| STRUCTURED FINANCE ASSOCIATION | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Financial Institutions/Investments/Securities |
| TIAA | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Financial Institutions/Investments/Securities, Retirement |
| SYNCHRONY FINANCIAL | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Banking, Taxation/Internal Revenue Code |
| STATE FARM INSURANCE COMPANIES | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Insurance, Automotive Industry |
| PRUDENTIAL FINANCIAL | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Insurance, Financial Institutions/Investments/Securities |
| NEW YORK BANKERS ASSOCIATION | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Banking |
| NASDAQ INC | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Financial Institutions/Investments/Securities |
| MANAGED FUNDS ASSOCIATION | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Financial Institutions/Investments/Securities |
| M&T BANK CORPORATION | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Banking |
| JEFFERIES & COMPANY, INC. | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Banking |
| INTRAFI | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Banking |
| COALITION FOR SUSTAINABLE MULTIFAMILY HOUSING | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Housing |
| CARD POLICY COUNCIL | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Banking |
| CONSUMER DATA INDUSTRY ASSOCIATION | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Financial Institutions/Investments/Securities |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Financial Institutions/Investments/Securities |
| REDWOOD TRUST, INC. | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Financial Institutions/Investments/Securities |
| KPMG | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Financial Institutions/Investments/Securities |
| GENERAL CATALYST GROUP MANAGEMENT, LLC | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Telecommunications, Financial Institutions/Investments/Securities, Health Issues |
| COINBASE, INC. | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Financial Institutions/Investments/Securities, Taxation/Internal Revenue Code |
| UPGRADE, INC. | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Banking |
| PELLO COMPANIES | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Financial Institutions/Investments/Securities |
| NATIONAL ASSOCIATION OF AFFORDABLE HOUSING LENDERS (NAAHL) | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Taxation/Internal Revenue Code, Housing |
| NATIONAL APARTMENT ASSOCIATION | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Housing |
| MGIC | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Financial Institutions/Investments/Securities, Taxation/Internal Revenue Code |
| LINCOLN NATIONAL CORPORATION | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Taxation/Internal Revenue Code |
| KIKOFF INC. | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Financial Institutions/Investments/Securities |
| FEDERAL HOME LOAN BANK OF CHICAGO | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Banking |
| ("BIO") BIOTECHNOLOGY INDUSTRY ORGANIZATION | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Financial Institutions/Investments/Securities |
| AIRBNB, INC. | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Housing |
| H&R BLOCK | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2026 | Taxation/Internal Revenue Code |
| JANE STREET GROUP, LLC | PORTERFIELD, FETTIG & SEARS, LLC | Q3 2025 | Taxation/Internal Revenue Code |
| WORKIVA, INC. | PORTERFIELD, FETTIG & SEARS, LLC | Q2 2025 | Financial Institutions/Investments/Securities |
| SANTANDER HOLDINGS USA, INC. | PORTERFIELD, FETTIG & SEARS, LLC | Q1 2025 | Banking |