Roy Valdez

It's my mission to make sure that all streamers learn how to run their businesses and manage their personal finances. I want to help you transition from an accidental business owner to someone who acts with intention and knowledge. Most of us weren't taught those skills in school. I see so much potential in all of you and I don't want something as manageable as taxes get in your way. I couldn't find any traditional planning firms working with streamers so I went out and started my own. I have always had an obsession with video games. WoW basically consumed my college life. When I moved halfway across the country for a new job I found my friends in the StarCraft club at work. I watch professional DotA 2 and StarCraft whenever I can. My current addiction is Rimworld. For the credentials: I'm a CERTIFIED FINANCIAL PLANNER™ Professional and have my MBA in personal financial planning. Additionally, I write for StreamerSquare as well as my own blog.

At Bridge The Gap we purposefully choose to work with a small number of clients per advisor, so each client’s situation can be served as a priority. This provides clients with a partnership that goes deeper into your financial planning needs. Our goals is to be the go to for all things financial, and to be your accountability partner in implementation. Many advisors draft clients a plan, but we work to together to live it. We have ongoing planning conversations with our clients around investments, risk management, liquidity analysis, estate planning, tax planning, tax efficiency, and goal fulfillment.

Awanti Desai is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, she collaborates with clients individually to define their financial goals and develop portfolio strategies aimed at achieving those objectives. She provides ongoing advice and adjusts portfolios as clients’ circumstances evolve. Desai’s expertise includes general investing, retirement planning, and preparing for unforeseen financial needs. She prioritizes understanding what matters most to clients and their families to help craft personalized financial plans. She holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her educational background includes a Bachelor’s Degree from the Pennsylvania State University System, an Associate’s Degree from Ventura Community College District, and a High School Diploma from Thousand Oaks High School.

Dillon Case is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing clients with custom-tailored portfolios aimed at meeting their financial goals at every stage of life, whether in the accumulation, conservation, or distribution phase. Dillon focuses on delivering clarity and confidence to his clients through a client-focused approach supported by the resources and expertise of Merrill Lynch. He holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Dillon earned his bachelor's degree from Arizona State University. His client focus areas include family wealth management strategies, managing new wealth, small business strategies, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income planning. Born and raised in Ventura County, Dillon currently resides there with his wife, son, and dog. In his free time, he enjoys outdoor activities with his family, ranging from mountains to the ocean.

Ho Sung Byun is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides personalized wealth management strategies tailored to clients' individual goals and financial situations. His approach includes creating flexible strategies that adapt to changing market conditions and leveraging resources from Merrill and Bank of America to support clients' wealth management needs. His client focus areas include college education planning, divorce transition planning, equity compensation services, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, women and wealth, and tax minimization. Ho Sung Byun holds the CERTIFIED FINANCIAL PLANNER® designation and has experience working with business owners, entrepreneurs, financially independent individuals and their families, and corporate executives, particularly in the healthcare sector. Ho Sung Byun emphasizes understanding clients' life priorities to develop personalized plans aligned with their goals and aspirations. He is active in community involvement, including serving as a Board Member of Korean American Family Services (KFAM) and supporting underprivileged children through Children International. He enjoys activities such as bowling, chess, golfing, reading, soccer, spending time with family, tennis, traveling, volleyball, and watching movies.