EDELMAN FINANCIAL ENGINES, LLC

ACCELERATING FINANCIAL CONFIDENCE. MOMENT BY MOMENT.

downloadable electronic newsletters in the fields of business, finance, investment, and money management; downloadable podcasts in the fields of mutual funds, personal finance, and financial planning and advice; downloadable software in the nature of a mobile application for providing investment account and portfolio information and statements, retirement goal information, investment activity and plan updates and information, and contact to a financial advisor;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;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 advisory services featuring the management of an account holder's 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; funds investment, namely, high-yield cash and liquid asset 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;

ACCELERATING FINANCIAL CONFIDENCE. WITH EVERY EMPLOYEE. MOMENT BY MOMENT.

downloadable electronic newsletters in the fields of business, finance, investment, and money management; downloadable podcasts in the fields of mutual funds, personal finance, and financial planning and advice; downloadable software in the nature of a mobile application for providing investment account and portfolio information and statements, retirement goal information, investment activity and plan updates and information, and contact to a financial advisor;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;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 advisory services featuring the management of an account holder's 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; funds investment, namely, high-yield cash and liquid asset 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;

ANNUITY OPTIMIZER

printed matter and printed publications, namely, reports, newsletters, bulletins, booklets, information sheets, reference guides, brochures and pamphlets all the foregoing relating to annuities;Financial consultancy services, namely, financial advice and analysis;ANNUITY;

BECAUSE MONEY DOESN'T COME WITH INSTRUCTIONS

Downloadable newsletters in the field of business, finance, investment and money management;Newsletters in the field of business, finance, investment and money management; pens and pencils; paperweights;BECAUSE MONEY DOES NOT COME WITH INSTRUCTIONS;

BECAUSE MONEY DOESN'T COME WITH INSTRUCTIONS

On-line journals, namely, blogs in the field of personal finance and financial planning; Providing online non-downloadable newsletters in the field of business, finance, investment and money management; Educational and entertainment services, namely, a continuing program about personal finance and financial planning accessible by radio, television and computer networks; Educational services, namely, conducting classes, seminars, conferences and workshops in the fields of business, finance, investment, money management and financial planning;Bobblehead dolls;Notepads; brochures in the field of personal finance and financial planning;BECAUSE MONEY DOES NOT COME WITH INSTRUCTIONS;Financial services in the nature of asset administration, management, investment and financial planning for others; Investment services, namely, asset acquisition, asset utilization and asset allocation services for others; Financial investment for others in the fields of securities, mutual funds and annuities; Advice relating to investments; providing financial information in the fields of business, finance, investment, money management and financial planning via a global computer information network; Financial retirement trust management services;

DOWNSIDE DEFENDER

online electronic newsletters delivered by email in the field of personal finance and financial planning;printed materials, namely, periodic reports 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;financial consultancy services in the nature of financial advice, analysis, education, and guidance; investment advisory services; investment management, planning, and advice services; 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, and financial portfolio analysis services; financial investment with customer-selected loss protection provided by adjusting investment allocations;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;

DOWNSIDE DEFENSE

online electronic newsletters delivered by email in the field of personal finance and financial planning;printed materials, namely, periodic reports 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;financial consultancy services in the nature of financial advice, analysis, education, and guidance; investment advisory services; investment management, planning, and advice services; 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, and financial portfolio analysis services; financial investment with customer-selected loss protection provided by adjusting investment allocations;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;

EDELMAN FINANCIAL

Providing online, non-downloadable newsletters in the field of business, finance, investment and money management; Educational services, namely, conducting classes, seminars, conferences and workshops in the fields of business, finance, investment, money management and financial planning;Downloadable electronic newsletters in the field of business, finance, investment and money management;Newsletters in the field of business, finance, investment and money management;Financial services in the nature of wealth management services, namely, asset administration, management, investment, and financial planning for others; Financial and investment services, namely, asset acquisition, asset utilization, and asset allocation services for others; Financial investment for others in the fields of securities, mutual funds, and annuities; Advice relating to investments; providing financial information in the fields of business, finance, investment, money management and financial planning via a global computer information network; Financial retirement plan consulting services, namely, financial retirement trust management services;As to EDELMAN;Business succession planning for financial advisors;FINANCIAL;

EDELMAN FINANCIAL ENGINES

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 non-downloadable newsletters in the fields of business, finance, investment, and money management;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;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;FINANCIAL;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;

