The Millstone Evans Group, LLC

Anna Todorova is a financial advisor at The Millstone Evans Group, LLC with 11 years of industry experience. She holds a Series 65 designation and previously worked at Syntrinsic for five years. The Millstone Evans Group serves individual and high-net-worth clients, as well as trusts and charitable organizations, providing discretionary and non-discretionary portfolio management and financial planning. The firm manages client assets through independent clearing accounts and wrap programs, and incorporates ESG analysis where requested.

Madeline Stutz is a financial advisor at The Millstone Evans Group, LLC in Boulder, CO, holding a Series 65 designation with two years of industry experience. She has been with The Millstone Evans Group since 2022, including during her time as a college student. The Millstone Evans Group serves individuals, trusts, charitable organizations, and other entities by providing discretionary and non-discretionary portfolio management, financial planning, and advisory services. The firm develops tailored financial profiles and investment plans, managing portfolios with mutual funds, ETFs, stocks, fixed income, and other strategies that include fundamental, technical, and ESG analysis.

Sacha Millstone is a financial advisor with The Millstone Evans Group, LLC in Boulder, CO. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including 27 years at Raymond James & Associates and five years at his current firm. The Millstone Evans Group serves individual and high-net-worth clients, trusts, charitable organizations, and other entities, providing discretionary and non-discretionary portfolio management and financial planning. The firm offers customized investment plans utilizing mutual funds, ETFs, stocks, fixed income, and third-party managers, incorporating ESG analysis when requested, and manages approximately $893 million across several hundred client relationships.

Sydney Tyler is an advisor with The Millstone Evans Group, LLC, holding a Series 65 designation and based in Boulder, CO. Tyler has been with The Millstone Evans Group since 2023 and has prior experience at Bloom Wealth Advisors and the University of Colorado. The Millstone Evans Group serves individual and high-net-worth clients, trusts, charitable organizations, and other entities by providing discretionary and non-discretionary portfolio management and financial planning. The firm manages assets through independent clearing accounts and proprietary wrap programs, employing a range of investment vehicles including mutual funds, ETFs, stocks, fixed income, and third-party managers, with optional ESG analysis.

Joseph Morris is a financial advisor at The Millstone Evans Group, LLC in Boulder, CO, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Transamerica Capital Inc and employment in non-financial sectors such as Whole Foods Market and a self-employed period. The Millstone Evans Group serves individual and high-net-worth clients, trusts, charitable organizations, and other entities by providing discretionary and non-discretionary portfolio management and financial planning. The firm uses a detailed Financial Profile and Investment Plan for each client and employs a variety of investment vehicles, including mutual funds, ETFs, common stocks, fixed income, and third-party managers, with an option for ESG analysis.

Byron Wilson is a financial advisor with The Millstone Evans Group, LLC, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Vanguard Marketing Corp., Robinhood Financial, and Jackson National Life Distributors LLC. The Millstone Evans Group serves individuals, including high net worth clients, trusts, charitable organizations, and other entities, offering portfolio management and financial planning through discretionary and non-discretionary advisory services. The firm employs a diversified investment approach incorporating mutual funds, ETFs, stocks, fixed income, and specialized strategies, and manages client portfolios via independent clearing accounts and wrap-fee programs.

Toni Noto is a financial advisor with The Millstone Evans Group, LLC in Boulder, CO, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. Prior to joining The Millstone Evans Group in 2021, Noto worked at Raymond James & Associates from 2013 to 2021. The Millstone Evans Group serves individuals, including high net worth clients, trusts, charitable organizations, and other entities, offering discretionary and non-discretionary portfolio management, financial planning, and advisory services. The firm builds Financial Profiles and Investment Plans with clients and employs a range of investment vehicles and strategies, including mutual funds, ETFs, stocks, fixed income, and ESG analysis.