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Damian V

CFP®, Series 66

Fort Myers, FL

Cetera

Damian Varela is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera in Fort Myers, FL. His prior experience includes roles at Thrivent Financial and Securian Financial Services. Outside of his advisory work, he is involved in managing an expense management business and serves as a registered agent for an LLC, in addition to providing bookkeeping and payroll services for a therapy practice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and retirement services. The firm supports advisors with model portfolios, third-party managers, and customized strategies across various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Colin B

Series 66

Fort Myers, FL

Cetera

Colin Bosak is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. He has worked with several firms, including Penn Mutual Life Insurance Company and Securian Financial Services Inc. Outside of advisory services, he is involved as a lacrosse coach at Canterbury High School and works in the space-tech sector. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with options from automated allocations to direct indexing and unified managed accounts.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Dennis H

Series 63

Fort Myers, FL

Cetera

Dennis Harrelson is a financial advisor at Cetera with 42 years of industry experience. He holds a Series 63 designation and has held leadership roles at multiple entities, including CEO of Omni Financial Services of Lee County, Inc., a position he has held since 1996. He is also involved in continuing education through The Continuing Education Academy, where he participates in training and seminars. Cetera Investment Advisers LLC serves a broad client base, including individual, corporate, retirement plan, and institutional clients, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm operates a multi-manager platform that enables advisors to implement diverse investment strategies through affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Trevor H

Series 66

Fort Myers, FL

Cetera

Trevor Harrelson is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and over 26 years of industry experience. His background includes roles at Securian Financial Services and Minnesota Life Insurance Company, spanning more than two decades. Outside of his advisory work, he owns The Continuing Education Academy, which provides classes for contractor license renewals. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple investment platforms. The firm supports advisors through a multi-manager platform with discretionary and non-discretionary program options and manages over $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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