All lobbying filings

Mindset Advocacy, LLC

Mindset Advocacy, LLC filed a registration for Vestwell Holdings, Inc. on November 13, 2025.

Lobbying for Vestwell Holdings, Inc. · Digital savings platform

As filed: MINDSET ADVOCACY, LLC for VESTWELL HOLDINGS, INC.

All filings by Mindset Advocacy, LLC · Everything Vestwell Holdings, Inc. has reported

Filing · LD-1 registration Registration

Reporting period

4th Quarter 2025

Oct 1 - Dec 31 · Posted Nov 13, 2025

Money reported

None

Registrations and no-activity reports carry no figure.

Client based in

New York

Official filing document

Lobbyists on this filing 5

KATHERINE BONNER New on this filing

Previously held: Chief of Staff, Rep. Lloyd Smucker; Legislative Assistant, Rep. Jeb Bradley; Legislative Correspondent, Rep. Jeb Bradley; Staff and Press Assistant, Rep. Jeb Bradley
KENDRA KOSKO ISAACSON New on this filing

Previously held: Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
SCOTT SHEWCRAFT New on this filing

Previously held: Chief of Staff, Rep. Bill Foster
CHARLIE SCHREIBER New on this filing

Previously held: Senior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs Committee
REBECCA ALCORN New on this filing

Previously held: Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers

A "covered position" is a government job the lobbyist held in the 20 years before registering, which the law requires them to name. See the revolving door for former members of Congress across all filings.

Lobbying activity 2

Retirement

General retirement issues; Trump accounts

Taxation/Internal Revenue Code

General retirement issues; Trump accounts

Source: federal Lobbying Disclosure Act filing, reproduced as filed. Bills are parsed from the activity descriptions.