EF EDELMAN FINANCIAL ENGINES

Owners

Goods & Services

Entertainment services in the nature of an ongoing program in the fields of mutual funds, personal finance, and financial planning and advice, broadcast over radio, television, and the Internet; Educational services, namely, conducting online classes, seminars, conferences, and workshops in the fields of business, finance, investment, money management, and financial planning; Online electronic newsletters delivered by email in the field of personal finance and financial planning; Providing online nondownloadable newsletters in the fields of business, finance, investment, and money management

Providing an interactive website featuring technology that allows users to schedule a call with a financial advisor, manage investments, and upload and download documents in the fields of financial and retirement planning, investment analysis, and portfolio allocation

Financial consultancy services in the nature of financial advice, analysis, education, and guidance;Investment advisory services; Investment management, planning, and advice services; Financial analysis and research services; Investment management services featuring the management of an account holder's mutual fund investments to provide a periodic payment at a predetermined level to the account holder; Providing information via a global computer network in the fields of finance, money management, financial planning, and financial investments; Financial services, namely, financial planning, financial planning for retirement, financial investment analysis, financial portfolio analysis services, financial research, and financial consultations featuring recommendations for selecting specific financial instruments; Financial services offered via a global computer network, namely, financial planning, financial investment analysis, financial portfolio analysis services, financial research, and financial consultations featuring recommendations for selecting specific financial instruments; Financial planning services; Financial investment for others in the fields of securities, mutual funds; Financial retirement trust management services; Financial asset administration; Financial asset management, namely, asset acquisition, asset utilization, and asset allocation services for others; Fiduciary representative services

Downloadable electronic newsletters in the fields of business, finance, investment, and money management

Printed materials, namely, newsletters, periodic reports, brochures, and customized investor reports in the fields of financial planning and education, business, finance, investment, money management, investment analysis, portfolio allocation, and recommendations for selecting specific financial instruments; Notepads; Pens