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.

Nayivi has been in the industry for over 13 years. She holds a Certified Financial Planner™ designation and is a member of the UCLA Alumni Association and the Association of Latino Professionals in Finance and Accounting (ALPFA). In Westlake, she was a founding member of Women 2 Women, a group focused on meaningful connections for personal and professional growth. Her areas of expertise include retirement planning and long-term investment management. She enjoys seeing clients make sound financial decisions and enjoying the fruits of their labor. Nayivi received a bachelor’s degree in Political Science and History from the University of California Los Angeles and an MBA in Financial Planning from the California Lutheran University. For the past 8 years, she lives in Mission Hills, CA with her husband and daughter.

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 provides clients with customized portfolio solutions designed to align with their unique financial goals. Dillon’s approach emphasizes clarity and confidence across various life stages, including accumulation, conservation, and distribution phases, aiming to integrate all aspects of a client's financial plan. His expertise spans family wealth management strategies, managing new wealth, small business strategies, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income planning. Dillon holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA), and he earned his bachelor's degree from Arizona State University. Originally from Ventura County, Dillon currently lives there with his wife, son, and dog. In his free time, he enjoys outdoor activities such as adventure sports, basketball, boating, chess, football, golfing, hiking, reading, and spending time with his family traveling from the mountains to the ocean.

Brendan Lynch is a Wealth Management Advisor with Merrill, specializing in addressing the financial planning needs and complex investment scenarios of current and former business owners, executives, multigenerational families, and uniquely successful individuals. He leverages the comprehensive resources available through Merrill and Bank of America to provide guidance in global wealth strategies, pre- and post-liquidity event planning, estate and legacy planning, and access to structured credit. Brendan also focuses on alternative investment opportunities and advanced business value acceleration methods, including sales, mergers and acquisitions, ESOP strategies, and recapitalization services. Brendan began his financial services career in 2010 with experience at UBS Financial Services and Morgan Stanley, working as an analyst for private wealth teams before joining the BHB Group in 2022. He holds the Chartered Alternative Investment Analyst (CAIA) designation, the Certified Exit Planning Advisor (CEPA) designation, and the CERTIFIED FINANCIAL PLANNER® (CFP®) certification. Brendan earned a bachelor's degree in financial services from San Diego State University and completed an accredited certificate program at the University of Oxford. Originally from Vancouver, Canada, Brendan has lived internationally in locations including Scotland and New Zealand. He and his wife recently welcomed a son, and he has set aside his amateur boxing pursuits. Brendan’s client focus extends across college education planning, corporate benefits and executive services, employee benefits planning, executive compensation, and liquidity management, emphasizing building strong relationships and assisting clients through critical financial decisions.

Paul Bartschi is a Senior Financial Advisor and First Vice President with Merrill Lynch Wealth Management. He specializes in providing financial advice tailored to retirement planning, college education planning, portfolio management, lending needs, and family wealth management strategies. Paul has developed a niche within his practice by working closely with trust attorneys and professional fiduciaries who manage the financial affairs of individuals unable to care for themselves due to mental or physical incapacities. His work often includes advising on court-supervised matters such as conservatorships and supporting family trustees responsible for managing estates on behalf of loved ones. Paul began his career in wealth management in 2001 at Morgan Stanley before joining Merrill Lynch in 2005. He holds a Bachelor’s degree in Political Science from California State University, Sacramento, and an M.B.A. with a concentration in Finance from California Lutheran University. As a specially qualified Senior Portfolio Advisor, Paul builds and manages customized investment strategies, utilizing a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment options. He is also designated as a Personal Investment Advisor (PIA). Residing in Camarillo, California, with his wife Sarah and their three daughters, Paul is active in his community and committed to volunteer work, including former service as board member and Chairman of the Boys and Girls Club of Camarillo. His personal interests include boating, motorcycle riding, adventure sports, hunting, scuba diving, and spending time with his family.

Chase Follmer is a Financial Solutions Advisor at Merrill within the Merrill Lynch Wealth Management line of business. In his role, he works closely with clients to develop strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on a broad range of topics including investing, retirement planning, and emergency savings. Chase also offers clients access to Bank of America specialists for additional services such as banking, credit, home financing, and small business solutions. Chase holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Phoenix. His approach centers on understanding what matters most to clients and creating financial strategies tailored to their individual priorities.

Spencer Griffith is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he focuses on building relationships with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on a range of financial matters, including investing, retirement planning, and savings for unexpected expenses. Spencer also facilitates access to Bank of America specialists to support clients with banking, credit, home financing, and small business needs. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the California State University System.