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Daniel Leal, CFP, CRPC, is a wealth advisor at Carson Wealth in Omaha, Nebraska. Previously, he was a wealth advisor at Merrill Lynch Wealth Management. He serves on the board of El Centro de las Américas, a nonprofit supporting the Hispanic community.

The plan is just "phase one" in a broader proposal to allow greater trading with digital assets.

JPMorgan credits Sieg for helping to oversee the absorption of First Republic Bank and drive the firm's revenue and net new asset figures higher.