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