Robert Stamm is a CFP® with 24 years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC since 2025. Prior to this, he spent 11 years with Strategic Income Group LLC. Outside of his advisory work, he owns RS Stamm Consulting, LLC, providing financial consulting and administrative services, and is involved in several holding companies and a livestock partnership. EverSource Wealth Advisors serves a diverse range of clients including individuals, families, trusts, foundations, retirement plans, and institutional relationships. The firm offers wealth management, portfolio management, financial planning, and various support services to independent RIAs and advisor teams, with multiple investment programs that combine firm-managed and third-party strategies.

Stephen Irving is a financial advisor with Eversource Wealth Advisors, LLC in Chandler, AZ. He holds a Series 65 designation and has one year of experience in the industry. His prior work includes roles at Target, Veeya, LLC, Super Home, Inc, and 2 Rivers Church. Eversource Wealth Advisors serves individual clients, families, estates, trusts, foundations, retirement plans, and institutional relationships, providing a range of wealth management and advisory services. The firm offers multiple investment programs and supports independent RIAs through turnkey solutions, sub-advisory arrangements, and private market access.