Allstreet Wealth

Treyton De Vore is a financial advisor at AllStreet Wealth with five years of industry experience and holds a Series 65 designation. He has founded several non-investment businesses, including a nonprofit focused on grant review and marketing, an educational company producing video courses, and a marketing and design firm. AllStreet Wealth serves individual and high-net-worth clients, as well as business owners and employees with equity compensation, providing comprehensive financial planning and discretionary investment management. The firm employs long-term, buy-and-hold passive portfolios based on asset allocation principles and offers both ongoing planning and project-based services.

Thomas Kopelman is a financial advisor at AllStreet Wealth with six years of industry experience and holds a Series 66 designation. His prior experience includes roles at Thrivent Financial, Eli Lilly and Company, and Butler Consulting Group. He is co-owner of AllStreet Academy LLC, which develops educational courses and templates for individuals and advisers. Kopelman is also involved with Miracle Mile Advisors LLC, providing financial planning and client referrals, and leads community initiatives and a podcast for Wealth.com, an estate planning software company. AllStreet Wealth serves individual and high-net-worth clients, as well as business owners and employees with equity compensation, offering comprehensive financial planning, project-based engagements, and discretionary investment management. The firm emphasizes long-term, buy-and-hold passive portfolios constructed using asset allocation principles and incorporates multiple methods of analysis tailored to clients’ risk tolerance and life changes.

Ryan Dolan is a financial advisor at AllStreet Wealth in Chicago, IL, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Midwest Small Business Accounting and Tax and Butler University. AllStreet Wealth serves individual and high-net-worth clients, as well as business owners and employees with equity compensation, offering comprehensive financial planning, project-based engagements, and discretionary investment management. The firm employs long-term, buy-and-hold passive portfolios guided by asset allocation principles and incorporates various analytical methods tailored to clients’ risk tolerance and life circumstances.