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

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

Financial Planning Analyst & Client Services Specialist

Jaxson Coad

Operations Specialist

Gracyn Nott, CRPC™

Operations Specialist

Logan Tillotson

Operations Specialist

Cristina Alcala

Executive Assistant

Neely Griffith

Business Administrator

Preston Ballentine

Project Coordinator