Jann Trefny is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. Throughout his career, he has held positions with Morgan Stanley, UBS Financial Services, Swiss Re Asset Management, and Credit Suisse. His areas of expertise include divorce transition planning, family wealth management strategies, retirement income, legacy planning, socially responsible and ESG investing, as well as individual and corporate investment strategy. Jann earned a Master's degree in economics from the University of Zurich in Switzerland. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jann is fluent in English and German. Outside of his professional pursuits, Jann is an avid athlete and was the Swiss decathlon champion in 1989. He represented Switzerland at the World Championships in Tokyo in 1991. In his spare time, he enjoys outdoor activities such as running, biking, skiing, and spending time with his family.

Brian Premo is a Wealth Management Advisor with Merrill Lynch Wealth Management based in New York City. He began his career at Merrill Lynch in 2007 as a Client Associate and became a Financial Advisor in 2012. As a member of The Kass/Freeman Group, Brian serves a diverse clientele including high-net-worth individuals, families, business owners, and corporate executives. His advisory work spans areas such as corporate executive services, family wealth management, executive compensation, education planning, liquidity management, and socially responsible investing. Brian holds a Bachelor's degree from Fordham University's Gabelli School of Business and has earned several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), Certified Investment Management Analyst (CIMA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized by Forbes on multiple occasions in their "Top Next-Generation Wealth Advisors" and "Best-in-State Next-Generation Wealth Advisors" lists, as well as by Barron’s as part of a "Top 100 Private Wealth Management Teams" in 2021 and 2022. Originally from New York’s Capital Region, Brian resides in Manhattan with his wife and daughter. Outside of his professional activities, he enjoys cooking, football, golfing, hiking, reading, skiing, soccer, traveling, and spending time with his family. His approach to wealth management emphasizes understanding clients’ unique circumstances and priorities to provide personalized financial planning and help simplify the complexities of wealth.