Dina Villalobos is a financial advisor with Moseley Investment Management, Inc. She holds a Series 66 designation and has 11 years of industry experience. Her tenure includes working at LPL Financial LLC since 2026 and at Moseley Investment Management since 2007. Moseley Investment Management provides comprehensive financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm’s investment approach emphasizes fundamental analysis to construct portfolios with individual securities, ETFs, mutual funds, and bonds, focusing on long-term positions and periodic rebalancing.

Ryan Moseley is a financial advisor at Moseley Investment Management, Inc. with 12 years of industry experience. He holds the CFA® designation and Series 65 license. His career includes over a decade with Moseley Investment Management and a year at LPL Financial LLC. Moseley Investment Management, Inc. provides financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm employs fundamental analysis to build long-term portfolios and uses derivatives strategies to generate income, managing approximately $457 million in assets.

Susan Moseley is a financial advisor with Moseley Investment Management, Inc. in Bradenton, FL, holding a Series 63 designation and 26 years of industry experience. She has worked at Moseley Investment Management since 1990 and has one year of experience with LPL Financial LLC. Moseley Investment Management, Inc. provides financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm uses fundamental analysis to construct portfolios focused on long-term positions and employs strategies including derivatives and third-party managers, while offering integrated client reporting and estate planning services.