36 Providing financial and investment advice, analysis and consultation services; Providing personalized investment consulting, investment account management, and securities consulting services; Financial planning; Financial advice; Financial analysis; Financial consultation; Financial management; Retirement fund investment; Financial services, namely, retirement planning; Financial planning for retirement services, namely, trustee services; Investment services, namely, management and brokerage in the fields of securities, stocks, money market funds, bonds, mutual funds, exchange traded funds, commodities, futures, options, and indices of any of them; Providing a website featuring educational information in the fields of investment management and asset management