Calvin Wilkinson is a financial advisor with AE Wealth Management, LLC in Scottsdale, AZ, holding a Series 65 credential and three years of industry experience. He previously worked at Envision Solar Inc. and 360 Wealth Management, Inc. Outside of his advisory role, he is also licensed as an insurance agent, performing insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing a range of investment strategies and analytical methods.

Renee Wilkinson is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She previously worked at 360 Wealth Management, Inc. for 15 years and is also associated with Arizona Realty One Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, using a combination of discretionary model portfolios and multiple investment strategies. The firm manages approximately $49.8 billion across more than 127,000 clients, emphasizing standardized model and platform services.

William Wilkinson III is a financial advisor at AE Wealth Management, LLC with 21 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at American Mortgage Specialists, Inc. and 360 Wealth Management, Inc., where he served as CEO and was involved in insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients.