H.D. VEST, INC.

1040 ANALYST

financial computer software programs used to review an individual's financial situation via their tax returns and accompanying manuals sold therewith;

AUDITING THE BOOKS

magazine newspaper columns in the field of finance featured in publications of others;

BOSS TO VEST

providing an on-line electronic bulletin board for communication between financial services representatives, their supervisors, and corporate personnel via Applicant's corporate extranet;

H.D. VEST UNIVERSITY

educational services in the field of financial services, namely, conducting training and continuing education courses for financial services representatives and distributing course materials in connection therewith;The name H.D. VEST identifies a living individual whose consent is of record.;HD VEST UNIVERSITY;UNIVERSITY;

PORTFOLIO ANALYST

NAME OF A FINANCIAL PLANNING ASSET ALLOCATION SOFTWARE, ANY LITERATURE & ADVERTISING REFERRING TO SOFTWARE, ANY REPORT GENERATED BY THE SOFTWARE AND THE COMPUTER PROGRAM THAT PROVIDES THE ASSET ALLOCATION;PORTFOLIO;

PORTFOLIO ANALYST

financial computer software programs and the manual sold therewith used for reviewing an individual's investments;

REGIONAL SUPPORT SYSTEM

EDUCATIONAL SERVICES, NAMELY, CONDUCTING CLASSES AND PROVIDING PERSONAL MENTORING FOR FINANCIAL SERVICE REPRESENTATIVES IN THE FIELDS OF FINANCIAL SERVICES AND CONTINUING EDUCATION;BUSINESS NETWORKING;

REPTRACK

PROVIDING ON-LINE REAL-TIME INFORMATION VIA A CORPORATE INTRANET, IN THE NATURE OF SALES VOLUME TRACKING, PRODUCT LICENSING, BUSINESS CONTACT HISTORY AND THE LIKE, TO FINANCIAL SERVICES REPRESENTATIVES AND AFFILIATES;

RSP

Prerecorded audiotapes, videotapes and printed instruction manuals in connection therewith, comprising an interactive self-study computer based training program for use by financial services representatives in setting up a financial services planning business and in offering such services to its clients;

TAX ACTION

Investment services, namely, professional money management services, investment management services, investment account management services, namely, customizable brokerage accounts consisting of mutual funds and individual securities; investment account management services, namely, fund management services for high-net-worth portfolios using select mutual funds as investment vehicles for various asset classes; financial planning for retirement; financial planning; estate planning; financial portfolio management; financial investment brokerage; securities brokerage; stock brokerage services; insurance services, namely, insurance brokerage; financial information, and investment and planning opportunities by using projected assets to invest; providing financial services information to prospective investors distributed online, namely, providing an Internet website portal in the field of financial services for distributing financial services information for potential investors through educational materials and information online, namely, providing a website featuring information in the field of financial services;Providing on-line non-downloadable software for creating reports identifying investment and planning opportunities for projected assets to invest;

VEST FINANCIAL SERVICES

investment consultation, investment brokerage, investment banking, and investment management services; financial investment services in the fields of securities, mutual funds, certificates of deposit, and portfolio management; estate planning services; financial planning for retirement; insurance consultation and insurance brokerage services; financial evaluation for insurance purposes; providing information in the field of financial investment and insurance services, namely, insurance brokerage, professional money management services, retirement, financial and estate planning services, financial portfolio management, and financial investment, security, commodity and stock brokerage services, all provided to tax and accounting professionals;FINANCIAL SERVICES;

VESTACCESS

VEST ACCESS;Investment account management services; Financial services, namely, providing investment consulting services and individually managed investment account services;Software as a service (SAAS) services featuring software for use in conducting financial and investment transactions and managing personal investment accounts;

VESTAR

INVESTMENT ADVISORY AND FUNDS INVESTMENT SERVICES;

VESTFLEX

investment account management services and investment programs, namely, turnkey money management services with a choice of various model portfolios based on differing levels of risk, and printed reports provided to investor clients distributed in connection therewith;

VESTSTRATEGIST

VEST STRATEGIST;Investment account management services; Financial services, namely, providing investment consulting services and individually managed investment account services;Software as a service (SAAS) services featuring software for use in conducting financial and investment transactions and managing multiple personal investment accounts through a single platform;