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Joel H

Series 63, Series 65

Redmond, WA

Truvista Advisors LLC

Joel Hussey is a financial advisor at Truvista Advisors LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truvista Advisors since 2023. Prior to his current role, he was employed at Tempered Networks for eight years and has owned Tailwind Capital Partners, Inc., a company that sources and remarkets commercial aircraft, since 2007. Truvista Advisors LLC is a small, supported firm with two advisors.

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David G

Series 63, Series 65

Redmond, WA

Truvista Advisors LLC

David Giannini is a financial advisor at Truvista Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Private Asset Management, Inc. for 10 years before joining his current firm. Truvista Advisors LLC is a small advisory firm based in Redmond, WA, focused on providing personalized financial services.

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Lance B

Series 65, Series 63

Monroe, WA

XYPN Sapphire

Lance Best is a financial advisor at XYPN Sapphire with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for NYLIFE Securities LLC and New York Life Insurance Co. for 10 years. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm emphasizes a long-term, risk-based investment approach using diversified portfolios and offers both discretionary and non-discretionary management alongside digital-asset management services.

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