee benefit plans concerning insurance and finance; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Providing on-line information in the field of charitable monetary giving through financial and estate planning; 100; 101; 102

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