Our Team
A Different Degree of Wealth
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