Adam Drinkwater is a financial advisor with William Joseph Capital Management, Inc., holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc. and OSAIC. Outside of advisory work, he is involved with ITP Partners, LLC, providing fixed annuities and fixed insurance products. William Joseph Capital Management, Inc. offers investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management with financial planning and provides ERISA plan consulting and fee-based insurance services.

Michael Charleton Jr. is a CFP® with 41 years of industry experience, currently serving at William Joseph Capital Management, Inc. since 2025. His previous roles include positions at OSAIC and American Portfolios Advisors, Inc., among others. In addition to his advisory work, he operates an independent insurance agency and owns a separate business entity providing payroll services. William Joseph Capital Management, Inc. offers investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm combines portfolio management with financial planning and manages accounts on both discretionary and non-discretionary bases, utilizing third-party models and custodians such as Schwab.