The document outlines the various affiliated services, brokerage services, and advisory services provided by EnvisioningFinancial, Inc. and its affiliates Pacific West Financial Group, PW Securities, and PW Fin'l Consultants. These include legal/estate planning, accounting, insurance, broker-dealer services, investment advisory services, and asset management. Brokerage services include various investment products traded through Pershing LLC. Advisory services include financial planning and retirement planning. Reporting is consolidated online using Albridge Solutions.

2. Long Term Care

3. Health

5. Equipment Leasing

6. Private Equity

7. Notes/Debentures

9. Frontier Asset Management

10. PMC

11. Fund Evaluation Group

12. Weatherstone

13. iSectors

14. OthersPershing LLC as custodian Consolidated Online Reporting Using Albridge Solutions

16. Long Term Care

17. Health

19. Equipment Leasing

20. Private Equity

21. Notes/Debentures

23. Frontier Asset Management

24. PMC

25. Fund Evaluation Group

26. Weatherstone

27. iSectors

28. OthersPershing LLC as custodian Consolidated Online Reporting Using Albridge Solutions

30. Long Term Care

31. Health

33. Long Term Care

34. Health

36. Equipment Leasing

37. Private Equity

38. Notes/Debentures

40. Frontier Asset Management

41. PMC

42. Fund Evaluation Group

43. Weatherstone

44. iSectors

45. OthersPershing LLC as custodian Consolidated Online Reporting Using Albridge Solutions

47. Long Term Care

48. Health

50. Equipment Leasing

51. Private Equity

52. Notes/Debentures

54. Frontier Asset Management

55. PMC

56. Fund Evaluation Group

57. Weatherstone

58. iSectors

59. OthersPershing LLC as custodian Consolidated Online Reporting Using Albridge Solutions

61. Long Term Care

62. Health

64. Equipment Leasing

65. Private Equity

66. Notes/Debentures

68. Frontier Asset Management

69. PMC

70. Fund Evaluation Group

71. Weatherstone

72. iSectors

74. Equipment Leasing

75. Private Equity

76. Notes/Debentures

78. Frontier Asset Management

79. PMC

80. Fund Evaluation Group

81. Weatherstone

82. iSectors

83. OthersPershing LLC as custodian Consolidated Online Reporting Using Albridge Solutions

85. Long Term Care

86. Health

88. Equipment Leasing

89. Private Equity

90. Notes/Debentures

92. Frontier Asset Management

93. PMC

94. Fund Evaluation Group

95. Weatherstone

96. iSectors

98. Frontier Asset Management

99. PMC

100. Fund Evaluation Group

101. Weatherstone

102. iSectors

103. OthersPershing LLC as custodian Consolidated Online Reporting Using Albridge Solutions

105. Long Term Care

106. Health

108. Equipment Leasing

109. Private Equity

110. Notes/Debentures

112. Frontier Asset Management

113. PMC

114. Fund Evaluation Group

115. Weatherstone

116. iSectors

117. OthersPershing LLC as custodian Consolidated Online Reporting Using Albridge Solutions

119. Long Term Care

120. Health

122. Equipment Leasing

123. Private Equity

124. Notes/Debentures

126. Frontier Asset Management

127. PMC

128. Fund Evaluation Group

129. Weatherstone

130. iSectors

131. OthersPershing LLC as custodian Consolidated Online Reporting Using Albridge Solutions

133. Long Term Care

134. Health

136. Equipment Leasing

137. Private Equity

138. Notes/Debentures

140. Frontier Asset Management

141. PMC

142. Fund Evaluation Group

143. Weatherstone

144. iSectors

145. OthersPershing LLC as custodian Consolidated Online Reporting Using Albridge Solutions

147. Long Term Care

148. Health

150. Equipment Leasing

151. Private Equity

152. Notes/Debentures

154. Frontier Asset Management

155. PMC

156. Fund Evaluation Group

157. Weatherstone

158. iSectors

160. Equipment Leasing

161. Private Equity

162. Notes/Debentures

164. Frontier Asset Management

165. PMC

166. Fund Evaluation Group

167. Weatherstone

168. iSectors

169. OthersPershing LLC as custodian Consolidated Online Reporting Using Albridge Solutions

171. Long Term Care

172. Health

174. Equipment Leasing

175. Private Equity

176. Notes/Debentures

178. Frontier Asset Management

179. PMC

180. Fund Evaluation Group

181. Weatherstone

182. iSectors

183. OthersPershing LLC as custodian Consolidated Online Reporting Using Albridge Solutions Consolidated Online Reporting Using Albridge Solutions

185. Long Term Care

186. Health

188. Equipment Leasing

189. Private Equity

190. Notes/Debentures

192. Frontier Asset Management

193. PMC

194. Fund Evaluation Group

195. Weatherstone

196. iSectors

197. OthersPershing LLC as custodian Consolidated Online Reporting Using Albridge Solutions

199. Long Term Care

200. Health

202. Equipment Leasing

203. Private Equity

204. Notes/Debentures

206. Frontier Asset Management

207. PMC

208. Fund Evaluation Group

209. Weatherstone

210. iSectors

211. OthersPershing LLC as custodian Consolidated Online Reporting Using Albridge Solutions