Metairie, LA 3445 N. Causeway Blvd. Office

Christopher Mccauley is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Baystone Partners for eight years. Before entering the financial sector, he spent five years as a stand-up and comedy writer. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with discretionary and non-discretionary program options.

Frederick Bates is a CFP® professional with six years of experience in the financial services industry. He is currently affiliated with Cetera and also holds ownership roles in Compass Capital Management and CC Brokerage, which focus on financial services and fixed insurance sales. Additionally, he owns OptiFormance LLC, a sport coaching and refereeing business that is currently inactive. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with access to various portfolio management options and third-party money managers, supporting both discretionary and non-discretionary account structures.

James Rosenbloom is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Compass Capital Management and Securian Financial Services, among others. Outside of finance, he serves as the Director of Sacred Music at St. Philip Neri Catholic Church and is a board member and co-chair of the donor engagement committee for the Catholic Community Foundation. Rosenbloom is also an active freelance musician. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers.

Joseph Cantrell is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Securian Financial Services, Minnesota Mutual, and CC Brokerage, where he is also the owner. Outside of his advisory role, he owns Compass Capital Management, a business providing financial products and services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across various program structures.

Carman Bruno is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Securian Financial Services, Inc., Minnesota Life Insurance Company, and Compass Capital Management. He serves as a board member of the Fore Kids Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with diverse program options and ongoing client supervision.

Bryan Bruno is a financial advisor at Cetera with 14 years of industry experience and holds a Series 66 designation. His prior roles include positions at Securian Financial Services and Minnesota Life, and he is currently involved with BBMC, LLC and Compass Capital Management. Outside of his advisory work, he serves as President of the St. Philip Neri Men's Club and is a board member of the Over the Mountain Athletic Club. Cetera Investment Advisers LLC is an SEC-registered advisory firm that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, employing a multi-manager platform with both discretionary and non-discretionary program options.

Edward Landry is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Compass Capital Management, Minnesota Life Insurance Company, and Securian Financial Services. Outside of advisory services, he is also involved as an agent/broker in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Glenn Gillen Jr. is a financial advisor with Cetera, holding a Series 66 designation and currently in his first year of industry experience. His prior roles include positions at Viator Wealth Management Group and Cetera Wealth Services, as well as teaching positions at Loyola University New Orleans and Jesuit High School. He is also involved with Compass Capital Management, providing financial services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated managers.