FOLIO FINANCIAL, INC.

Class 042: platform-as-a-service (PAAS) services featuring computer software platform applications for customization and workflow management of client investment and financial portfolios

providing investment advice and investment consultation; investment management in the field of private placement of securities; conducting private placements and public offerings of securities; financial investment research services; financial analysis and consultation for others, namely, financial professionals and their client investors; financial planning services; financial administration of retirement plans; providing information, research, and commentary, all in the fields of financial planning, finance, investing, and portfolio management, via the Internet and electronic, digital and mobile devices

Financial services, namely, investment management and investment of funds for others; the trading of financial instruments, securities, shares, mutual funds, ETFs, options and other derivative products; online securities brokerage services; mutual fund investment services; investment brokerage services; providing investment and portfolio status information by electronic means; Voting proxy services, namely, delegating, voting, tabulating, and reporting of proxies and proxy voting for business purposes by global computer network, electronic means, computer communication, telephone communication, and other means

Class 042: Computer services, namely, creating an on-line community for registered users to organize groups, participate in discussions, and engage in social, business and community networking services in the fields of financial planning, finance, investing, and portfolio management and accessible via the Internet and electronic, digital and mobile devices; hosting on-line web facilities for others for organizing and conducting interactive discussions via communication networks and for sharing of ideas between investors and potential investors, all in the fields of financial planning, finance, investing, and portfolio management and accessible via the Internet and electronic, digital and mobile devices; providing online network services that enable users to transfer data to and share data with and among multiple websites and providing non-downloadable software to measure and display the performance of investment ideas and investment portfolios based on public opinion, investor perception and finance-related surveys, all in the fields of financial planning, finance, investing, and financial portfolio management and accessible via the Internet, and electronic, digital and mobile devices

Financial services, namely, providing investment advice, investment management, investment consultation and investment of funds for others; the trading of financial instruments, securities, shares, mutual funds, ETFs; online securities brokerage services; mutual fund investment services; investment brokerage services; investment management in the field of private placement of securities; conducting private placements and public offerings of securities; financial investment research services; financial analysis and consultation for others, namely, financial professionals and their client investors; financial planning services; providing investment and portfolio status information by electronic means; financial administration of retirement plans; providing information, and commentary, all in the fields of financial planning, finance, investing, and portfolio management, via the Internet and electronic, digital and mobile devices; Voting proxy services, namely, delegating, voting, tabulating, and reporting of proxies and proxy voting for business purposes by global computer network, electronic means, computer communication, telephone communication, and other means; "FINANCIAL"

Class 036: financial services, namely, providing investment advice, investment management, investment consultation and investment of funds for others; the trading of financial instruments, securities, shares, mutual funds, ETFs, options and other derivative products; online securities brokerage services; mutual fund investment services; investment brokerage services; financial investment research services; financial analysis and consultation for others, namely, financial professionals and their client investors; financial planning services; providing investment and portfolio status information by electronic means; and financial administration of retirement plans

financial services, namely, providing investment advice, investment management, investment consultation and investment of funds for others; the trading of financial instruments, securities, shares, mutual funds, ETFs, options and other derivative products; online securities brokerage services; mutual fund investment services; investment brokerage services; financial investment research services; financial analysis and consultation for others, namely, financial professionals and their client investors; financial planning services; providing investment and portfolio status information by electronic means; and financial administration of retirement plans

"'CLIENT'"

"INC."

"RESEARCH, LLC"

Class 036: financial services, namely, providing investment advice, investment management, investment consultation and investment of funds for others; the trading of financial instruments, securities, shares, mutual funds, ETFs, options and other derivative products; online securities brokerage services; mutual fund investment services; investment brokerage services; financial investment research services; financial analysis and consultation for others, namely, financial professionals and their client investors; financial planning services; providing investment and portfolio status information by electronic means; and financial administration of retirement plans

Class 036: financial services, namely, providing investment advice, investment management, investment consultation and investment of funds for others; the trading of financial instruments, securities, shares, mutual funds, ETFs, options and other derivative products; online securities brokerage services; mutual fund investment services; investment brokerage services; financial investment research services; financial analysis and consultation for others, namely, investors; financial planning services; and providing investment and portfolio status information by electronic means

financial advisory and investment services for 401(k) retirement savings investment plans

Class 036: financial management, financial planning and financial investment brokerage and advisory services in the field of tradable instruments, namely, securities; online securities brokerage services; financial services in the nature of brokerage of investment securities; mutual fund investment services; financial analysis and consultation for others, namely, investors; and providing financial information services in the fields of financial investments and financial portfolios status provided by electronic means

financial management, financial planning and financial investment services in the field of tradable instruments, namely, securities; online securities brokerage services; financial services in the nature of investment securities; mutual fund investment services; financial analysis and consultation for others, namely, investors; and financial information services, namely, investment and portfolio status information provided by electronic means

"SUCCESSFUL INVESTING"

Financial management, financial planning and financial investment services in the field of tradable instruments, securities, commodities and futures; financial analysis and consultation for others, namely, investors; mutual fund investment services; financial information services, namely, investment and portfolio status information provided by electronic means; and online security brokerage services; "Managed Accounts"

Proxy services, namely, delegating, voting, tabulating, communicating and/or disclosing and reporting of proxies and proxy voting by global computer network, electronic means, computer communication, telephone communication, and other means

