“North Bay Trusted Business Advice strives to be the cornerstone of business growth and empower success. We equip businesses with access to the necessary tools, services, and expertise to navigate their journey. We aim to foster a community where collaboration, trust, and continuous learning drive the transformation of business goals into reality.”
We’re on a mission to create a powerhouse of knowledge, networking, and growth.
We believe in the power of community, the importance of clear, actionable advice, and the impact of collaborative strategy. NBTBA is not just about advising—it’s about building lasting partnerships for sustainable success.
Core Values:
Early in 2023, a spark of realization hit a group of local savvy advisors. Kelly, Anya, Jeremy, and Josh—our founding foursome—recognized a recurring pain point among local business owners. Despite having individual advisors, the lack of coordinated strategy often led to missed opportunities and fragmented plans.
NBTBA was founded by passionate advisors from leading North Bay firms – Camas Advice, Carle Mackie Power & Ross, and Linkenheimer CPAs & Advisors.
Meet the founders of North Bay Trusted Business Advice.
Josh Sterling
CLU®, AEP®, CEPA®, CLTC®, CCFS®
Kelly McGlinchy
CPA, EMBA
Jeremy Little
Attorney
Anya Cunningham
Certified Public Accountant
A Community Built on Expertise, Leadership & Contribution.
A Community Built on Expertise, Leadership & Contribution.
We organize our advisors into three distinct groups so you always know who’s who:
Here to Educate — Not Sell.
North Bay Trusted Business Advice (NBTBA) is powered by a handpicked community of legal, tax, financial, and strategic professionals. These are the experts we trust to help local business owners navigate complex decisions — without pressure, pitches, or posturing.
CO-FOUNDER
Josh Sterling
CLU®, AEP®, CEPA®, CLTC®, CCFS®
Wealth Strategist
Helps business owners integrate advanced tax, legal, and financial strategies to build wealth, protect assets, and plan for future transitions.
CO-FOUNDER
Kelly McGlinchy
CPA & Business Advisor
Provides accounting, consulting, and assurance services to privately held companies, with deep expertise in the wine, retail, construction, and manufacturing industries.
CO-FOUNDER
Jeremy Little
Business & Employment Law Attorney
Advises business owners on contracts, employment practices, and litigation strategy, with a focus on protecting and growing closely held companies.
CO-FOUNDER
Anya Cunningham
CPA & Business Advisor
Specializes in tax planning, transition strategy, and business advisory services for small to mid-sized companies across manufacturing, construction, agriculture, and service industries.
LEADERSHIP CIRCLE
Bill Vick
Executive Coach & Strategic Connector
Leverages over 20 years of leadership experience to connect CEOs with the right resources, experts, and insights to solve challenges and make better decisions.
LEADERSHIP CIRCLE
Andrea Christensen
CCIP®, CLIC®, WCIP®
Insurance Advisor
Brings decades of experience serving individuals, businesses, and nonprofits with tailored personal and commercial insurance solutions, combining deep community roots with a passion for education and advocacy.
LEADERSHIP CIRCLE
Mariah Shields
Employee Benefits Advisor
Draws on deep, hands-on experience in every area of the benefits industry to help businesses design and manage effective, people-focused employee benefit strategies.
LEADERSHIP CIRCLE
Ramsay Brown
MBA
Commercial Banking
Brings a strong foundation in finance and commercial banking, helping North Bay business owners access capital, manage growth, and make smart financial decisions with confidence.
LEADERSHIP CIRCLE
Karen Alary
SPHR®, SHRM-SCP®
HR Consultant
Brings seasoned HR and leadership expertise, helping North Bay employers build high-performing teams, resolve complex people challenges, and strengthen culture with practical, compliant strategies.
LEADERSHIP CIRCLE
Jake Martini
CPA & Business Advisor
Provides accounting, consulting, and assurance services to privately held companies, with deep expertise in the wine, retail, construction, and manufacturing industries.
CONTRIBUTING EXPERT
Philippe Bouissou, Ph.D.
Business Growth Strategist & Author
A former Apple executive and Silicon Valley venture capitalist, Philippe helps companies accelerate top-line growth through strategic alignment and data-driven decision-making.
CONTRIBUTING EXPERT
Kari J. Brown
Employment Law Attorney
Advises employers on HR compliance, risk management, and litigation prevention with a focus on practical, proactive workplace solutions.
CONTRIBUTING EXPERT
Samantha Pungprakearti
Employment Law Attorney
Guides employers through California labor law with a focus on wage-and-hour compliance, workplace investigations, and employee relations strategy.
CONTRIBUTING EXPERT
Todd Bailey
Captive Insurance Consultant & Estate Planning Attorney
President of Fortress Risk Management, Todd specializes in captive insurance and estate planning for business owners and high-net-worth clients. He’s a nationally recognized expert in risk management strategy and tax-efficient wealth preservation.
CONTRIBUTING EXPERT
Rachel Cohen
Organizational Development & Leadership
Rachel Cohen works with business owners to strengthen their culture, develop leaders, and enhance employee retention. Drawing on experience across HR, operations, and organizational development, she helps teams perform better and businesses grow without over-reliance on the owner.
More trusted advisors are joining us soon — check back to meet our newest contributors.
Frequently Asked Questions
Common questions that Business Owners ask about NBTBA Experts.
