Howard Given is a financial advisor at Cypress Path Capital, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cypress Path Capital since 2003. Cypress Path Capital is a state-registered advisory firm serving individual and high-net-worth clients, as well as select corporate, charitable, and retirement-plan clients. The firm provides discretionary portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis alongside various investment vehicles including ETFs, mutual funds, and options.

Raymond Mayer is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Cypress Path Capital, LLC since 2015. He holds a Series 63 license and is based in Carmel, California. Cypress Path Capital is a small, state-registered advisory firm serving individual and high-net-worth clients, as well as select corporate, charitable, and retirement-plan clients. The firm provides discretionary portfolio management and financial planning services, using a blend of fundamental, technical, and cyclical analysis alongside mutual funds, ETFs, and active trading strategies to align portfolios with client objectives and risk tolerances.