James Meert is a financial advisor with Apple Tree Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at American Equity Investment Corporation for ten years and has been involved with The Meert/Zoller Financial Group since 2002. Outside of his advisory roles, Meert serves on the Town Council Board in Hamilton, Michigan. Apple Tree Asset Management serves individuals, charities, corporations, and pension/profit-sharing plans, offering financial planning, discretionary portfolio management, retirement plan consulting, and tax preparation services. The firm emphasizes asset allocation and risk-based portfolio construction, conducting regular account reviews and sometimes co-managing accounts with third-party advisers.

Keith Layman is a financial advisor with Apple Tree Asset Management, LLC in Fort Wayne, IN, holding a Series 66 designation and over 26 years of industry experience. He previously worked at Concorde Asset Management and Concorde Investment Services for seven years before joining Apple Tree. Outside of his advisory role, Layman serves as an elder and finance committee member at Christ's Church at Georgetown and is involved in various nonprofit and business activities, including fundraising for a Uganda-based support initiative and ownership in a local café. Apple Tree Asset Management advises individuals, charities, corporations, and pension plans, providing financial planning, portfolio management, qualified plan consulting, tax preparation, and third-party adviser monitoring. The firm employs asset-allocation strategies through proprietary model portfolios and offers Biblically Responsible Investment screening services, integrating tax services uniquely into its client offerings.

Nicolas Couch is a financial advisor at Apple Tree Asset Management, LLC in Fort Wayne, IN, holding a Series 65 designation with three years of industry experience. His prior work includes roles at AllState Insurance and various service positions before joining Apple Tree Asset Management. Apple Tree Asset Management advises individuals, charities, corporations, and pension/profit-sharing plans, providing comprehensive financial planning, portfolio management, qualified plan consulting, and tax preparation services. The firm uses proprietary model portfolios tailored to client goals and offers Biblically Responsible Investment screening for other advisers.

Joseph Wiegand is a financial advisor with Apple Tree Asset Management, LLC in Fort Wayne, IN, holding a Series 66 designation and 24 years of industry experience. He has worked at Concorde Investment Services and Concorde Asset Management from 2014 to 2021 and has been involved with Lifetime Financial Solutions since 2009. Outside of advisory work, he is engaged in tax and retirement planning through Apple Tree Financial Services, Inc. Apple Tree Asset Management serves individuals, charities, corporations, and pension/profit-sharing plans, providing comprehensive financial planning, discretionary portfolio management, and qualified retirement plan consulting. The firm emphasizes asset allocation and risk-based portfolio construction, with regular account reviews and may collaborate with third-party advisers while maintaining client relationships.

Douglas Buller is a financial advisor at Apple Tree Asset Management, LLC in Fort Wayne, IN, holding a Series 65 designation with four years of industry experience. Prior to his advisory role, he worked for over three decades at Warsaw Christian School. Apple Tree Asset Management serves individuals, charities, corporations, and pension plans, offering financial planning, discretionary portfolio management, retirement plan consulting, and tax preparation services. The firm emphasizes asset allocation and risk-based portfolio construction, with regular account reviews and the ability to co-manage accounts alongside third-party advisers.

Gary Zoller is a financial advisor with Apple Tree Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Meert/Zoller Financial Group since 2002 and joined Apple Tree Asset Management in 2023. Outside of his advisory roles, he owns Auburn Image Center Inc. and Boswell-Zoller Inc., and serves on the boards of the Auburn Rotary Club and United Way of DeKalb County. Apple Tree Asset Management serves individuals, charities, corporations, and pension plans, offering comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm emphasizes asset allocation and risk-based portfolio construction, with regular portfolio reviews and may co-manage accounts with third-party advisers while maintaining client relationships.