Our Team

J Bryan Ballentine, CFP®, CRPC™

Wealth Advisor / President

Anthony Colancecco Jr, CFP®, CRPC™

Wealth Advisor / COO

Anne Thompson CRPC™

Wealth Advisor

Eric Stein, CFA®

Partner, East Bay Investment Solutions

Mario Nardone, CFA®

President & Founder, East Bay Investment Solutions

Katrina C. Morris, ChFC®, CRPC™

Financial Planning Analyst & Client Services Specialist

Stephanie Monroe, CFP®, CRPC™, FPQP®

Financial Planning Analyst & Client Services Specialist

Cody Teal

Operations Specialist

Jaxson Coad

Operations Specialist

Anna Waters

Marketing and Brand Strategist

Susan Humes

Operations Administrator

Preston Ballentine

Project Coordinator