Cypress Capital, LLC

Mark Dodson is a CFA® charterholder with 21 years of industry experience. He has worked at Cypress Capital, LLC since 2014 and has held roles at Cypress Capital Advisors, LLC and Hays Capital Management, LLC. Dodson holds the Series 63 designation. Cypress Capital is a registered investment adviser with a seven-advisor team managing approximately $413.5 million on a discretionary basis. The firm serves individuals, retirement plans, trusts, and organizations, offering financial planning, portfolio management, retirement plan advisory, sub-advisory, and model portfolio services. Their investment approach includes proprietary models and individual securities, employing strategies such as Strategic Income, Global Allocation, and Technology & Innovation.

Keith Hays is a financial advisor at Cypress Capital, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Cypress Capital since 2014, including prior roles at Hays Advisory, LLC and Hays Capital Management, LLC. Cypress Capital, LLC is a registered investment adviser that serves individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $426 million on a discretionary basis and offers financial planning, portfolio management, retirement-plan consulting, research reports, and estate distribution assistance, using a combination of proprietary models and individual securities tailored to clients’ goals and risk tolerance.

Jeffrey Hays is a financial advisor with Cypress Capital, LLC in Franklin, TN, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has held various roles at Cypress Capital and related firms since 2014 and serves as Chair for the Nashville Group of Tiger 21, a peer-to-peer learning network for high-net-worth investors. In this role, he facilitates and leads monthly meetings for group members. Cypress Capital, LLC is a registered investment adviser serving individuals, retirement plans, trusts, estates, and charitable organizations, managing approximately $426 million with a nine-advisor team. The firm provides financial planning, discretionary portfolio management, and other services, implementing customized investment plans using proprietary models and a combination of quantitative and qualitative analysis.

Joseph Pessetto is a financial advisor with Cypress Capital, LLC in Raleigh, NC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of advising, he has ownership interests in a fast-casual dining business and manages multiple small ventures in events and virtual assistant services. Cypress Capital, LLC serves individuals, retirement plans, trusts, estates, and charitable organizations through a nine-advisor team. The firm employs a combination of quantitative and qualitative analysis in discretionary portfolio management, offering a range of services including financial planning, retirement consulting, and estate distribution assistance.

Robert Walker is a CFP® and holds a Series 66 license with 22 years of industry experience. He has been with Cypress Capital, LLC since 2017 and previously worked at Trustcore Investments, Inc. from 2010 to 2017. Outside of his advisory role, he teaches indoor cycling classes at the YMCA of Middle Tennessee and works as a retail sales associate at REI. Cypress Capital is a registered investment adviser managing approximately $413.5 million across a seven-advisor team. The firm serves individuals, including high-net-worth clients, retirement plans, trusts, and other organizations, providing financial planning, discretionary portfolio management, and model portfolio offerings implemented through proprietary models and individual securities.

Michael Brooks is a CFA® charterholder with 22 years of industry experience. He has been with Cypress Capital, LLC since 2014 and also works with Cypress Capital Advisors, LLC. The firm manages approximately $413.5 million on a discretionary basis through a team of seven advisors. Cypress Capital serves individuals, including high-net-worth clients, retirement plans, trusts, and other organizations, offering financial planning, discretionary portfolio management, and sub-advisory services using proprietary models and a range of investment strategies.

William Bevins Jr. is a CFP® professional at Cypress Capital, LLC with 13 years of industry experience. He has worked at Cypress Capital since 2019 and was briefly with LPL Financial in the same year. Bevins also acts as an agent for BGA Insurance, providing life insurance solutions as part of financial planning. Cypress Capital, LLC serves individuals, retirement plans, trusts, estates, and charitable organizations, managing approximately $426 million on a discretionary basis. The firm employs a team approach and uses a combination of proprietary models and individual securities tailored to client goals, incorporating quantitative and qualitative analysis along with options and hedging strategies in select portfolios.

Brett Luther is a CFP® with 19 years of industry experience, currently serving as an advisor at Cypress Capital, LLC since 2020. Prior to joining Cypress Capital, he spent 11 years at Morgan Stanley Smith Barney. Outside of his advisory work, he operates a cattle farm and participates in competitive fishing tournaments. Cypress Capital is a registered investment adviser with a seven-advisor team managing approximately $413.5 million on a discretionary basis. The firm serves individuals, retirement plans, trusts, and other organizations, offering financial planning, discretionary portfolio management, and sub-advisory services through proprietary models and individual securities.

Leigh Luther is a financial advisor at Cypress Capital, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank from 2015 to 2020. Outside of his advisory role, he is connected to a family cattle farming operation that has been active since 1977. Cypress Capital is a registered investment adviser managing approximately $413.5 million on a discretionary basis with a seven-advisor team. The firm serves individuals, retirement plans, trusts, and other organizations, offering financial planning, discretionary portfolio management, and sub-advisory services through proprietary models and individual securities.