Empirikal Partners LLC

Quincy Caldwell is a financial advisor with EmpiriKal Partners LLC, holding a Series 66 designation and bringing 13 years of industry experience. His prior work includes roles at Supreme Alliance LLC and PlanMember Securities Corporation, and he has been involved with Financial Depot LLC since 2015. Outside of advising, he serves as treasurer on the board of Old Danville Shepardhill Cemetery. EmpiriKal Partners LLC manages approximately $88 million for around 170 clients through a team of nine advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan services for individuals, trusts, estates, and business entities, focusing on client-specific investment programs based on fundamental analysis, long-term holdings, and selective trading.

Christopher Monzon is a financial advisor with EmpiriKal Partners LLC in Phoenix, AZ, holding a Series 65 designation and four years of industry experience. He previously worked at Trajan Wealth, L.L.C. and Enterprise Truck Rental. In addition to his advisory role, Monzon is an independent agent with Kramer Estate Planner, focusing on insurance sales and services. EmpiriKal Partners LLC is a mid-sized advisory firm managing approximately $88 million for around 170 clients through a team of nine advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan services, typically building client-specific investment programs based on documented goals, time horizons, and risk tolerances.

Jenna Brown is a financial advisor with EmpiriKal Partners LLC, holding Series 65 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Lifemark Securities Corp., Cadaret, Grant & Co., Inc., Bank of America, and Merrill Lynch. She also operates as an independent insurance agent, focusing on the sales and service of life, accident, and health insurance. EmpiriKal Partners LLC is a mid-sized advisory firm managing approximately $88 million for about 170 clients through a team of nine advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan services, tailoring investment programs based on clients’ goals, time horizons, and risk tolerances.

Thomas Murphy is a financial advisor with EmpiriKal Partners LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. His career includes roles at Merrill Lynch, Charlesworth & Rugg, Bridgeway Wealth Partners, and Titan Strategic Partners, where he also founded a business consulting firm advising executives on growth and financing. He operates Thomas M. Murphy LLC for administrative purposes related to his investment business. EmpiriKal Partners LLC serves approximately 170 clients with discretionary portfolio management, financial planning, and retirement plan services, focusing on individualized investment programs based on client goals, time horizons, and risk tolerances. The firm employs fundamental analysis, long-term holdings, and selective trading, with quarterly account reviews and a fiduciary standard.

Eric Harding is a financial advisor with Empirikal Partners LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Empirikal Partners since 2011, with a brief tenure at United Planners Financial Services in 2016. Empirikal Partners LLC is a mid-sized advisory firm managing approximately $88 million for around 170 clients through a team of nine advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan services for individuals, trusts, estates, and business entities, using fundamental analysis and client-specific investment programs based on goals, time horizons, and risk tolerances.

William Kosic is a financial advisor at Empirikal Partners LLC with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Kosic has previously worked at several firms, including Bankers Life and SmartLife Financial Group, and serves as President of Belvedere Island POA, Inc., a nonprofit property owners association. Empirikal Partners LLC manages approximately $88 million for around 170 clients through a team of nine advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan services, focusing on client-specific investment programs that incorporate fundamental analysis, long-term holdings, and selective trading.

Jackson Paulishak is a financial advisor with Empirikal Partners LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at firms including Sapphire Blue Investment Partners, Purshe Kaplan Sterling Investments, and Summit Financial Group. He also operates his own advisory business, Liberator Wealth Management. Empirikal Partners LLC is a mid-sized advisory firm serving approximately 170 clients with discretionary portfolio management, financial planning, and retirement plan services. The firm employs a goal-based investment approach using fundamental analysis, long-term holdings, and selective trading.

Alexander Corriere is a financial advisor with Empirikal Partners LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Supreme Alliance LLC, Lincoln Investment, and Legend Advisory Corporation, alongside operating as a sole proprietor offering fixed life insurance and annuities. Corriere also serves as a Major Reservist in the U.S. Army. Empirikal Partners LLC is a mid-sized advisory firm that manages approximately $88 million for about 170 clients through a team of nine advisors. The firm provides discretionary portfolio management, financial planning, and retirement plan services for individuals, trusts, estates, and business entities, using a client-specific investment approach based on fundamental analysis and long-term holdings.

Joseph Gormley Jr. is a financial advisor with EmpiriKal Partners LLC in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Portsmouth Financial Services, Glen Eagle Advisors, and operating as a sole proprietor offering CPA services since 1990. Outside of advisory work, he owns a tax preparation and accounting services business. EmpiriKal Partners LLC manages approximately $88 million for around 170 clients through a team of nine advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan services to individuals, trusts, estates, and business entities, employing a client-specific investment approach grounded in fundamental analysis and regular account reviews.