At Leonard Advisory Group, we are a family-based firm committed to helping you align your financial plan with the life you’ve always imagined. Thoughtful in our approach and grounded in what matters most, we’re here to help you live, give, and leave a legacy with intention.
As President of Leonard Advisory Group, LLC, Josh leads with a commitment to delivering tailored investment solutions that reflect the unique financial journeys of individual clients and their families. From identifying cash flow needs to implementing proper asset allocation strategies, Josh employs a personalized and intentional approach aimed at serving clients’ best interests. His dedication to critical thinking and discipline has fostered long-lasting relationships built on trust and mutual understanding. By empowering clients to thrive financially and navigate complex financial landscapes with confidence, Josh ensures their success in achieving their goals.
Through his popular podcast, “Relax, It’s Retirement,” Josh delves into the concept of intentional retirement, leveraging the same authenticity and relationship-building approach he shares with clients and his team at Leonard Advisory Group, LLC. Josh grew up in Pittsburgh, PA and resides there with his wife Yana, their children, Eli and Isaac, and Layla, a golden retriever. They enjoy volunteering their time and actively support various community fundraisers. Josh is an avid outdoorsman and enjoys competing in marathons and triathlons. In their spare time, they enjoy traveling and spending time with family at Kelleys Island, OH.
Leonard Advisory Group is a Registered Investment Adviser (RIA) dedicated to delivering independent, personalized financial planning. As part of that commitment, we partner with AssetMark, a leading wealth management platform, to enhance the investment experience for our clients.
This strategic partnership allows us to maintain our independent advisory approach while leveraging institutional-quality tools—so you can retire with intent and confidence.
At Leonard Advisory Group, living with intent means being present where it matters most—right here at home. We’re committed to making a meaningful impact through purposeful partnerships, local involvement, and service that reflects the values we bring to every client relationship.
We’re always looking to grow our purpose-driven team—if you feel aligned with our mission and would like to explore opportunities with Leonard Advisory Group, we invite you to send us your information below.
Contact Leonard Advisory Group today!
With over three decades of experience in the financial services industry, Ms. Ferrante has been dedicated to advocating for her clients by providing creative and thoughtful solutions tailored to their needs as they prepare for retirement or navigate life in retirement. Her transparency and extensive industry knowledge enable her to play a pivotal role in coordinating the delivery of comprehensive advice to clients and their families, particularly in complex insurance and investment matters. Angela finds immense fulfillment in witnessing her clients’ dreams materialize, offering them peace of mind through meticulous planning and adept problem-solving. Ms. Ferrante is an Accredited Investment Fiduciary® (AIF®) and a General Securities Principal (Series 24).
Outside of work, Ms. Ferrante enjoys skiing, biking, hiking, shooting, gardening, and cooking. She actively volunteers for various charities and participates in events such as Ski for the Cure, Flight 93 Memorial Ride, Cat Ranger’s Rescue, and the Rocky Mountain Elk Foundation. Her dedication to both her clients and her community reflects her passion for making a positive impact in all aspects of her life.
Pete is a seasoned financial advisor with a wealth of expertise spanning over 16 years. In his role, Pete places paramount importance on crafting personalized strategies that align with his clients’ unique financial aspirations. With a meticulous focus on asset allocation and portfolio construction, he employs risk management techniques to optimize investment performance while safeguarding against potential downturns. However, Pete’s approach transcends mere technicalities; he strives to cultivate a positive, intentional financial impact on his clients’ lives, fostering a sense of empowerment and security.
As a CERTIFIED FINANCIAL PLANNER®, Peter demonstrates a commitment to the highest standards of professionalism and ethical conduct in the industry. Furthermore, he holds securities and insurance licenses (Series 6, Series 7, Series 63, Series 65, Life Accident and Health).
Pete is a lifelong Ross Township resident. He enjoys traveling and having unique experiences with his wife Nina, of 15 years, and his two children Noah and Eva. He is a dedicated member of St. Paul’s United Methodist Church and proudly serves as a member of the National Eagle Scout Association and Scout Committee Member. In his spare time, Peter generously volunteers his time coaching youth baseball and basketball, as well as supporting his daughters’ dance competitions as a prop dad. When he’s not busy giving back to his community, Peter enjoys indulging his passions for fishing, biking, hiking, and golf, finding solace and rejuvenation in the great outdoors.
Alex serves as an Advisor Development Program Analyst at Leonard Advisory Group, where he is building a strong foundation for a career in financial planning. A graduate of Duquesne University, Alex earned a Bachelor of Science in Business Finance with a minor in Sports Marketing.
Alex’s background as a collegiate football player at Duquesne helped shape the work ethic, discipline, and team-first mindset he brings to his role each day. Growing up with a passion for sports, he developed an appreciation for dedication, preparation, and working toward long-term goals—qualities that continue to influence both his personal and professional life.
Outside of the office, Alex enjoys staying active, golfing, traveling, and spending quality time with friends and family.
Alexis is a Client Service and First Impressions Specialist at Leonard Advisory Group and is often the first point of connection for clients. Known for creating warm, welcoming, and inclusive experiences, Alexis is passionate about accessibility and making sure everyone feels comfortable and supported from the very first interaction.
Originally from Flushing, Queens, Alexis brings a creative and people-centered background shaped by experience as a baker, teacher, designer, and service professional. A near-fluent Spanish speaker, Alexis lived and worked in Guadalajara, Mexico, as an English teacher. Outside the office, she enjoys baking, music, exploring new cuisines, urban gardening, and spending time in nature.
Kristen Kealey is a Marketing Coordinator at Leonard Advisory Group, where she plays a key role in helping to coordinate our messaging, connect with the people we serve, and produce more of the educational resources our clients count on. She brings a true team first mindset that aligns with our culture of ownership, trust, and purpose.
Kristen graduated with a Bachelor of Business Administration in Marketing from Pennsylvania Western University, formerly Clarion University.
Born and raised in Shaler, Kristen enjoys exploring North Park, trying new coffee spots in and around the city, eating breakfast bagel sandwiches, and spending time with her friends, family, and her dog, Baxter.
Born and raised in Cranberry Township, Emily brings both a strong local connection and a thoughtful, client-focused approach to the Leonard Advisory Group team. She earned her Associate’s Degree in Business Administration from Butler County Community College and enjoys building meaningful relationships through dependable service and communication.
Outside of the office, Emily enjoys spending time outdoors—whether hiking local trails or relaxing on her back porch. She is also an animal lover with two rescued guinea pigs, Lewis and Clarke.
Yana Leonard serves as Chief Risk and Operations Officer, where she helps ensure every client experience is delivered with clarity, care, and consistency. She oversees firm operations, internal controls, and compliance—supporting a strong foundation that allows advisors to focus on helping clients plan with confidence and live with intent. With 15 years of Corporate finance experience, Yana brings a disciplined, thoughtful approach to decision-making, always focused on protecting clients’ best interests and the long-term strength of the firm.
Yana holds her Life and Fixed Annuities and Accident & Health insurance licenses, reinforcing the firm’s comprehensive approach to retirement planning. She holds a Bachelor of Arts in Accounting with a minor in Economics and an Masters of Business Administration (MBA) with a concentration in Accounting from Baldwin Wallace University, she is also a Certified Internal Auditor (CIA).
Yana lives in Pittsburgh with her husband, Josh, their sons, Eli and Isaac, and Layla, their golden retriever. When she’s not working, she enjoys gardening, volunteering, traveling, and being on the sidelines for her boys’ sporting events.
