Jeffrey Mcpherson is a CFP® with 14 years of industry experience and is affiliated with IM Wealth, where he has worked since 2018. His prior experience includes a decade at MASSMUTUAL and several years at Commonwealth Financial Network. He is also the owner of IM Wealth, LLC. IM Wealth offers fiduciary financial planning and individual portfolio management services to individuals and high-net-worth clients, utilizing a three-tiered consulting structure. The firm combines fundamental analysis and modern portfolio theory with a long-term trading approach and provides tailored Investment Policy Statements along with optional discretionary management and fixed-fee planning arrangements.

James Nutter is a financial advisor with IM Wealth in Ada, MI, holding Series 65 and Series 66 licenses and nine years of industry experience. His prior work includes roles at Commonwealth Financial Network and MassMutual. He also engages in fixed insurance sales as part of his professional activities. IM Wealth provides fiduciary financial planning and individual portfolio management services to individuals and high-net-worth clients through a tiered consulting structure. The firm combines fundamental analysis and modern portfolio theory with a long-term trading orientation and offers fixed-fee planning alongside discretionary portfolio management.