Sightline Wealth Advisors, LLC

William Duvall is a financial advisor at Sightline Wealth Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has been with Sightline since 2015. Sightline Wealth Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach that combines passive and active management, strategic asset allocation, and fundamental analysis, utilizing ETFs, mutual funds, individual securities, and derivatives where appropriate.

Stefan Pellish is a financial advisor at Sightline Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sightline since 2015. In addition to his advisory role, he has been involved with House of Doors since 1994. Sightline Wealth Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach that combines passive and active management with strategic asset allocation and fundamental analysis.

Mark Steffen is a financial advisor at Sightline Wealth Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Sightline since 2015. Outside of his advisory role, he is involved in business ownership through PS Development LLC and Pellish and Steffen LLC, which manage properties used by his practice. Sightline Wealth Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment strategy combining passive and active management, using ETFs, mutual funds, individual securities, and derivatives when appropriate.

Mark Michna is a CFA® charterholder with two years of industry experience. He has worked at Sightline Wealth Advisors, LLC since 2023 and previously spent 19 years at Prospect Partners, LLC. Sightline Wealth Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach that combines passive and active management, strategic asset allocation, and fundamental analysis, using a range of investment vehicles including ETFs, mutual funds, individual securities, and alternatives when appropriate.