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Treyton D

Series 65

Panama City Beach, FL

Allstreet Wealth

Treyton De Vore is a financial advisor at AllStreet Wealth with six years of industry experience and holds a Series 65 credential. He has prior experience at Shamrock Trading Corporation and Vivint Smarthome. Outside of his advisory role, he is involved in founding and managing several businesses, including a nonprofit organization, a marketing and design firm, and an educational content company. AllStreet Wealth provides financial planning and discretionary investment management for individuals, high-net-worth clients, and business owners. The firm emphasizes long-term, passive investment strategies based on asset allocation and Modern Portfolio Theory, integrating financial planning with investment management tailored to client needs.

Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Self-Employed
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Thomas K

Series 66

Westfield, IN

Allstreet Wealth

Thomas Kopelman is a financial advisor at AllStreet Wealth with seven years of industry experience. He holds a Series 66 designation and has worked with firms including Thrivent Financial and Eli Lilly and Company. Kopelman is co-owner of AllStreet Academy LLC, an educational business that develops courses and templates for individuals and advisers. He also hosts a podcast and leads the advisor council for Wealth.com, an estate planning software company. AllStreet Wealth is an SEC-registered advisory serving individuals, high-net-worth clients, and business owners with comprehensive financial planning and discretionary investment management. The firm emphasizes long-term, passive, buy-and-hold portfolios anchored in asset allocation and Modern Portfolio Theory, offering tailored planning and investment solutions including business-owner succession and equity compensation considerations.

Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Self-Employed
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Ryan D

Series 65

Chicago, IL

Allstreet Wealth

Ryan Dolan is a financial advisor with AllStreet Wealth in Chicago, holding a Series 65 designation and two years of industry experience. His prior roles include work at Midwest Small Business Accounting and Tax and various positions in education and distribution services. AllStreet Wealth provides financial planning and discretionary investment management services to individuals, high-net-worth clients, and business owners, utilizing a long-term, passive investment approach focused on asset allocation and Modern Portfolio Theory. The firm offers multiple planning tiers that integrate financial planning with investment management tailored to client needs.

Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Self-Employed
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