Empirikal Partners LLC

Quincy Caldwell is a financial advisor with Empirikal Partners LLC, holding a Series 66 designation and 14 years of industry experience. He has previously worked at Supreme Alliance LLC and Planmember Securities Corporation and has been self-employed since 2010. Outside of his advisory role, he serves as treasurer for the Old Danville Shepardhill Cemetery board of directors. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, tailoring portfolios to client objectives using fundamental analysis and ongoing monitoring.

Jenna Brown is a financial advisor at Empirikal Partners LLC with 13 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at firms including Lifemark Securities Corp., Cadaret, Grant & Co., Inc., Bank of America, Merrill, LPL Financial, and Equitable Advisors. Brown also operates as an independent insurance agent, focusing on sales and service of life, accident, and health insurance. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, with portfolios tailored to client objectives and a mix of long-term holdings and trading.

Jacqueline Di Stefano is a Series 65-licensed financial advisor at Empirikal Partners LLC with three years of industry experience. Her background includes roles at Invst, LLC Dba Levine Financial Group and Park Avenue Securities, among others. She is also involved with Little Fish Consulting, LLC. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning and consulting, with portfolios tailored to client objectives and risk tolerance.

Thomas Murphy is a financial advisor at Empirikal Partners LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Merrill and Bridgeway Wealth Partners LLC. In addition to his advisory role, he is the founder of Titan Strategic Partners, LLC, a business consulting firm advising executives on growth and financing strategies. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, tailoring portfolios based on clients’ objectives, time horizon, and risk tolerance.

Eric Harding is a financial advisor at Empirikal Partners LLC in Prescott, AZ, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing and United Planners Financial Services. Harding has been with Empirikal Partners in various capacities since 2011. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, with portfolios tailored to client objectives and ongoing monitoring across multiple offices.

William Kosic is a financial advisor with Empirikal Partners LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 49 years of industry experience and currently serves as President of the Belvedere Island Property Owners Association, a nonprofit organization where he manages and oversees association affairs. His prior experience includes roles at Bankers Life and Kestra Investment Services, among others. Empirikal Partners LLC is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, tailoring portfolios to client objectives and providing ongoing monitoring and quarterly reviews.

Jackson Paulishak is a financial advisor at Empirikal Partners LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Merrill, Summit Financial Group, and Purshe Kaplan Sterling Investments. Paulishak also operates his own advisory business, Liberator Wealth Management. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, with portfolios tailored to clients’ objectives and ongoing monitoring through quarterly reviews.

Alexander Corriere is a financial advisor at Empirikal Partners LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Supreme Alliance LLC, Lincoln Investment, and Legend Advisory Corporation. Corriere is also a Major Reservist in the U.S. Army and operates a separate insurance agency selling fixed life insurance and annuities. Empirikal Partners is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, with portfolios tailored to client objectives and ongoing monitoring provided by a team of approximately ten advisors across nine offices.

Joseph Gormley Jr. is a financial advisor with Empirikal Partners LLC and holds Series 63 and Series 65 licenses. He has 35 years of industry experience, including roles at Portsmouth Financial Services and Glen Eagle Advisors. He is also a CPA and operates a tax preparation and accounting services business. Empirikal Partners is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, managing approximately $87.5 million across a client base of about 199.

Edgar Ochoa Benitez is a financial advisor at Empirikal Partners LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Wave Wealth LLC and Wall Street Easy LLC. Outside of his advisory role, he provides tax and financial strategy analysis for individuals and businesses through Wave Tax & Financial Solutions. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, with portfolios tailored to each client’s objectives and ongoing monitoring.