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 in Franklin, TN, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several related firms, including Cypress Capital Advisors, Hays Advisory, and Hays Capital Management. Cypress Capital is a registered investment adviser managing approximately $413.5 million with a seven-advisor team. The firm serves individuals, retirement plans, trusts, and other organizations, offering financial planning, discretionary portfolio management, retirement plan advisory, sub-advisory services, and model portfolio offerings.

Jeffrey Hays is a financial advisor with Cypress Capital, LLC in Franklin, TN, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Arlington Partners, LLC, Hays Capital Management, LLC, and leadership at Hays Advisory, LLC. He serves as Chair for the Nashville Group of Tiger 21, facilitating monthly meetings for high net worth investors. Cypress Capital is a registered investment adviser managing approximately $413.5 million with a seven-advisor team, serving individuals, retirement plans, trusts, and other organizations. The firm emphasizes financial planning and discretionary portfolio management using proprietary models, individual securities, and a range of strategies including Strategic Income and Global Equity & Income.

Joseph Pessetto is a financial advisor with Cypress Capital, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of finance, he is involved in several business ventures including ownership roles with a fast-casual dining franchise and event and virtual assistant training companies. Cypress Capital is a registered investment adviser managing approximately $413.5 million with a seven-advisor team. The firm serves individuals, retirement plans, trusts, and other organizations, offering financial planning, discretionary portfolio management, and a range of investment strategies implemented through proprietary models and individual securities.

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 with 12 years of industry experience, currently serving as an advisor at Cypress Capital, LLC since 2019. He briefly worked at LPL Financial in 2019 and has been involved as a licensed agent for life insurance sales. Cypress Capital is a registered investment adviser managing approximately $413.5 million with a seven-advisor team. The firm serves individuals, including high-net-worth clients, retirement plans, trusts, and other organizations, offering financial planning, discretionary portfolio management, and various advisory services through proprietary models and individual securities.

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.