Our Team

A Different Degree of Wealth

J Bryan Ballentine, CFP®, CRPC™

Wealth Advisor / President

Anthony Colancecco Jr, CFP®, CRPC™

Wealth Advisor / COO

Eric Stein, CFA®

Partner, East Bay Investment Solutions

Mario Nardone, CFA®

President & Founder, East Bay Investment Solutions

Stephanie Monroe, CFP®, CRPC™, FPQP®

Financial Planning Analyst & Client Services Specialist

Katrina C. Morris, ChFC®, CRPC™

Financial Planning Analyst & Client Services Specialist

Sam LaCroce

Financial Planning Analyst & Client Services Specialist

Cody Teal, CRPC™

Financial Planning Analyst & Client Services Specialist

Tiffany Gilbert

Advisor Services Liaison

Jaxson Coad

Operations Specialist

Gracyn Nott, CRPC™

Financial Planning Analyst & Client Services Specialist

Logan Tillotson, CRPC™

Operations Specialist

John Saverance

Operations Specialist

Jonathan Burns

Operations Specialist

Valerie Hillis

Office Manager

Cristina Alcala

Executive Assistant

Jordan Durham, MBA

Marketing & Brand Strategist

Preston Ballentine

Project Coordinator