Wealth Advisors
Ross G. Winfield
Financial Advisor, President
The Frieden Agency
About Ross
Ross has been helping individuals, families, and business owners navigate their financial futures since 2000. As an advisor with Frieden Wealth Management, he takes a thoughtful, personalized approach to financial planning, focused on understanding each client’s goals, lifestyle, and long-term vision.
Ross works closely with clients to develop strategies that support confident financial decision-making. His approach is grounded in building strong relationships and maintaining ongoing communication to help ensure plans remain aligned with each client’s evolving needs.
Josh Withers, CLU®, ChFC®, AIF®
Financial Advisor
About Josh
Born and raised in Virginia Beach, Josh Withers is a trusted financial advisor with more than 24 years of experience working with individuals, families, and business owners to help them make informed financial decisions. He takes a thoughtful, client‑focused approach to financial planning, emphasizing clarity, education, and long‑term relationships.
Josh earned a Bachelor of Science in Business Administration from the University of Mary Washington. He holds the Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and Accredited Investment Fiduciary® (AIF®) designations, reflecting his commitment to ongoing professional development and fiduciary‑minded guidance.
Colin McNulty
Financial Advisor
About Colin
Colin McNulty has been with Frieden Wealth Management since 2016, bringing a unique background in education and coaching to his work as a financial advisor. Before entering the financial services industry, Colin spent several years as a high school English teacher and baseball coach, where he developed a strong passion for helping others set goals and achieve meaningful outcomes.
Today, Colin applies that same mindset and approach when working with clients. He focuses on building strong relationships and providing guidance that helps clients feel confident, informed, and supported as they make financial decisions.
Michael McNulty
Financial Advisor
About Michael
Michael has worked in the financial services industry since 1987, beginning his career with Equitable Financial Services. In 1991, he joined The Frieden Agency, where he has continued to support individuals, families, and business owners through both investment and insurance strategies. With decades of experience, Michael brings a long-standing commitment to helping clients build and manage their financial futures.
As an advisor with Frieden Wealth Management, Michael focuses on helping clients design and implement personalized financial strategies aligned with their long-term goals. His approach centers on thoughtful planning, ongoing guidance, and developing solutions tailored to each client’s unique situation.
Michael Walbridge
Financial Advisor
About Michael
Michael Walbridge brings a diverse background in financial planning, wealth management, banking, lending, insurance, and retirement planning to his work with clients. Since beginning his career as a Financial Advisor with Morgan Stanley in Chicago, Michael has remained committed to helping individuals and families make informed financial decisions that support their long-term goals.
Luke Kohart
Financial Advisor
About Luke
Luke Kohart has been in the financial services industry since graduating from Radford University in 2014, with a focused specialization in corporate retirement plans since 2017. As a retirement plan specialist with Frieden Wealth Management, Luke partners with business owners, executives, and HR teams to help improve plan outcomes while simplifying the complexities of managing a 401(k) plan.
His approach is centered on providing clarity, confidence, and structure in an area that can often feel complex. He works closely with clients to deliver strategies that support strong plan outcomes while maintaining a clear focus on compliance and long-term success.
Jody Balaban
Insurance Advisor
Commonwealth Benefits
Affiliated with The Frieden Agency
About Jody
Jody is a lifetime resident of Hampton Roads who has been in the insurance and financial services industry 2004. He enjoys working with businesses to help implement and service their employee benefits programs. In addition, Jody works with individuals and their families to help them plan for all aspects of their financial needs. Jody graduated from the University of Alabama in 2001 with a major in Family Financial Planning.
Sam Slagle
Insurance Advisor
About Sam
Sam Slagle has been helping business owners, families, and professionals build and protect their financial futures since 2005. As an advisor with Frieden Wealth Management, he focuses on employee benefits, business planning, and long-term wealth strategies tailored to each client’s goals.
Sam takes a relationship-driven approach, working closely with clients to understand their business, priorities, and long-term vision. His goal is to provide practical guidance that supports confident decision-making and lasting financial outcomes.
Jeff Nowak
Insurance Advisor
About Jeff
With more than 20 years of experience in the employee benefits industry, Jeff Nowak is a trusted advisor dedicated to helping organizations design, implement, and manage comprehensive benefits programs that support both business goals and employee well-being.
Throughout his career, Jeff has worked with employers of all sizes, providing guidance across health and welfare plans, retirement programs, compliance requirements, benefits communications, and cost management strategies.
Adam Winfield
Financial Advisor
Strategic Business Continuity & Succession Advisor, The Frieden Agency
About Adam
Adam Winfield works with business owners and multi‑owner companies to help them think proactively about continuity, succession, and long‑term value. Since joining The Frieden Agency in 2014, Adam has partnered with business owners to identify and plan for risks that are often overlooked — including the loss of a key employee, an unexpected partner disability, or the absence of a clear transition strategy.
As a Certified Exit Planning Advisor® (CEPA®) with a background in employee benefits and insurance, Adam takes a comprehensive, big‑picture view of each client’s situation. Rather than focusing on individual products, he works to understand what is most at stake for the business and its owners, and helps develop strategies designed to support stability, continuity, and long‑term transferability.
Support Team
Katie Nicoll
Director of Operations
Kristy Winfield
Marketing Coordinator
Stacey Rubine
Client Service Professional
Mackenzie Abbey
Retirement Plan Assistant
Leigh Badoyen
Client Service Professional
Kathleen McNulty
Client Service Professional
Melissa Johnson
Client Service Professional
Check the background of investment professionals on FINRA’s BrokerCheck.