Archives: Advisor Teams

Advisor Team

John Rossitto works with clients in Life Planning. He first works with his clients to identify the foundational values that are most important to them. Having laid the foundation, he and his clients work together to design a financial structure that incorporates one’s dreams, goals and personal abilities. In building this structure, they work through issues of spending, saving, investing and giving.  With state of the art resources, John puts on the finishing touches, which compliment his clients’ financial structure. He assists in putting in place appropriate risk management tools as well as design investment portfolios that strive to meet the needs of the clients he serves. John then monitors their progress through the paths of life, reviewing, refurbishing and remodeling their financial structure to meet the changes that life brings.

Jarrod Rutledge is a founding partner of Provident Wealth Management Group as well as a CERTIFIED FINANCIAL PLANNER™ Certificant. Jarrod started his career at a major financial services company in 2004, where he worked as a financial advisor and advisor coach. However, he had a vision of a financial planning practice that was independent, but he did not want to lose out on the “big company” feel and support of a major financial institution like he had grown accustomed to.

So, in 2010, he decided to co-found Provident Wealth Management Group and open an independent financial planning firm utilizing LPL Financial and now IHT Wealth Management. Because LPL Financial does not offer any investment products of its own, Jarrod was able to fulfill his desire to keep the big company feel and support of a major financial services company without having to jeopardize the independent and objective nature of his advice and recommendations.

Now, with 15 years of experience helping individuals and small business owners plan for their financial goals, Jarrod feels confident in his ability to be able to provide top notch financial advice while still being backed by the largest independent broker dealer in the US*. He thoroughly enjoys the meaningful relationships that he has developed with his clients over the years and educating them on their important financial decisions.

Jarrod received a Bachelor of Science in Business Economics from the University of South Florida. After many years of working towards attaining the designation of CERTIFIED FINANCIAL PLANNER™, Jarrod is proud to have achieved one of the most well-respected designations in his field.

Jarrod and his wife Sarah are the proud parents of son Peyton and 2 daughters Kailey and Rebekah. When he is not working, Jarrod enjoys playing golf and coaching his son’s baseball team.

*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

I was once asked to describe my life in 5 words or less so with limited time I came up with Authentic, Transparent, Enthusiastic, Resourceful, and Loyal. As an established advisor those characteristics have guided my professional life as well as shaped my personal life as a husband, father, and mentor.

I believe the first step on the path to getting where you want to go starts with an honest conversation and once we determine the right direction together, I’ll help you stay the course through regular portfolio reviews and accessibility on YOUR schedule. Client relationships are the foundation of my practice and I hope to earn your trust and the role of your advisor for not just years, but generations to come. Financial planning doesn’t have to be difficult, and you don’t have to do it alone, I am here to support you. I realize that this business can be intimidating and sometimes overwhelming, therefore I want to reduce client stress by joking that “I’m closer to Main Street than Wall Street”. Our firm doesn’t strive to be someone else, we just want to be the best version of us!

I believe every journey is unique and so are your financial needs, so I listen to your goals and help develop tailored plans and objective recommendations. Being an independent financial advisor offers me the flexibility to adjust client strategies to accommodate changes in lifestyle, family, and career. So no top down corporate directives, canned solutions, or cookie cutter strategies! We manage your finances so they don’t manage you, and that equates to financial confidence. Our purpose is to identify and create plans that will simplify our client’s lives and empower them with options and confidence.

I love spending time outdoors including hunting, coaching youth teams, golf, Spring Training and OU Football. Volunteerism is an important to my wife Tammy and I as we have both served on multiple committees and non-profit groups serving their community.

Chad has been a financial advisor since 2008. Chad chose to be a financial advisor because of the importance a well-designed plan has on a client’s retirement goals and eventual success. Seeing the turbulent markets of 2008 and 2009 only strengthened his opinion on the importance of a well-designed financial plan and risk managed investment portfolio. He works with his clients, first by understanding their needs, goals and what is truly most important to them in their financial future. His goal is to have every investor confident with their financial plan and have a portfolio built to weather the uncertainties of the market.

Chad is a CERTIFIED FINANCIAL PLANNER ™. His areas of expertise are: financial planning, retirement planning, tax efficient investing and wealth management. Chad’s passion is building long lasting relationships with his clients and helping them achieve their personal investment goals.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Ryan joined the IHT team as a Financial Planning Assistant focused on strengthening the client experience. He graduated from the University of South Florida with his Bachelor’s of Science in Personal Financial Planning in December of 2019.

He currently holds his Securities Industries Essentials and the Florida 2-15 Life, Health, and Variable Annuity Agent License. He is now looking to obtain his Series 7 General Securities Representative and Series 66 Uniform Combined State Law examinations to pursue his goal of becoming a Financial Advisor. While in college, Ryan also completed all the necessary coursework to sit for the Certified Financial Planner Examination, which he hopes to obtain in the near future.

Ryan was born and raised in Fort Lauderdale, FL before moving to Tampa, FL in 2006.

When Ryan is not in the office or studying, he enjoys fishing the flats, spending time with family, and playing football with friends.