Adam Drinkwater is a financial professional with nine years of industry experience. He is currently with William Joseph Capital Management, Inc. and holds the Series 66 designation. His prior experience includes roles at Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of advisory work, he is involved with ITP Partners, LLC in insurance sales and performs administrative duties at Charleton Financial. William Joseph Capital Management, Inc. is a multi-advisor investment advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management services that integrate financial planning and portfolio management, utilizing customized portfolio construction and third-party sub-advisors accessed through the AssetMark platform.

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.