Peter began his career in 1992 and spent 14 years with A.G. Edwards (now Wells Fargo). In 2007, he founded the Hafner Financial Group as an Independent Financial Planning and Advisory Firm. His primary goal in starting the new company was to create a firm that was focused on Retirement Distribution Planning for Western New Yorkers.

Peter earned a BA in Political Science from the University at Buffalo, with a concentration in History and Math, providing a unique background for investing. He holds Series 7, Series 24 and Series 63 licenses. His focus on continually improving and refining his knowledge and expertise has earned him the designations of CERTIFIED FINANCIAL FIDUCIARY®, CERTIFIED FINANCIAL PLANNER® professional and Certified Wealth Strategist® professional. He is also a graduate of the UB School of Management's Center for Entrepreneurial Leadership program.

Peter's focus on continual improvement extends to service work in his industry as well. He is a past president of the Western New York Financial Planning Association, as well as a board member from 2012 to 2016. He also served as Chairman of the organization's Pro-Bono and Public Relations Committees.

Peter currently lives in Depew with his wife, Kari and their dogs, Olivia and Tinker.

Growing up on a farm south of Udall, Kansas, Scott Walker knows the meaning of hard work and dedication. As the President of Walker Group Inc., this same dedication and hard work continues to be his goal as he provides comprehensive asset and risk management services for his clients, aiming to build and maintain long-term relationships with trust and loyalty.

The Walker Group Inc. is a full-service company that specializes in the needs of individuals preparing for retirement or in retirement, providing planning and guidance for those who are seeking security in their golden years. As a Certified Financial Fiduciary, Scott has always placed the best interest of his clients first. He is firm believer in guaranteed financial products to help his clients achieve retirement security and manage their expectations of investment risk.  As an Investment Advisor Representative, Scott also understands the need for investment growth in retirement.  Inflation and longevity risks inherent in retirement require an advisor with “safe money” skills, plus investment management skills. 

The Walker Group, Inc truly offers the investment services needed to allow his clients to reach their financial goals.

He is also a licensed Life and Health Insurance agent, able to help his clients with life Insurance and Medicare health insurance needs. A studied working knowledge of Social Security and taxes in retirement allows Scott to be single source for his clients when it comes to creating a sustainable retirement income plan.   

Scott has been married to his wife Cathy for 40 years and they have 2 children and 4 grandchildren.  Scott is active in his church and the Rotary Club of Wichita.  In his leisure time Scott enjoys hunting, golf, and the “ranch” at Cedar Vale.

“My mission is to help you preserve and protect your hard-earned assets.  I specialize in developing strategies that will create a “lifetime” of retirement income.”

Larry Hauskins joined Oak Ridge in August of 2012 as First Vice President – Investments for the Private Client Group. He began his financial career with Morgan Stanley as a Financial Advisor in the spring of 2002. Quickly recognized as a natural leader, he was promoted to the position of Area Complex Sales Manager where he supervised area hiring as well as the training of the new recruits. 

At Oak Ridge, Larry’s mission is to provide total financial money management services for his clients and their families. His philosophy is to partner with clients to establish and achieve their individual financial goals through objective, customized planning and management of their investment assets. Diversification and responsible asset growth based on established individual risk tolerances will be key ingredients to success. He is also committed to educating clients in the fundamentals of successful wealth accumulation, preservation and tax-saving strategies using trust and estate planning services. 

On-going review is a very important part of the client relationship. It assures that we are making any necessary adjustments as changes occur in both your life and in the financial markets. Our single most important purpose is to serve the needs of our clients through unparalleled personal service that builds lifelong, generational relationships on a foundation of trust and confidence. Lastly, success is not entirely measured by performance statistics but rather by your success in achieving your individual and your family’s financial goals. 

Larry was born in California and has lived in and around the Twin Cities since the mid 1970’s. He attended Mankato State University and the University of Minnesota majoring in Psychology and Business. He has lived in Lakeville since 2004 with his wife Sharon. Together they have seven adult daughters and two grandsons. Outside of spending time with his family and when time allows he enjoys fishing, skiing, snowmobiling and especially golf. He is also the owner and designer of two golf related United States patents. Larry and his family are active members of Hosanna Lutheran Church’s seven thousand strong membership.

I was raised in Darlington, the son of a nurse and carpenter. I learned at an early age the value of hard work and putting others first. I spent several years working in ambulances and emergency rooms as well as on a shock trauma team for the U.S. Army. Following the completion of my business degree, I worked in the insurance industry prior to joining Midwest Financial Group.

I have always prided myself on putting the needs and goals of the patients and clients that I have worked with first. Flexibility and recognition of your needs allow me to ensure that I put your interests first, and will allow our interactions to take place on your terms. We have gone through a time in this country that has made people aware of the need to plan for the future, while still taking care of the needs of today. Together, we will build a plan that helps to take care of your todays and prepares for your tomorrows.

My free time is spent split between serving as the director of EMS for the Belmont Ambulance Service, Lieutenant of the Belmont Fire Department, and with my family.  My wife, Shelly, and I are blessed with three girls, Julia, Brynn, and Saige, who keep us on our toes at all times.

Jay joined TI- Trust, Inc. (formerly First Bankers Trust Services Inc.) in March of 2015 as the Executive Vice President of Investment Management.  Through careful financial analysis, design, implementation and service, Jay is primarily responsible for portfolio monitoring and client relationship management.

Jay has over 20 years of experience in the financial services industry.  Prior to joining TI-TRUST, Jay was employed by First Investment Services/First Bankers Trust Company as an AVP-Financial Advisor.  Before that, Jay was employed by First Bankers Trust Services as the Investment Trust Officer providing trust clients with portfolio management.  He also worked as a Financial Advisor for Hannibal National Bank in Hannibal, Missouri.

