All,
Thank you again for taking the time to respond. There are some excellent ideas/suggestions throughout this discussion. My apologies for the delayed follow-up, but Saturdays have become "kid birthday party day" it appears, and there's no end in sight.
With regards to break-in, the speakers I'd purchased were the demo pair that I'd heard and fallen in love with. I expect the sound will continue to evolve a bit, but I'm confident we're in a good place.
The cables utilized in the shop system were Argento which are truly fantastic, and I'm confident that did have an impact on dynamics. That said, from an overall presentation standpoint, I think if I can get the amp + DAC dialed in first, I can upgrade the cables after and eek out that last piece of audio-nirvana as I reset my funds.
The room positioning piece is a wonderful point, and I'm going to grab the XLO test CD as recommended tomorrow morning and spend a couple more hours on positioning to see if I can dial in bass a bit further. It's a tough room, and I've worked through multiple positions (currently on long wall), and room limitations could be muting some of those dynamics.
I love Charles's comment regarding the OTO being very good but not perfect for every music genre...spot on. I really do appreciate their tone for jazz and acoustic, but there's a little punk/grunge in me that needs the Pixies and Nirvana's Scentless Apprentice to have that punch. There is a Pass Lab distributer in the area, so I'll check out the IAs in that line to see if the sound has enough warmth/soul, and in the interim, I'll look to see if I can find a used CS600 or US version 508ia for a no-loss price should I need to re-sell. The Lyngdorf is intriguing, and if I can get an audition, I'll definitely take advantage.
Finally, regardless on timing of the above, the DAC needs to go, so I'll look to find a reasonable price on USB versions of some of the above mentioned and get that sorted asap.
Again, thanks to all, and I welcome any additional thoughts. As I get everything settled, I'll report back with my findings.
Best,Wallace