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.
Meet Our Associates
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Lance Antony, MBA
Managing Director - Investments
PIM Portfolio Manager
Financial Advisor
My top priority is helping clients live the lives they want with confidence in what lies ahead. I bring a resourceful, resilient approach to every relationship, offering objective advice delivered with integrity, precision, and genuine care for my clients and their families. I take pride in designing structured, balanced portfolios that adapt to changes in the markets, in business, and in life. I specialize in serving high-net-worth individuals, including divorced billionaires.
My commitment to professional excellence has been recognized through several honors. I have been a member of the Wells Fargo Advisors Platinum Council since 2022. I was named a Forbes Top Next-Generation Wealth Advisor from 2017 to 2021 and a Forbes Best-In-State Wealth Advisor in 2024 and 2025. Additionally, our team—Kotin & Antony Financial Consulting Group—was recognized as a Forbes Best-In-State Wealth Management Team in 2023, 2024, and 2025.
Born and raised on Long Island, I am a proud first-generation Indian American. My parents’ journey has deeply shaped my values, work ethic, and perspective. Today, I live on Long Island with my wife, Jensy, a physician, and our three young children. I actively volunteer with Helping Hands of Kerala, serve on the advisory panel for the Seton Hall Stillman School of Business Executive Education Program, and am a member of St. Aidan Roman Catholic Church. I’m also a passionate CrossFit enthusiast.
Licensing and Disclosures
This information is intended for use only by residents of AL, AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, and WA. CA Insurance License #0G52926 | Resident State: NY
1 2021 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 (Source: Forbes.com) 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 The Forbes 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.
2 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com) 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 The Forbes Best-in-State Wealth Management Teams 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.
3 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (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 for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Managing Director - Investments
PIM Portfolio Manager
Financial Advisor
MBA
Michael A. Kotin
Managing Director - Investments
Senior Financial Advisor
Managing Director-Investments
Senior Financial Advisor
For over 35 years, I have helped clients preserve and protect their wealth, empowering them to live with greater joy, satisfaction, and freedom. I believe financial security is the cornerstone of a fulfilling life—enabling individuals to focus on what matters most and confidently plan for the future. It is a privilege to support my clients in achieving their goals and securing their financial well-being.
My extensive experience provides valuable insight to guide clients through both market fluctuations and life transitions. I am committed to helping them thoughtfully evaluate risk, reward, and opportunity. My approach is strategic, proactive, and holistic—addressing both sides of the balance sheet while aligning with each client’s unique priorities and responsibilities.
I serve individuals, families, and small business owners—including professionals such as doctors, dentists, and attorneys—providing guidance in retirement income planning, legacy planning, portfolio management, and asset allocation strategies. My dedication to excellence is reflected in my consistent recognition as a 1Wells Fargo Advisors Platinum Council Advisor from 2010 through 2024. Additionally, our team, Kotin & Antony Financial Consulting Group of Wells Fargo Advisors, was honored as one of 2Forbes’ Best-In-State Wealth Management Teams in 2023, 2024, and 2025.
A lifelong Long Island resident, I currently live in Port Washington with my wife, Ellen. We are proud parents of four adult children. I am passionate about giving back to the community and support organizations such as United Cerebral Palsy, along with many causes important to my clients. Outside of work, I serve on the finance committee of my homeowners association and enjoy reading, golfing, and traveling.
Securities Registered in the following states: AL, AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT and WA
Insurance licensed in the following states: CA (Lic. # 0L55475) Resident state: NY
1The 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 have included best practices and team structure.
22025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com) 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 The Forbes Best-in-State Wealth Management Teams 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.
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 the financial services industry in 1998 at Merrill Lynch, where she served as a manager’s assistant in compliance operations. In 2006, she advanced to become the assistant to the Regional Managing Director in Merrill Lynch’s Garden City office.
In 2011, Nydia joined the Wells Fargo Advisors Financial Network and is currently a valued member of the Kotin & Antony Financial Consulting Group, a wealth management team. She holds FINRA Series 7, 63, and 66 securities registrations, as well as life and health insurance licenses. She is also a commissioned Notary Public.
Nydia was recently honored with the 2025 Wells Fargo Advisors Platinum Council Client Associate Award. The Wells Fargo Advisors Platinum Council 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.
Throughout her career, Nydia has remained dedicated to providing clients with the highest level of service. As a team, we are committed to ensuring that every client experience is seamless, responsive, and personalized.
Nydia resides in Melville, NY with her husband, Sal. Outside of work, she enjoys traveling, cooking, entertaining with friends and family, 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, FL, GA, IL, KY, MA, MD, ME, MI, MO, NC, NB, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, and WA.
PM-01162027-8191647.1.1
Assistant Vice President
Senior Registered Client Associate