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ParetoHealth

ParetoHealth is a healthcare benefits solutions provider focused on midsize employers with 50 to 1,000 employees. The company aims to reduce healthcare cost volatility and improve financial outcomes through innovative self-insurance models. It has established itself as the largest health benefits captive in the U.S., managing over $6.6 billion in healthcare spending and serving more than 3,000 employers, which collectively cover over 1 million lives. The company offers a range of services, including its Risk Shield program, which provides a shared-risk model for predictable costs and stop-loss protection against large claims. Its Savings Engine utilizes data analytics and clinical expertise to manage medical costs and improve pharmacy solutions through the ParetoHealth Pharmacy Consortium. By pooling employers into a single risk pool, ParetoHealth enhances negotiating leverage and risk stabilization, allowing midsize businesses access to cost-saving tools typically available to larger corporations.

Tatte Bakery & Cafe

Tatte Bakery & Café is a fast-casual bakery and café chain founded in 2007 by pastry chef Tzurit Or. Starting from her home kitchen, Or began selling baked goods at Boston farmers markets. Headquartered in Cambridge, Massachusetts, Tatte has grown to 18 locations in Boston and Washington, D.C., focusing on community-centric spaces that create a sense of belonging. The brand is known for its artisanal pastries, cakes, and breads, along with a café menu that features breakfast, brunch, and lunch options inspired by global flavors. Tatte also offers a specialty coffee program, emphasizing quality and consistency. Each café is designed to reflect its neighborhood while maintaining Tatte’s core identity, creating inviting spaces for casual dining, remote work, and social gatherings. Tzurit Or continues to lead the brand, supported by an experienced executive team dedicated to operational excellence and high-quality ingredients.

Glenn Burdette

Mission Statement Each day we make a personal commitment to go beyond - build deeper relationships, provide innovative solutions, work collaboratively as a team, serve our community, and be active stewards for the future of Glenn Burdette. Commitment to Service Accounting is often called a numbers business, but we view it as a service business. We are deeply committed to serving our clients, who are responsible for our success; our employees, who are the heart and soul of our firm; and our community, where we make our homes, raise our families and participate in activities that enrich our lives. Dedication to Clients Our goal is to go above and beyond for our clients, creatively applying our expertise and experience to meet their individual needs. We help them seize opportunities today, and offer solutions for their challenges ahead. We serve a diverse base of large, middle-market and small owner-managed businesses in a wide range of industries, and we are also proud to serve a number of nonprofit organizations, governmental agencies and individuals. Loyalty to Employees We foster an environment where hard work and client service are rewarded. In 2000, Glenn Burdette became the first CPA firm in California to become employee owned, developing an authentic investment in the professional development and personal success of our team. We believe that happy employees make the most satisfied clients. Involvement in Community Community service is integral to the culture of Glenn Burdette. Our employees serve on local nonprofit boards, and are active in chambers of commerce and service clubs from Santa Maria to Paso Robles.

Swarts, Manning & Associates

Founded in 1996, Swarts, Manning & Associates has quickly established itself as a leader in the insurance industry. As a full-service agency, Swarts, Manning & Associates is dedicated to providing the most comprehensive, customized, and cost-effective insurance solutions available. With specialized departments dedicated to customizing protection for your business, you will partner with an industry expert to assist with your unique risk management needs. Our dedication to customer service and our knowledgeable, friendly staff are just a few of the reasons why Swarts, Manning & Associates stands as a leader and innovator within the insurance industry.