Financial advisory and consultancy services, namely, providing AI/ML-powered risk tolerance assessments, investment strategies, portfolio management, financial planning, and personalized behavioral feedback systems.

Personnel placement and recruitment services; employment counseling; business consultation services; personal counseling services, namely, employment counseling, human resources consultation of individuals and providing career information; business advisory and advice services; employee assistance services, namely, providing employee information; business mergers and acquisitions consultation and promoting special events of others

Scientific and technological research in the field of medication and pharmaceutical consultation, stored and accessed via a web-based software program, for the purposes of design and development of medication care planning and medication use review.

Financial services, namely, providing financial management services and financial information to financial advisors, and providing information in the field of financial advisement over computer networks and global communication networks

Financial services rendered to investment advisors, namely, providing financial news, account information, investment fund performance information and other information relating to investments and financial issues; some or all of which information may then be made available by investment advisors to others by means of sites of a global computer network

providing financial information, providing information about investment accounts, providing investment management services, and providing mutual fund investment services; all by means of a global computer information network