Alfred Black III is a financial advisor with Charles Schwab in Chattanooga, TN, holding a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab in 2026, he worked at Thrivent Financial and other financial and service organizations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment management options supported by multi-asset model portfolios and due diligence on alternative investments.

Taylor Storad is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 registrations and three years of industry experience. Prior to his current role, he worked at Charles Schwab Bank and has experience in behavioral health and nonprofit sectors. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory models with access to affiliated discretionary separately managed accounts.