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Gage K

CFP®, Series 66

Wichita, KS

Raymond James Financial

Gage Kennedy is a CFP® with two years of industry experience, currently affiliated with Raymond James Financial in Wichita, KS. He has held roles at Aristata Financial and Raymond James Financial Services, Inc., among other positions in educational institutions and credit unions. Kennedy assists with client relations and marketing at Aristata Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and public-finance advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Rex C

CFP®, Series 63, Series 65

Wichita, KS

Raymond James Financial

Rex Clevenger is a CFP® professional with 35 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2018. He previously worked for Wells Fargo Advisors Financial Network LLC for nine years. Outside of his advisory role, Clevenger is the managing principal of Aristata Financial, a support company based in Wichita, KS, and serves as a co-trustee managing investment decisions for his and his wife’s revocable living trusts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling and maintains specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Wendy C

Series 66

Wichita, KS

Raymond James Financial

Wendy Cox is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network for nine years. Outside of her advisory role, she is involved with Conway Springs Veterinary Service and assists with Aristata Financial, where she supports client relations and marketing efforts. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and advisory services, utilizing risk profiling and analytical tools to support informed client decisions.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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