Chris Mellone + Team

CHRIS MELLONE + TEAM

Chris Mellone CFA, CFP®, AIF®<br/>Partner, Financial Advisor<br/>

Chris Mellone CFA, CFP®, AIF®
Partner, Financial Advisor

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Frequently quoted in CNBC, Barron's, and Investment News Magazine, Chris is passionate about global markets. He works with individuals and families to create strategic investment strategies that reflect their investment goals. He also works with his corporate clients to design and manage their company retirement plans as well as develop and deliver employee financial education.

Chris is a key member of VLP’s Investment Committee which meets quarterly to review our asset allocation and analyze our performance. His team works to identify any changes that need to be made in holdings or target asset allocations.

Chris currently serves on the board of the Financial Planning and Wealth Management Program at Virginia Tech and is active in the Financial Planning Association (FPA) National Capital Area organization as a prior board member. He has won numerous awards, including Washingtonian Top Financial Advisor (2023, 2024, 2025), Northern Virginia Magazine Top Financial Professional (2023, 2024, 2025) and Investment News Top Financial Advisor (2025). He has a Bachelor of Science in Finance from Virginia Tech.

Chris and his wife Stephanie have two sons, Vincent and Anthony, and live in Leesburg. Living greater for him means enjoying quality time with family and friends.

Designations Held:

Chartered Financial Analyst (CFA)
Certified Financial Planner (CFP®)
Accredited Investment Fiduciary (AIF®)

Advisory Relationship Minimum: $1 Million

Washington, DC's Best Financial Advisers issued by Washingtonian. To arrive at the names of the area's 375 top financial advisers - the fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers marked with a "Top Financial Adviser" tag - we distributed surveys to hundreds of people who work in the local financial industry. We asked them whom they would trust with their own money. We also did our own research, consulting industry experts and publications. The "Top Financial Adviser" names on this list are the people who received the strongest recommendations. This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Northern Virginia Magazine Top Financial Professional. To compile the Top Financial Professionals listing, a survey is sent to all Northern Virginia financial professionals, asking them to recommend other financial professionals whom they would refer to friends and family. The nominations are vetted by consulting various publications to determine the list of winners. This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

InvestmentNews Top Advisors 2025. Individuals are ranked based on assets under management, AUM growth, and organic client growth introduced to the business over the last 12 months. All figures submitted are subject to a verification process through the submitter's compliance department. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation in or in connection with obtaining or using the third-party rating or award. Additional fees may apply to purchase marketing material.

Chris's Team

Sherri Rosenberg

Director of Client
Services

(703) 356-4360 x730 | srosenberg@vlpfa.com

Sherri has been helping solve problems and care for clients with VLP for 20 years, and takes special care to get to know the interests of their clients so that she can provide personalized support for their ongoing financial needs. She is passionate about helping people and enjoys using her executive skills to problem solve client needs in person or over the phone.

Prior to her current position, Sherri was a freelance medical director and editor for a company based out of Alexandria. Her role was to setup and direct live interactive medical conferences all over the United States.

Sherri and her husband, Karl, have three children and live in Alexandria. Living greater to her means gardening, decorating her home – she particularly loves exploring local vintage furniture stores! – and spending time at the beach.

Melissa Chaniyara

Partner & Assistant Portfolio Manager

(703) 356-4360 x717 | mchaniyara@vlpfa.com

Melissa has been with VLP Financial Advisors for over ten years. She started as an intern and has worked her way up to being a partner at the firm. She is the in-house specialist on our portfolio management and enhanced reporting software, Tamarac. She works closely with our advisors to make sure they have the most current and thorough information they need to work with clients.

Melissa is passionate about the art and science of portfolio management. She gets a kick out of matching investments to client objectives while balancing risk against performance. Her main duty is to oversee asset allocation for clients by monitoring portfolios, placing trades, and rebalancing accounts. She is also an integral part of VLP’s Investment Committee which meets quarterly to review our asset allocation, analyze our performance, and works to identify any changes that need to be made in holdings or target asset allocations.

Asset allocation is an investment strategy that will not guarantee a profit or protect you from loss.

Group Investment Committee

In addition to your personal advisory team, VLP also has an internal team responsible for monitoring trends and guiding overall investment strategies. This group of experienced investment professionals meets quarterly—or more frequently, as markets dictate—to review asset performance, consider market conditions, and set forward-looking investment policy.

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