Lobbying activity

Q1

MINDSET ADVOCACY, LLC for WILLIS NORTH AMERICA INC.

1st Quarter (Jan 1 - Mar 31) 2026 · Virginia · House · Senate · $20,000.00 income

Retirement, Financial Institutions/Investments/Securities

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MINDSET ADVOCACY, LLC for VESTWELL HOLDINGS, INC

1st Quarter (Jan 1 - Mar 31) 2026 · New York · House · Senate · $30,000.00 income

Retirement, Taxation/Internal Revenue Code

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BIPARTISAN POLICY CENTER ACTION for BIPARTISAN POLICY CENTER ACTION

1st Quarter (Jan 1 - Mar 31) 2026 · District of Columbia · House · Senate

Health Issues, Energy/Nuclear, Housing, Government Issues

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MILLER STRATEGIES, LLC for CHARLES SCHWAB & CO., INC.

1st Quarter (Jan 1 - Mar 31) 2026 · District of Columbia · $40,000.00 income

Financial Institutions/Investments/Securities, Taxation/Internal Revenue Code, Banking, Retirement

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MINDSET ADVOCACY, LLC for STABLE VALUE INVESTMENT ASSOCIATION (SVIA)

1st Quarter (Jan 1 - Mar 31) 2026 · Virginia · House · Senate

Retirement

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MEHLMAN CONSULTING, INC. for AARP, INC.

1st Quarter (Jan 1 - Mar 31) 2026 · District of Columbia · House · Senate · $50,000.00 income

Medicare/Medicaid, Pharmacy, Taxation/Internal Revenue Code, Retirement

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MINDSET ADVOCACY, LLC for PRUDENTIAL FINANCIAL, INC.

1st Quarter (Jan 1 - Mar 31) 2026 · District of Columbia · House · Senate · $50,000.00 income

Insurance, Financial Institutions/Investments/Securities, Taxation/Internal Revenue Code, Retirement

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MINDSET ADVOCACY, LLC for PFS INVESTMENTS, INC.

1st Quarter (Jan 1 - Mar 31) 2026 · Georgia · House · Senate · $60,000.00 income

Labor Issues/Antitrust/Workplace, Consumer Issues/Safety/Products, Retirement, Taxation/Internal Revenue Code

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RESOLUTION PUBLIC AFFAIRS, LLC for BLACKROCK FUNDS SERVICES GROUP, LLC

1st Quarter (Jan 1 - Mar 31) 2026 · Delaware · House · Senate · $60,000.00 income

Financial Institutions/Investments/Securities, Retirement

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TRANSPORT WORKERS UNION OF AMERICA, AFL-CIO for TRANSPORT WORKERS UNION OF AMERICA, AFL-CIO

1st Quarter (Jan 1 - Mar 31) 2026 · District of Columbia · House · Senate

Homeland Security, Science/Technology, Taxation/Internal Revenue Code, Retirement

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CHARTWELL STRATEGY GROUP LLC for GREAT GRAY TRUST COMPANY, LLC

1st Quarter (Jan 1 - Mar 31) 2026 · Massachusetts · House · Senate · $60,000.00 income

Retirement

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MINDSET ADVOCACY, LLC for PONTERA, INC.

1st Quarter (Jan 1 - Mar 31) 2026 · New York · House · Senate · $50,000.00 income

Retirement, Banking

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MINDSET ADVOCACY, LLC for PAYCHEX, INC.

1st Quarter (Jan 1 - Mar 31) 2026 · New York · House · Senate · $40,000.00 income

Retirement, Small Business, Taxation/Internal Revenue Code

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MILLER STRATEGIES, LLC for ALEX VON FURSTENBERG

1st Quarter (Jan 1 - Mar 31) 2026 · California · House · $150,000.00 income

Retirement

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GUARDIAN LIFE INSURANCE COMPANY OF AMERICA for GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

1st Quarter (Jan 1 - Mar 31) 2026 · District of Columbia · House · Senate

Taxation/Internal Revenue Code, Health Issues, Insurance, Consumer Issues/Safety/Products

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MINDSET ADVOCACY, LLC for NATIONWIDE INSURANCE

1st Quarter (Jan 1 - Mar 31) 2026 · Ohio · House · Senate · $60,000.00 income

Retirement, Insurance, Taxation/Internal Revenue Code

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CHARTWELL STRATEGY GROUP LLC for EMPOWER RETIREMENT LLC (FKA GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY)

1st Quarter (Jan 1 - Mar 31) 2026 · Colorado · House · Senate · $30,000.00 income

Financial Institutions/Investments/Securities, Retirement, Taxation/Internal Revenue Code

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MINDSET ADVOCACY, LLC for NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS (NCCMP)

1st Quarter (Jan 1 - Mar 31) 2026 · District of Columbia · House · Senate

Health Issues, Retirement, Taxation/Internal Revenue Code

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MINDSET ADVOCACY, LLC for METROPOLITAN LIFE INSURANCE COMPANY

1st Quarter (Jan 1 - Mar 31) 2026 · New York · House · Senate · $50,000.00 income

Financial Institutions/Investments/Securities, Taxation/Internal Revenue Code, Retirement

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MINDSET ADVOCACY, LLC for LPL FINANCIAL LLC

1st Quarter (Jan 1 - Mar 31) 2026 · Massachusetts · House · Senate · $60,000.00 income

Retirement, Taxation/Internal Revenue Code, Financial Institutions/Investments/Securities, Budget/Appropriations

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MINDSET ADVOCACY, LLC for LAFAYETTE SQUARE FOUNDATION, INC.

1st Quarter (Jan 1 - Mar 31) 2026 · District of Columbia · House · Senate · $50,000.00 income

Housing, Financial Institutions/Investments/Securities, Retirement

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VANGUARD GROUP for VANGUARD GROUP

1st Quarter (Jan 1 - Mar 31) 2026 · Pennsylvania · House · Senate

Financial Institutions/Investments/Securities, Retirement, Taxation/Internal Revenue Code

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THE ERISA INDUSTRY COMMITTEE for ERISA INDUSTRY COMMITTEE

1st Quarter (Jan 1 - Mar 31) 2026 · District of Columbia · House · Senate

Health Issues, Retirement, Taxation/Internal Revenue Code

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MINDSET ADVOCACY, LLC for INSTITUTE FOR PORTFOLIO ALTERNATIVES (IPA)

1st Quarter (Jan 1 - Mar 31) 2026 · District of Columbia · House · Senate · $50,000.00 income

Financial Institutions/Investments/Securities, Retirement, Taxation/Internal Revenue Code

View → Q1

WILLIS NORTH AMERICA INC. for WILLIS NORTH AMERICA INC.

1st Quarter (Jan 1 - Mar 31) 2026 · New York · House · Senate

Budget/Appropriations, Health Issues, Retirement

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