Financial and investment services, including, mutual fund investment services, exchange-traded funds investment services, investment and insurance brokerage, investment management, asset management, investment advice and advisory services, securities lending, financial and investment consultation, financial and investment research, banking, administration of college savings plans, charitable fund raising, donor- advised investment of funds for charitable purposes, administration of charitable giving programs offering a variety of financial investment options, retirement planning, and annuities investment; providing information in the financial and investment fields; providing information in the financial and investment fields through electronic means; providing services and information in the fields of investing, finance, saving, financial planning, financial news, financial information, analysis in the fields of investing, finance, and financial planning, financial portfolio management, financial decision making, investment research, monitoring investment value and performance of investments, analysing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames via a website and online computer database; administration of employee benefit plans, defined benefit plans, defined contribution plans and employee pension plans; financial planning and investment advisory services; financial and insurance consulting services; debit card services; check processing, check writing and bill payment services; assisting others with the completion of financial transactions for mutual funds, exchange-traded funds, stocks, bonds, securities and equities; cash management services; electronic funds transfer and payment services; providing information by phone and by online means in the fields of investment account information and financial research; research in the fields of finance, saving, investing, investments, investment brokerage, and asset management; donor advised investment of funds for charitable purposes; charitable fund raising services; automated securities trade execution services; financial administration and investment management services rendered to non-profit organizations; financial services rendered primarily to states, municipalities and tax exempt organizations, including, providing financial news and information and investment account information by means of the internet; life insurance and annuity services; risk management services; estate trust management services; administration of fund investment; administration of investment funds; investment of funds; management of funds; mutual funds; capital fund investment; capital fund management; information, advisory and consulting services relating to the aforementioned

Educational services, namely workshops, classes, seminars and conferences in the fields of investing, finance, saving, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation and the distribution of course materials in connection therewith; providing educational services in the fields of investing, finance, saving, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation; education and entertainment services, namely providing podcasts in the fields of investing, finance, saving, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation via a webcast or website; providing online publications in the nature of newsletters, reports, guides, charts, work sheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of finance, saving, investing, investments, investment brokerage, and asset management; providing online seminars and workshops in the fields of investing, finance, saving, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation; providing information in the field of financial education to financial services providers by means of an internet web site; development and dissemination of educational materials for others in the field of financial services and investing; educational services in the nature of periodic television programs concerning financial topics; the foregoing excluding services in the field of sport and entertainment services in the field of music