You have a lot more experience with equipment than I will ever have , but your thoughts about the phono stage is something I can totally agree with . Does your Sota have the vacuum hold down ?
My experience is with MM cartridges only using a phono stage that is 100% tube for MM's is that a world of difference can be had with changing just one tube or with matching the one 12au7 with different sets of 3 x 5751's .
Also the setting up of a cartridge an art in itself ! Something that I am continually learning to improve my skill at .
I should be receiving my ESRE capacitors soon and will be upgrading the coaxial boards resistors and capacitors next week , except the 1uf bypass caps that will have to wait until the Clarity PUR's are available . I hope the mids and highs sound as good as the lows have sounded since upgrading the woofer boards .