Meet the Team Behind Continuum Search Group
Two decades in the industry taught us that advisors deserve an approach built around their needs.
We're not here to make a deal. We're here to find your right match - and stay with you through every step of the journey.
Meet the Team
Decades of advisor experience. Hundreds of transitions. One shared mission: helping advisors make confident, long-lasting decisions.
20+ years at the intersection of advisor recruiting, practice growth, and firm strategy - from leadership roles at Fortune 40 firms, leading an independent general agency, to VP of Business Development at Kestra Financial, where he spent a decade recruiting successful advisors and teams across 13 states.
What Sets Rick Apart:
- Platform-Agnostic approach rooted in advisor alignment, not firm agendas
- Adept at helping advisors identify what matters most to them - then finding the platform that actually delivers it
- Deep relationships across independent BDs, RIAs, and regionals
- Known for straight talk, clear economics, and calm guidance when stakes are high
Jack Kerstiens
Analytics, recruiting, and transition-execution specialist. Jack focuses on making the match work: building the infrastructure, processes, and clarity that carry an advisor from signed contract to a partnership that still works years later.
With hands-on experience at a leading independent Broker-Dealer, he has supported transition planning, economic modeling, advisor onboarding, and platform operations.
A University of Arkansas graduate with a degree in Information Systems concentrated in Business Analytics and a minor in Blockchain Enterprise Systems, Jack builds the firm's data tooling - including the SEC-derived Market Intelligence reports on this site - and puts modern tools, AI included, to work on the unglamorous parts of a transition: economic modeling, paperwork sequencing, and onboarding logistics.
With 18 years experience in financial services as a registered representative, RIA professional, and business development consultant, I bring a perspective that supports meaningful, practical conversations with advisors considering a move.
My role is simple: help you clarify what matters most, then identify the models that truly align with those priorities. In my experience, advisors who are happiest two years after a transition focus just as much on platform alignment, culture, and client experience as they do on transition economics.
“Better” isn't a framework. It's a sales word.
After 20+ years watching advisors make career moves based on incomplete information and biased advice, we built Continuum Search Group to change the process.
Too many talented advisors were choosing firms because of a transition check rather than a clear understanding of what would support them long-term. Our mission is simple: give advisors objective guidance so they feel confident in their decisions 5, 10, and 20 years down the road.
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