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Sharon W

Series 66

Corpus Christi, TX

LPL Financial

Sharon Walls is a financial advisor with LPL Financial in Corpus Christi, TX, holding a Series 66 credential and eight years of industry experience. She has worked at LPL Financial since 2021 and has previous experience with CETERA Advisor Networks and Voya Financial Advisors. Outside of her advisory role, she is a 50% owner of JW Ag Service, a home-based non-investment business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive advisor tools and a diverse product lineup.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Hailey B

Series 66

Corpus Christi, TX

LPL Financial

Hailey Burge is a financial advisor with LPL Financial, holding a Series 66 license and one year of industry experience. She has worked at Corpus Christi Financial Group since 2024 and has held various roles in education at Texas A&M University - Corpus Christi, WB Ray High School, and Hamlin Middle School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to model portfolios, third-party management, and customized strategies, supported by advanced operational tools and a broad platform that includes non-advisory financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Cory S

CFP®, Series 63, Series 66

Corpus Christi, TX

LPL Financial

Cory Summers is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial. He has previously worked with firms including Cetera Advisor Networks, VOYA Financial Advisors, and Edward Jones. Summers is also involved in managing a property management business based in Corpus Christi, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, and access to third-party asset management, utilizing a broad network of advisors and integrating advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Alan C

Series 63, Series 66

Corpus Christi, TX

LPL Financial

Alan Canine is a financial advisor with LPL Financial in Corpus Christi, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Voya Financial Advisors, Sws Financial Services, 1st Global Advisors, and managing his own firm, Alan Canine, PC. He also operates a tax preparation and accounting business as a CPA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies alongside various non-advisory financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brandon M

Series 66

Corpus Christi, TX

LPL Financial

Brandon Magro Torres is a financial advisor with LPL Financial based in Corpus Christi, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions with Corpus Christi Financial Group, HEB, Texas A&M Corpus Christi, Del Mar College, Best Buy, and London ISD. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James M

CFP®, ChFC®, Series 63, Series 65

Corpus Christi, TX

LPL Financial

James Mailhes is a financial advisor with LPL Financial based in Corpus Christi, TX, holding the CFP® and ChFC® designations with 42 years of industry experience. He has previously worked with Cetera Advisor Networks and VOYA Financial Advisors and has been involved with Corpus Christi Financial Group since 1995. In addition to his advisory role, he is an agent selling fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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