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Bio

John M. Guidotti

John, along with his father and brother, ran his own successful financial solutions firm for over 25 years. The company grew steadily over the years to the point where they had developed a large client base from coast to coast. As a part of the Wealth Enhancement Group team, John’s focus remains unchanged; providing excellent client service, transparent advice and developing long-term, trusting relationships.

Malvern - Liberty Blvd, PA Guidotti Team, Mullin Team

Bio

William B. Mullin

Will has more than 30 years of business and personal financial services experience running companies in both the private and public sectors. Over that time, Will has worked with business owners, entrepreneurs, and private equity to help manage and build client wealth. He did this while growing and merging several of his own companies along the way.

Malvern - Liberty Blvd, PA Mullin Team

Bio

Gerard Zopfi

With more than 15 years of experience in the financial services industry, Gerard develops value-driven financial plans and helps his clients to pursue their life goals through comprehensive financial and retirement planning. He is a multi-winner (2017-2023) of the FIVE STAR Wealth Manager award.* He joined Wealth Enhancement Group through the 2016 partnership with HHG & Company, where he worked as a senior director.

Darien, CT Zopfi Team

Bio

Michael Haley

Using his nearly 20 years of experience in wealth management, Michael works to provide clients with full-service, long-term financial solutions. As part of his overall strategy, he considers each individual’s unique stage in life and the events that may affect reaching their goals. Michael is a winner (2020) of the “FIVE STAR Wealth Manager” award.* He volunteers with the Financial Planning Association and enjoys being involved with his local church.

Pittsburgh, PA Haley Team

Bio

Joel Callagan

Joel launched his career in the financial services industry in 2014. As a Financial Advisor, Joel believes in empowering clients to feel in control of their financial futures. He tailors his advice for each client with creative financial planning and expertise that will help them achieve their long-term personal and financial goals. Married with a young son, Joel enjoys cooking, playing basketball and, more recently, pickleball in his free time. 

Los Angeles, CA Oakwood Team

Bio

David Wootton

David began his career in 2009 after graduating with B.A. degree in Economics from the University of California, Los Angeles. He previously served as a Senior Wealth Advisor at Equius Partners before joining Wealth Enhancement Group in 2023, where he continues to help clients reach their financial goals. When not spending time with his clients, David serves as the Secretary and Treasurer of the Howell Conservation Fund, a 501(c)(3) non-profit based in Atlanta, Georgia.

Novato, CA Equius Team

Bio

Patricia Lawrence

Patricia has helped clients achieve their income and long-term planning goals for more than 30 years in the financial services industry. She has held positions as financial advisor, trust officer and operations manager throughout her career. She joined Wealth Enhancement Group through the 2018 partnership with Retirement Strategies, Inc.

Jacksonville - Town Center, FL Carr-Neeley-Beard Team

Bio

Robert B. Hewitt

Bobby specializes in comprehensive financial planning for individuals and families, and provides business owners guidance on the design, evaluation and management of qualified retirement plans. His objective is to help clients simplify all aspects of their financial life, ensuring they are prepared for life’s planned and unplanned events. He is a recipient of the FIVE STAR Wealth Manager (2019-2023)*.

Fulton, MD Fulton Office Team

Bio

Mark Burns

Mark brings his skills as a strong listener with a history of solid relationship building to the team at Wealth Enhancement Group. His attention to detail and problem-solving skills have helped him provide well rounded service to his clients since 1999. His career in the financial services industry has included time with Venture Services Group at Robert Stephens, and banking institutions such as Wachovia, Wells Fargo and US Bancorp.

Walnut Creek - Mt Diablo, CA Walnut Creek Team