Financial management, financial planning and financial investment services in the field of tradable instruments, securities, commodities and futures; financial analysis and consultation for others, namely, investors; mutual fund investment services; financial information services, namely, investment and portfolio status information provided by electronic means; and online security brokerage services; "WIZARD"

"ALLOCATOR"

Financial planning in the field of tradable instruments, namely, securities and mutual fund investment services

financial management, [ financial planning ] and financial investment services in the field of tradable instruments, namely, securities, [ commodities and futures, ] via a global computer network, electronic means, computer communication, [ telephone communication, ] and other means; [ financing services, namely, venture capital, equity and debt financing; ] financial services, namely, [ conducting private placements and public offerings of securities, futures and commodities; investment banking services; investment advice and ] investment management services; [ security brokerage services; ] financial services in the nature of investment securities; [ mortgage lending; ] investment brokerage services; [ financial planning services; commercial banking services; merchant banking services; mutual fund investment services; ] financial investment and research services; financial analysis and consultation for others, namely, investors; and financial information services, namely, providing investment and portfolio status information by electronic means; "ADVISOR"

FINANCIAL MANAGEMENT, FINANCIAL PLANNING, AND FINANCIAL INVESTMENT SERVICES IN THE FIELD OF TRADABLE INSTRUMENTS, NAMELY, SECURITIES, VIA A GLOBAL COMPUTER NETWORK, ELECTRONIC MEANS, COMPUTER COMMUNICATION, TELEPHONE COMMUNICATION, AND OTHER MEANS; INVESTMENT ADVICE AND INVESTMENT MANAGEMENT SERVICES; SECURITY BROKERAGE SERVICES; FINANCIAL SERVICES IN THE NATURE OF INVESTMENT SECURITIES; INVESTMENT BROKERAGE SERVICES; MUTUAL FUND INVESTMENT SERVICES; FINANCIAL INVESTMENT AND RESEARCH SERVICES; FINANCIAL ANALYSIS AND CONSULTATION FOR OTHERS, NAMELY, INVESTORS; AND FINANCIAL INFORMATION SERVICES, NAMELY, PROVIDING INVESTMENT AND PORTFOLIO STATUS INFORMATION BY ELECTRONIC MEANS; "INSTITUTIONAL

Financial planning in the field of tradable instruments, namely, securities, via a global computer network, electronic means, computer communication, telephone communication, and other means; financial planning services; mutual fund investment services

Class 036: financial management and financial investment services in the field of tradable instruments, namely, securities, via a global computer network, electronic means, computer communication, telephone communication, and other means; [ financial services, namely, conducting private placements and public offerings of securities; ] investment advice and investment management; security brokerage; financial services in the nature of investment securities; investment brokerage services; [ commercial banking; ] financial investment research; financial analysis and consultation for others, namely, investors; and financial information, namely, investment and portfolio status information provided by electronic means

PROXY SERVICES, NAMELY, DELEGATING, VOTING, TABULATING, COMMUNICATING AND/OR DISCLOSING AND REPORTING OF PROXIES AND PROXY VOTING BY GLOBAL COMPUTER NETWORK, ELECTRONIC MEANS, COMPUTER COMMUNICATION, TELEPHONE COMMUNICATION, AND OTHER MEANS

Financial and investment services, via the global computer network, [ direct modem dial-up connection, computer, telephone, and other communication networks and in person, ] namely, brokerage, trading and advisory services relating to securities, [commodities, futures and other tradable investment services; venture capital, equity and debt financing; private placements and public offerings of securities, futures, commodities, banking and insurance products; investment banking,] advisory and management services; [ proxy voting services; ] market making and trading in securities; [collateralizing extensions of credit by securities investments; mortgage financing;] order executing, clearing and settling for correspondent brokers; [ financial planning services; commercial banking; merchant banking; mutual fund sponsoring; investment research services; insurance agency services; and investor education services; ] and provision of financial investment and portfolio status information via a global computer network

Financial services, namely, providing investment advice, investment management, investment consultation and investment of funds for others; financial analysis and consultation for others, namely, financial professionals and their client investors and individual and institutional investors; financial planning services; providing investment and portfolio status information by electronic means; financial administration of retirement plans; financial investment research services

Providing continuing professional education programs in the field of impact investing for investment professionals; Arranging and conducting business conferences

Financial services, namely, providing investment advice, investment management, investment consultation and investment of funds for others; financial analysis and consultation for others, namely, financial professionals and their client investors and individual and institutional investors; financial planning services; providing investment and portfolio status information by electronic means; financial administration of retirement plans; financial investment research services

Financial services, namely, providing investment advice, investment management, investment consultation and investment of funds for others; financial analysis and consultation for others, namely, financial professionals and their client investors and individual and institutional investors; financial planning services; providing investment and portfolio status information by electronic means; financial administration of retirement plans; financial investment research services; "FINANCIAL NETWORK, LLC"

Financial services, namely, providing investment advice, investment management, investment consultation and investment of funds for others; financial analysis and consultation for others, namely, financial professionals and their client investors and individual and institutional investors; financial planning services; providing investment and portfolio status information by electronic means; financial administration of retirement plans; financial investment research services

Financial services, namely, providing investment advice, investment management, investment consultation and investment of funds for others; financial analysis and consultation for others, namely, financial professionals and their client investors and individual and institutional investors; financial planning services; providing investment and portfolio status information by electronic means; financial administration of retirement plans; financial investment research services; "FINANCIAL NETWORK, LLC"