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Meet the Team

Our team includes CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselors™ (CRPC™), and Chartered Financial Analysts® (CFA®). We are certified fiduciary advisors dedicated to acting in your best interest and helping you navigate financial transitions with clarity and care

Leadership Team

Bryan is the president and founder of BCA Private Wealth. As a CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Planning Counselor™, Bryan’s passion lies in helping his clients navigate their financial life and helping them to ultimately achieve their greatest financial goals. With over 25 years of experience, he guides his clients based on the principles of objectivity, independence, and client-centered financial planning, focusing extensively on retirement and investment issues such as retirement income planning, IRA rollovers, employer qualified plans (401k, 403b, profit sharing, cash balance, etc.), investment management, and tax planning strategies. Today, Bryan works with a select private client group and certain businesses to provide independent advice and services regarding retirement and investment planning. Bryan believes strongly in the management of individual behavioral mistakes that are often made in traditional financial and investment planning. Top Financial Planning Firms,

J Bryan Ballentine, CFP®, CRPC™

Wealth Advisor / President

Anthony Colancecco Jr, CFP®, CRPC™

Wealth Advisor / COO

Investment Team

Ballentine Capital Advisors staff picture

Eric Stein, CFA®

Partner, East Bay Investment Solutions
Ballentine Capital Advisors staff picture

Mario Nardone, CFA®

President & Founder, East Bay Investment Solutions

Wealth Advisors

Sam LaCroce, CRPC™

Wealth Advisor
John is a Wealth Advisor and Chartered Retirement Planning CounselorTM with BCA Private Wealth, and he joined the firm to guide clients and create tailored financial plans to help them achieve their financial goals. As a wealth advisor, he is responsible for maintaining client relationships, as well as providing market knowledge and objective financial advise. John attended Clemson University, graduating with a BS in Finance with an emphasis in Financial Planning and a minor in Accounting. John and his wife Graysen currently live in Greenville, SC with their dog, Hank. He is originally from Lamar, SC and enjoys golfing, spending time with friends and family, and cheering on the Clemson Tigers.

John Saverance, CRPC™

Wealth Advisor

Jonathan Burns, CRPC™

Wealth Advisor

Paraplanners/CSR

A South Carolina native, Stephanie joined BCA Private Wealth in 2013. She brings over ten years of experience in providing client service and financial planning to her role as Financial Planning Analyst & Client Services Specialist. Over the years, Stephanie has assisted our advisors and worked closely with clients to examine and prepare custom strategies to determine how to best accomplish clients’ financial goals. She takes great pride in simplifying the financial planning process for clients and helping to provide peace of mind. Having moved to Oregon in 2022, Stephanie and her boyfriend like to spend their spare time exploring their new home. She’s passionate about the outdoors and enjoys hiking, kayaking, and gardening. When not outside, she can be found reading, attending a concert, or trying out new vegetarian recipes. She also enjoys traveling as much as possible, with some of her most memorable trips being New Zealand, Japan, and backpacking to Havasu Falls. Professional Designations CERTIFIED FINANCIAL PLANNERTM Chartered Retirement Planning CounselorTM Financial Paraplanner Qualified ProfessionalTM Tax Planning Certified Professional®  Licenses Oregon Insurance Producer License in Life and Health Education Bachelor’s Degree – College of Charleston Contact Stephanie for Financial Analysis Investment Analysis Tax Analysis Insurance Analysis Client Services and General Questions Distribution Services Investment Account Processing Insurance Services

Stephanie Monroe, CFP®, CRPC™, FPQP®, TPCP®

Financial Planning Analyst & Client Services Specialist

Katrina C. Morris, ChFC®, CRPC™, TPCP®

Financial Planning Analyst & Client Services Specialist

Kiel Pederson, MBA

Operations Specialist

Executive Team

Valerie Campbell

Office Manager

Cristina Alcala

Executive Assistant

Jordan Durham, CRPC™, MBA

Marketing & Brand Strategist

Preston Ballentine

Project Coordinator