The Cross-Search Team

Larry guides financial advisors in transition through the entire process of identifying their most appropriate options, negotiating a deal and transitioning clients. Cross Search has placed thousands of advisors, producing more than 375 million in gross dealer concessions.

Larry is a frequent speaker at industry conferences and is regularly quoted in the Wall Street Journal, Investment News, Registered Rep, Financial Planning, Research, Investment Advisor and other industry publications. Larry has deep expertise of all the major independent broker-dealers across the entire spectrum of size, culture, clearing platforms, product mix, technology, services provided, etc.

Prior to founding Cross-Search, Larry was the Executive Vice President and Founder of Sentra Securities, where he worked in every department as the broker-dealer grew from one to 410 representatives in only eight years. This experience equipped Larry with an in depth understanding of the inner workings of a broker-dealer and serves as his foundation for assisting financial advisors in choosing the right broker-dealer for them.

Jodie has an intricate knowledge of the securities industry and a deep understanding of each of the major independent broker dealer firms, enabling her to help advisors find and transition to a broker-dealer that best suits their needs. Cross Search has placed thousands of advisors, producing more than 375 mill. in gross dealer concessions. Jodie takes the utmost pride in finding a firm for an advisor that will not only better their career, but will also be a good home for them for years to come.

Jodie is a frequent speaker at industry conferences, is regularly quoted and published in publications such as Investment News, Registered Rep, Financial Planning, Life Insurance Selling and Advisor One.

Jodie earned a Bachelor of Arts degree from San Diego State, graduating with honors.

Jesse is President and Managing Partner of Cross-Search, where he works directly with financial advisors, teams, and firms navigating some of the most important decisions of their careers.
Since joining Cross-Search in 2004, Jesse has spent more than two decades immersed in the wealth management industry, developing a deep understanding of the independent broker-dealer, RIA, and broader advisor marketplace. He advises financial professionals throughout the entire transition process, from evaluating firms and business models to comparing economics, conducting due diligence, negotiating transition packages, and ultimately identifying the platform and environment best positioned to support their long-term goals.
Jesse has worked with advisors and teams across a wide range of business models, from established independent practices to sophisticated multi-advisor teams managing significant client assets. His approach is highly consultative and begins with understanding what matters most to each advisor, including their clients, culture, economics, technology, investment platform, growth objectives, succession plans, and vision for the future.
He holds the FINRA Series 7 and Series 63 registrations and brings a background in sales and marketing to his work with advisors.
For Jesse, the objective is not simply to help an advisor change firms. It is to help them make a well-informed decision that improves their business, supports their clients, and provides the right foundation for the next stage of their career.

Justin is immersed in the securities industry, specifically the independent broker dealer community, and has developed both an expertise of the marketplace as well as a deep network of industry relationships. He has filled hundreds of executive-level positions across the country.

Justin joined Cross-Search with an extensive marketing, recruiting, and management background working for large retail organizations.