Join, Build, or Create
Join one of our ensemble groups, build your existing brand, or create a new one.
You'll get full-service support from our Premier Transition Team in all scenarios.
Bartlett Wealth Management
Work * Plan * Live
Founded by Anthony Bartlett, ChFC®, CASL®, AEP®, RICP®, Bartlett Wealth Management is an ensemble group of financial professionals with a combined 145+ years of experience in financial planning, asset management, individual accumulation and distribution planning, business succession planning, qualified retirement plans, and more.
Blue Line Financial
First responders to your financial future.
Founded by Tom Parlon, MBA, RICP®, a third-generation Boston Police Officer, Blue Line Financial provides financial planning services for police officers and their families. For over 20 years, we've helped the First Responder community plan for retirement. We know we can do the same for you and your family, just like we did for ours.
Planning for Good
Wealth strategies with heart.
Founded by Karen Melo Ticas, CFP®, RICP®, WMCP®, Planning for Good focuses on providing comprehensive financial planning for pre-retirees, retirees, businesses, blended families, and the LGBTQ community.
Meet Your Team
From case design, business processing, marketing, IT/technology, practice management, training, and more.
We have you covered.
Anthony Bartlett
Co-founder, CEO, OSJ Supervisor,
and Financial Planner
Anthony has been a financial planner for over 30 years and spent the last 20+ years focused on helping retirees during the distribution phase. After successfully transitioning Bartlett Wealth Management to an independent firm in 2017, he has helped other financial professionals do the same. In 2023, he and Andrew started Libre Advisor Network to help more financial professionals take control of their destinies.
Anthony is frequently asked to present throughout the country on Business Succession Strategies, Advanced Retirement and Estate Conservation Strategies, and Long Term Care Insurance. He has also conducted seminars for financial planners on Retirement Distribution Strategies for their clients and presented to groups on the various strategies for Social Security income.
Kathleen Bartlett
Director of HR and
Licensing & Registration
Kathy has over two decades of experience helping financial professionals stay focused on their clients by handling securities and insurance licensing, company appointments, event planning, marketing collateral, and office infrastructure management.
Doug Gower
OSJ Supervisor Designee, Dir. Retirement Plans, Financial Planner
Doug has over 15 years of financial services experience, having started his career with John Hancock.
In 2022, Doug joined Bartlett Wealth Management as a financial planner and became the Director of Retirement Plans. Fast-forward to 2025, having received his Series 24, Doug is now Libre's OSJ Supervisor Designee, helping ensure we stay compliant with FINRA and SEC regulations.
Tom Parlon
Director of Investment Committee and Financial Planner
Tom has over two decades of experience in financial services, having started in the trade desk in Boston.
In 2022, Tom brought his firm, BlueLine Financial, to Libre (then Bartlett Wealth Management). Since then, Tom has become our Director of the Investment Commitee.
Shelly Wilde
Director of Business Processing
For over 30 years, Shelly has successfully helped financial advisors and planners process and service clients’ accounts. She has vast experience processing business with numerous insurance and annuity carriers, mutual fund companies, and qualified retirement plan providers.
As part of our Premier Transition Team, Shelly has helped transition thousands of client accounts and is committed to ensuring a smooth transition of client accounts for advisors and groups joining Libre Advisor Network.
Shepard Allen
Director of Financial Planning and Financial Planner
Before joining Bartlett Wealth Management in 2024, Shepard was a financial planner at Morgan Stanley. He also had a previous career as a sports performance coach for Division 1 and professional athletes. Since then, Shep has carried his passion and collaborative coaching process to the world of wealth management.
Shep believes that a personalized financial planning process empowers individuals and their families as they work towards long-term financial goals. He also enjoys working with young professionals to establish the key financial foundations that position them for long-term financial success.
Andrew Waring
Co-founder, Chief Operating Officer
Andrew has helped business owners, start-ups, SMBs, and Fortune 500 companies with operations, marketing, compliance, business strategy, technology, and IT security over the last two decades.
After joining Bartlett Wealth Management in 2022, Anthony and Andrew co-founded Libre Advisor Network to leverage their and the team's expertise to help more financial professionals build the practice they've always wanted.
