Lobbying activity

Q2

MINDSET ADVOCACY, LLC for METROPOLITAN LIFE INSURANCE COMPANY

2nd Quarter (Apr 1 - June 30) 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

2nd Quarter (Apr 1 - June 30) 2026 · Massachusetts · House · Senate · $60,000.00 income

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

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MINDSET ADVOCACY, LLC for LAFAYETTE SQUARE FOUNDATION, INC.

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate · $60,000.00 income

Housing, Financial Institutions/Investments/Securities, Retirement

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AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES for AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES

2nd Quarter (Apr 1 - June 30) 2026 · Virginia · House · Senate

Retirement

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MINDSET ADVOCACY, LLC for INVESCO LTD

2nd Quarter (Apr 1 - June 30) 2026 · Georgia · House · Senate · $50,000.00 income

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

View → Q2

MINDSET ADVOCACY, LLC for THE ESOP ASSOCIATION (TEA)

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate · $80,000.00 income

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

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MINDSET ADVOCACY, LLC for CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate · $50,000.00 income

Retirement, Taxation/Internal Revenue Code

View → Q2

MINDSET ADVOCACY, LLC for BETTERMENT LLC

2nd Quarter (Apr 1 - June 30) 2026 · New York · House · Senate · $40,000.00 income

Financial Institutions/Investments/Securities, Retirement

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THE ESOP ASSOCIATION for ESOP ASSOCIATION

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate

Labor Issues/Antitrust/Workplace, Taxation/Internal Revenue Code, Government Issues, Retirement

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1607 STRATEGIES, LLC for INSPHIRE IO CORP. DBA CANDIDLY

2nd Quarter (Apr 1 - June 30) 2026 · New York · House · Senate · $30,000.00 income

Financial Institutions/Investments/Securities, Retirement

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THORN RUN PARTNERS for PRUDENTIAL FINANCIAL, INC.

2nd Quarter (Apr 1 - June 30) 2026 · New Jersey · House · Senate · $30,000.00 income

Taxation/Internal Revenue Code, Retirement

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THORN RUN PARTNERS for PRINCIPAL FINANCIAL GROUP

2nd Quarter (Apr 1 - June 30) 2026 · Iowa · House · Senate · $30,000.00 income

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

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RICH FEUER ANDERSON for AMERICAN INVESTMENT COUNCIL

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate · $50,000.00 income

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

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RICH FEUER ANDERSON for THE GLOBAL ATLANTIC FINANCIAL GROUP LLC

2nd Quarter (Apr 1 - June 30) 2026 · New York · House · Senate · $60,000.00 income

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

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MISSY EDWARDS STRATEGIES, LLC for NCCMP

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate

Retirement

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NISKANEN CENTER FOR PUBLIC POLICY for NISKANEN CENTER FOR PUBLIC POLICY

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate

Transportation, Family issues/Abortion/Adoption, Insurance, Retirement

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BIPARTISAN POLICY CENTER ACTION for BIPARTISAN POLICY CENTER ACTION

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate

Taxation/Internal Revenue Code, Science/Technology, Education, Retirement

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RESOLUTION PUBLIC AFFAIRS, LLC for AMERICAN INVESTMENT COUNCIL

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate · $50,000.00 income

Retirement, Banking, Housing

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

2nd Quarter (Apr 1 - June 30) 2026 · Delaware · House · Senate · $60,000.00 income

Retirement, Financial Institutions/Investments/Securities

View → Q2

RESOLUTION PUBLIC AFFAIRS, LLC for EDWARD D. JONES & CO., L.P.

2nd Quarter (Apr 1 - June 30) 2026 · Missouri · House · Senate · $50,000.00 income

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

View → Q2

TIAA for TIAA

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate

Retirement, Financial Institutions/Investments/Securities

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MR. MARK REY for NATIONAL OLDER WORKERS CAREER CENTER

2nd Quarter (Apr 1 - June 30) 2026 · VI · House · Senate · $6,000.00 income

Retirement

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GUIDEPOSTSTRATEGIES, LLC for EQUIFAX, INC.

2nd Quarter (Apr 1 - June 30) 2026 · Georgia · House · Senate · $60,000.00 income

Retirement

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CGCN GROUP, LLC for STATE STREET GLOBAL ADVISORS TRUST COMPANY

2nd Quarter (Apr 1 - June 30) 2026 · Massachusetts · House · Senate · $30,000.00 income

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

View → Q2

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. for CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate

Taxation/Internal Revenue Code, Retirement

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