Your Goals and Dreams, Our Guidance
You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.
Lance Antony, MBA
Managing Director - Investments
PIM Portfolio Manager
Financial Advisor
Lance’s approach is rigorous and deeply personal. He partners with high-net-worth individuals, multi-generational families, and business owners to craft investment strategies as distinctive as the people behind them — combining sharp risk management, thoughtful portfolio construction, and comprehensive planning that anticipates life’s pivots, not just the market’s. He specializes in serving high-net-worth individuals, including divorced billionaires.
His work has not gone unnoticed. Lance has been a member of the prestigious Wells Fargo Advisors Platinum Council since 2022, recognized as a Forbes Top Next-Generation Wealth Advisor every year from 2017 through 2021, and named a Forbes Best-In-State Wealth Advisor in 2024, 2025, and 2026. As a leader of the Kotin & Antony Financial Consulting Group of Wells Fargo Advisors, he helped earn the team Forbes Best-In-State Wealth Management Team honors four years running — 2023, 2024, 2025, and 2026.
A lifelong Long Islander and proud first-generation Indian American, Lance credits his drive to the values instilled by his family and community. He lives with his wife, Jensy, and their three children, and channels that same energy into giving back — supporting Helping Hands of Kerala and contributing to the Seton Hall Stillman School of Business Executive Education Program. When he’s not working or with family, you’ll find him pushing his limits at the CrossFit box. Disclosures
Licensing and Disclosures
CA Insurance License #0G52926 | Resident State: NY
This information is intended for use only by residents of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, MI, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, and WA.
Disclosures Platinum CouncilThe Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production from the previous year, and professionalism. Additional consideration may include best practices and team structure.Forbes Top Next-Generation Wealth Advisors2021 Forbes Top Next-Gen Wealth Advisors: Awarded September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21. 2020 Forbes Top Next-Gen Wealth Advisors: Awarded July 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20. 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19. 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18. 2017 Forbes Top Next-Gen Wealth Advisors: Awarded July 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.Forbes Best-In-State Wealth Advisors2026 Forbes Best-In-State Wealth Advisors: Awarded April 2026; Data compiled by SHOOK Research LLC based 6/30/24 – 6/30/25 period. 2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled based on the 6/30/23 – 6/30/24 period. 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled based on the 6/30/22 – 6/30/23 period. Source: Forbes.com. The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used. This rating is not related to the quality of investment advice and is based solely on disclosed criteria.
Forbes Best-In-State Wealth Management Teams2026 Forbes Best-In-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the 3/31/24 – 3/31/25 period. 2025 Forbes Best-In-State Wealth Management Teams: Awarded January 2025; Data compiled based on the 3/31/23 – 3/31/24 period. 2024 Forbes Best-In-State Wealth Management Teams: Awarded January 2024; Data compiled based on the 3/31/22 – 3/31/23 period. 2023 Forbes Best-In-State Wealth Management Teams: Awarded January 2023; Data compiled based on the 3/31/21 – 3/31/22 period. Source: Forbes.com. The Forbes Best-In-State Wealth Management Teams rating algorithm is based on previous year’s industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. For 2026, 12,787 wealth management teams were considered for the rating; 6149 (48% of candidates) were named 2026 Forbes Best-In-State Wealth Management Teams. Form 2025, 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
[PM]-
Managing Director - Investments
PIM Portfolio Manager
Financial Advisor
MBA
Michael A. Kotin
Managing Director - Investments
Senior Financial Advisor
Michael’s philosophy is disciplined and deeply personal. Anchored in risk management, strategic asset allocation, and comprehensive planning, he partners with individuals, families, and business owners—including physicians, attorneys, and other accomplished professionals—to craft tailored strategies for retirement income, portfolio management, and legacy planning. Every plan is built around one principle: the client comes first.
His expertise has not gone unnoticed. Michael has earned recognition as a Wells Fargo Advisors Platinum Council Advisor from 2011 through 2023, and again in 2026—a distinction reserved for the firm’s most accomplished advisors. As a member of the Kotin & Antony Financial Consulting Group of Wells Fargo Advisors, he is part of a team named to Forbes’ Best-In-State Wealth Management Teams list four years running,from 2023 through 2026.
A lifelong Long Islander, Michael lives in Port Washington with his wife, Ellen, and is the proud father of four. He gives generously to his community, with longstanding support for organizations such as United Cerebral Palsy. When he’s off the clock, you’ll find him with a good book, on the golf course, at the pickleball court, or somewhere new on the map.
Licenses and Disclosures
CA Insurance License Number: 0L55475, Resident state: NY
Securities Registered in the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT and WA
Disclosures
Platinum Council
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production from the previous year, and professionalism. Additional consideration may include best practices and team structure.
Forbes Best-In-State Wealth Advisors
2026 Forbes Best-In-State Wealth Advisors: Awarded April 2026; Data compiled by SHOOK Research LLC based 6/30/24 – 6/30/25 period. 2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled based on the 6/30/23 – 6/30/24 period. 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled based on the 6/30/22 – 6/30/23 period. Source: Forbes.com. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled based on the 6/30/21 – 6/30/22 period. Source: Forbes.com. The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used. This rating is not related to the quality of investment advice and is based solely on disclosed criteria. 12,787 wealth management teams were considered for the rating; 6149 (48% of candidates) were named 2026 Forbes Best-In-State Wealth Management Teams.
Managing Director - Investments
Senior Financial Advisor
Nydia Lupo
Assistant Vice President
Senior Registered Client Associate
Assistant Vice President – Senior Registered Client Associate
Nydia Lupo began her career in financial services in 1998 at Merrill Lynch, where she supported compliance operations as a manager’s assistant. By 2006, she had advanced to serve as assistant to the Regional Managing Director at Merrill Lynch’s Garden City office.
In 2011, Nydia joined the Wells Fargo Advisors, where she is an integral member of the Kotin & Antony Financial Consulting Group of Wells Fargo Advisors. She holds FINRA Series 7, 63, and 66 securities registrations, along with life and health insurance licenses, and is a commissioned Notary Public.
Nydia has been honored with the 2025 and 2026 Wells Fargo Advisors Platinum Council Client Associate Award. The Wells Fargo Advisors Platinum Client Associate recognition is held by a select group of client associates within Wells Fargo Advisors as measured by their success in achieving exceptional performance the previous calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution. Committed to the highest standard of client service, Nydia and her team work to ensure every client interaction is seamless, responsive, and personalized.
Outside the office, Nydia lives in Melville, NY with her husband, Sal. She enjoys traveling, cooking, entertaining family and friends, and staying active through Pilates.
Licensing and Disclosures
CA Insurance License #4272966 | Resident State: NY
This information is intended for use only by residents of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, MI, MO, NC, NB, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, and WA.
Assistant Vice President
Senior Registered Client Associate