Warren Goodman Jr. is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 35 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Goodman serves as a volunteer committee member for the HonorHealth Foundation’s Medical Innovation Committee. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporate clients, pension plans, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives using a range of proprietary and third-party asset management programs.

Mark Lininger is a CFP®-certified financial advisor with 32 years of industry experience. He is currently with Equitable Advisors and has held previous roles at City National Bank, RBC Capital Markets, Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Wells Fargo Investments. He is also an owner of Winds of the West, LLC, a holding company for aircraft, which he co-owns with his wife. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs to implement many of its models and provides ERISA fiduciary services to qualified plans.