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
J Bryan Ballentine, CFP®, CRPC™
Wealth Advisor / President
Anthony Colancecco Jr, CFP®, CRPC™
Wealth Advisor / COO
Investment Team
Eric Stein, CFA®
Partner, East Bay Investment Solutions
Mario Nardone, CFA®
President & Founder, East Bay Investment Solutions
Wealth Advisors
Sam LaCroce
Wealth Advisor
Tiffany Gilbert, CRPC™
Wealth Advisor
John Saverance
Wealth Advisor
Jonathan Burns CRPC™
Wealth Advisor
Paraplanners/CSR
Stephanie Monroe, CFP®, CRPC™, FPQP®
Financial Planning Analyst & Client Services Specialist
Katrina C. Morris, ChFC®, CRPC™
Financial Planning Analyst & Client Services Specialist
Cody Teal, CRPC™
Financial Planning Analyst & Client Services Specialist
Gracyn Nott, CRPC™, FPQP®
Financial Planning Analyst & Client Services Specialist
Executive Team
Valerie Campbell
Office Manager
Cristina Alcala
Executive Assistant
Jordan Durham, MBA
Marketing & Brand Strategist
Preston Ballentine
Project Coordinator
