Nexus One Financial Advisors LLC

Terry Bussard is a financial advisor at Nexus One Financial Advisors LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Retirement Planners of America for 15 years. Nexus One serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans, offering wealth management, financial planning, family office services, and retirement-plan advisory. The firm emphasizes discretionary portfolio management using low-cost, diversified mutual funds and ETFs, applying both fundamental and technical analysis.

Paul Hofland is a financial advisor at Nexus One Financial Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Retirement Planners of America and NYLife Securities LLC. Hofland is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation of insurance recommendations. Nexus One Financial Advisors serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans, offering wealth management, financial planning, family office services, and retirement-plan advisory with both discretionary and non-discretionary oversight. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and structured notes as appropriate.

Evan Daniels is a financial advisor at Nexus One Financial Advisors LLC in Plano, TX, holding a Series 65 designation with one year of experience at the firm. His prior work includes roles at Quantum Lending Corp. and the YMCA of the USA. Nexus One serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans, offering wealth management, financial planning, family office services, and retirement-plan advisory. The firm constructs investment programs primarily with low-cost, diversified mutual funds and ETFs, utilizing both fundamental and technical analysis in portfolio management.

David Mott is a financial advisor at Nexus One Financial Advisors LLC in Plano, TX, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Retirement Planners of America and Ball DPF, LLC. Nexus One serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans by offering wealth management, financial planning, family office services, and retirement-plan advisory with both discretionary and non-discretionary management. The firm uses a combination of low-cost diversified mutual funds, ETFs, individual securities, and fundamental and technical analysis to construct primarily long-term portfolios.

Douglas Bartol is a CFP® and ChFC® with 28 years of experience in the financial services industry. He has worked at Nexus One Financial Advisors LLC since 2025 and previously spent 14 years with Retirement Planners of America. Bartol is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Nexus One Financial Advisors serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans, offering wealth management, financial planning, family office services, and retirement-plan advisory. The firm emphasizes discretionary portfolio management using primarily low-cost, diversified mutual funds and ETFs, employing both fundamental and technical analysis.

Julianne Hoerman is a financial advisor at Nexus One Financial Advisors LLC in Plano, TX, holding a Series 65 designation. She has been in the industry since 2023, with prior work experience including roles at Market Doctors and Retirement Planners of America, as well as a lengthy career at Rodan + Fields Dermatologist and Shaklee. Nexus One Financial Advisors serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans, offering wealth management, financial planning, family office services, and retirement-plan advisory. The firm employs a combination of fundamental and technical analysis to manage primarily low-cost, diversified mutual funds and ETFs, with an emphasis on long-term portfolio strategies.