Maria Shanley is a financial advisor at The Planners Inc. in Fort Collins, CO, holding Series 63 and Series 65 licenses with 11 years of industry experience. She previously worked at Erik Sartin LLC for 10 years and Palisade Investments for 8 years before joining The Planners Inc. in 2023. The Planners Inc. provides discretionary portfolio management, financial planning, and administrative consulting primarily for individual clients, including high-net-worth investors. The firm uses personalized investment management, written Investment Policy Statements, and offers a broad range of products and strategies tailored to client objectives and preferences.

Erik Sartin is a financial advisor with The Planners Inc. in Fort Collins, CO, holding a Series 66 designation and 14 years of industry experience. He previously worked at Guardian Life for 11 years before joining The Planners Inc. Sartin is also the president and part owner of Inicio Inc., a technology company that develops financial software. The Planners Inc. offers discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth investors. The firm provides personalized investment management through blended asset allocations, strategic rebalancing, and values-based portfolio customization.

Benjamin Sartin is a financial advisor at The Planners Inc. with 33 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Park Avenue Securities, LLC for 14 years. Sartin serves as a trustee for multiple trusts, including the Elizabeth Bergsten Trust and a family member's revocable living trust. The Planners Inc. provides discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth investors. The firm prepares written Investment Policy Statements and offers personalized investment management with a range of asset allocation and model strategy options.