Nicholas Groves is a financial advisor at Safe Harbor Wealth Advisors, LLC in Dublin, Ohio, with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked at Nationwide Investment Services Corporation and Gradient Securities, LLC. Outside of advising, Groves is involved in an active insurance business through an affiliated company. Safe Harbor Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, pension plans, estates, charitable organizations, and business entities. The firm manages approximately $165 million and employs a model portfolio approach primarily through co-advisor relationships with third-party managers.

Cory Sickles is a Series 65-licensed financial advisor with Safe Harbor Wealth Advisors, LLC in Dublin, OH, bringing 12 years of industry experience. He has held various roles within Safe Harbor entities since 2012 and is involved in insurance sales through Safe Harbor Retirement Group, LLC and Safe Harbor Health, LLC, where he serves as President and Owner. Safe Harbor Wealth Advisors serves both individual clients, including high-net-worth and non-HNW individuals, as well as institutional and trust accounts, offering portfolio management, financial planning, and consulting services. The firm primarily uses third-party model portfolios and maintains co-advisor relationships, incorporating client-directed restrictions and a range of investment strategies.