Trusted. Local. Here to Educate — Not Sell.

Trusted. Local. 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.

Trusted Advisors2025-09-30T00:34:54+00:00

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:

  • Founders – The visionaries who created NBTBA

  • Leadership Circle – Our core advisors guiding NBTBA’s growth and events

  • Contributing Experts – Guest speakers and subject matter specialists who bring practical knowledge to our events

NBTBA was founded by passionate advisors from leading North Bay firms – Camas Advice, Carle Mackie Power & Ross, and Linkenheimer CPAs & Advisors.

Founders of North Bay Trusted Business Advice

Josh Sterling

Josh Sterling

CLU®, AEP®, CEPA®, CLTC®

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

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

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

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.

These advisors are active contributors to NBTBA’s mission and educational events. In addition to our founders, they help shape the vision, plan future programming, and support our North Bay business owner community.

Leadership Circle

Bill Vick, Executive Coach & Strategic Connector

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.

Andrea Christensen, Insurance Advisor

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.

Mariah Shields, Employee Benefits Advisor

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.

Ramsay Brown, MBA Commercial Banking

Ramsay Brown

MBA

Commercial Banker

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.

Karen Alary, SPHR, SHRM-SCP

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.

Our Contributing Experts include speakers, panelists, and guest educators who bring clarity to the legal, tax, and financial challenges facing local businesses.

Contributing Experts

Philippe Bouissou, Ph.D. , Business Growth Strategist & Author

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.

Kari J. Brown, Employment Law Attorney

Kari J. Brown

Employment Law Attorney

Advises employers on HR compliance, risk management, and litigation prevention with a focus on practical, proactive workplace solutions.

Samantha Pungprakearti, Employment Law Attorney

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.

Captive Insurance Consultant & Estate Planning Attorney

Todd Bailey

MAcc, J.D.

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.

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.

Are these advisors available for hire?2025-04-16T22:18:31+00:00

Many of our Trusted Advisors do take on private clients, but NBTBA is not a referral network. Our goal is education — you’ll hear from these experts at live sessions, workshops, and panels. If you connect naturally and want to work with someone outside of NBTBA, you’re welcome to reach out to them directly.

How are advisors selected to be part of NBTBA?2025-10-03T01:48:18+00:00

Every advisor is personally invited or vetted by our Founders and Leadership Circle. We look for proven professionals with deep expertise, strong reputations, and a desire to give back to the business community through education — not sales.

Can I meet these advisors in person?2025-04-16T22:20:39+00:00

Absolutely. Our events are designed to be approachable and engaging — you’ll get to hear directly from these professionals, ask questions, and learn from real-world stories (often over a drink and some appetizers).

What industries do your advisors work with?2025-04-16T22:21:08+00:00

Our advisors serve a wide range of local businesses — from wine and manufacturing to tech, retail, and professional services. Whether you’re a solo founder or running a multi-generational company, you’ll find insights that apply directly to your world.

Is there a sales pitch at these events?2025-04-16T22:21:48+00:00

Nope. NBTBA was built to be a non-selling environment. Our advisors share value, not business cards. Every session is focused on real education and community, not self-promotion.

How often do new advisors join NBTBA?2025-04-16T22:22:31+00:00

We’re always expanding — carefully. New advisors are added regularly as we meet professionals who align with our values and bring fresh perspective to the group.

Can I suggest an advisor for NBTBA?2025-04-16T22:23:09+00:00

Yes — we welcome recommendations! If you know a professional who shares our educational mission and serves the North Bay business community well, feel free to reach out or make an introduction.

What people are saying…

What people are saying…

“I like the concept of leveraging education, since we all know and have learned information through our careers that can be helpful to others, to bring people together in a format where everyone can learn from each other. That’s a much better focus than just “networking.” I like that the focus is education and not just business referrals.”

Bryan D. Coryell

Bryan Coryell

“Great for making connections with other competent professionals that provide service to business owners.”

Ken Cyphers

“I know this is not a referral group, but I was impressed with the quality of the professionals.”

Mike Brouse

“The presentations were informative and entertaining.”

Paul Schwartz

“Getting to know the professionals in a less formal setting. Collaborating with other professionals in the breakout groups. I think this group could lead us to executing our exit strategy for our business sooner rather than later.”

Denise Fitzgerald

“Great event! I liked the information and the vision of the organization. No fishbowls.”

Chuck Root

Chuck Root

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