Forthright Capital

John Rowden is a financial advisor with Forthright Capital, holding Series 63, 65, and 66 licenses and four years of industry experience. His prior roles include positions at Equis Financial, Verity Asset Management, Teacher's Pension, and Dell Technologies. Outside of advisory work, he is an independent agent soliciting life insurance and annuity business. Forthright Capital Advisory manages approximately $107.7 million in discretionary assets for individuals, retirement plans, corporations, and charitable organizations. The firm primarily employs passive investment management using model portfolios and also utilizes outside managers when appropriate, with regular quarterly account reviews conducted by firm oversight and adviser representatives.

Stephen Mehr is a financial advisor at Forthright Capital with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at firms including Brookstone Capital Management and MassMutual. Outside of finance, Mehr has taught voice lessons since 2013. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets for individuals, retirement plans, corporations, and charitable organizations. The firm primarily uses passive investment management with model portfolios and conducts regular portfolio reviews to ensure oversight and due diligence.

Kyle Toledo is an advisor at Forthright Capital with a Series 65 designation and no prior industry experience. He has worked at Forthright Capital Advisory and Forthright Capital Partners since 2025 and has a background that includes roles with the Lodi Unified School District, Taco Bell, and California State University. Forthright Capital Advisory manages approximately $107.7 million in discretionary assets and serves individuals, retirement plans, corporations, and charitable organizations. The firm primarily uses passive investment management with model portfolios and conducts regular quarterly reviews, employing third-party technology and due diligence on outside managers as part of its oversight.

Richard Reed is a financial advisor at Forthright Capital with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sequent Planning, Bank of the West, and Securities America Advisors. In addition to his advisory role, he is involved with Forthright Capital Partners as an insurance agent soliciting individual life insurance and fixed annuity products. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets, serving individuals, retirement plans, corporations, and charitable organizations. The firm primarily utilizes passive investment management through model portfolios and incorporates outside managers when appropriate, with regular account reviews and an emphasis on due diligence and monitoring.

Nephi Eschler is a financial advisor at Forthright Capital with six years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Northwestern Mutual and Todd Johnson prior to joining Forthright Capital in 2023. Eschler is also the owner and CEO of Eschler Financial, LLC, an entity established for tax and employment purposes. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets and serves individuals—including high-net-worth clients—retirement plans, corporations, and charitable organizations. The firm primarily employs a passive investment management approach using model portfolios and external managers as appropriate, with regular quarterly portfolio reviews.

Edward Hill is a financial advisor at Forthright Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Increase Financial and LPL Financial. He is also involved in soliciting individual life insurance and fixed annuity products as an insurance agent. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets, serving individuals, retirement plans, corporations, and charitable organizations. The firm primarily utilizes passive investment management with model portfolios and conducts regular portfolio reviews.

Judy Lee is a financial advisor at Forthright Capital with five years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Forthright Capital, she worked at firms including Prudential Insurance Company of America, NYLIFE Securities LLC, and Penn Mutual Life Insurance Company. Lee also engages in soliciting individual life insurance and fixed annuity products as an insurance agent with Forthright Capital Partners. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations, primarily practicing passive investment management through model portfolios and outside managers tailored to clients’ investment policies.

Thomas Mitose is a financial advisor at Forthright Capital with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Bank of America Merrill. Outside of his advisory role, he assists his father with managing a martial arts organization by helping with administrative and teaching duties. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations, primarily employing a passive investment management approach using model portfolios and outside managers as appropriate.

Nicholas Cassandra is a financial advisor at Forthright Capital with nine years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and Raymond James Financial Services. In addition to his advisory role, Cassandra is involved in independent insurance brokering, specializing in fixed annuities. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets, serving individuals, retirement plans, corporations, and charitable organizations. The firm primarily uses passive investment management with model portfolios, incorporates outside managers when appropriate, and provides comprehensive financial planning and employee benefit plan services.

Nathaniel Carswell is a CFP®-designated financial advisor at Forthright Capital with 19 years of industry experience. His prior roles include positions at OneDigital Investment Advisors, Triad Financial Advisors, and Morton Wealth Management. Forthright Capital Advisory manages approximately $107.7 million in discretionary assets, serving individuals, retirement plans, corporations, and charitable organizations. The firm primarily employs passive investment management through model portfolios and incorporates outside managers when appropriate, with regular portfolio reviews conducted on a quarterly basis.

Christopher De Villeneuve is a financial advisor at Forthright Capital with nine years of industry experience. He holds the ChFC® and Series 63 credentials. Prior to joining Forthright Capital Advisory LLC and Forthright Capital Partners LLC in 2024, he worked with NYLIFE Securities LLC and New York Life Insurance Co. from 2016 to 2024. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations, employing primarily passive investment management through FC model portfolios and outside managers when appropriate.

Timothy Bennett is a Series 65-credentialed advisor at Forthright Capital with one year of industry experience. He has worked in educational roles prior to joining the firm and engages in insurance-related activities including pension reviews and retirement planning. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets and serves individuals, retirement plans, corporations, and charitable organizations. The firm primarily employs passive investment management using model portfolios and also incorporates outside managers when appropriate, with regular portfolio reviews conducted on a quarterly basis.

Sabrina Hayes is a financial advisor at Forthright Capital with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Lincoln Financial Securities, First Command Financial Planning, Ethne Solutions, and Allstate Insurance. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations using primarily passive investment management, model portfolios, and outside managers when appropriate.

Camille Liljequist is a financial advisor at Forthright Capital with a Series 65 credential and three years of industry experience. She has worked at Forthright Capital Advisory and Forthright Capital Partners since 2022 and previously was employed by American Income Life. Camille is also a licensed insurance agent affiliated with Forthright Capital Partners in Las Vegas, Nevada. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets and serves individuals, retirement plans, corporations, and charitable organizations. The firm primarily uses passive investment management with client portfolios based on individual investment policy statements and incorporates model portfolios and outside managers when appropriate.

Daniel Bingham is a financial advisor at Forthright Capital with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at FBL Wealth Management, FBL Financial Group, and Winn-Marion, Barber. Bingham is based in St. George, Utah. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations, primarily using passive investment management with model-based portfolios tailored to individual investment policy statements.