Robert Stamm is a CFP® professional with 24 years of industry experience. He currently works at EverSource Wealth Advisors, LLC and was previously with Strategic Income Group LLC for 11 years. Outside of his advisory role, Stamm owns RS Stamm Consulting, LLC, providing financial consulting and administrative services, and he is involved in personal ventures through multiple holding companies as well as a livestock partnership. EverSource Wealth Advisors serves individual and institutional clients including families, estates, trusts, charitable foundations, broker-dealers, and independent RIAs. The firm offers wealth management, financial planning, and investment advisory services through a national network of advisors using multiple investment programs and a values-based approach, including private market platforms and advisory services for clients with substantial investable assets.

Stephen Irving is a Series 65-licensed advisor with Eversource Wealth Advisors, LLC, based in Chandler, AZ. He joined EverSource in 2026 and has prior experience in various roles across different industries. Eversource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services through a national network of advisor representatives and provides access to multiple investment platforms and private market offerings.