Lyle Gerhardson is a Series 66-licensed financial advisor with 19 years of industry experience, currently affiliated with Cetera. His career includes roles at Avantax Investment Services, RGW Wealth Management, and 1st Global Advisors. He is also a member of GMW CPA Advisors, PLLC, a CPA firm specializing in tax preparation and planning. Outside of his advisory work, Gerhardson serves on the football sideline chain crew for New London Spicer Schools. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to affiliated and third-party managers, providing a range of portfolio management and financial planning services.

Morgan Mathison is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Gerhardson Warner & Wehmhoff CPAs and Eide Bailly LLP. Mathison serves as treasurer at GMW CPA Advisors, PLLC, where he assists with tax preparation and business consulting. 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 large network of independent advisors, utilizing a multi-manager platform with both discretionary and non-discretionary program options.