Joshua Withers is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. Prior to joining Cambridge Investment Research Advisors in 2023, he worked at Royal Alliance Associates and Signator Investors. In addition to his advisory role, he is an insurance agent for various independent insurance companies and is involved with The Frieden Agency, focusing on insurance and benefits. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment solutions including proprietary models and third-party strategies across multiple platforms, with both discretionary and non-discretionary management options.

Adam Winfield is a Financial Advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He has held positions at Royal Alliance Associates, INC. and The Frieden Agency/John Hancock. He serves as a board member of NAIFA-Tidewater. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using multiple platform arrangements and both proprietary and third-party strategies.

Jason Bozard is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include positions at Royal Alliance Associates and Jhfn Sii. Outside of advising, he serves as treasurer of a homeowners association and coaches youth athletics in Virginia Beach. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual, institutional, and retirement-plan clients through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement advisory services with a range of portfolio management options, proprietary and third-party strategies, and both discretionary and non-discretionary investment implementations.

Jody Balaban is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 21 years of industry experience. Prior to joining Cambridge, Balaban worked at Royal Alliance Associates and John Hancock. Outside of her advisory role, she serves as a board member of the Tidewater Jewish Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent financial professionals, utilizing a range of portfolio management strategies and multiple platform arrangements.

Luke Kohart is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and 11 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company, where he worked for seven years, as well as earlier positions at SII and The Frieden Agency. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals, employing a range of portfolio management strategies across various platform arrangements.

Samuel Slagle is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at Royal Alliance Associates and Signator Investors. He also operates The Frieden Agency as an insurance agent for various independent insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers tailored investment strategies across multiple custody platforms, proprietary and third-party model solutions, and maintains notable institutional features such as advisor transition programs and explicit conflict-of-interest controls.

Colin Mc Nulty is a financial advisor with Cambridge Investment Research Advisors in Virginia Beach, VA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes positions at Royal Alliance Associates and Sii. In addition to his advisory role, he operates Frieden Wealth Management and The Frieden Agency as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm offers customizable investment strategies through various platforms and maintains proprietary and third-party model portfolios.

Michael McNulty is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes over 27 years at Signator Investors, Inc., followed by five years at Royal Alliance Associates, Inc., before joining Cambridge in 2023. In addition to his advisory role, he is involved in insurance sales and employee benefits through other business activities. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services delivered through independent Financial Professionals, utilizing a variety of portfolio management and model-based strategies tailored to client objectives.

Jeffrey Nowak is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at Raymond James Financial Services Advisors Inc. Outside of advising, he is a board member of Sugar Plum Bakery and owner of Thaddeus J's real estate business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals using a variety of portfolio management and model-based solutions.

Michael Walbridge is a Series 66-licensed financial advisor with 13 years of industry experience. He currently works at Cambridge Investment Research Advisors and has held prior roles at Mass Mutual, JP Morgan Chase Bank, PNC Investments, and Morgan Stanley. In addition to his advisory work, he is an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Ross Winfield is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2023. Prior to this, he spent five years at Royal Alliance Associates and over 18 years combined at The Frieden Agency/John Hancock. Winfield serves on the boards of several local organizations, including Cape Henry Collegiate School, Virginia Beach Vision, and Transcendence, an arts and performing arts entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals and provides a range of investment solutions across multiple platforms, combining proprietary and third-party strategies.