Our Team

Leadership Team

J. Bryan Ballentine, CFP®, CRPC™

President & Founder
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Anthony Colancecco Jr, CFP®, CRPC™

COO & Founder
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Executive Team

Terri Walton Boyer

Operations Manager
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Jordan Durham, CRPC™, MBA

Marketing & Brand Strategist
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Katelyn Ferrell

Marketing & Client Experience Coordinator
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Cristina Alcala

Marketing Assistant
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Valerie Campbell

Office Manager
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Shannon Hume

Bookkeeper and Administrative Assistant
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Investments Team

Mario Nardone, CFA®

President & Founder, East Bay Investment Solutions
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Eric Stein, CFA®

Partner, East Bay Investment Solutions
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Brett Wheeler, CFP®

Trader
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Jesica Jackson

Trader
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James Wilde

Trader
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Operations Team

Logan Tillotson, CRPC™

Operations Supervisor
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Hailey Morris, CRPC™

New Accounts & Transition Lead
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Jaxson Coad

Portfolio Analytics & Trading Lead
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Alex Hernandez

Operations Specialist
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