Scottsdale, AZ Office

Warren Goodman Jr. is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Goodman volunteers as a committee member for the HonorHealth Foundation’s Medical Innovation Committee. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals and risk tolerance.

Mark Lininger is a CFP® professional with 32 years of experience in the financial services industry. He is currently with Equitable Advisors and has previously worked at City National Bank and RBC Capital Markets. Outside of his advisory role, he is an owner of Winds of the West, LLC, a holding company for aircraft, jointly held with his wife. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing multiple advisory channels and emphasizes tailored financial planning based on client goals and risk tolerance.