Conner Holm is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has worked in various financial and appraisal roles, including at Jefferson Bank and through his own real estate appraisal businesses. Holm has been involved in residential real estate appraisal work, holding an active license though he ceased appraisal activities in 2022. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment platforms and third-party managers.

Paul Holm II is a financial advisor with Cetera who holds a Series 63 designation and has 30 years of industry experience. His work history includes long tenures at 1st GLOBAL ADVISORS, Inc. and Avantax Advisory Services, followed by his current role at Cetera since 2025. Outside of advising, he is the managing member of Holm Financial Services, LLC and serves as treasurer for a local judicial campaign, as well as a CPA partner at Paul B. Holm & Company, PLLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers across various program structures.