EDELMAN FINANCIAL SERVICES

personal financial planning services;FINANCIAL SERVICES;

EDELMAN FINANCIAL SERVICES: AMERICA'S FINANCIAL PLANNING FIRM

Providing online, non-downloadable newsletters in the field of business, finance, investment and money management; Educational services, namely, conducting classes, seminars, conferences and workshops in the fields of business, finance, investment, money management and financial planning;Downloadable newsletters in the field of business, finance, investment and money management;The name EDELMAN shown in the mark identifies Ric Edelman, whose consent to register is made of record.;Newsletters in the field of business, finance, investment and money management;Financial services in the nature of asset administration, management, investment and financial planning for others; Investment services, namely, asset acquisition, asset utilization and asset allocation services for others; Financial investment for others in the fields of securities, mutual funds and annuities; Advice relating to investments; providing financial information in the fields of business, finance, investment, money management and financial planning via a global computer information network; Financial retirement trust management services;Business succession planning for financial advisors;FINANCIAL SERVICES AND AMERICA'S FINANCIAL PLANNING FIRM;

EDELMAN FINANCIAL: AMERICA'S FINANCIAL PLANNING FIRM

Providing online, non-downloadable newsletters in the field of business, finance, investment and money management; Educational services, namely, conducting classes, seminars, conferences and workshops in the fields of business, finance, investment, money management and financial planning;Downloadable newsletters in the field of business, finance, investment and money management;The name EDELMAN shown in the mark identifies Ric Edelman, whose consent to register is made of record.;Newsletters in the field of business, finance, investment and money management;Financial services in the nature of asset administration, management, investment and financial planning for others; Investment services, namely, asset acquisition, asset utilization and asset allocation services for others; Financial investment for others in the fields of securities, mutual funds and annuities; Advice relating to investments; providing financial information in the fields of business, finance, investment, money management and financial planning via a global computer information network; Financial retirement trust management services;Business succession planning for financial advisors;FINANCIAL AND AMERICA'S FINANCIAL PLANNING FIRM;

EDELMAN ONLINE

Financial services in the nature of asset administration, investment and financial planning for others; Investment services, namely, asset acquisition, asset utilization and asset allocation services for others;ONLINE;

EF

Entertainment services in the nature of an ongoing program in the field 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 field 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 non-downloadable newsletters in the field of business, finance, investment, and money management;The mark consists of truncated lines representing the letters E and F.;Downloadable newsletters in the field of business, finance, investment, and money management;Printed materials, namely, newsletters, periodic reports, brochures, and customized investor reports regarding financial planning and education, business, finance, investment, money management, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments; notepads; pens;EDELMAN FINANCIAL;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 field of finance, business, money management, financial planning, and financial investments; financial services, namely, financial and retirement planning and guidance, financial investment analysis, portfolio allocation in the nature of financial portfolio analysis, financial research, and providing recommendations for selecting specific financial instruments in the nature of financial consultation; financial services offered via a global computer network, namely, financial planning, financial investment analysis, portfolio allocation in the nature of financial portfolio analysis, financial research, and providing recommendations for selecting specific financial instruments in the nature of financial consultation; financial planning services; financial investment for others in the fields of securities, mutual funds; financial retirement trust management services; asset administration; financial and investment services, namely, asset acquisition, asset utilization, and asset allocation services for others; fiduciary services;Color is not claimed as a feature of the mark.;Interactive computer on-line services offered via a global computer network in the nature of an interactive website featuring technology that allows users to schedule a call with a financial advisor, upload and download documents, and manage investments in the fields of financial and retirement planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments;

EF EDELMAN FINANCIAL ENGINES

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;The mark consists of the word EDELMAN stacked above the words FINANCIAL ENGINES, with the wording spaced to the right of a design consisting of truncated lines representing the letters E and F.;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;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;Color is not claimed as a feature of the mark.;FINANCIAL;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;

EF FINANCIAL ENGINES

The mark consists of the word FINANCIAL stacked above the word ENGINES, with the wording spaced to the right of a design consisting of truncated lines representing the letters E and F.;Printed materials, namely, newsletters and brochures in the fields of financial planning and education, finance, investment, money management, investment analysis, portfolio allocation, and recommendations for selecting specific financial instruments;Color is not claimed as a feature of the mark.;FINANCIAL;