Jay is a Series 65 registered investment advisor representative and has a Bachelor’s degree in Economics from the Missouri University of Science and Technology.  Jay also holds the Series 7, Series 63, Life and Health insurance licenses and the Accredited Investment Fiduciary (AIF) designation.  He is a graduate from Cannon Financial Institute’s Personal Trust School I, II, and III. Jay recently received the designation of Certified Financial Fiduciary® (CFF).  

An independent & non captive Certified  Financial Fiduciary 

Erik has lived in New York, Florida, California, and Colorado. Erik

graduated from Colorado State University in 1992 where he re-

ceived a B.S. degree in Business Administration with a double con-

centration in Finance/Real Estate, and Marketing. Having experi-

enced life in four regions of the United States, Erik says, “My cli-

ents live from coast to coast.” No matter where one resides in 

America, the same principles, and financial rules apply. 

Erik has been serving his clients diligently for over 25years.

Erik passionately contributes to the financial health of his

communities and companies by providing pro bono financial liter-

acy classes through nonprofit organization's he partners with.

He also provides 401(k) compliance audits for employers, that 

helps them reduce their liability exposure and fiduciary responsibility.

Proactive tax reduction is Erik's new focus with his clients in light of the coming tax time bomb's.

Linda Burns is a financial advisor focusing on investment and insurance strategies for retirement income planning and tax efficient wealth transfer and preservation.  A 1984 graduate of Penn State University, Linda has worked in wealth management for most of her career, beginning in South Florida before eventually moving back to Pennsylvania to be closer to family.  She became an independent financial advisor in 2000 and it turned out to be her dream job; she loves what she does every single day and gets the added bonus of helping her clients to achieve their own goals!  She and her husband Scott live in Hollidaysburg and have two grown sons; Casey, a computer software engineer in San Diego, CA, and Colin, an IT specialist in central PA.

Bio of Frank J Passmore

Frank started his Financial Services career in 1986 and feels so blessed to now have many hundreds of Clients in both Hall and Gwinnett Counties of North Georgia. Frank’s passion is helping Families plan better for the Financial Challenges that can happen in Retirement. Frank is very concerned with the statistical fact that almost 70% of Spouses left alone, usually our Moms, are left with much less income to live on and do not have the means to pay for the usually needed Home Health Care that most aging Females will need and Medicare and Supplemental Insurance do not cover this type care. Frank has seen this overwhelming cost in his own Family and it has given him a drive to help as many Families as possible with Gods help and guidance.

A seeker of truth, a lover of life and family, and a servant to those in need.

Bobby started his career working for one of the largest financial institutions in the

world.It wasn’t long before Bobby became discouraged by the methods used

by these institutions to assist clients.

In 2012, he had a vision to create a truly unique financial services firm; one that

he would look for, if he were a client.Endeavoring to provide an experience

that would be quite the opposite of a Wall Street firm, Main Street Advisors was

born; a truly independent, unique and holistic firm that functions as an essential

partner in clients’ lives.With a service foundation built on client education and

the eectiveness of conservative, defensive planning and investing, Main Street

Advisors has been able to successfully guide many families and businesses to

greater success and confidence.

Bobby’s first love is family. He and his wife, Christi, have two children, Daphne

and Oliver. In his free time, he is a member of several local charitable organizations

and is an accomplished musician who has performed concerts since age 5

and still enjoys playing music at least twice a week. Bobby is creative, diligent

and caring, striving to help anyone he can.

Eric C. Marshall is a senior partner with Legacy Investment Services, Inc.

Eric provides customized financial planning strategies. He understands the personal complexity many clients feel about retirement and long-term financial planning, and he has access to a variety of tools to provide the analysis and comparison needed to help people feel confident in their decisions.  Eric strategically partners with other financial professionals who share his vision of putting the client first and bring their own expertise, adding value to a client’s overall experience. As your trusted advisor and Certified Fiduciary, Eric takes tremendous pride in aligning your portfolio with your life goals.

“My team and I are committed to continuously improving every aspect of our business. The great Zig Ziglar said ‘help enough people get what they want, and we all get what we want!’  The joy of a satisfied client, and their willingness to recommend our services to their friends, gives me personal satisfaction and motivation for continued growth in this business.”

Eric, his wife, Meg, and their two children live in Germantown Hills.

Financial Planning and Investment Services and Resources 

·        RPS-software for retirement planning simulation

·        Riskalyze – Understand your risk before you invest with a 95% probability

·        Personalized income planning – Take planning to a different dimension by applying the right level of risk to the proper investment, based on your timeline and goals

·        Analysis tools – Morningstar and portfolio engines can drive deep understanding of quality, strengths, weakness and risk adjusted returns

·        Social Security assessment to help you find the optimal time to start collecting your benefits

·        Access to individually managed accounts for customized portfolio management, with proven tax efficient strategies

·        Relationships and direct access to portfolio managers, CFA’s, CPA’s, CFP’s, trust services, wealth transfer specialists, trust attorneys

Professional Experience and Credentials

·        23-year tenure in investment, retirement income planning, life insurance, and long-term care solutions

·        Certified Financial Fiduciary - Bound to operate in good faith, care and loyalty to clients’ best interests

·        Member of National Association of Certified Financial Fiduciaries

·        Member of Financial Services Institute - A voice for the independent financial services firms and investment advisors

·        Investment Advisor Representative with Woodbury Financial Services Inc.

·        Licensed Insurance Producer - FINRA Series 6, 63, & 65

·        Long-term care training and institute

·        Member of Legacy Premier Advisors

·        Member of Strathmore’s Who’s Who in Business

430 N Main St. | East Peoria, IL 61611| (309)-699-8888

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice.