36 Financial advisory and consultancy services, namely, creating personalized strategies for minimizing risk and achieving financial wellness in the fields of buying and selling stock, funds, bonds, and other investments; Financial advisory and consultancy services, namely, creating personalized strategies for minimizing risk and achieving financial wellness in the fields of human resources and providing information in the field of employee financial benefit plans; Financial advisory and consultancy services, namely, employee retirement, financial and insurance benefits consulting; Financial analysis and consultation; Financial asset management; Financial planning for retirement; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial retirement plan consulting services; Fund investment consultation; Investment advisory services; Investment consultation; Investment management; Investment of funds for others; Investment risk assessment services; Financial risk management; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Insurance brokerage; Providing a website featuring educational information in the field of business insurance; Providing financial information via a website; Providing a website featuring information in the field of medicare, property and casualty, life and specialty insurances related to one's health