Advisors at this firm
Scott K
Series 63, Series 65
Pace, FL
Turner Financial Group, Inc.
Scott Klaassen is a financial advisor at Turner Financial Group, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Claraphi Advisory Network, LLC, Constellation Trust Company, and Northern Lights Distributors, LLC. Klaassen has been with Turner Financial Group since 2021. Turner Financial Group provides investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations. The firm manages approximately $171 million in discretionary assets through a team of eight advisors, using model-based portfolio allocations and a combination of fundamental, technical, and cyclical analysis, along with offering planning-focused services and public educational seminars.
Leonard H
CFP®, Series 65
Rehoboth Beach, DE
Turner Financial Group, Inc.
Leonard Hayduchok is a CFP® professional with 18 years of experience in financial services. He is currently with Turner Financial Group, Inc. and has held roles at several firms including Dedicated Senior Advisors and SGL Financial, LLC. Turner Financial Group provides investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations. The firm manages approximately $171 million in discretionary assets through a team of eight advisors, using model-based portfolio allocations and a combination of fundamental, technical, and cyclical analysis.
Mohammed G
Series 65
Syosset, NY
Turner Financial Group, Inc.
Mohammed Ghouri is a financial advisor at Turner Financial Group, Inc. with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Claraphi Advisory Network and Andalus Capital, LLC. Ghouri serves as a member of the International Board of Directors and Director of Alumni Relations at the TANDON School of Engineering at NYU, and he is also on the Board of Advisors for Future First Energy, where he provides coaching and strategic guidance. Turner Financial Group offers investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations. The firm manages approximately $171 million in discretionary assets across about 500 clients, utilizing model-based portfolio allocations combined with fundamental, technical, and cyclical analysis, and provides a range of planning and implementation services.
Gary T
CFP®, Series 63
San Rafael, CA
Turner Financial Group, Inc.
Gary Thomas is a CFP® with 40 years of experience in the financial services industry. He is currently with Turner Financial Group, Inc., where he has worked since 2023. His prior experience includes roles at Resource Investment Architects, Inc. and Investment Architects, Inc. He is also involved in independent insurance sales as a licensed insurance agent. Turner Financial Group serves individuals, families, high-net-worth clients, and charitable organizations with discretionary portfolio management, financial planning, and sub-advisory services. The firm manages approximately $171 million in assets with a team of eight advisors and utilizes model-based portfolio allocations combined with fundamental, technical, and cyclical analysis.
Thavaselan S
ChFC®, Series 63, Series 65
Tulsa, OK
Turner Financial Group, Inc.
Thavaselan Subramaniam is a financial advisor with Turner Financial Group, Inc. in Tulsa, OK, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience and has worked at several firms, including Coastal Investment Advisors and Claraphi Advisory Network. Outside of advisory work, he is involved in organic crop consulting, tax services, agriculture industry consulting, and office management services. Turner Financial Group serves individuals, families, high-net-worth clients, and charitable organizations with discretionary portfolio management, financial planning, and sub-advisory services. The firm manages roughly $171 million in assets and uses model-based allocations combined with fundamental, technical, and cyclical analysis, offering both growth and principal preservation strategies.
Andrew T
Series 63, Series 65
Pace, FL
Turner Financial Group, Inc.
Andrew Tang is a financial advisor at Turner Financial Group, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Arete Wealth Advisors LLC, Legend Securities, Inc., and Claraphi Advisory Network, LLC. Outside of his advisory role, Tang is involved in business development for an apparel company called Real Snow Milk and is the principal content creator for EDIBLE econoMIX, a channel covering economic and market commentary. Turner Financial Group serves individuals, families, high-net-worth clients, and charitable organizations, managing approximately $171 million in discretionary assets. The firm employs model-based portfolio allocations and a combination of fundamental, technical, and cyclical analysis, offering services that include discretionary portfolio management, comprehensive financial planning, and sub-advisory referrals.
Shane S
Series 65
Lewes, DE
Turner Financial Group, Inc.
Shane Scott is a financial advisor at Turner Financial Group, Inc. in Lewes, DE, holding a Series 65 designation with five years of industry experience. His prior work includes roles at SGL Financial, LLC and Oxley Capital Management, LLC, as well as involvement with This and That Supplies LLC. Turner Financial Group provides investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations, managing approximately $171 million in discretionary assets. The firm employs model-based portfolio allocations and a combination of fundamental, technical, and cyclical analysis, offering services that include discretionary portfolio management, sub-advisory referrals, and a range of planning-focused engagements.
Ryan F
Series 63, Series 66
Lewes, DE
Turner Financial Group, Inc.
Ryan Filiaggi is a financial advisor at Turner Financial Group, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including IP Financial Advisory Services LLC and Newbridge Securities Corporation. Filiaggi is also a licensed insurance agent in Delaware. Turner Financial Group provides investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations. The firm manages approximately $171 million in discretionary assets for about 500 clients through a team of eight advisors, using model-based allocations and a combination of fundamental, technical, and cyclical analysis.