Kevin Haggerty is a financial advisor at Evolution Vision Wealth Management in Phoenix, AZ, with seven years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Evolution Vision Wealth Management in 2026, he worked at TNL Asset Management, Alpine Bank Wealth Management, and New York Life, among others. Outside of financial advising, Kevin owns a minority stake in a take-out pizza business and co-owns a bill pay company. Evolution Vision Wealth Management provides discretionary asset management and integrated financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages over $65 million in discretionary assets across 98 client relationships, using a blend of fundamental and technical analysis to construct tailored portfolios with stocks, bonds, mutual funds, ETFs, and private securities.

Daniel Mc Caslin is a CFP® professional with five years of industry experience. He currently works at Evolution Vision Wealth Management, where he has been since 2026. Prior to that, he spent five years at TNL Asset Management, operating as Snowball Wealth Management, and fourteen years at Alpine Bank. Evolution Vision Wealth Management provides discretionary asset management and integrated financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses both fundamental and technical analysis to construct tailored portfolios that include stocks, bonds, mutual funds, ETFs, and other securities.