Orwigsburg, PA Office

Suzanne Lake is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. She operates under the Ascent Wealth Management brand as part of her advisory activities. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Kathy Mohn is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 designations and over 36 years of industry experience. She has been with Private Advisor Group since 2016 and also maintains roles with LPL Financial and The Seltzer Group. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset managers. The firm supports multiple investment approaches and delivers solutions via a broad network of investment adviser representatives.

Aaron Katyl is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities LLC. Katyl is based in Orwigsburg, PA, and provides investment advisory services through Private Advisor Group. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a network of investment adviser representatives who access a variety of custodians, model strategists, and program vehicles to align with client objectives.