Financial Forum, Inc.

Callie Johnson is a financial advisor at LPL Financial in Spokane, WA, holding a Series 66 designation with one year of experience at the firm. Prior to her advisory role, she worked in various bakery and coffee businesses and was involved with First Presbyterian Church. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory operations with additional financial products and services.

Landy Comstock is a financial advisor at Financial Forum, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial from 2003 to 2020. Outside of his advisory work, he serves as co-executor of the estate of Bruce and Helen Comstock. Financial Forum serves individuals, high-net-worth clients, businesses, and nonprofit organizations with investment management, financial planning, and related consulting services. The firm applies a Modern Portfolio Theory-based approach that includes a mix of securities strategies and manages accounts primarily on a discretionary basis.

Kathryn Young is a CFP® with 18 years of industry experience, currently serving as an advisor at Financial Forum, Inc. She previously worked at LPL Financial, LLC (formerly LINSCO/PRIVATE LEDGER CORP.) for 13 years. Financial Forum serves individuals, high-net-worth clients, businesses, and nonprofit organizations with investment management, financial planning, and consulting services. The firm’s investment approach combines Modern Portfolio Theory with a mix of securities strategies and tailored client objectives, managing approximately $286 million in assets.

Jeffrey Comstock is a financial advisor at Financial Forum, Inc. in Spokane, WA, holding a Series 66 designation with 14 years of industry experience. He previously worked at LPL Financial, LLC from 2011 to 2020. Outside of his advisory role, he is involved in providing non-variable health, life, long-term care, and disability insurance. Financial Forum, Inc. serves individuals, high-net-worth clients, businesses, and nonprofit organizations with investment management, financial planning, and consulting services. The firm employs a Modern Portfolio Theory-based approach, combining various strategies and tailoring advice to client objectives and risk tolerances.