Our Team

A Different Degree of Wealth

J Bryan Ballentine, CFP®, CRPC®

Wealth Advisor / President

Anthony Colancecco Jr, CFP®, CRPC®

Wealth Advisor / COO

Cameron Cannon

Wealth Advisor

Eric Stein, CFA®

Partner, East Bay Investment Solutions

Mario Nardone, CFA®

President & Founder, East Bay Investment Solutions

Katrina Morris, CRPC®

Financial Planning Analyst & Client Services Specialist

Tyler Burns

Financial Planning Analyst & Client Services Specialist

Jameson Million

Operations Specialist

Anna Waters

Marketing Coordinator

Susan Humes

Operations Administrator