Income & Asset Advisory, Inc.

Jason Waxler is a financial advisor at Income & Asset Advisory, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Portfolios Financial Services, Inc. and Osaic Wealth, Inc. He is also a principal of Katonah Capital Group LLC and operates as an independent insurance agent. Income & Asset Advisory provides investment advice to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm offers customized portfolio management and pension consulting services, employing a mix of fundamental, technical, quantitative, and qualitative analysis with a generally buy-and-hold investment approach.

Derek Ralston is a financial advisor with Income & Asset Advisory, Inc. and has 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at NCM Capital Management, LLC since 2015. Outside of advising, he is the president of the Ramsey Chamber of Commerce, where he chairs meetings and participates in community events. Income & Asset Advisory provides investment advice to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm customizes portfolios based on client objectives and employs a mix of fundamental, technical, quantitative, and qualitative analysis with a generally buy-and-hold approach adjusted by active asset-class positioning.

Catherine Newman is a financial advisor with Income & Asset Advisory, Inc., holding a Series 66 designation and bringing 15 years of industry experience. She has worked with American Portfolios/Jason Waxler and Osaic Wealth, Inc. in addition to her current firm. Outside of her advisory role, she serves as a trustee and executor for a revocable trust and is involved in administrative and bookkeeping roles with a private LLC. Income & Asset Advisory provides investment advice to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm offers customized portfolio management and consulting services, employing a mix of analytical approaches with a generally buy-and-hold strategy adjusted by active asset-class positioning.

Matthew Naidorf is a financial advisor at Income & Asset Advisory, Inc. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Prudential and American Portfolios Financial Services, Inc. Outside of his advisory work, he is a passive investor in Ludlows Cocktail Company, LLC. Income & Asset Advisory provides investment advice to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm offers customized portfolio management and consulting services, combining fundamental, technical, quantitative, and qualitative analysis with a generally buy-and-hold investment approach.