Phelps, Gregory D

BOOMERS WEALTH SUMMIT

Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analysis and consultation; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial information; Financial information and advisory services; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio management; Financial research; Financial research and information services; Financial retirement plan consulting services; Financial services, namely, debt settlement; Financial services, namely, mortgage planning; Financial services, namely, wealth management services; Financial trust planning; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; Advice on finance during retirement; Advice relating to investments; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Capital investment services; Commodity investment advice; Consultancy of capital investment; Financial investment analysis and stock research; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services in the nature of an investment security; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation; Funds investment; Mutual fund investment; Mutual funds and capital investment; On-line financial planning services; Providing investors with financial information; Strategic financial advisory services;

WEALTH SUMMIT

Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis; Financial analysis and research services; Financial asset management; Financial consultancy; Financial consultation; Financial consulting; Financial information; Financial information and advisory services; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio management; Financial research; Financial research and information services; Financial services, namely, wealth management services; On-line financial planning services; Providing on-line financial calculators; Strategic financial advisory services;