Jennifer Benjamin is a Series 66-licensed financial advisor with UBS Financial Services in Billings, Montana. She has 14 years of industry experience and has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Todd Vralsted is a financial advisor with UBS Financial Services in Billings, MT, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at UBS since 2006 and concurrently with U.S. Bancorp Piper Jaffray Inc. since 2001. Outside of advising, he is a partner involved in real estate investment and development ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers institutional trading capabilities alongside wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Scott Hatler is a CFP® with 24 years of experience in the financial services industry, currently serving as a financial advisor at UBS Financial Services since 2013. He holds Series 63 and Series 65 licenses and is based in Billings, MT. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Ryan Stevens is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 designation and has previously worked at M. S. Howells & Co., Ashton Thomas Private Wealth, and Wells Fargo in various advisory roles. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management, offering proprietary research and model-based asset allocations tailored to client goals and risk tolerances.

Erin Econom is a financial advisor at UBS Financial Services with six years of industry experience and holds a Series 66 designation. Prior to her advisory role, she worked at Pure Barre for four years. She is also a Pilates instructor offering group fitness and private sessions through her boutique studio, Bethany Joy Pilates. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances.

Trenton Thelen is a financial advisor with UBS Financial Services in Billings, MT, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at U.S. Bancorp Advisors, U.S. Bancorp Investments, U.S. Bank, Dynamic Wealth Advisors, and Edward Jones. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans according to client goals and risk tolerances.

Sandy K Berkram is a financial advisor with UBS Financial Services in Billings, MT, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, Berkram serves as treasurer for the Billings Scarlets Legion Baseball Booster Club, managing deposits, accounts payable, and financial records. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and capital market assumptions to tailor client plans.

Laura Radue is a financial advisor with UBS Financial Services in Billings, MT, holding a Series 66 designation and 12 years of industry experience. She has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

William Royer is a financial advisor with UBS Financial Services in Billings, MT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2004. In addition to his advisory role, Royer serves as an advisor to the Montana Healthcare Foundation, managing a $210 million endowment and participating in investment committee meetings. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.

Jackson Cobb is a financial advisor with UBS Financial Services in Billings, MT, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2021, he worked at Stockman Bank of Montana and Northwestern Mutual. Outside of his advisory role, he serves as a high school basketball referee for the Montana High School Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Leilani Monical is a financial advisor with UBS Financial Services in Billings, MT, holding a Series 66 credential and 12 years of industry experience. She has been with UBS Financial Services since 2006. Outside of her advisory work, Monical volunteers as a cantor for church services and occasionally performs for funerals and weddings. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.