Callie Johnson is a financial advisor at Financial Forum, Inc. in Spokane, WA, holding a Series 66 credential. She has one year of experience in the industry, previously working at LPL Financial LLC and in various roles outside the financial sector, including bakery operations and church involvement. Financial Forum serves individual, high-net-worth, business, and not-for-profit clients, offering investment management, financial planning, retirement and estate planning, tax and risk management, and employee/executive benefits coordination. The firm employs a Modern Portfolio Theory-based approach, managing accounts primarily on a discretionary basis with tailored portfolios reviewed regularly.

Landy Comstock is a financial advisor with Financial Forum, Inc. in Spokane, WA, holding Series 63 and Series 65 licenses and 26 years of industry experience. Prior to joining Financial Forum in 2020, Comstock worked at LPL Financial from 2003 to 2020. Outside of his advisory role, he serves as co-executor of his family estate. Financial Forum serves individual and high-net-worth clients, businesses, and not-for-profit organizations, offering investment management, financial planning, retirement and estate planning, tax and risk management, and employee/executive benefits coordination. The firm uses an investment approach based on Modern Portfolio Theory and manages most accounts on a discretionary basis, with portfolios tailored through client questionnaires or interviews.

Kathryn Young is a CERTIFIED FINANCIAL PLANNER™ with 18 years of industry experience. She has worked at Financial Forum, Inc. since 2005 and previously spent 13 years at LPL Financial, LLC. Financial Forum serves individual and high-net-worth clients, businesses, and not-for-profit organizations with services including investment management, financial planning, retirement and estate planning, tax and risk management, and employee/executive benefits coordination. The firm employs a portfolio management approach based on Modern Portfolio Theory, emphasizing tailored portfolios and regular account reviews.

Jeffrey Comstock is a financial advisor at Financial Forum, Inc. in Spokane, WA, with 14 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, LLC from 2011 to 2020. Outside of advisory services, he is involved in non-variable insurance sales, including health, life, long-term care, and disability insurance. Financial Forum serves individual and high-net-worth clients, businesses, and not-for-profit organizations by providing investment management, financial planning, retirement and estate planning, tax and risk management, and benefits coordination. The firm’s approach is based on Modern Portfolio Theory and offers tailored portfolios managed mainly on a discretionary basis.