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

Associate Wealth Advisor

Eric Stein, CFA®

Partner, East Bay Investment Solutions

Mario Nardone, CFA®

President & Founder, East Bay Investment Solutions

Katrina Morris, CRPC®

Planning Analyst & Client Services

Stephanie Monroe, CFP®, CRPC®, FPQP™

Planning Analyst & Client Services

Tyler Burns

Operations Specialist

Anna Waters

Marketing and Administrative Coordinator

Jessicka Lockwood, FPQP™, ABFP™

Operations Specialist

Susan Humes

Operations Administrator