The Millstone Evans Group, LLC

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.

Martial Frindethie is a financial advisor at The Millstone Evans Group, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Raymond James & Associates, Inc. for ten years before joining his current firm. The Millstone Evans Group serves individuals, including high net worth clients, as well as trusts, charitable organizations, and other entities, offering portfolio management, financial planning, and advisory services. The firm employs a comprehensive investment process incorporating fundamental, technical, and ESG analysis, utilizing mutual funds, ETFs, stocks, fixed income, and tailored strategies such as options and structured notes.

Sacha Millstone is a financial advisor with The Millstone Evans Group, LLC in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining The Millstone Evans Group in 2021, Millstone worked at Raymond James & Associates, Inc. for 27 years. The Millstone Evans Group serves individuals, including high net worth clients, as well as trusts, charitable organizations, and other entities, offering discretionary and non-discretionary portfolio management, financial planning, and advisory services. The firm’s investment approach incorporates fundamental, technical, and ESG analysis and utilizes mutual funds, ETFs, common stocks, fixed income, and specialized strategies tailored to client needs.

Joseph Morris is a financial advisor with The Millstone Evans Group, LLC in Denver, CO. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at Transamerica Capital Inc and employment at Whole Foods Market. The Millstone Evans Group serves individuals, including high net worth clients, as well as trusts, charitable organizations, and other entities by providing discretionary and non-discretionary portfolio management, financial planning, and advisory services. The firm uses a range of investment strategies, including mutual funds, ETFs, stocks, fixed income, and may incorporate independent managers or Raymond James AMS strategies.

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.