Meet the Team
Leonard Advisory Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Joshua Thomas Leonard President and Financial Advisor
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. Additionally, Josh is a contributing author for Kiplinger.com, a guest speaker on the "Protecting Your Profits" Radio Show, and a host of regular retirement webinars. He has also presented on investment strategies at industry conferences, further solidifying his expertise and reputation in the financial advisory field. Josh's academic background includes a dual major in Finance and Political Science from Baldwin-Wallace University, supplemented by a study abroad experience at Hong Kong Baptist University. He holds his securities and life insurance licenses.Â
Josh grew up in Pittsburgh, PA and resides in St. Joseph, MI 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.
Angela Ferrante Financial Advisor
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).Â
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.
Peter Belcastro Financial Advisor
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 PLANNERâ„¢, 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.
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