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Angela F

Series 63

Wexford, PA

Leonard Advisory Group LLC

Angela Ferrante is a financial advisor with Leonard Advisory Group LLC in Wexford, PA, holding a Series 63 license and 38 years of industry experience. She has held roles at Leonard Advisory Group since 2015 and serves as president of Laurel Highlands Risk Management, a risk management firm specializing in life, health, accident, long-term care, and annuities. In addition, she owns and operates a family farm, A.M. Cattle Company. Leonard Advisory Group provides portfolio management and financial planning services to individuals, high-net-worth households, and business clients, including investment entities. The firm emphasizes long-term trading based on fundamental analysis and modern portfolio theory, incorporates third-party investment platforms and managers, and maintains discretionary trading authority with quarterly reviews.

Annuities Wealth management Founder/Business Owner
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Peter B

CFP®, Series 63, Series 65

Wexford, PA

Leonard Advisory Group LLC

Peter Belcastro is a CFP® with 18 years of experience in the financial services industry. He has been with Leonard Advisory Group LLC since 2023 and previously worked at Bill Few Associates, Inc. from 2015 to 2023. Leonard Advisory Group provides portfolio management and financial planning services to individuals, high-net-worth households, business clients, and investment entities. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, and it also selects and monitors third-party investment platforms and managers on behalf of its clients.

Annuities Wealth management Founder/Business Owner
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Joshua L

Series 65

Saint Joseph, MI

Leonard Advisory Group LLC

Joshua Leonard is a financial advisor at Leonard Advisory Group LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Center Street Advisors and J. Leonard Financial Services. Leonard is also involved in marketing research related to insurance product tracking and presentation. Leonard Advisory Group provides portfolio management and financial planning services to individuals, high-net-worth households, business clients, and investment entities. The firm emphasizes long-term trading based on fundamental analysis and modern portfolio theory, often using discretionary authority and directing assets to third-party investment platforms while conducting ongoing due diligence.

Annuities Wealth management Founder/Business Owner
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